Planned Giving Simplified

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Planned Giving Simplified

Author : Robert F. Sharpe
Publisher : Wiley
ISBN 13 : 9780471166740
Total Pages : 0 pages
Book Rating : 4.1/5 (667 download)

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Book Synopsis Planned Giving Simplified by : Robert F. Sharpe

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.

Simplify

Author : Tumolo
Publisher : Skillbites LLC
ISBN 13 : 9781942489153
Total Pages : 108 pages
Book Rating : 4.4/5 (891 download)

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Book Synopsis Simplify by : Tumolo

Download or read book Simplify written by Tumolo and published by Skillbites LLC. This book was released on 2016-03-30 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for every ten donors, three to four said they would be open to a conversation. Sadly, only 17 percent of those donors said that their favorite charity ever asked. Much of what holds people back from pursuing planned giving is that they see it as something complicated, taking a lot of time and way too much effort. Simplify provides a simple approach to planned giving, allowing you to get in the game and get results in a short amount of time. Through a blend of stories and real examples, the author touches on all the aspects of starting and sustaining a successful planned giving program. Joe's conversational tone makes this an enjoyable read and is an essential tool for nonprofit leaders, board members and fundraisers.

The Art of Planned Giving

Author : Douglas E. White
Publisher : Wiley
ISBN 13 : 9780471298465
Total Pages : 0 pages
Book Rating : 4.2/5 (984 download)

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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 Wiley. This book was released on 1998-08-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A unique book with a unique approach, this is destined to become aclassic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftlyweaves together personal insight and level-headed advice in aprobing look at the human side of planned giving. He helps youunderstand, develop, and use the interpersonal skills that are anessential part of every successful planned giving officer'sart. White provides practical answers to such crucial questions as: Howdo I successfully approach a prospect for a planned gift? What arethe steps to building a prospect's trust and instilling a sense ofmission? How can I tell if I'm being too aggressive--or notaggressive enough? How do I handle a donor's lawyer and otheradvisors who don't support the gift? Tracing the entire process of acquiring a planned gift from thefirst phone call to managing the gift's assets, White offers manyhelpful pointers on how to deal with donors, their families, andtheir professional advisors, as well as executive directors andboard members within your organization. He also helps you translatetechnical knowledge into planned gifts that are better for bothdonors and charities. The first book to take you beyond the mere mechanics and into thevery soul of planned giving, The Art of Planned Giving is animportant working resource for planned giving officers,fund-raising professionals and consultants, as well as nonprofitexecutives and board members.

Donor-Centered Planned Gift Marketing

Author : Michael J. Rosen
Publisher : John Wiley & Sons
ISBN 13 : 0470915331
Total Pages : 390 pages
Book Rating : 4.4/5 (79 download)

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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.

Planned Giving for Small Nonprofits

Author : Ronald R. Jordan
Publisher : John Wiley & Sons
ISBN 13 : 0471421111
Total Pages : 351 pages
Book Rating : 4.4/5 (714 download)

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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.

Planned Giving

Author : Ronald R. Jordan
Publisher : John Wiley & Sons
ISBN 13 : 0470480823
Total Pages : 851 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Planned Giving by : Ronald R. Jordan

Download or read book Planned Giving written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2009-04-22 with total page 851 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Complete Wedding Planner and Organizer

Author : Elizabeth Lluch
Publisher : WS Publishing Group
ISBN 13 : 1887169660
Total Pages : 140 pages
Book Rating : 4.8/5 (871 download)

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Book Synopsis The Complete Wedding Planner and Organizer by : Elizabeth Lluch

Download or read book The Complete Wedding Planner and Organizer written by Elizabeth Lluch and published by WS Publishing Group. This book was released on 2006-11 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: America's top wedding experts provide up-to-date information in a handy three-ring binder designed to help brides stay organized and on top of their wedding plans.

Private Foundation Law Made Easy

Author : Bruce R. Hopkins
Publisher : John Wiley & Sons
ISBN 13 : 0470454326
Total Pages : 392 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Private Foundation Law Made Easy by : Bruce R. Hopkins

Download or read book Private Foundation Law Made Easy written by Bruce R. Hopkins and published by John Wiley & Sons. This book was released on 2008-11-03 with total page 392 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now your foundation can be fully informed about the basic legal requirements affecting private foundations and avoid the perils lurking in nonprofit tax law traps. Private Foundation Law Made Easy clearly shows you how, with information on reaping the charitable and tax advantages of your private foundation. Filled with straightforward guidance, author Bruce Hopkins?a leading authority on the laws regulating private foundations?demystifies this topic for you and your board members with practical legal information in easy-to-understand English.

Planned Giving in a Nutshell

Author : Craig C. Wruck
Publisher : Independently Published
ISBN 13 : 9781792177606
Total Pages : 198 pages
Book Rating : 4.1/5 (776 download)

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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 Independently Published. This book was released on 2018-12-23 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Nonprofit Law Made Easy

Author : Bruce R. Hopkins
Publisher : John Wiley & Sons
ISBN 13 : 0471727148
Total Pages : 256 pages
Book Rating : 4.4/5 (717 download)

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Book Synopsis Nonprofit Law Made Easy by : Bruce R. Hopkins

Download or read book Nonprofit Law Made Easy written by Bruce R. Hopkins and published by John Wiley & Sons. This book was released on 2005-07-19 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ins and outs of law in the nonprofit sector--made easy! Written by renowned author Bruce R. Hopkins, Nonprofit Law MadeEasy is a must-read guide for executives, board members, officers,accountants, fundraisers, and others who handle legal issues thataffect the way nonprofit organizations are formed andoperated. Nonprofit Law Made Easy presents in-depth discussions on such hottopics as acquiring and maintaining tax-exempt status, reportingrequirements, charitable giving, disclosure requirements, unrelatedbusiness activities, fundraising, corporate governance principles,and board member liability. It also includes crucial information onavoiding nonprofit law traps and navigating governance andliability issues. Packed with practical tips and hard-to-find, authoritative advice,Nonprofit Law Made Easy demystifies complex legal issues withplain-language explanations of laws and regulations for non-legalprofessionals.

Getting Started in Charitable Gift Planning

Author : Brian M. Sagrestano
Publisher : Charitychannel LLC
ISBN 13 : 9781938077869
Total Pages : 164 pages
Book Rating : 4.0/5 (778 download)

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Book Synopsis Getting Started in Charitable Gift Planning by : Brian M. Sagrestano

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.

The Power of Legacy and Planned Gifts

Author : Kevin Johnson
Publisher : John Wiley & Sons
ISBN 13 : 0470608722
Total Pages : 338 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis The Power of Legacy and Planned Gifts by : Kevin Johnson

Download or read book The Power of Legacy and Planned Gifts written by Kevin Johnson and published by John Wiley & Sons. This book was released on 2010-03-25 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Big Gifts, Small Effort

Author : Nancy Jones
Publisher : Independently Published
ISBN 13 : 9781071058961
Total Pages : 264 pages
Book Rating : 4.0/5 (589 download)

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Book Synopsis Big Gifts, Small Effort by : Nancy Jones

Download or read book Big Gifts, Small Effort written by Nancy Jones and published by Independently Published. This book was released on 2019-05-31 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Big Gifts, Small Effort is an indispensable resource for board members, fundraisers, pastors, development officers and anyone who wants to raise more money for their charity or nonprofit through planned giving. Written in easy-to-understand, practical language Big Gifts, Small Effort shows how non-profits large and small can increase their funding. Learn how simple steps can increase donations significantly through wills, trusts and gift annuities, among others.

The Gift of the Magi

Author : O. Henry
Publisher : Amila Jay
ISBN 13 : 3986779213
Total Pages : 11 pages
Book Rating : 4.9/5 (867 download)

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Book Synopsis The Gift of the Magi by : O. Henry

Download or read book The Gift of the Magi written by O. Henry and published by Amila Jay. This book was released on 2021-12-22 with total page 11 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The Gift of the Magi" is a short story by O. Henry first published in 1905. The story tells of a young husband and wife and how they deal with the challenge of buying secret Christmas gifts for each other with very little money. As a sentimental story with a moral lesson about gift-giving, it has been popular for adaptation, especially for presentation at Christmas time.

How to Bicycle to the Moon to Plant Sunflowers

Author : Mordicai Gerstein
Publisher : Macmillan
ISBN 13 : 1596435127
Total Pages : 42 pages
Book Rating : 4.5/5 (964 download)

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Book Synopsis How to Bicycle to the Moon to Plant Sunflowers by : Mordicai Gerstein

Download or read book How to Bicycle to the Moon to Plant Sunflowers written by Mordicai Gerstein and published by Macmillan. This book was released on 2013-04-02 with total page 42 pages. Available in PDF, EPUB and Kindle. Book excerpt: Too busy with school, soccer, and other activities, a young boy who wants to cheer up the sad, lonely moon presents the reader with a step-by-step plan for becoming the the first human to bicycle to the moon. Full color.

The Ultimate Quick Reference Planned Giving Pocket Guide

Author : Viken Mikaelian
Publisher :
ISBN 13 : 9781942925002
Total Pages : 55 pages
Book Rating : 4.9/5 (25 download)

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Book Synopsis The Ultimate Quick Reference Planned Giving Pocket Guide by : Viken Mikaelian

Download or read book The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and published by . This book was released on 2015-01-09 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Life is Hard, Food is Easy

Author : Linda Spangle
Publisher : Simon and Schuster
ISBN 13 : 1596987030
Total Pages : 208 pages
Book Rating : 4.5/5 (969 download)

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Book Synopsis Life is Hard, Food is Easy by : Linda Spangle

Download or read book Life is Hard, Food is Easy written by Linda Spangle and published by Simon and Schuster. This book was released on 2011-01-07 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book will completely change the way people think about food, giving them much-needed tools for successfully losing weight." - Jack Canfield, co-author of the Chicken Soup for the Soul series