The Charitable Planning Desk Reference® for Advisors

The expanded 5th edition of The Charitable Planning Desk Reference® for Advisors is available in both print and digital formats. This unique resource was developed by Strategic Philanthropy, Ltd. for the legal and financial advisor community to advance their work with clients around their charitable intent and philanthropic priorities.

We want to acknowledge and thank the following people for their contributions to this CPDR:

  • Kirk Hoopingarner, Attorney, Quarles and Brady, LLC
  • Bryan Clontz, Founder and President, Charitable Solutions, LLC
  • Robert A. Bensman – Founder and CEO, The Bensman Group
  • Benjamin Bingham, CFP®, Scarab Funds
  • Alana Petraske, Senior Associate, Withers LLP
  • Janice E. Rodgers and Amanda Blaising, Attorneys, Quarles and Brady LLP


Download a sneak peak of the book.