Invest in Charity A Donor's Guide to Charitable Giving

ISBN-10: 0471414395
ISBN-13: 9780471414391
Edition: 2001
List price: $29.95
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Description: A one-of-a-kind guide that integrates philanthropy with overall financial planning Charitable giving is big business with over $140 billion being transferred to the nation's charities annually. While there are hundreds of books that teach  More...

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Book details

List price: $29.95
Copyright year: 2001
Publisher: John Wiley & Sons, Incorporated
Publication date: 7/10/2001
Binding: Hardcover
Pages: 264
Size: 7.50" wide x 10.50" long x 1.00" tall
Weight: 1.540

A one-of-a-kind guide that integrates philanthropy with overall financial planning Charitable giving is big business with over $140 billion being transferred to the nation's charities annually. While there are hundreds of books that teach individuals the "how to" of financial planning, investing, and estate planning, Invest in Giving is the only book that provides information about charitable giving, gift options, tax strategies, and planning for donors to integrate into their overall tax, estate, and financial plans. Plus, it is written in an accessible, do-it-yourself format that allows donors to educate themselves about personal philanthropy as part of their financial and estate planning. This book helps donors with their financial planning by equipping them with the tools they need to make the most out of income tax deductions, estate tax benefits, and the good feeling that comes from philanthropy. Enormously informative, this book includes helpful sidebars, charts, tables, and illustrations to help readers fully understand the various concepts and strategies of charitable giving. Ron Jordan (Santa Fe, NM) works at New Mexico State University and Katelyn Quynn (Boston, MA) works for Massachusetts General Hospital.

RON JORDAN is Director of New Mexico State University s planned giving program. He has been a member of the bar since 1975 and is a graduate of the New England School of Law. As an assistant professor at the university, he teaches courses on financial planning and consumer economics. Previously, he taught courses in federal income taxation and estate planning. Jordan is the former Director of Planned Giving at Boston University. He also consults with nonprofit organizations. KATELYN L. QUYNN is Director of Massachusetts General Hospital s planned and major gift program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving. She graduated from Tufts University and Boston University School of Law.

Preface
Acknowledgments
Engaging in Philanthropy
Philanthropy in the United States
Who Are the Nation's Past and Future Donors and Where Do You Fit In? Donor Motivations: Why Make a Gift? Getting Started
The Donor's Action Plan
Selecting a Charity to Benefit from Your Philanthropy. 501(c)(3) Charities
You and Charity
What Does Philanthropy Mean to You? Charities A to Z. Charities
Due Diligence
Visit the Charity
Web Resources
About the Charity
Frequently Asked Questions
The Process
President/CEO/Chancellor
Vice President for Development (Advancement)
Board of Trustees (Directors)
Development Office
Annual Giving
Major Gifts
Planned Giving
Stewardship
Gift Accounting and Processing
Computer Services
The Charity's Gift Review Committee
The Charity's Investment Policies
The Charity's Portfolio
Separately Invested Endowed Funds
Spending Provisions
Management Fees and Expenses
Conclusion
Professional Advisors, Family Members, and Your Philanthropy
Professional Advisors
Attorney
Financial Advisor
Stockbroker/Mutual Fund Companies
Certified Public Accountant
Trust Officer
Insurance Agent
Development/Planned Giving Professional
What to Ask When Selecting an Advisor
Charitable Giving and Family Dynamics
Working with Friends and Mentors
Conclusion
How Will the Gift Be Used? Endowed Funds
Frequently Asked Questions
Unrestricted Gifts
Restricted Gifts
Current Use Awards
Endowed Funds
Creating an Endowed Fund
Financing Your Endowed Fund
Fund Description
Mechanics of a Fund Description
Conclusion
Types of Charitable Gifts
Frequently Asked Questions
Annual Gifts
Pledges
Major Gifts
Planned Gifts
Gifts in Kind
Structured Gifts
Negotiating Gifts
Making the Right Decision
Conclusion
Basic Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds
Frequently Asked Questions
Charitable Gift Annuities
Deferred Gift Annuities
Pooled Income Funds
Conclusion
Trusts
Frequently Asked Questions
Parties to a Trust
Trust Powers
Gifts to a Minor and the Uniform Transfer to Minors Act
Gifts to a Minor and a Minor's Trust
Revocable Inter Vivos Trust (Living Trust)
Charitable Remainder Trusts
Qualified Terminable Interest Property (QTIP) with Remainder to a Nonprofit
Charitable Lead Trusts
Nongrantor Charitable Lead Trusts
Nongrantor Charitable Lead Annuity Trusts
Nongrantor Charitable Lead Unitrust
Conclusion
Gifts Through Your Estate
Frequently Asked Questions
Tax Law and Charitable Gift Planning
The Will
Parts of a Will
Suggested Language for Charitable Bequests
Legally Binding Documents for Bequests
Probate
Property Held Out of State-Ancillary Administration
Medicaid
Conclusion
Incorporating Charitable Giving and Retirement
Frequently Asked Questions
Using Planned Giving Vehicles to Assist in Retirement Planning
Retirement Vehicles for Charitable Giving
Tax Consequences of Charitable Gifts of Retirement Accounts at Death
Types of Retirement Plans
Ways to Transfer Retirement Assets to a Charity
In Summary
Conclusion
Private Foundations, Supporting Organizations, and Donor-Advised Funds
Frequently Asked Questions
Private Foundations
Supporting Organizations
Donor-Advised Funds
Conclusion
Gifts of Securi

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