# Planned Giving in a Nutshell

- Link: https://fundraising.co.uk/books/planned-giving-in-a-nutshell/
- Published: 2016-07-12T19:49:00+01:00
- Author: Howard Lake

**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.[](https://fundraising.co.uk/books/planned-giving-in-a-nutshell/void(0))