When it comes to philanthropic planning, advisors want donors to act. The use of philanthropic planning strategies1 can help donors give more money to the organizations that they want to support, as well as save donors more in taxes. However, donors often become overwhelmed by planning advice, which paralyzes them from a planning perspective. As a result, they may end up doing nothing at all. To exponentially increase the
Philanthropic Planning Paralysis
A three-step process to get donors to act
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