The Tools & Techniques of Charitable Planning

The Tools & Techniques of Charitable Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 402

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Book Description

The Tools & Techniques of Charitable Planning

The Tools & Techniques of Charitable Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 402

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Book Description


Managing Foundations and Charitable Trusts

Managing Foundations and Charitable Trusts PDF Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295

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Book Description
The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

Creating a Private Foundation

Creating a Private Foundation PDF Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 0470884827
Category : Business & Economics
Languages : en
Pages : 226

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Book Description
Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.

Visual Planned Giving (in Color)

Visual Planned Giving (in Color) PDF Author: Russell James
Publisher:
ISBN: 9780615986272
Category :
Languages : en
Pages : 434

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Book Description
Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.

Donor-Centered Planned Gift Marketing

Donor-Centered Planned Gift Marketing PDF Author: Michael J. Rosen
Publisher: John Wiley & Sons
ISBN: 0470915331
Category : Business & Economics
Languages : en
Pages : 390

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Book Description
A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.

Giving USA 2021

Giving USA 2021 PDF Author: Giving USA Foundation
Publisher:
ISBN: 9780998746661
Category :
Languages : en
Pages :

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In Defence of Philanthropy

In Defence of Philanthropy PDF Author: Beth Breeze
Publisher:
ISBN: 9781788212601
Category : Social Science
Languages : en
Pages : 0

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Book Description
Running down "do-gooders" has become a popular pastime in recent years. Journalists and academics alike have lampooned and criticized philanthropists and big donors for their charitable activities, which are often characterized as a means of self-aggrandisement or tax evasion. Yet, it is widely acknowledged that philanthropy - from the establishment of Carnegie libraries in the nineteenth century to the recent global health interventions of the Gates Foundation - has played a critical role in both developed and developing societies. In an impassioned defence of the role of philanthropy in society, Beth Breeze tackles the main critiques levelled at philanthropy and questions the rationale for undermining and disparaging philanthropic acts. She contends that although it might be flawed, philanthropy is a sector that ought to be celebrated and championed so that an abundance of causes and interests can flourish.

Charitable Giving Techniques

Charitable Giving Techniques PDF Author:
Publisher:
ISBN:
Category : Income tax deductions for charitable contributions
Languages : en
Pages : 964

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Book Description


Charitable Gifts of Noncash Assets

Charitable Gifts of Noncash Assets PDF Author: Bryan Clontz
Publisher: Createspace Independent Publishing Platform
ISBN: 9781540441881
Category :
Languages : en
Pages : 434

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Book Description
This book is intended for several audiences: 1. Front line advisors: financial, tax and legal advisors who have clients whose assets go well beyond cash and public securities. 2. Nonprofit gift planners: fundraisers in major gifts, planned gifts, and principal gifts whose donors wish to give assets other than cash. 3. Technical experts: Lawyers, accountants, and back office staff at charities and financial institutions charged with determining how an asset may be used for a philanthropic purpose, or determining whether that asset should be accepted as a gift.

Reinventing Philanthropy

Reinventing Philanthropy PDF Author: Eric Friedman
Publisher: Potomac Books, Inc.
ISBN: 1612345727
Category : Social Science
Languages : en
Pages : 226

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Book Description
Several years ago, Eric Friedman decided to donate a substantial percentage of his income to charity. As many people do when making a big decision, he researched the best path he should take to accomplish his goal. After speaking with foundations, consultants, and nonprofit staff members, he found that few could adequately respond to his basic questions: How should donors choose the causes they support? How can donors maximize the impact of their giving? In Reinventing Philanthropy, Friedman shares the answers he found when exploring the world of charitable giving. What he discovered will help readers combine their business acumen with their compassion, soul-searching, and self-awareness so they can become highly effective donors. While many donors choose to direct their giving based on personal interests and passions, Friedman reinvents the best practices in philanthropic giving and demonstrates how the selection of donation recipients can be based more on maximizing a donation's benefits to those in need. He also provides specific strategies for effective giving, including the best ways to identify high-performance nonprofit organizations and the most important criteria for selecting causes to support.