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Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 402 pages
Book Rating : 4.0/5 ( download)
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:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9781939829948
Total Pages : 0 pages
Book Rating : 4.8/5 (299 download)
Download or read book The Tools and Techniques of Charitable Planning written by Stephan R. Leimberg and published by . This book was released on 2014-09-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.
Author : Roger D. Silk
Publisher : John Wiley & Sons
ISBN 13 : 1118038266
Total Pages : 295 pages
Book Rating : 4.1/5 (18 download)
Download or read book Managing Foundations and Charitable Trusts written by Roger D. Silk and published by John Wiley & Sons. This book was released on 2011-08-09 with total page 295 pages. Available in PDF, EPUB and Kindle. Book excerpt: The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
Author : Stephan R. Leimberg
Publisher : National Underwriter Company
ISBN 13 : 9780872189362
Total Pages : 0 pages
Book Rating : 4.1/5 (893 download)
Download or read book Charitable Planning written by Stephan R. Leimberg and published by National Underwriter Company. This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
Author : Roger D. Silk
Publisher : John Wiley & Sons
ISBN 13 : 0470884827
Total Pages : 226 pages
Book Rating : 4.4/5 (78 download)
Download or read book Creating a Private Foundation written by Roger D. Silk and published by John Wiley & Sons. This book was released on 2010-05-27 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.
Author : Stephan Leimberg
Publisher :
ISBN 13 : 9781954096080
Total Pages : 1074 pages
Book Rating : 4.0/5 (96 download)
Download or read book The Tools and Techniques of Estate Planning, 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 600 pages
Book Rating : 4.0/5 ( download)
Download or read book Tools & Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert A. Esperti
Publisher :
ISBN 13 : 9780967471440
Total Pages : 436 pages
Book Rating : 4.4/5 (714 download)
Download or read book Giving written by Robert A. Esperti and published by . This book was released on 2003 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: America's leading charitable planning attorneys, accountants, and financial advisors explain how you can successfully incorporate charitable giving concepts and strategies into your financial and estate plan.
Author : Brian M. Sagrestano
Publisher : John Wiley & Sons
ISBN 13 : 1118235495
Total Pages : 464 pages
Book Rating : 4.1/5 (182 download)
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.
Author : Kenneth W. Rudzinski
Publisher : SLACK Incorporated
ISBN 13 : 1556428758
Total Pages : 201 pages
Book Rating : 4.5/5 (564 download)
Download or read book The Physician's Guide to Avoiding Financial Blunders written by Kenneth W. Rudzinski and published by SLACK Incorporated. This book was released on 2010 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: When was the last time you checked under the hood of your financial plan for life? From this very first question, author Kenneth W. Rudzinski draws you into an action-oriented examination of your complete financial plan, including retirement, investment, estate, asset protection, risk management, and more. The Physician's Guide to Avoiding Financial Blunders expands on Kenneth W. Rudzinski's popular financial and practice management column featured in world-renowned newspapers on ophthalmology, orthopedics, optometry, cardiology and infectious disease. Author Kenneth W. Rudzinski brings his thirty-five years of business and practice management experience directly to you in The Physician's Guide to Avoiding Financial Blunders. This is a dynamic book that provides practicing physicians at various stages of their careers and with varying personal financial means with the tips and tools to avoid the financial disasters that await most people who fail to check the details of their financial plan for life. Organized in a comprehensive and user-friendly format, physicians will embrace and appreciate the information being presented chapter by chapter in an effective point-by-point action plan that will advise "what to do vs what not do" in their personal and professional planning. Some topics covered include: - Investing - common sense lessons on how to avoid the "big mistake" in investing - Retirement - your "timeline" to prepare for the longest "vacation" of your life? - Risk management - avoid the income disaster headed your way? - Asset protection - learn how to defeat predators and creditors before they defeat you - Estate planning - your estate documents may already be extinct - Financial planning - 10 common mistakes--which ones are you making? Appealing to a wide audience, young and old, with a conversational tone and with dozens of humorous anecdotes, all physicians will benefit from reading and applying the tips and advice presented inside The Physician's Guide to Avoiding Financial Blunders. You cannot read this book without finding something in your financial plan for life that needs immediate fixing. The impact is immediate. Be prepared to be challenged to action.
Author : Beverly A. Browning
Publisher : John Wiley & Sons
ISBN 13 : 1119835720
Total Pages : 466 pages
Book Rating : 4.1/5 (198 download)
Download or read book Nonprofit Kit For Dummies written by Beverly A. Browning and published by John Wiley & Sons. This book was released on 2021-10-26 with total page 466 pages. Available in PDF, EPUB and Kindle. Book excerpt: Helping you successfully start a nonprofit organization the right way or strengthening the governing, financial, and capacity-building framework of your existing nonprofit organization! Ready to do some good? Ready to give back to the community? You better be! Because in Nonprofit Kit For Dummies you’ll find the tools and strategies you need to organize and shift your nonprofit into high gear. Buckle up and hit the gas as you master the latest techniques in nonprofit startup, recruiting the right board members, identifying collaborative stakeholders, grant writing, online fundraising, and marketing. You’ll learn to improve your management practices, raise more money, give more effectively, and plan more creatively. This book’s supplementary online resources include expertly written organization plans, financial procedure outlines and guides, and event planning tools you can implement immediately to help your nonprofit help more people. It also walks you through how to: Find up-to-date info on the latest web-based campaign tools, like Kickstarter, Kiva, and others Use templates, checklists, and plans to organize your nonprofit’s finances, employee relations, and legal structure Survive and thrive during challenging times, like those caused by pandemics and natural disasters Starting and running a nonprofit organization takes heart, courage, and know-how. You’ve got the first two taken care of. Let Nonprofit Kit For Dummies help you with the knowledge as you lift your nonprofit to new heights.
Author : Stephan R. Leimberg
Publisher : Prentice Hall
ISBN 13 : 9780872186347
Total Pages : 534 pages
Book Rating : 4.1/5 (863 download)
Download or read book The Tools & Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by Prentice Hall. This book was released on 2003 with total page 534 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 338 pages
Book Rating : 4.0/5 ( download)
Download or read book The Tools & Techniques of Income Tax Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Tracy Gary
Publisher : John Wiley & Sons
ISBN 13 : 0470447362
Total Pages : 342 pages
Book Rating : 4.4/5 (74 download)
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 : Adrian Sargeant
Publisher : John Wiley & Sons
ISBN 13 : 1119196507
Total Pages : 752 pages
Book Rating : 4.1/5 (191 download)
Download or read book Fundraising Principles and Practice written by Adrian Sargeant and published by John Wiley & Sons. This book was released on 2017-02-06 with total page 752 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to fundraising planning, tools, methods, and more Fundraising Principles and Practice provides a unique resource for students and professionals seeking to deepen their understanding of fundraising in the current nonprofit environment. Based on emerging research drawn from economics, psychology, social psychology, and sociology, this book provides comprehensive analysis of the nonprofit sector. The discussion delves into donor behavior, decision making, social influences, and models, then uses that context to describe today's fundraising methods, tools, and practices. A robust planning framework helps you set objectives, formulate strategies, create a budget, schedule, and monitor activities, with in-depth guidance toward assessing and fine-tuning your approach. Coverage includes online fundraising, major gifts, planned giving, direct response, grants, corporate fundraising, and donor retention, with an integrated pedagogical approach that facilitates active learning. Case studies and examples illustrate the theory and principles presented, and the companion website offers additional opportunity to deepen your learning and assess your knowledge. Fundraising has become a career specialty, and those who are successful at it are among the most in-demand in the nonprofit world. Great fundraisers make an organization's mission possible, and this book covers the essential information you need to help your organization succeed. Adopt an organized approach to fundraising planning Learn the common behaviors and motivations of donors Master the tools and practices of nonprofit fundraising Manage volunteers, monitor progress, evaluate events, and more Fundraising is the the nonprofit's powerhouse. It's the critical component that supports and maintains all activities, and forms the foundation of the organization itself. Steady management, clear organization, effective methods, and the most up-to-date tools are vital to the role, and familiarity with donor psychology is essential for using these tools to their utmost capability. Fundraising Principles and Practice provides a comprehensive guide to all aspects of the field, with in-depth coverage of today's most effective approaches.
Author : Stan Hutton
Publisher : John Wiley & Sons
ISBN 13 : 0470595736
Total Pages : 346 pages
Book Rating : 4.4/5 (75 download)
Download or read book Nonprofit Kit For Dummies® written by Stan Hutton and published by John Wiley & Sons. This book was released on 2009-12-04 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tips and techniques to help your nonprofit thrive in any economy Due to the recent downturn in the economy, a significant number of nonprofit organizations have experienced a major decrease in funding and contributions. Nonprofit Kit for Dummies, 3rd Edition caters to these organizations and shows you how your nonprofit can thrive and survive even in the current economic climate. With 25% new and revised material, Nonprofit Kit For Dummies, 3rd Edition offers new tips and information on everything you need to navigate the process of setting up and effectively running a nonprofit organization. Covers raising money, applying for grants, and developing the perfect mission statement Details on how state laws vary; conducting program evaluations; and conforming to accounting standards CD includes forms, worksheets, templates, and more Whether you're thinking about starting your own nonprofit or are already working in the sector, Nonprofit Kit For Dummies, 3rd Edition is a valuable source for getting the latest information and practical advice on running a prosperous nonprofit organization.
Author : Patrick Renn
Publisher : Advantage Media Group
ISBN 13 : 1599325799
Total Pages : 116 pages
Book Rating : 4.5/5 (993 download)
Download or read book Finding Your Money's Greater Purpose written by Patrick Renn and published by Advantage Media Group. This book was released on 2015-05-21 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: Become a Money-Savvy Philanthropist And Get More Out Of Giving Back Each of us holds the power to make a lasting, positive mark on this world with our time and resources. Finding Your Money’s Greater Purpose reveals proven strategies that will give you the confidence and clarity to benefit yourself, your family, and the causes, institutions, and charitable organizations that you care about most. Whether you are on the board of a charitable organization or you simply want to make a lasting difference in your community, longtime financial planner Patrick Renn’s financial tools, techniques, ideas, and solutions will help you discover just how big of a positive impact you can make long into the future. “Pat Renn has devoted his life’s work to helping people manage their financial resources. Early on, Pat realized this required more than just helping people invest responsibly; the greater challenge was to help them make the right decisions about using their resources for their own benefit, for the benefit of their offspring, and for the benefit of others. Now, in Finding Your Money’s Greater Purpose, Pat shares his wisdom with all who are willing to listen. Don’t miss it―the message is profound.” Bob Fisher, CEO of Wesley International, founder of the Woodcrest Foundation, and board chair emeritus and former executive director of The Bascom: A Center for Visual Arts in Highlands, NC “What a delightful and powerful book! I was thoroughly engaged with Pat Renn’s storytelling and easy ability to deliver sound principles of investment undergirded with deep generosity and charity. This book is a great model of responsible financial management―responsible to oneself and responsible to the world. Thank you!” The Very Reverend Samuel G. Candler, dean of The Cathedral of St. Philip in Atlanta, GA “There are a lot of charities and donors out there that have no idea where their money is REALLY going. Finding Your Money’s Greater Purpose can help them understand the whole range of what is possible. Patrick is a man on a mission to make sure your contributions make the biggest positive impact possible―for you and for the organization you are helping.” Peter Jones, president of Franklin Templeton Distributors, Inc. and chairman of Franklin Templeton Institutional, LLC
