Planned Giving Essentials / Edition 2

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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.

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Product Details

  • ISBN-13: 9780834219052
  • Publisher: Aspen
  • Publication date: 1/1/2002
  • Edition description: 2E
  • Edition number: 2
  • Pages: 204
  • Product dimensions: 0.43 (w) x 8.25 (h) x 11.00 (d)

Table of Contents

Pt. I Planned Giving: Its Characteristics and Its Importance 1
Ch. 1 Planned Giving Defined 3
Ch. 2 Philanthropy and the Philanthropist 10
Ch. 3 Planned Giving and Fund Raising 15
Ch. 4 First Steps 23
Ch. 5 Not-for-Profit Organizations 29
Ch. 6 The Business of Philanthropy and the Practice of Planned Giving 32
Ch. 7 Planned Gifts 35
Ch. 8 Communication: Letting the World Know About Your Program 59
Ch. 9 International Planned Giving 65
Pt. II Planned Giving: Getting Started Right 67
Ch. 10 Preparing Your Action Plan 69
Ch. 11 Organizing To Begin the Planned Giving Program 73
Ch. 12 Marketing Planned Giving 76
Ch. 13 Managing the Gifts 85
Ch. 14 Avoiding Pitfalls 90
App. A Glossary of Planned Giving Terms 96
App. B: Resources 101
App. C Sample Gift Instruments 103
App. D IRS Forms for Gifts of Tangible Personal Property 152
Index 161
About the Authors 166
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