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Planned Giving In A Nutshell(9th Edition)

Authors:

Craig C Wruck

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ISBN: B0CYXV7V83, 979-8320314723

Book publisher: Independently published

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Planned Giving In A Nutshell 9th Edition Summary: Planned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who may not be experts in tax and financial planning. The emphasis is on clear explanations with plenty of examples and illustrations that help you understand the concepts of charitable gift planning and prepare you to promote and successfully negotiate complex charitable gifts.Planned Giving in a Nutshell provides a concise overview of tax incentives for charitable giving, charitable gift plans that donors can use to make generous charitable gifts, and the assets donors may wish to contribute, as well as how to integrate planned giving into a comprehensive fundraising program.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 giftsAssets Used for Charitable Giving - introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for eachBasic Planned Giving Methods - covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plansAdvanced 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

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