Partnership for Philanthropic Planning

Serving as the voice and
professional resource for
the gift-planning community
in Southwest Florida since
1994, making a difference
in the lives that follow

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  • November 21 2019


ARTICLES


Blended Gifts, Eh?








Why so many give for the good of the community by Joshua O Dorcey, Esq., JD
http://fortmyers.floridaweekly.com/news/2011-02-02/Other_News/LEAVE_A_LEGACY.html


Live the super life by Wayne Olson
http://fortmyers.floridaweekly.com/news/2011-02-09/Other_News/LEAVE_A_LEGACY.html


Pay it forward by Bill Horowitz
http://fortmyers.floridaweekly.com/news/2011-02-16/Other_News/LEAVE_A_LEGACY.html


The truly thoughtful gift by A. Scott White
http://fortmyers.floridaweekly.com/news/2011-02-23/Other_News/LEAVE_A_LEGACY.html


GLOSSARY OF LEGAL, CHARITABLE AND FINANCIAL TERMS


ACRONYMS IN THE ESPERTI PETERSON CHARITABLE PLANNING SPECTRUMâ„¢
SPEAKER PRESENTATIONS

Greg Blurton and Steve Brettholtz:  (F)UPMIFA - Get Your Act Together!
(F)UPMIFA - Checklist
                                                          


RESOURCES


 


 


 



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