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Virtual Workshop Session #3

This edition makes a few changes which are intended to help understand the process. We (with my collaborator, Dr. Carolyn Tobin) set out in the first chapter a decision tree which matches the needs of the donor with possible outcomes or products. Each product chapter contains new information suggesting who the product is best suited to. The last chapter now introduces a philanthropic review for a fictional family. It considers a process for this family that reveals their best possibilities for planned giving.
The objective of the first edition was to allow fundraisers and professionals to stimulate more charity and good deeds. We hope this edition does the same!
The information contained in this Handbook reflects tax law in effect as of May 2021

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