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Financial Planners and Philanthropic Planning

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.

  • Content Type Journal Article
  • Category Original Paper
  • Pages 1-21
  • DOI 10.1007/s11266-011-9206-4
  • Authors
    • Walter Wymer, Faculty of Management, University of Lethbridge, Lethbridge, Canada
    • Wendy Scaife, The Australian Centre for Philanthropy and Nonprofit Studies, Queensland University of Technology, Brisbane, Australia
    • Katie McDonald, The Australian Centre for Philanthropy and Nonprofit Studies, Queensland University of Technology, Brisbane, Australia
    • Journal Voluntas: International Journal of Voluntary and Nonprofit Organizations
    • Online ISSN 1573-7888
    • Print ISSN 0957-8765
Posted in: Journal Article Abstracts on 08/28/2011 | Link to this post on IFP |
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