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Planned giving and professional advisors: the why and how to involve professional advisors in Canadian charities

Publication Year

2013

Author(s)

  • Blumberg, Mark

Keywords

  • Planned giving
  • Professional advisors
  • Fundraising policy

Website URL

http://www.globalphilanthropy.ca/images/uploads/Planned_Giving_and_Professional_…

Description

This article reviews various ways in which charities can involve professional advisors. It provides further explanation about the benefits of including professional advisors and the prudence of adding this clause to your fundraising policies. 

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