• Learn
  • Video Resources

Session #4: Strategic Giving with Bobby Kleinman – The Philanthropic Review: Your Plan and Analysis

Strategic Giving Workshop

The Philanthropic Review: Your Plan & Analysis

This portion of the workshop involves some pre-reading, to access the deck of case studies please click here.

This Forum contains the sole opinions & insights of the author/presenter based on forty years of providing advice to donors and charities. Others may totally disagree with the views. This Forum is intended as a conversation. Robust debate is invited. Please respond with questions and alternative viewpoints to askbobby@peartreecanada.com

Legal Disclaimer

This report / article has been prepared for general information purposes only. Any opinions herein reflect the views of the Analyst and/or Author as at the date appearing above, and does not constitute a recommendation or individual investment advice, nor should it be considered a solicitation for the purchase or an offer of securities. Information contained in this report is derived from sources believed to be reliable, but its accuracy cannot be guaranteed.

The information provided herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country including the United States, where such distribution or use would be contrary to law or regulation or which would subject PearTree to any registration requirement within such jurisdiction or country.