At the invitation of Dien Yuen, CAP of Give to Asia, I spoke today for the Northern CA Council of Partnership for Philanthropic Planning. I was gratified by how many people, many of them in fundraising roles, with degrees in field like music, french, english, sociology, philosophy, mythology, history, dance, and other liberal arts caught the message - a vision of a better life in a better world should guide legacy planning. And, the liberal arts people, along with those from religious traditions, are those best trained to carry that conversation of purpose. The financial people and tax people present seemed ok with this, even pleased. They, or some of them, some of us, I guess I should say, see the need for vision at the planning table and look to the client's kindred spirits, often from the nonprofit sector, to elicit that sense of higher purpose so that the tax, financial and legal plans can support the vision. The handouts are a bit cryptic, but are attached.
Download PPP-CA Talk pdf (1226.6K)
Download PPP-CA Talk pdf (1226.6K)
