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Primary Article

Choosing a Trustee For Your Planned Gift Program

Elizabeth L. Mathieu
The Journal of Wealth Management Fall 1999, 2 (2) 38-41; DOI: https://doi.org/10.3905/jwm.1999.320357
Elizabeth L. Mathieu
President and chief executive officer of Neuberger Berman Trust Company. She is an attorney licensed in three states and an economist. Before joining Neuberger Berman, she was a vice president at Chase Manhattan Bank, where she was responsible for philanthropic advisory services and Chase's Delaware Trust Division
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Abstract

This article focuses on issues surrounding charitable activities, and more specifically on the selection of a trustee. The author starts with the argument that donor satisfaction, or lack thereof, with the professional trustees of planned gift programs can have a significant impact of future charitable giving activity. Therefore, choosing a trustee who understands the technical aspects of such gifts, how to manage the assets in such gifts for long-term benefit of donors and the charity, and as importantly, how to work with and relate to a specific donor base in structuring and administering such gifts over time, are keys to a successful program. This article assist families, family offices, and development professionals in developing an approach to choosing and monitoring professional trustees of planned gift programs, by providing a series of questions which can be included in a n request for proposal (RFP) or in an annual review of current trustees.

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The Journal of Wealth Management
Vol. 2, Issue 2
Fall 1999
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Choosing a Trustee For Your Planned Gift Program
Elizabeth L. Mathieu
The Journal of Wealth Management Jul 1999, 2 (2) 38-41; DOI: 10.3905/jwm.1999.320357

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Choosing a Trustee For Your Planned Gift Program
Elizabeth L. Mathieu
The Journal of Wealth Management Jul 1999, 2 (2) 38-41; DOI: 10.3905/jwm.1999.320357
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