Download or read book The Philanthropic Planning Companion written by Brian M. Sagrestano and published by John Wiley & Sons. This book was released on 2016-03-17 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.
Download or read book Charitable Gift Planning written by Thomas J. Ray (Jr.) and published by American Bar Association. This book was released on 2007 with total page 876 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.
Download or read book Planned Giving Essentials written by Richard D. Barrett and published by Jones & Bartlett Learning. This book was released on 2002 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Download or read book Getting Started in Charitable Gift Planning written by Brian M. Sagrestano and published by Charitychannel LLC. This book was released on 2016-08-27 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Charitable planned giving is a difficult and technically challenging, yet powerful, segment of fundraising. This book, along with the companion, Getting Started in Charitable Gift Planning: The Resource Book, is the first to break it down into a conversational read while delivering what the reader needs to get started and excel.
Download or read book Visual Planned Giving black and White written by Russell James (III) and published by Createspace Independent Publishing Platform. This book was released on 2014-03-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated and revised for 2018 including the new tax law changes. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate level, professor James makes this topic accessible and enjoyable for the busy professional.
Download or read book The Art of Planned Giving written by Douglas E. White and published by . This book was released on 1995 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.
Download or read book Visual Planned Giving in Color written by Russell James and published by . This book was released on 2014-03-14 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.
Download or read book The Complete Guide to Planned Giving written by Debra Ashton and published by J A B Publishing Company. This book was released on 1991 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planned Giving in a Nutshell written by Craig C. Wruck and published by . This book was released on 2016-07-11 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include:- Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts- Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each- Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans- Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.
Download or read book Inspired Philanthropy written by Tracy Gary and published by John Wiley & Sons. This book was released on 2008-11-03 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: This newest edition of the classic book shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans. Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes. In addition to overall updates to statistics, the new edition includes a discussion of the implications of the Buffett gift to the Gates Foundation; new legacy planning tools; expanded resources on youth, giving circles, and communities of color; key questions for advisors and donors; and worksheets and resources available on the enclosed CD.
Download or read book Getting Started in Charitable Gift Planning written by Brian M. Sagrestano and published by Charitychannel LLC. This book was released on 2016-08-27 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned giving has always seemed out of reach for anyone other than planned giving specialists and professional advisors. Brian Sagrestano and Robert Wahlers want to change all that. In this Resource Book the authors break down barriers and present an easy-to-understand guide to the 21st century version of planned giving.
Download or read book Donor Centered Planned Gift Marketing written by Michael J. Rosen and published by John Wiley & Sons. This book was released on 2010-11-29 with total page 390 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.
Download or read book Planned Giving in a Nutshell 4th Edition written by Craig C. Wruck and published by . This book was released on 2013-03-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include: - Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts - Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each - Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans - Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.
Download or read book Planned Giving Simplified written by Robert F. Sharpe and published by Wiley. This book was released on 1998-11-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving Simplified A down-to-earth introduction to planned giving by a leading pioneerin the field. In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process. Central to Sharpe's proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert at helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner's primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good. Using compelling case studies, Sharpe demonstrates his approach inaction. He identifies the various types of planned gifts and takesyou inside the hearts and minds of the planned givers themselves,revealing their primary motivations and overarching concerns. Hethen guides you, step-by-step, through the entire planned givingprocess, and concludes with a clear delineation of theorganizational structures required to sustain a planned givingprogram. Praise for Planned Giving Simplified "This book is a must for all who are serious about establishing ormaintaining a successful gift planning program for theirinstitution." --Nancy L. Perazelli, CFRE Gift Planning Officer,Drake University, Des Moines, Iowa. "In his own inimitable style, Bob Sharpe has done an admirable jobof describing the planned giving process in an easy-to-understandmanner. Woven throughout is the emphasis on the important humanrelationship between the donor and the charitable gift planner."--Walter T. Weaver, III Director, Finance Support Division, BoyScouts of America. "Robert F. Sharpe, Sr., has provided a comprehensive road map ofthe world of planned giving. He guides [readers] to the desireddestination without unnecessary detours along the way. His bookwill be a valuable addition to the libraries of not onlynot-for-profit professionals, but also 'givers' who seek a betterunderstanding of the many routes available to them in their giftplanning." --Joseph H. Powell President Emeritus and SeniorConsultant, Baptist Memorial Health Care Corporation. "The name Bob Sharpe is synonymous with planned giving. I don'tknow of anybody who knows more about it and who can better conveyits importance." --Reverend Dr. Arthur Caliandro Pastor, MarbleCollegiate Church, New York City. "I really like [this book]. It is . . . elegantly simple, direct,and forthright. . . . very enjoyable." --Thomas W. Cullinan, JDExecutive Director of Gift Planning, University of Maryland.
Download or read book A History of Charitable Gift Planning written by Ronald A. Brown and published by Createspace Independent Publishing Platform. This book was released on 2017 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: This groundbreaking work provides an in-depth history of an American tradition: gifts to colleges, churches, hospitals, and other nonprofit organizations in return for fixed annuity payments. Today, some four thousand nonprofit organizations issue gift annuities. This is the first book to explore the evolution of a national system that supplies billions of dollars for services that change and save American lives. The first American gift annuity was issued in 1831, when John Trumbull gave his paintings of the American Revolution to Yale in exchange for payments of $1,000 per year for his life. Our best images of the men, women, and events of the struggle for independence are preserved at the Yale University Art Gallery because of a gift annuity. The contracts for Trumbull's annuity became templates for nonprofit annuities in the U.S. for the next hundred years. American donors fell in love with gift annuities in the 1920s. An international campaign by the American Bible Society produced 4,615 gift annuity contracts between 1919-1930. Many nonprofit organizations leaped into issuing annuities, often without adequate financial safeguards. In 1927, George Augustus Huggins proposed a national risk-management system at a hastily-convened conference on gift annuities. Huggins introduced actuarial principles for charitable gifts that we now take for granted: statistical measurement of average annuitant longevity; calculating payment rates by targeting a charitable residuum; and valuing charitable and beneficiary interests using financial projections grounded in investment experience. After the 1927 conference, gift calculations required well-trained guidance. The profession of charitable gift planning was born. For ten conferences on annuities during Huggins's lifetime, nonprofits were challenged by an unparalleled increase in longevity and a volatile economy marked by the Roaring Twenties, Great Depression, World War II, and a post-war boom. By Huggins's last conference in 1959, the Committee on Gift Annuities had virtually eliminated competition over annuity rates, and had introduced best practices for ethical marketing, accounting, investment of reserves, and compliance with federal and state laws, regulations, and court decisions. A History of Charitable Gift Planning includes the full texts of important documents, several timelines, a substantial index, and an extensive bibliography.
Download or read book The Tools Techniques of Charitable Planning written by Stephan R. Leimberg and published by . This book was released on 2001 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Planned Giving for Small Nonprofits written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2002-10-29 with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proven methods for launching-and growing-a planned giving program Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program. In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components: * Background Issues * Getting Started * Planned Gifts * Gifts of Assets Other Than Cash * Working with Donors * Marketing * Planned Giving and Taxes Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries.
