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Planned Giving


Planned Giving
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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.



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 In A Nutshell


Planned Giving In A Nutshell
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Author : Craig C. Wruck
language : en
Publisher:
Release Date : 2016-07-11

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 2016-07-11 with categories.


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.



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.



A Life With Significance


A Life With Significance
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Author : Jim Van Houten
language : en
Publisher:
Release Date : 2020-01-28

A Life With Significance written by Jim Van Houten and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-01-28 with categories.


A Life with Significance: Leaving a Legacy through Charitable Planned Giving is a book to stimulate potential donors to consider the benefits of planned giving and to demonstrate in an easy to understand manner some unique ways to make these gifts. It discusses outright gifts at death, charitable remainder trusts and charitable lead trusts. The purpose of the book is to stimulate their interest in exploring some of these ideas with their favorite charity or the charity that gave them the book. The Guide for Charities version contains the entire book that is given to potential donors or existing donors. In addition, it contains valuable information on marketing. It gives ideas on where to find potential donors for charitable planned giving, how to approach them and what to say. It also contains a sample 3-5 talk for you if you are given the opportunity to make a short presentation. Included are some resources for learning about planned giving ideas as well as how to develop a planned giving proposal. This book and the tools provide in the book will help to get charitable planned gifts without having to add more staff. It has worked well for charities that I have worked with and it can work well for you.



Giving


Giving
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Author : Robert A. Esperti
language : en
Publisher: Quantum Press/Doubleday
Release Date : 2003

Giving written by Robert A. Esperti and has been published by Quantum Press/Doubleday this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003 with Biography & Autobiography categories.




The Complete Guide To Planned Giving


The Complete Guide To Planned Giving
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Author : Debra Ashton
language : en
Publisher: J A B Publishing Company
Release Date : 1991

The Complete Guide To Planned Giving written by Debra Ashton and has been published by J A B Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 1991 with Social Science categories.




Planned Giving In A Nutshell 4th Edition


Planned Giving In A Nutshell 4th Edition
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Author : Craig C. Wruck
language : en
Publisher:
Release Date : 2013-03-06

Planned Giving In A Nutshell 4th Edition 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 2013-03-06 with Charitable uses, trusts, and foundations categories.


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.



The Acts And Proceedings Of The General Assembly Of The Presbyterian Church In Canada


The Acts And Proceedings Of The General Assembly Of The Presbyterian Church In Canada
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Author : Presbyterian Church in Canada. General Assembly
language : en
Publisher:
Release Date : 2006

The Acts And Proceedings Of The General Assembly Of The Presbyterian Church In Canada written by Presbyterian Church in Canada. General Assembly and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with categories.




The Power Of Legacy And Planned Gifts


The Power Of Legacy And Planned Gifts
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Author : Kevin Johnson
language : en
Publisher: John Wiley & Sons
Release Date : 2010-03-25

The Power Of Legacy And Planned Gifts written by Kevin Johnson 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 2010-03-25 with Business & Economics categories.


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.