Planned Giving in a Nutshell
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 programme.
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 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.
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