@article {Mathieu38, author = {Elizabeth L. Mathieu}, title = {Choosing a Trustee For Your Planned Gift Program}, volume = {2}, number = {2}, pages = {38--41}, year = {1999}, doi = {10.3905/jwm.1999.320357}, publisher = {Institutional Investor Journals Umbrella}, 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.}, issn = {1534-7524}, URL = {https://jwm.pm-research.com/content/2/2/38}, eprint = {https://jwm.pm-research.com/content/2/2/38.full.pdf}, journal = {The Journal of Wealth Management} }