Creating your Charitable Giving Plan

  • Workbook developed by Gena Rotstein and some of the Dexterity Consulting clients (families, individuals and advisors) designed to walk individuals and families through the charitable giving planning process.  Available for FREE.  To order a hard copy, email Yvonne or download a PDF here.

What's inside the workbook?  You will be guided through a series of social visioning, charity evaluation and legacy planning questions ending in a document that will have mapped out your charitable plan.  This is a "living document" and is something that you can and should revisit as part of your regular financial planning process.

Karma & Cents Newsletter

Making Informed Charity Decisions

donor_bill_of_rights.pdf26.12 KB
updated_ethical_code_october_2007.pdf79.27 KB
Starting_a_Foundation.pdf293.57 KB
Comparison Chart.pdf181.6 KB
Types of Charities.pdf115.13 KB

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