Fund Raising Management, November 1st, 1989
Selling planned gifts: Are the moneychangers invading the temple of philanthropy?
This is a story about greed. And about the two-edged nature of financial advisors' expanding role in philanthropy...particularly those advisors who are motivated more by avarice than by altruism.
Common wisdom has it that many trends begin in Southern California and work their way east. Such is the case with a trendlet spawned by financial advisors who represent the P.T. Barnum School of Social Conscience. These sharpies advise their clients, ostensibly as part of developing a financial or estate plan, to cre...
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