Planned Giving In A Nutshell


Planned Giving In A Nutshell
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Planned Giving In A Nutshell


Planned Giving In A Nutshell
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Author : Craig C. Wruck
language : en
Publisher: Independently Published
Release Date : 2018-12-23

Planned Giving In A Nutshell written by Craig C. Wruck and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-12-23 with categories.


Planned Giving in a Nutshell is a concise overview of Federal tax incentives for charitable giving, charitable gift plans donors can use to make generous charitable gifts, and the assets donors may wish to contribute as well as the integration of planned giving into a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts, fundraisers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. But technical concepts, obscure terminology, and daunting financial projections make it difficult for a generalist fundraiser to navigate to a successful gift.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 vehicles.Planned 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.



Planned Giving In A Nutshell


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.



Planned Giving In A Nutshell


Planned Giving In A Nutshell
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Author : Craig C. Wruck
language : en
Publisher:
Release Date : 2016

Planned Giving In A Nutshell written by Craig C. Wruck and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with Charitable uses, trusts, and foundations categories.




Planned Giving In A Nutshell


Planned Giving In A Nutshell
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Author : Craig C Wruck
language : en
Publisher:
Release Date : 2018-01-17

Planned Giving In A Nutshell written by Craig C Wruck and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-17 with categories.


>Updated including the 2017 Tax Cuts & Jobs Act



Getting Started In Charitable Gift Planning


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


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.



Planned Giving


Planned Giving
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Author : Ronald R. Jordan
language : en
Publisher: John Wiley & Sons
Release Date : 2009-04-22

Planned Giving written by Ronald R. Jordan 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 2009-04-22 with Business & Economics categories.


Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition empowers fundraising professionals with the ability to speak the same language as donors and their advisors, while still keeping their own organization's goals in mind. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.



Getting Started In Charitable Gift Planning


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.



The Ultimate Quick Reference Planned Giving Pocket Guide


The Ultimate Quick Reference Planned Giving Pocket Guide
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Author : Viken Mikaelian
language : en
Publisher:
Release Date : 2015-01-09

The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-01-09 with categories.


This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.



The Art Of Planned Giving


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.