Jason E. Havens is a Partner at Holland and Knight LLP (Jacksonville and Tallahassee). He specializes in advanced estate and charitable planning law, probate/trust administration, and estate/trust litigation. He is board certified in Wills, Trusts and Estates Law (FL) and as an Estate Planning Law Specialist (TN). He is a Fellow of The American College of Trust and Estate Counsel.
Thursday, April 10, 2014
Wakeup Call to Charities
Wakeup Call to Charities - Planned Giving Design Center - Lee Hoffman (JEH: Well-known planned giving commentator Lee Hoffman offers his perspective on why charities might have made potentially "fatal" mistakes by reducing or dropping their planned giving efforts in favor of trying to attract new donors. I like his synopsis of the spectrum of charitable/planned giving: "Attract new donors, treat current donors well (loyalty), market planned gifts to their aging donors, put some back for tomorrow (endowment).")