Outright Gifts of Entire Property or Fractional Interest. Securities Held in the Donor's Possession. Payments for Tuition and Medical Bills. Transfer to a Charitable Remainder Unitrust. Nongrantor Charitable Lead Annuity Trusts. Jordan is the former Director of Planned Giving at Boston University. Working with Friends and Mentors.
Nongrantor Charitable Lead Annuity Trusts. Which charity should you choose? Nongrantor Charitable Lead Annuity Trusts. Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations. Insurance Used in Asset Replacement Arrangements. Invest in Charity: A Donors Guide to Charitable Giving will teach you everything you need to know to devise and follow an effective charitable giving plan.
Outright Gift of a Partially Paid-up Life Insurance Policy. Definition of Tangible Personal Property. Vice President for Development Advancement. Mechanics of a Fund Description. In this clear, authoritative guide, two highly re-garded planned-giving professionals help you formulate a personalized Donors Action Plan in which you set your goals and decide on the right path to reach those goals.
Gift of a Personal Residence or Farm with a Retained Life Estate. But how do you choose among the many options available, and how do you know which type of gift is best for you? Gift of a Personal Residence or Farm with a Retained Life Estate. Can you use planned giving to assist in your retirement planning? Property Held Out of State--Ancillary Administration. Securities Held by the Donor's Stockbroker or Banker. Charitable Income Tax Deduction When Donor Makes Premium Payments. Private Foundations, Supporting Organizations, and Donor-Advised Funds.
Legally Binding Documents for Bequests. Working with Friends and Mentors. Chapter 5: Gift Acceptance Policies for a Planned Giving Program. Acceleration of Deduction and Alternative Valuation. I especially liked the way the authors go into detail on planned gifts, trusts, and annuities. Gifts of Shares of a Mutual Fund. Contents: Invest in Charity Contents Preface Acknowledgments Chapter 1 Engaging in Philanthropy Chapter 2 Selecting a Charity to Benefit from Your Philanthropy Chapter 3 About the Charity.
Description: xxii, 238 pages : illustrations ; 26 cm. Ways to Use Life Insurance. Payments for Tuition and Medical Bills. From United Kingdom to U. Gifts of Real Estate to Fund Charitable Gift Annuities. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries. Proven methods for launching-and growing-a planned giving program Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization.
Valuation of Closely Held Stock. Donor Motivations: Why Make a Gift? Streams of Income and Gift Tax Consequences. It explains how to find the right charity; understand the tax, estate, and financial considerations; and select a gift-whether it's a one-time cash gift or a lifelong annuity. Tax Considerations for Gifts of Noncash Assets. Chapter 10 Incorporating Charitable Giving and Retirement Chapter 11 Private Foundations, Supporting Organizations, and Donor-Advised Funds Chapter 12 Gifts of Securities.
Are you seeking tax benefits or a way to reduce the size of your estate? Tax Implications of a Bargain Sale. Gift of Real Estate to a Charitable Remainder Unitrust. Example: The words policy or advocacy are never mentioned as charitable options or types of programs. Retirement Vehicles for Charitable Giving. Closely Held Stock and Debt.
He has been a member of the bar since 1975 and is a graduate of the New England School of Law. Preferred Stock -- Section 306 Stock. Written for every donorfrom the wealthiest philanthropist to donors with more modest meansInvest in Charity prepares you for doing the best you can for your charity. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving. Consumer Issues and Charitable Giving. Tax Consequences of Charitable Gifts of Retirement Accounts at Death. Consumer Issues and Charitable Giving.
Private Foundations, Supporting Organizations, and Donor-Advised Funds. The Charity's Gift Review Committee. There are more opportunities than ever for people of every financial station to make a difference through charitable giving. The E-mail message field is required. Philanthropy Protection Act of 1995. Vice President for Development Advancement.