Financial planners and philanthropic planning

Wymer, Walter, Scaife, Wendy A., & McDonald, Katie (2011) Financial planners and philanthropic planning. International Journal of Voluntary and Nonprofit Organizations.

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This article reports findings from a survey of Canadian financial planners. The focus of the study is learning more about the depth and breadth of philanthropic planning that is included in their advising services to their high-net worth clients. The findings indicate that a minority of financial planners

(1) regularly broach the topic of philanthropy in their counseling, (2) believe their clients are interested in philanthropy, and (3) feel sufficiently knowledgeable to assist their clients with philanthropic planning.

The implications of these findings and recommendations for improvement are discussed.

Impact and interest:

3 citations in Scopus
1 citations in Web of Science®
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ID Code: 49185
Item Type: Journal Article
Refereed: Yes
Additional Information: Springer OnlineFirst publication
Keywords: Major gifts, Financial planners, High-net-worth individuals, Philanthropic planners, Philanthropic advising, Wealthy donors, Affluent donors, Financial advisors
DOI: 10.1007/s11266-011-9206-4
ISSN: 0957-8765
Subjects: Australian and New Zealand Standard Research Classification > COMMERCE MANAGEMENT TOURISM AND SERVICES (150000) > ACCOUNTING AUDITING AND ACCOUNTABILITY (150100) > Accounting Auditing and Accountability not elsewhere classified (150199)
Divisions: Current > Research Centres > Australian Centre for Philanthropy and Nonprofit Studies
Current > QUT Faculties and Divisions > QUT Business School
Deposited On: 18 Mar 2012 22:34
Last Modified: 25 Sep 2013 12:41

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