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PLANNED GIVING ESSENTIALS: A STEP BY STEP GUIDE TO SUCCESS, Second Edition "Planned Giving Essentials provides the knowledge needed to begin that first conversation with a donor wanting to make a charitable gift that is large enough in the donor's eyes to look to planned giving. After all, that is where to begin." From the Forward, Jeffrey W. Comfort, Director of Planned Giving Georgetown University Past President (2000) National Committee on Planned Givingw

Planned Giving Essentials: A Step by Step Guide To Success
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Richard D. Barrett and Molly E. Ware 8-1/2 x 11; Soft cover, ISBN: 0834219050
Whether experienced or novice to the world of charitable fund raising, Planned Giving Essentials, Second Edition is the premier resource that will provide all you need for successful development of your planned giving programs. The Second Edition introduces you to new concepts, new interpretations of older concepts as they have evolved, changes in existing tax laws, and the significant ways society, itself, is changing. From the basic principles amend practices to implementation, you will learn:
The history, purpose, and characteristics of not-for-profit organizations How a planned giving program can be started easily on a modest budget What the difference are between planned giving and cash fund raising How planned giving fits into the total fund raising plan Practical approaches for implementing the numerous activities required to start a planned giving program When to ask for help and how to get it, the advantages of teamwork, key terms, types of gifts And much more.	No where will you find a more comprehensive discussion of today's and tomorrow's emerging trends AND their impact... The surge in interest among nonprofit organizations An increasing volume of planned gifts from individuals The emergence of new wealth from young technology entrepreneurs The increasing use of commercial brokerage "charitable gifts funds" as conduits between donors and charities The use of tax-advantaged retirement funds as charitable gifts upon death The increasing use of the Web and Email by seniors as a viable promotional vehicle for planned gifts

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