After more than 25 years of working with professional advisors and development officers in charitable gift planning, seven key common planning mistakes have emerged. Attendees for this interactive session will learn about the following charitable planning weaknesses:
1.
2. Many advisors aren’t raising the charitable question in the right way at the right time.
3. Many advisors presume all clients want to accumulate wealth for generations.
4. Many advisors don’t run the numbers.
5. Many advisors frequently let the tax tail wag the dog.
6. Many advisors are not engaging with the charitable beneficiaries as part of the planning process.
7. Many advisors and development officers make things too complicated.
8. Many advisors and development officers aren’t looking far enough across the balance sheet for assets other than cash.
PO Box 2092St. Petersburg, FL 33731
charitablegiftplannerstampabay@gmail.com
