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| Pros and Cons in Discussing Philanthropy |
| The Planning Process |
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| Known nationally for her work in philanthropy, Mally Cox-Chapman takes an individual approach to advising clients. |
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| Effective family philanthropy comes out of careful planning, good governance, meticulous administration, and sound advice. |
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The Planning Process
A signature offering of Benefactory is a step-by-step process to clarify a donor’s interests. Clients may say at the beginning that they have no philanthropic interests, only to discover within the hour of the Planning Process that they care deeply about a field of interest—they just didn’t think they could make a difference.
We are there to help clients learn that they can. The Process involves a conversation based on 22 open-ended questions developed over ten years of experience that lead the client to a statement of philanthropic purpose. The advisor then brainstorms with the client and writes up a detailed recommendation of next steps. Your client will come back to you clear about goals. Clients who are clear are easier to help.
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