Donors: Goals and Concerns

Who Said it?

Who said “Philanthropy can be a key part of your overall wealth management plan?"

A.  President of Princeton in address to donors
B.  Warren Buffet
C.  Goldman Sachs and Co. promotional material
D.  Cleveland Clinic promotional material


The Answer:

C.  Goldman Sachs and Co.

This quote from Goldman Sachs materials in 2009 was the first time that they overtly promoted philanthropy as a planning strategy. 

A Sticky Situation

As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?