Complete Guide to Planned Giving: Everything You Need to Know to Compete Successfully for Major Gifts
The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning
Inside the mind of the bequest donor: A visual presentation of the neuroscience and psychology of effective planned…
Planned Giving Essentials, 2nd Edition: A Step-by-Step Guide to Success (Aspen’s Fund Raising Series for the 21st…
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.
Specification: Planned Giving in a Nutshell: Seventh Edition