Advising a charitably-minded client : the Philadelphia Bar Association Probate & Trust Law Section October 2011 quarterly meeting
- Mechanicsburg, Pa. (5080 Ritter Rd., Mechanicsburg 17055-6903) : Pennsylvania Bar Institute, 
- Copyright Date:
- Physical Description:
- vi, 81 pages : illustrations ; 28 cm.
- Additional Creators:
- Pennsylvania Bar Institute
Philadelphia Bar Association. Section of Probate and Trust Law
- PBI ; no. 2011-7059
- A practical guide to advising the charitably minded client (PowerPoint) / submitted by Michelle Hong -- "Primer on planned giving instruments" / prepared and submitted by Donald W. Kramer -- "Donor advised funds still compare well with private foundations" / prepared and submitted by Donald W. Kramer -- "Supporting organizations qualify as public charities" / prepared and submitted by Donald W. Kramer -- Advising a charitably minded client : the gift planning officer's perspective / prepared and submitted by Lynn Malzone Ierardi -- Charitable planning articles : BBH Investment & Wealth Management / submitted by Michelle Hong.
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