Planned Giving In A Nutshell

Author : Craig C. Wruck
Publisher : Independently Published
Page : 198 pages
File Size : 54,7 Mb
Release : 2018-12-23
Category : Electronic
ISBN : 1792177607

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Planned Giving in a Nutshell by Craig C. Wruck Pdf

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.

Author : Craig C. Wruck
Publisher : Unknown
Page : 0 pages
File Size : 42,5 Mb
Release : 2016
Category : Charitable uses, trusts, and foundations
ISBN : OCLC:1345648156

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Planned Giving in a Nutshell by Craig C. Wruck Pdf

Author : Craig C. Wruck
Publisher : CreateSpace
Page : 0 pages
File Size : 53,5 Mb
Release : 2010-09-19
Category : Charitable uses, trusts, and foundations
ISBN : 1453825568

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Planned Giving in a Nutshell by Craig C. Wruck Pdf

More than just a planned giving manual, 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 popular planned giving seminar series in response to requests for a collection of reference materials that would be useful 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.

Author : Craig C Wruck
Publisher : Unknown
Page : 196 pages
File Size : 50,8 Mb
Release : 2018-01-17
Category : Electronic
ISBN : 1983968447

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Planned Giving in a Nutshell by Craig C Wruck Pdf

>Updated including the 2017 Tax Cuts & Jobs Act

Author : Richard D. Barrett,Molly E. Ware
Publisher : Jones & Bartlett Learning
Page : 212 pages
File Size : 41,6 Mb
Release : 2002
Category : Business & Economics
ISBN : 0834219050

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Planned Giving Essentials by Richard D. Barrett,Molly E. Ware Pdf

This book is the premier resource that will provide all you need for successful development of your planned giving programs.

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : Charitychannel LLC
Page : 158 pages
File Size : 54,8 Mb
Release : 2016-08-27
Category : Business & Economics
ISBN : 1938077857

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Getting Started in Charitable Gift Planning by Brian M. Sagrestano,Robert E. Wahlers Pdf

Charitable planned giving is a difficult and technically challenging, yet powerful, segment of fundraising. This book, along with the companion, Getting Started in Charitable Gift Planning: The Resource Book, is the first to break it down into a conversational read while delivering what the reader needs to get started and excel.

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : Charitychannel LLC
Page : 164 pages
File Size : 51,9 Mb
Release : 2016-08-27
Category : Business & Economics
ISBN : 1938077865

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Getting Started in Charitable Gift Planning by Brian M. Sagrestano,Robert E. Wahlers Pdf

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.

Author : Douglas E. White
Publisher : Unknown
Page : 394 pages
File Size : 45,8 Mb
Release : 1995
Category : Business & Economics
ISBN : UOM:39015034512411

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The Art of Planned Giving by Douglas E. White Pdf

"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.

Author : Ronald R. Jordan,Katelyn L. Quynn
Publisher : John Wiley & Sons
Page : 851 pages
File Size : 41,9 Mb
Release : 2009-04-22
Category : Business & Economics
ISBN : 9780470480823

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Planned Giving by Ronald R. Jordan,Katelyn L. Quynn Pdf

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.

Author : Viken Mikaelian,Brian Sagrestano,Camilyn Leone,Joseph McKay,Scott Janney,Elizabeth Leverage
Publisher : Unknown
Page : 55 pages
File Size : 55,7 Mb
Release : 2015-01-09
Category : Electronic
ISBN : 194292500X

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The Ultimate Quick Reference Planned Giving Pocket Guide by Viken Mikaelian,Brian Sagrestano,Camilyn Leone,Joseph McKay,Scott Janney,Elizabeth Leverage Pdf

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.

Author : Jordan
Publisher : Unknown
Page : 128 pages
File Size : 44,5 Mb
Release : 1997-10
Category : Electronic
ISBN : 0555116530

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Planned Giving by Jordan Pdf

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 41,7 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781118235492

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The Philanthropic Planning Companion by Brian M. Sagrestano,Robert E. Wahlers Pdf

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 : Jim Van Houten
Publisher : Unknown
Page : 54 pages
File Size : 50,5 Mb
Release : 2020-01-28
Category : Electronic
ISBN : 1660358620

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A Life With Significance by Jim Van Houten Pdf

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.

Author : Frank Minton,Lorna Somers
Publisher : Waterdown, Ont. : Somersmith
Page : 359 pages
File Size : 51,5 Mb
Release : 1994
Category : Charities
ISBN : 0969825307

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Planned Giving for Canadians by Frank Minton,Lorna Somers Pdf

Author : Ronald R. Jordan,Katelyn L. Quynn
Publisher : John Wiley & Sons
Page : 351 pages
File Size : 46,7 Mb
Release : 2002-10-29
Category : Business & Economics
ISBN : 9780471421115

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Planned Giving for Small Nonprofits by Ronald R. Jordan,Katelyn L. Quynn Pdf

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.