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Planned giving simplified: the gift, the giver, and the gift planner

Author: Sharpe, Robert F. Series: NSFRE Wiley fund development series Publisher: Wiley, 1999.Language: EnglishDescription: 210 p. : Ill. ; 24 cm.ISBN: 9780471166740Type of document: BookBibliography/Index: Includes bibliographical references and index and glossary
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Item type Current location Collection Call number Status Date due Barcode Item holds
Book Europe Campus
Main Collection
Print HG177 .S43 1999
(Browse shelf)
001243529
Available 001243529
Total holds: 0

Includes bibliographical references and index and glossary

Digitized

Planned Giving Simplified The Gift, the Giver, and the Gift Planner Contents Foreword Preface Acknowledgments PART I THE PLANNED GIFT 1 An Introduction to Planned Gifts What People Give to Fund Planned Gifts The Changing Value of Property Real versus Personal Property Tangible versus Intangible Property Life Interest versus Remainder Interest The Giver's Connection to the Gift 2 Current Planned Gifts Introduction Gifts of Securities Other Possessions Annual Gifts of Income from Charitable Lead Trusts Gifts of Existing Life Insurance Gifts of Real Estate xv xxi xxvii 1 3 5 6 8 8 9 10 12 12 13 17 20 21 22 Gifts from Retirement Accounts Creative Arrangements by Corporations Conclusion 3 Deferred Planned Gifts The Last Will and Testament Revocable Living Trusts Life Estate Agreements Existing Life Insurance and Annuity Policies IRAs and Other Retirement Plans Products from Financial Service Institutions and Credit Unions Giving-for-Income Plans: Other Options Charitable Gift Annuities Funding Charitable Giving Plans through Wills Other Contractual Asset Transfers Conclusion PART II THE PLANNED GIVER 4 Who Makes Planned Gifts? Giver Profile Age Matters Life's Milestones What Types of People Choose Which Gifts? Qualified Prospective Planned Givers Conclusion 5 Why People Make Planned Gifts Giving Is a Joyful Way of Life Motivations for Giving Why People Give 23 24 26 27 27 28 30 31 35 37 38 42 42 44 44 47 49 49 50 53 54 55 57 58 58 59 63 6 What Planned Givers Want to Keep When They Give Four Financial Hazards Gift Planners' Responses to These Fears Questions to Ask Prospective Planned Givers 64 64 69 70 PART III THE GIFT PLANNER 7 The Planners Who Help People Make Planned Gifts Charitable Gift Planners (Employees of Charitable Institutions) Independent Planned Giving Consultants Financial Planners Financial Service Corporations Trust Companies Community Foundations Certified Public Accountants Attorneys Allied Professionals and Charitable Gift Planners Working Together in the Gift Planning Process 8 Charitable Gift Planners: Who They Are When Management Hires Charitable Gift Planners Opposite Priorities Gift Planners Must Have Integrity Gift Harvesting: One Approach to Conflict Are Charitable Gift Planners "Selling" Giving Plans? 9 The Giver and the Charitable Institution Connection Establish the Foundation of the Planned Giving Program 73 75 76 78 81 84 85 86 87 88 88 92 92 95 97 98 100 102 102 Communicate the Vision, Mission, and Case of the Organization Turning the Donor Pyramid Upside Down 104 106 PART IV WHEN PLANNED GIVER AND GIFT PLANNER MEET 113 10 The Charitable Estate-Planning Drama "The Four Ps"--An Approach to Use in the Charitable Estate and Gift Planning Interview Emotional Considerations of Charitable Estate and Gift Planning The Estate- and Gift-Planning Drama and How It Unfolds What Happpens at Death? Meeting Their Objectives 11 Acknowledgments, Recognition, and Memorials 133 The All-Important First Step 134 Make Acknowledgments a Priority 134 Honor, Recognition, and Memorial Gift Programs 136 Conclusion 136 115 116 118 123 125 131 PART V THE ORGANIZATIONAL STRUCTURE AND PLANNED GIVING 12 The Role of the Board of Trustees in Making the Institution's Planned Giving Program More Effective Who Should Be Trustees? Ownership of the Planned Giving Program 139 141 141 143 Profile of a Trustee of a Charitable Institution 13 The Role of the Chief Executive Officer and Senior Managers in Building a Planned Giving Program The Chief Executive Officer's Role in Planned Giving The Program Affairs Executive's Role in Planned Giving The Public Affairs Executive's Role in Planned Giving The Business Affairs Executive's Role in Planned Giving Conclusion Appendixes Some Views on American Philanthropy A. Philanthropy as I See It William T. Wolf B. Public Service Timothy J. Sullivan C. Tsedakah Rabbi Marc Lee Raphael D. Stewardship from a Christian Point of View Robert G. den Dulk 145 148 150 151 152 156 159 163 165 169 175 179 E. The National Association of Colored Women: An Example of Philanthropy and Voluntarism in the Black Community 183 Tullia Brown Hamilton, PhD F. The History of Giving in America Robert A. Gross Glossary Index 189 195 205

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