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Philanthropic Planning ParalysisPhilanthropic Planning Paralysis

A three-step process to get donors to act

Justin T. Miller

November 19, 2015

22 Min Read
Philanthropic Planning Paralysis

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 likelihood that donors will implement a philanthropic plan, advisors must: (1) determine what donors actually need and want; (2) communicate solutions in a way that donors will understand; and (3) encourage donors to take action. To accomplish those objectives, advisors should follow a three-step process that focuses on...

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About the Author

Justin T. Miller

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.

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