Philanthropic Arts and Sciences

Tracy Gary spoke this week to the advisors conference for InKnowVision.  She wrote me to point to the resources and sample documents available on their site.  For those in planned giving who want to know what advisors can do by way of a prudent plan, these samples at InKnowVision, will give a good idea. Further, InknowVision does provide tools to help advisors go to the next level, an inspired plan. My understanding is that Tracy will be helping them do that going forward. We have the tools, generically; all good advisors have the tools. What we need now is to use these tools to help the client/donor accomplish his or her highest aspirations for self, family and society. That is both a financial science and a liberal art.