Planned Giving Essentials / Edition 2

Planned Giving Essentials / Edition 2

by Richard D. Barrett, Molly E. Ware
     
 

ISBN-10: 0834219050

ISBN-13: 9780834219052

Pub. Date: 01/01/2002

Publisher: Aspen

As giving by individual donors continues to increase, it is essential that your organization has a planned giving program. The second editio n of this bestseller will not only provide you with the instruction an d tools needed to begin a successful planned giving program, it will a lso explain in easy-to-understand terms the new IRS tax regulations, a nd the

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Overview

As giving by individual donors continues to increase, it is essential that your organization has a planned giving program. The second editio n of this bestseller will not only provide you with the instruction an d tools needed to begin a successful planned giving program, it will a lso explain in easy-to-understand terms the new IRS tax regulations, a nd the various charitable gift options, including life insurance and s tocks. In addition, a glossary of terms, model letters and policies, s ample advertisements, and other tools will help make planned giving un complicated and straightforward.

Product Details

ISBN-13:
9780834219052
Publisher:
Aspen
Publication date:
01/01/2002
Edition description:
2E
Pages:
204
Sales rank:
1,003,101
Product dimensions:
0.43(w) x 8.25(h) x 11.00(d)

Table of Contents

Foreword
Preface
Acknowledgments
Pt. IPlanned Giving: Its Characteristics and Its Importance1
Ch. 1Planned Giving Defined3
Ch. 2Philanthropy and the Philanthropist10
Ch. 3Planned Giving and Fund Raising15
Ch. 4First Steps23
Ch. 5Not-for-Profit Organizations29
Ch. 6The Business of Philanthropy and the Practice of Planned Giving32
Ch. 7Planned Gifts35
Ch. 8Communication: Letting the World Know About Your Program59
Ch. 9International Planned Giving65
Pt. IIPlanned Giving: Getting Started Right67
Ch. 10Preparing Your Action Plan69
Ch. 11Organizing To Begin the Planned Giving Program73
Ch. 12Marketing Planned Giving76
Ch. 13Managing the Gifts85
Ch. 14Avoiding Pitfalls90
App. AGlossary of Planned Giving Terms96
App. B: Resources101
App. CSample Gift Instruments103
App. DIRS Forms for Gifts of Tangible Personal Property152
Index161
About the Authors166

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