Planned Giving
Planned Giving is an area of fundraising that assists donors and philanthropists give of their assets other than cash. This usually involves gifts of stocks, mutual funds, charitable trusts, wills and bequests, real estate, and/or insurance transfers.
Because of the variety and complexity of this avenue of giving, it is usually handled by professionals in the areas of Financial Planning, Insurance, Banking, Certified Public Accounting, Law and Estate Planning, Investments, and Realty.
However, a large part of the wealth transfers within the next decade will be because of Planned Gifts contributed by individuals taking advantage of the huge tax benefits. It will be the vehicle in shielding their estate and beneficiaries from enormous tax penalties. Nonprofit agencies can help in this protection and benefit as well. It is a win-win situation.
LINKS
Will and Trusts Attorneys Find Attorneys or Law Firms specializing in Wills, Trusts Laws, estate planning, etc.
ARTICLES
Publications
Books
19 Articles You Can Use to Inspire Planned Gifts (19 Article, Book 1) by Roger Schoenhals (Paperback - October 1995)
19 MoreArticles You Can Use to Inspire Planned Gifts (19 Article, Book 2) by Roger Schoenhals (Paperback - October 1996)
19 Other Articles You Can Use to Inspire Planned Gifts (19 Article, Book 3) by Roger Schoenhals (Paperback - October 1997)
Art of Planned Giving by Douglas E. White (Paperback - September 1998)
Doing Planned Giving (How-To, Book 2) by Roger Schoenhals (Paperback - October 1997)
First Steps in Planned Giving (Introductory Series) by Roger Schoenhals (Mass Market Paperback - 1999)
Gaining More Planned Gifts (How-To, Book3) by Roger Schoenhals (Paperback - October 1997)
Implementation Manual for a Local Church: Planned Giving Program (Planned Gift Partnership Program Series) by J. Donald Elam (Hardcover - January 1998)
Implementation Workbook for a Local Church: Planned Giving Program by J.D. Elam (Paperback - January 1998)
Invest in Giving: A Donor's Guide to Charitable Planned Giving by Ron Jordon, Katelyn Quynn (Hardcover)
Planned Giving Simplified: The Gift, the Giver and the Gift Planner (NSFRE/Wiley Fund Development Series) by Robert F. Sharpe, Robert, Sr. Sharpe (Hardcover - February 1999)
Planned Giving: Management, Marketing, and the Law (Wiley Nonprofit Law, Finance, and Management Series) by Ronald R. Jordan, Katelyn L. Quynn (Hardcover - October 1999)
Practical Guide to Planned Giving 2000 by Paul H. Schneiter (Editor) (Hardcover - November 1999)
Start at Square One: Starting and Managing the Planned Gift Program by Lynda S. Moerschbaecher, Lynda S. Moerschbaccher (Hardcover - April 1998)
The Art of Planned Giving: Understanding Donors and the Culture of Gifving (Nonprofit Law, Finance, and Management Series) by Douglas E. White (Paperback - September 1995)
The Gift of a Lifetime: Planned Giving in Congregational Life by J. Gregory, Cfre Pope, Pope. J. Gregory (Paperback - January 2000)
These books show a partial listing. Send updates and corrections to Profit Quests .
Future Focus has agreed to provide small nonprofits with a free Planned Giving Website.
Your nonprofit can get a free planned giving 3-page website for your group if you have annual receipts under $500,000. To learn more Click here.
THE BOOKSHELF
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