| An educational program, entitled
"POWER Planning: Putting Passion's Punch Into Philanthropy," is offered for presentation throughout the country.
This program has received continuing education credit (and where requested, also received required and valuable ethics credits),
making the program desirable from the vantage point of both
the sponsoring organizations (to attract advisors with whom
to develop relationships) and the advisors themselves.
This program has been very successful. At recent
presentations of the program over 85% of the attendees rated
the program "excellent" or "very good".
Sample comments from attendees include the following:
- "The best planned giving seminar I've attended
in 10 years."
- "Excellent presentation of charitable planning
beyond tax issues."
- "Outstanding program."
At the outset, programs will be directed toward the advisor
population as a whole. However, studies show that there are
distinctions among the various advisor populations, and in
the future, programs will be targeted and refined for specific
categories of advisors, i.e. attorneys, accountants,
financial advisors, etc.
A companion program for donors is also available. "What's My LINE?" is a program designed to help donors create and enjoy a satisfying and effective giving program.
A critical component of the Project's purpose is to increase
client satisfaction in the planning process. Fortunately,
the processes which do so are in many ways identical to those
which increase philanthropic contribution. Thus, advisors
benefit in the short term from the continuing education credits
available from these programs, and in the long term from the
enhanced reputation that will come from increased client satisfaction.
Since the estate tax laws are likely to be significantly modified,
sophisticated estate planning for tax savings alone is likely
to be less critical, and advisors will have to find other
ways to distinguish themselves. The Advisors Project provides
one extremely useful means to do so.
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