Planned Giving in a Nutshell: Planned Giving on Your Terms - Fifth Edition - Couverture souple

Wruck, Craig C

Couverture souple

ISBN 10 : 153524223X ISBN 13 : 9781535242233

Editeur : CreateSpace Independent Publishing Platform, 2016

Synopsis

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 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.

A propos du livre

À propos de l'auteur

Craig Wruck's experience in charitable giving spans 40 years in both nonprofit and for-profit organizations. He is Vice President for University Advancement at Humboldt State University in California and has served as Director of Gift Planning for the University of Minnesota and Vice President of Development for The Saint Paul Community Foundation. In addition he has worked as Vice President at U.S. Trust Company, National Manager of Charitable and Nonprofit Services for US Bank, and Director of Client Development for Kaspick & Company a provider of planned giving services to charitable organizations nationwide. He is past president of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and has served as a member of its board of directors and as chair of its government relations committee. He was chair of the Sixth National Conference on Planned Giving. A founding member of the Editorial Advisory Board of the newsletter Planned Giving Today, he has also served on the Editorial Review Committee of The Journal of Gift Planning. Wruck earned his MBA from the University of St. Thomas and his bachelor's degree in journalism from the University of Utah.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2016
• Langue: anglais
• ISBN 10: 153524223X
• ISBN 13: 9781535242233
• Reliure: Broché
• Numéro d'édition: 5
• Nombre de pages: 188
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible