Financial planners and philanthropic planning
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:
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|Item Type:||Journal Article|
|Additional Information:||Springer OnlineFirst publication|
|Keywords:||Major gifts, Financial planners, High-net-worth individuals, Philanthropic planners, Philanthropic advising, Wealthy donors, Affluent donors, Financial advisors|
|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:||19 Mar 2012 08:34|
|Last Modified:||25 Sep 2013 22:41|
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