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Author: Craig C. Wruck
Publisher:
ISBN: 9781535242233
Category :
Languages : en
Pages : 188
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Book Description
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 series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long 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:
ISBN: 9781535242233
Category :
Languages : en
Pages : 188
Get Book Here
Book Description
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 series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long 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: 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.
Author: Debra Ashton
Publisher: J A B Publishing Company
ISBN:
Category : Social Science
Languages : en
Pages : 452
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Book Description
Author: Craig C. Wruck
Publisher: Independently Published
ISBN: 9781792177606
Category :
Languages : en
Pages : 198
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Book Description
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: Douglas E. White
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 394
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Book Description
"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
Publisher: John Wiley & Sons
ISBN: 0471421111
Category : Business & Economics
Languages : en
Pages : 351
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Book Description
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.
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.
Author: Kevin Johnson
Publisher: John Wiley & Sons
ISBN: 0470608722
Category : Business & Economics
Languages : en
Pages : 338
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Book Description
The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Author: Robert L. Sessum
Publisher: Church Publishing, Inc.
ISBN: 1640653813
Category : Religion
Languages : en
Pages : 201
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Book Description
A manual for securing a significant number of planned gifts for a church of any denomination or size. In order for churches and related religious institutions to advance their strategic growth initiatives, a variety of funding vehicles are required, and a planned gifts program can play an important part. A planned gifts program offers a systematic and sustainable implementation model that is formalized, progressive, and—most importantly—volunteer-based and -driven. Implementation of a planned gifts program should be centered upon the resolution of significant church needs and the advancement of God’s work. The authors, both successful fundraisers, keep this motivation at the center of their implementation model.
Author: Tom Ahern
Publisher: Emerson & Church
ISBN:
Category : Business & Economics
Languages : en
Pages : 180
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Book Description
Why should I give you my hard-earned money? Effective fundraisers answer this essential question every time they ask for a gift. What's their secret to success? They have a winning case for support. As Tom Ahern, America's premier fundraising writer, makes clear, a case isn't some fancy argument you only develop for capital campaigns, when you're chasing millions. Successful donor newsletters, websites, annual reports, donor acquisition programs, email, direct mail, advertising, planned giving programs, and, yes, capital campaigns, too all have one thing in common: behind each stands a well-reasoned, emotionally satisfying case for support. Donors are sure to have questions. Your case gives you great answers. Complements Ahern's acclaimed book, How to Write Fundraising Materials that Raise More Money.--Amazon.com.
