Master Your Philanthropy - New and Just In Time for Planned Giving Season
MASTER Your Philanthropy
Author: Nicola Elkins
How to maximize your strategic giving
Is charitable giving important to you?
Do you want to give time, money, future assets?
Do you want to make a bequest in your will? |
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If you answered yes to these three questions, it's time to make a great decision. Learn how to MASTER YOUR PHILANTHROPY!
It really doesn't matter how much you have to give, either. If you have a cause that's really important to you, you can plan today to give substantial sums through insurance or other financial structures. But one this thing is for sure: when it comes to charitable giving, donors are becoming far more demanding about ways to maximize the impact of their donations.
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If this describes you, this book will put you in the driver's seat. It is a must-read for anyone who is thinking about developing a strategic plan for their charitable giving and for the financial advisors who can support these individuals. Learn how to:
- Develop your charitable giving strategies and select your chosen cause
- Decide how much you want to give and what role you want to play
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Plan and implement the partnership with the charity of your choice
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Decide whether you want to give directly, start your own charity, give through an endowment, use donor-advised funds, etc.
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Determine what financial tools and techniques are appropriate for you |
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TARGET AUDIENCE:
Anyone who wants to break free of financial stress relating to the future of their money and achieve peace of mind. By better understanding the components of Real Wealth Managementô, you can arrange your affairs to accumulate, growth and preserve wealth even in difficult markets and then focus on living your dreams.
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ABOUT THE AUTHOR
Nicola Elkins is the CEO and Founder of Benefaction Foundation. She has broad experience in developing and driving key business strategies and product initiatives within the financial services sector. She has held a number of senior roles in marketing, product development and strategic planning with Fidelity Investments (UK and Canada), First Asset Advisory Services, and BMO Nesbitt Burns. She holds a Master of Science degree in economics from the London School of Economics and a bachelor's degree from McGill University. She is also a graduate of the Canadian Gift Planning Course offered by the Canadian Association of Gift Planners. |
THE KNOWLEDGE BUREAU is dedicated to publishing Newsbooks which provide financial education for decision-makers of all ages.
The MASTER YOUR ... series is written for everyday Canadians looking for sound answersóand the right questions to askóconcerning today's volatile marketplace.
Strategy. Process. Plan. Masterful Execution. Powerful Results.
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