Professional Advisor's Guide To Planned Giving (2006 Edition)

Topics and Contents

The Planned Giving Triangle: The Donor, The Nonprofit, And The Professional Advisor
The Nonprofit's Need For Endowment
The Opportunity For Planned Gifts: Facts And Figures
Motivation For Planned Giving
Designing The Planned Giving Program
Developing Policies And Procedures
The Professional Team
The Income Tax Aspects Of Planned Giving
The Estate And Gift Tax Aspects Of Planned Giving
Outright Gifts
Split-Interest Gifts
Deferred Gifts
Ethical Issues In Planned Giving
Bibliography
Index