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Charitable Gift Planning
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Book Synopsis Charitable Gift Planning by : Thomas J. Ray (Jr.)
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.
Book Synopsis The Philanthropic Planning Companion by : Brian M. Sagrestano
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.
Book Synopsis The Complete Guide to Planned Giving by : Debra Ashton
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:
Book Synopsis The Art of Planned Giving by : Douglas E. White
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.
Book Synopsis Seeing Through a Donor's Eyes by : Tom Ahern
Download or read book Seeing Through a Donor's Eyes written by Tom Ahern and published by Emerson & Church. This book was released on 2009 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why should I give you my hard-earned money? Effective fundraisers answer this essential question every time they ask for a gift. What's their secret to success? They have a winning case for support. As Tom Ahern, America's premier fundraising writer, makes clear, a case isn't some fancy argument you only develop for capital campaigns, when you're chasing millions. Successful donor newsletters, websites, annual reports, donor acquisition programs, email, direct mail, advertising, planned giving programs, and, yes, capital campaigns, too all have one thing in common: behind each stands a well-reasoned, emotionally satisfying case for support. Donors are sure to have questions. Your case gives you great answers. Complements Ahern's acclaimed book, How to Write Fundraising Materials that Raise More Money.--Amazon.com.
Book Synopsis Giving Done Right by : Phil Buchanan
Download or read book Giving Done Right written by Phil Buchanan and published by PublicAffairs. This book was released on 2019-04-16 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to philanthropy at all levels of giving that seeks to educate and inspire A majority of American households give to charity in some form or another--from local donations to food banks, religious organizations, or schools, to contributions to prevent disease or protect basic freedoms. Whether you're in a position to give $1 or $1 million, every giver needs to answer the same question: How do I channel my giving effectively to make the greatest difference? In Giving Done Right, Phil Buchanan, the president of the Center for Effective Philanthropy, arms donors with what it takes to do more good more quickly and to avoid predictable errors that lead too many astray. This crucial book will reveal the secrets and lessons learned from some of the biggest givers, from the work of software entrepreneur Tim Gill and his foundation to expand rights for LGBTQ people to the efforts of a midwestern entrepreneur whose faith told him he must do something about childhood slavery in Ghana. It busts commonly held myths and challenging the idea that "business thinking" holds the answer to effective philanthropy. And it offers the intellectual frameworks, data-driven insights, tools, and practical examples to allow readers to understand exactly what it takes to make a difference.
Book Synopsis Donor-Centered Planned Gift Marketing by : Michael J. Rosen
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.
Book Synopsis Inspired Philanthropy by : Tracy Gary
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.
Author :Ronald A. Brown Publisher :Createspace Independent Publishing Platform ISBN 13 :9781530197323 Total Pages :428 pages Book Rating :4.1/5 (973 download)
Book Synopsis A History of Charitable Gift Planning by : Ronald A. Brown
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.
Book Synopsis The Tools & Techniques of Charitable Planning by : Stephan R. Leimberg
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:
Book Synopsis The Life You Can Save by : Peter Singer
Download or read book The Life You Can Save written by Peter Singer and published by Random House Trade Paperbacks. This book was released on 2010 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Argues that for the first time in history we're in a position to end extreme poverty throughout the world, both because of our unprecedented wealth and advances in technology, therefore we can no longer consider ourselves good people unless we give more to the poor. Reprint.
Book Synopsis Safeguarding Funds by : Alfred Williams Anthony
Download or read book Safeguarding Funds written by Alfred Williams Anthony and published by . This book was released on 1925 with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Planned Giving for Small Nonprofits by : Ronald R. Jordan
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.
Download or read book Just Giving written by Rob Reich and published by Princeton University Press. This book was released on 2020-05-05 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The troubling ethics and politics of philanthropy Is philanthropy, by its very nature, a threat to today’s democracy? Though we may laud wealthy individuals who give away their money for society’s benefit, Just Giving shows how such generosity not only isn’t the unassailable good we think it to be but might also undermine democratic values. Big philanthropy is often an exercise of power, the conversion of private assets into public influence. And it is a form of power that is largely unaccountable and lavishly tax-advantaged. Philanthropy currently fails democracy, but Rob Reich argues that it can be redeemed. Just Giving investigates the ethical and political dimensions of philanthropy and considers how giving might better support democratic values and promote justice.
Book Synopsis Charitable Gifts of Noncash Assets by : Bryan Clontz
Download or read book Charitable Gifts of Noncash Assets written by Bryan Clontz and published by Createspace Independent Publishing Platform. This book was released on 2017-01-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended for several audiences: 1. Front line advisors: financial, tax and legal advisors who have clients whose assets go well beyond cash and public securities. 2. Nonprofit gift planners: fundraisers in major gifts, planned gifts, and principal gifts whose donors wish to give assets other than cash. 3. Technical experts: Lawyers, accountants, and back office staff at charities and financial institutions charged with determining how an asset may be used for a philanthropic purpose, or determining whether that asset should be accepted as a gift.
Book Synopsis Planned Giving in a Nutshell by : Craig C. Wruck
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.
Book Synopsis Turning Wealth Into What Matters by : Dana Holt
Download or read book Turning Wealth Into What Matters written by Dana Holt and published by . This book was released on 2022-04-26 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A generous donor wants to contribute a valuable non-cash asset to your nonprofit. You want to say "YES." However, you worry that you'll make a mistake and look foolish in front of the donor and your organization. I get it. Non-cash gifts can feel intimidating and even a bit scary. Throughout my career as a gift planner, I've facilitated hundreds of non-cash gifts and have taught hundreds of people to do it too. This book will help to eliminate the fears you have when it comes to non-cash gifts. It will provide you with: Fundamental knowledge of each asset type. A step-by-step process you can use with virtually every non-cash gift. Proven internal procedures you can begin using right away. Detailed intake checklists so you can be sure to collect all the right information. And it will help you: Exceed your fundraising goals year after year! Take your career to the next level! Open up a world of new possibilities for donors, your organization, and YOU!
