We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Financial Planners and Philanthropic Planning.
- Authors
Wymer, Walter; Scaife, Wendy; McDonald, Katie
- Abstract
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.
- Subjects
CHARITIES; FINANCIAL planners; HIGH net worth individuals; SOCIAL services; FINANCIAL management; CHARITABLE giving; PUBLIC welfare
- Publication
Voluntas: International Journal of Voluntary & Nonprofit Organizations, 2012, Vol 23, Issue 2, p350
- ISSN
0957-8765
- Publication type
Article
- DOI
10.1007/s11266-011-9206-4