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

American College of Trust and Estate Counsel
American Institute of Certified Public Accountants
Canadian Association of Gift Planners
Charitable Trust And Estate Planning
Christian Financial Planning Institute
Crown Financial Ministries
DeathAndTaxes.com
Do It Yourself Estate Planning
Durable Power of Attorney Information
European Association for Planned Giving
Family Office Exchange
Financial Planning Association
Future Focus
Institute for Private Investors
Institute of Certified Financial Planners
Investment Management Consultants Association
Legal Zoom -- Do It Yourself Legal Forms - Wills
Legal Zoom -- Do It Yourself Legal Forms - Living Wills
Legal Zoom -- Do It Yourself Legal Forms - Living Trusts
M T Palermo.com
National Association of Estate Planners and Councils
National Association of Family Wealth Counselors
National Association of Financial and Estate Planning
National Association of Philanthropic Planners
National Center For Family Philanthropy
National Committee on Planned Giving
National Network of Estate Planning Attorneys
Planned Giving Services
Planned Giving Design Center
Planned Giving Resources
Planned Giving Today
Social Investment Forum
The National Christian Foundation -- Stewardship Fund
Trusts and Estates
Will and Trusts Attorneys Find Attorneys or Law Firms specializing in Wills, Trusts Laws, estate planning, etc.




ARTICLES

Retirement Planning
Who Will Get Your Wealth
Talking Taxes With Experts
How To Leave The Tax Man Nothing
How To Help A Charity And Yourself Too
Four Sure-Fire Tax Relievers
A Nifty Way To Slash Estate Taxes



Publications

Charitable Gift Planning News
Financial Planning
Give and Take
Journal of Financial Planning
Journal of Gift Planning
National Center For Family Philanthropy Books
Planned Giving Today
Planned Giving Web Letter
Tax Wise Giving
The Gathering -- Online Magazine
Trusts and Estates



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)