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Summary: A practical guide for charitable advisors
Review: This book is a practical and thorough guide to charitable and planned giving tools and techniques, written by leading experts in the field. It contains detailed analysis, planning examples, questions and answers, graphs, and helpful tables, forms, and samples. In addition to useful technical information such as when to use a charitable lead trust, and how to structure gifts from retirement plans, the book also delves into more sensitive planning issues such as how to recognize ethical dilemmas, and how to manage a planned giving team which mixes both non-profit and commercial sector advisors. Furthermore, it provides up-to-date analysis of charitable and planned giving trends, including the use of the Internet, information on specialized software packages, and a detailed chapter-by- chapter bibliography recommending related and timely books, articles, and websites. This book is suitable for the following readers: Planned Giving Staff
Development Staff
Attorneys
Accountants
Financial Planners
Insurance Agents
Trust Officers
Investment Advisors Because the book balances cutting edge techniques with the need to avoid overly aggressive and risky planning, charities may find it advantageous to provide copies to their Advisory Board members and other commercial sector advisors with whom they work. And since the book contains detailed information, ranging from basic to advanced, about charitable planning tools, laws, and trends, advisors who want to include such plans in their portfolio will find this book handy in developing both sound plans for their clients and profitable working relations with non-profit organizations. Chapter Headings: Techniques of Charitable Planning
Selling the Dream
General Rules for Charitable Deductions
Income Percentage Limits
Gifts of Property
Partial Interest Rules
E-Philanthropy and Technology Issues
Ethical Issues in Charitable Planning
The Planned Giving Office
The Planned Giving Team
Tools of Charitable Planning
Bargain Sale Transactions
Below-Market Interest Loans
Charitable Gift Annuities
Charitable Giving Using Life Insurance
Charitable Lead Trusts
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
Community Foundations
Qualified Conservation Contributions
Donor Advised Funds
Pooled Income Funds
Private Foundations
Retirement Plan Gifts
Testamentary Gifts
Supporting Organizations
Appendices
Planned Giving Trends
Charitable Gift Annuity Rates and IRS Expected Return Multiples
Charitable Remainder Trust Administration
Income Percentage Limits for Lifetime Charitable Gifts
Codes of Ethics
IRS Filing Requirements and Forms
Model Forms for Charitable Remainder Trusts
Charitable Planning Software
Tax Rates and Credits
Valuation Issues Relating to Specific Assets
Valuation Tables
Charitable Planning Websites
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