The advice style, according to the Fithians, is associated with each of these, EXCEPT
A) Advisor insight
B) Wisdom
C) Reasoning
D) Information - correct answer ✔✔B) Wisdom
Consider two planners, Jack and Jane. Both are working with, say, foundations. Jack is a lawyer who sets
up foundations as part of an estate-planning process. He has no interest in how grants will eventually be
made or to what causes. Jane is a consultant who works
with existing foundations to help them make good grants. She has no interest in estate planning, or any
kind of tax planning, for that matter. Which statement or statements below is (are) correct?
I. Jack is doing philanthropic planning
II. Jane is doing philanthropic planning
A) I only
B) II only
C) Both
D) Neither - correct answer ✔✔C) Both
Bo gives every year to her college. She gives this no thought. Which statement or statements below is
(are) correct?
I. Her giving, in the wording of Tracy Gary, is an "honored obligation*
II. In the terminology of Ellen Remmer, she is giving charity
, A) I only
B) II only
C) Both
D) Neither - correct answer ✔✔A) I only
What is in the box, Bob? When Bob Buford was asked that question, it led to a major "reset" at mid-life.
He illustrates, using the "sigmoid curves." what he did at that point. Regarding the "box" and "the
sigmoid curves," which statement or statements below is (are)
true?
I. Bob felt he could only have one highest value in "the box."
II. Bob decided to exit his growing business, and start a new curve (philanthropy) post-exit.
A) I only
B) II only
C) Both
D) Neither - correct answer ✔✔A) I only
Which example or examples below demonstrate "the Pygmalion effect"?
I. A teacher is given two groups of students who are about evenly matched, but she is told that one
group is far smarter. That group, in
fact, does far better in class.
II. Two financial advisors in a firm are randomly assigned a group of clients. The. first agent is not
generous and finds his clients are not,either; the second is a giver and discovers that her clients are
generous, too.
A) I only
B) II only
C) Both
D) Neither - correct answer ✔✔C) Both
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