Download Planned Giving: A Guide to Fundraising and Philanthropy by Ronald R. Jordan PDF

By Ronald R. Jordan

Thoroughly revised and up-to-date, the Fourth variation of this well known source acknowledges the rising significance of deliberate giving and the adjustments that experience taken position during the last few years. the recent version now contains a handy, easy-to-use CD-ROM full of shows, files, and varieties. With a brand new concentrate on easy content material and worthwhile insights, information, warnings, and views, the hot variation empowers fundraising execs being able to converse an identical language as donors and their advisors, whereas nonetheless holding their very own organization's pursuits in mind.

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Real estate or tangible personal property that a donor is not using can be given to a nonprofit and thereby provide the donor with an income stream and various tax advantages. Conservative “blue-chip” stocks paying a 1 to 2 percent yield can constitute a life income gift and provide the donor with a substantially higher income stream, such as 6 to 9 percent. Planned giving options can encourage the charity-minded donor to act—to make the gift sooner than later. COACHES’ TIPS Planned giving is a creative process enabling donors to make gifts greater than even what the donor initially might have thought possible.

Quynn, JD April 2009 Acknowledgments F or any book, writing a new edition takes dedication, patience, and cooperation, not just between co-authors, but between and among the authors and all of those professional volunteers who unselfishly lend their insights and expertise to the manuscript. At the risk of missing someone, we’d like to thank the following individuals and organizations that have helped with this 2009, Fourth Edition of Planned Giving: A Guide to Fundraising and Philanthrophy along with those who have made significant contributions to previous editions and supplements: John Wiley & Sons, who, since 1995, has been with us from the start as publisher of all of our editions and all of our books.

Planned gifts fall primarily into four categories: 1. Outright gifts, whereby the nonprofit often has use of the asset immediately, such as gifts of cash, securities, tangible personal property, and some real estate gifts 2. Bequests, whereby the donor uses or controls the asset during his lifetime and the charity receives the asset at the donor’s death 3. Life income gifts, whereby a donor makes a gift today and receives a stream of income for life, and upon the donor’s death the nonprofit has use of the remainder value of the gift 4.

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