NDLI: Financial Planners and Philanthropic Planning

Content Provider	Springer Nature Link
Author	Wymer, Walter Scaife, Wendy McDonald, Katie
Copyright Year	2011
Abstract	This article reports findings from a survey of Canadian financial planners. The focus of the study is learning more about the depth and breadth of philanthropic planning that is included in their advising services to their high-net worth clients. The findings indicate that a minority of financial planners (1) regularly broach the topic of philanthropy in their counseling, (2) believe their clients are interested in philanthropy, and (3) feel sufficiently knowledgeable to assist their clients with philanthropic planning. The implications of these findings and recommendations for improvement are discussed.Cet article expose les conclusions d’une enquête effectuée auprès de planificateurs financiers canadiens. L’objet de l’étude est de collecter des informations sur l’importance et l’ampleur de la planification philanthropique incluse dans leurs services de conseil au profit de leurs clients fortunés. Les conclusions indiquent qu’une minorité de planificateurs financiers (1) évoquent régulièrement le thème de la philanthropie dans le cadre de leur consultation, (2) estiment que leurs clients sont intéressés par la philanthropie et (3) se considèrent suffisamment informés pour assister leurs clients en matière de planification philanthropique. Les implications de ces conclusions ainsi que les recommandations en faveur d’une amélioration font l’objet d’une discussion.Dieser Beitrag gibt die Ergebnisse einer Befragung kanadischer Finanzplaner wieder. Schwerpunkt dieser Studie ist es, mehr über die Bedeutung und den Umfang philantrophischer Planung zu erfahren, die in den Beratungsdienstleistungen für vermögende Kunden enthalten ist. Die Ergebnisse deuten darauf hin, dass nur wenige Finanzplaner (1) das Thema Philantrophie regelmäßig in ihren Beratungsdienstleistungen ansprechen, (2) meinen, dass ihre Kunden an Philantrophie interessiert sind und (3) glauben, über ausreichende Kenntnisse verfügen, um ihren Kunden bei philantrophischer Planung behilflich zu sein. Der Beitrag diskutiert die Folgerungen aus diesen Ergebnissen sowie Empfehlungen für Verbesserungen.Este documento informa de los hallazgos de una encuesta de asesores financieros canadienses. El foco de atención del estudio es saber más sobre la profundidad y amplitud de la planificación filantrópica que se incluye en sus servicios de asesoramiento a sus clientes con alto valor adquisitivo (HNW, del inglés High-Net Worth). Los hallazgos indican que una minoría de asesores financieros (1) mencionan normalmente el tema de la filantropía en su asesoramiento, (2) creen que sus clientes están interesados en la filantropía, y (3) piensan que conocen suficientemente esta cuestión para ayudar a sus clientes en su planificación filantrópica. Se debaten las implicaciones de estos hallazgos y recomendaciones para su mejora.本文报告了一项加拿大理财师调查的结果。此次调查的重点是要更好地了解,在理财师对高收入(HNW)客户提供咨询服务时,谈及慈善规划的深度和广度。调查结果表明,少数理财师(1 位)会在咨询过程中经常提到慈善话题,(2 位)认为其客户对慈善感兴趣,(3 位)认为自己有足够的知识帮助客户制订慈善规划。本文讨论了上述调查结果的含义,并提出了改进建议。本論文では、カナダ人のファイナンシャルプランナーの調査で得られた調査結果を提示する。本研究では、高純資産(HNW)クライアントへのサービスのアドバイスが含まれる慈善計画の規模とその枠組みに焦点を当てる。調査結果から、マイノリティのファイナンシャルプランナーは、(1)カウンセリングにおける慈善のテーマを定期的に提起すること、(2)慈善に興味のあるクライアントと信頼関係を築くこと、(3)慈善計画でクライアントを補助する十分な知識の保持することがわかった。これらの調査結果と改善のアドバイスを考察する。هذا البحث يذكر نتائج من إستطلاع رأي من مخططين ماليين كنديين. التركيز في هذه الدراسة على معرفة المزيد عن عمق واتساع التخطيط الخيري الذي يتم تضمينه في خدمات المشورة التي يقدمونها لعملائهم ذوي القيمة العالية الصافية(HNW). تشير النتائج إلى أن أقلية من المخططين الماليين(1) طرح للمناقشة بصورة منتظمة موضوع العمل الخيري في مشورتهم ، (2) يعتقدون أن عملاءهم مهتمون بالعمل الخيري، و (3) يشعرون أن لديهم دراية كافية لمساعدة عملائهم في التخطيط الخيري. يناقش الآثار المترتبة على هذه النتائج والتوصيات للتحسين..
Starting Page	350
Ending Page	370
Page Count	21
File Format	PDF
ISSN	09578765
Journal	Voluntas: International Journal of Voluntary and Nonprofit Organizations
Volume Number	23
Issue Number	2
e-ISSN	15737888
Language	English
Publisher	Springer US
Publisher Date	2011-08-26
Publisher Place	Boston
Access Restriction	One Nation One Subscription (ONOS)
Subject Keyword	Major gifts Financial planners High-net-worth individuals Philanthropic planners Philanthropic advising Wealthy donors Affluent donors Financial advisors Social Policy Political Science Social Sciences
Content Type	Text
Resource Type	Article
Subject	Public Administration Sociology and Political Science Geography, Planning and Development Business and International Management Strategy and Management

Sl.	Authority	Responsibilities	Communication Details
1	Ministry of Education (GoI), Department of Higher Education	Sanctioning Authority	https://www.education.gov.in/ict-initiatives
2	Indian Institute of Technology Kharagpur	Host Institute of the Project: The host institute of the project is responsible for providing infrastructure support and hosting the project	https://www.iitkgp.ac.in
3	National Digital Library of India Office, Indian Institute of Technology Kharagpur	The administrative and infrastructural headquarters of the project	Dr. B. Sutradhar bsutra@ndl.gov.in
4	Project PI / Joint PI	Principal Investigator and Joint Principal Investigators of the project	Dr. B. Sutradhar bsutra@ndl.gov.in Prof. Saswat Chakrabarti will be added soon
5	Website/Portal (Helpdesk)	Queries regarding NDLI and its services	support@ndl.gov.in
6	Contents and Copyright Issues	Queries related to content curation and copyright issues	content@ndl.gov.in
7	National Digital Library of India Club (NDLI Club)	Queries related to NDLI Club formation, support, user awareness program, seminar/symposium, collaboration, social media, promotion, and outreach	clubsupport@ndl.gov.in
8	Digital Preservation Centre (DPC)	Assistance with digitizing and archiving copyright-free printed books	dpc@ndl.gov.in
9	IDR Setup or Support	Queries related to establishment and support of Institutional Digital Repository (IDR) and IDR workshops	idr@ndl.gov.in

The Business Leaders Behind the Foundations: Understanding India’s Emerging Philanthropists

Corporate Philanthropic Giving Practices in U.S. School Education

Charitable Giving as a Luxury Good and the Philanthropic Sphere of Influence

Encounters with Philanthropic Information: Cognitive Dissonance and Implications for the Social Sector

Disentangling the Financial Vulnerability of Nonprofits

Information, Community, and Action on Sina-Weibo: How Chinese Philanthropic NGOs Use Social Media

Philanthropic Mobility and the Influence of Duration of Donor Residency on Donation Choices

Access to Philanthropic and Commercial Income Among Nonprofit Community Service Organisations

On the Social and Financial Effects of the Transformation of Microfinance NGOs

Financial Planners and Philanthropic Planning

Similar Documents

The Business Leaders Behind the Foundations: Understanding India’s Emerging Philanthropists

Corporate Philanthropic Giving Practices in U.S. School Education

Charitable Giving as a Luxury Good and the Philanthropic Sphere of Influence

Encounters with Philanthropic Information: Cognitive Dissonance and Implications for the Social Sector

Disentangling the Financial Vulnerability of Nonprofits

Information, Community, and Action on Sina-Weibo: How Chinese Philanthropic NGOs Use Social Media

Philanthropic Mobility and the Influence of Duration of Donor Residency on Donation Choices

Access to Philanthropic and Commercial Income Among Nonprofit Community Service Organisations

On the Social and Financial Effects of the Transformation of Microfinance NGOs

Financial Planners and Philanthropic Planning