Bridging the Gap: Building a Community of Financial Well-being

2017 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Charitable Bequest Attitudes among Minorities, and Implications for Financial Planners (Student Presentation)
Thursday, November 16th, 2017
The current study provides results from the first nationally representative study of attitudes regarding end of life charitable planning with detailed respondent information using data from the Panel Study of Income Dynamics. It provides the first comparison of charitable estate transfer attitudes among current donors to different types of charities. It contrasts attitudes regarding estate gifts towards religious charities and with attitudes regarding estate gifts towards other charities. It provides details regarding the health, economic, and demographic characteristics of those with varying attitudes towards end of life charitable planning.

CFP Pre-approved Session - 1 CEU
Session Slides: 122283-2-47068.pptx