Ten Lessons From 30 Years Of Charitable Planning

Little did I dream, when I started practicing 30 years ago in a small office in Fort Collins, Colo., that I would have the opportunity to work with hundreds of philanthropists in fulfilling their visions of how they want to change the world. Along the way, I've learned a few lessons: here they are for education, enlightenment or wry recognition of some universal truths of our profession. Lesson 1

Little did I dream, when I started practicing 30 years ago in a small office in Fort Collins, Colo., that I would have the opportunity to work with hundreds of philanthropists in fulfilling their visions of how they want to change the world. Along the way, I've learned a few lessons: here they are for education, enlightenment or wry recognition of some universal truths of our profession.

Lesson 1

The donor's charitable intent determines whether a gift is made. Tax benefits,

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