CHAPTER THIRTEEN

CREATING OR ADVANCING YOUR PLANNED GIVING PROGRAM

MOST PEOPLE SPEND FORTY YEARS building their wealth, ten years protecting it, and only two hours determining its disposition through their estate plans, if at all. Not only is this a remarkable disparity of attention, it also illustrates why planned giving programs are often nonexistent or languishing inertly at most nonprofits. Yet ironically, especially given its common (though sometimes inaccurate) association with life's end, planned giving is often the most rewarding aspect of a philanthropist's engagement with a favorite charity. And for charities, planned gifts are far and away the most lucrative. It is estimated that between $6 trillion and $11.6 trillion in charitable ...

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