Getting Started in Charitable Gift Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Getting Started in Charitable Gift Planning write by Brian M. Sagrestano. This book was released on 2016-08-27. Getting Started in Charitable Gift Planning available in PDF, EPUB and Kindle. 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 Philanthropic Planning Companion
The Philanthropic Planning Companion - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Philanthropic Planning Companion write by Brian M. Sagrestano. This book was released on 2016-03-17. The Philanthropic Planning Companion available in PDF, EPUB and Kindle. 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.
Charitable Gift Planning
Charitable Gift Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Charitable Gift Planning write by Thomas J. Ray (Jr.). This book was released on 2007. Charitable Gift Planning available in PDF, EPUB and Kindle. 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.
Planned Giving Essentials
Planned Giving Essentials - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Planned Giving Essentials write by Richard D. Barrett. This book was released on 2002. Planned Giving Essentials available in PDF, EPUB and Kindle. This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Planned Giving for Small Nonprofits
Planned Giving for Small Nonprofits - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Planned Giving for Small Nonprofits write by Ronald R. Jordan. This book was released on 2002-10-29. Planned Giving for Small Nonprofits available in PDF, EPUB and Kindle. 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.
