Charitable Gift Planning
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The Philanthropic Planning Companion
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Author : Brian M. Sagrestano
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-17
The Philanthropic Planning Companion written by Brian M. Sagrestano and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-17 with Business & Economics categories.
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.
Charitable Gift Planning
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Author : Thomas J. Ray (Jr.)
language : en
Publisher: American Bar Association
Release Date : 2007
Charitable Gift Planning written by Thomas J. Ray (Jr.) and has been published by American Bar Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business & Economics categories.
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.
Getting Started In Charitable Gift Planning
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Author : Brian M. Sagrestano
language : en
Publisher: Charitychannel LLC
Release Date : 2016-08-27
Getting Started In Charitable Gift Planning written by Brian M. Sagrestano and has been published by Charitychannel LLC this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-08-27 with Business & Economics categories.
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.
Planned Giving Essentials
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Author : Richard D. Barrett
language : en
Publisher: Jones & Bartlett Learning
Release Date : 2002
Planned Giving Essentials written by Richard D. Barrett and has been published by Jones & Bartlett Learning this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.
This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Getting Started In Charitable Gift Planning
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Author : Brian M. Sagrestano
language : en
Publisher: Charitychannel LLC
Release Date : 2016-08-27
Getting Started In Charitable Gift Planning written by Brian M. Sagrestano and has been published by Charitychannel LLC this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-08-27 with Business & Economics categories.
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.
Planned Giving Simplified
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Author : Robert F. Sharpe
language : en
Publisher: Wiley
Release Date : 1998-11-16
Planned Giving Simplified written by Robert F. Sharpe and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998-11-16 with Business & Economics categories.
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.
The Art Of Planned Giving
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Author : Douglas E. White
language : en
Publisher:
Release Date : 1995
The Art Of Planned Giving written by Douglas E. White and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995 with Business & Economics categories.
"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.
Visual Planned Giving Black And White
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Author : Russell James (III)
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2014-03-15
Visual Planned Giving Black And White written by Russell James (III) and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-03-15 with Charities categories.
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.
Planned Giving In A Nutshell
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Author : Craig C. Wruck
language : en
Publisher: CreateSpace
Release Date : 2010-09-19
Planned Giving In A Nutshell written by Craig C. Wruck and has been published by CreateSpace this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-09-19 with Charitable uses, trusts, and foundations categories.
More than just a planned giving manual, 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 popular planned giving seminar series in response to requests for a collection of reference materials that would be useful 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.
Visual Planned Giving In Color
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Author : Russell James
language : en
Publisher:
Release Date : 2014-03-14
Visual Planned Giving In Color written by Russell James and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-03-14 with categories.
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.