PLANNED GIVING – more help at plannedgiving.com
Barrett, Richard, and Molly E. Ware. Planned Giving Essentials: A Step by Step Guide to Success. Gaithersburg, MD: Aspen Publishers, Inc., 2001.
This book provides a step-by-step walk through of the planned giving program. The essentials for success are explored and the necessary components to make it all work are revealed.
Chavers, Gordon D. The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors. New Directions for Philanthropic Fundraising. Vol. 30. San Francisco, CA: Jossey-Bass, Inc., 2001.
In this issue the authors discuss areas that are pertinent to the planned giving professional.
Dove, Kent E., Alan M. Spears, Thomas W. Herbert. Conducting a Successful Major Gifts & Planned Giving Program. San Francisco, CA: Jossey-Bass, Inc., 2002.
This is the fifth volume in the Dove on Fundraising Series. This valuable resource will give you the information necessary to plan successful major gift and planned giving programs. The authors clearly define the law as it pertains to planned giving. The book also includes a resource section that contains samples of real-world examples.
Hoyt, Christopher R. Transfers from Retirement Plans to Charities and Charitable Remainder Trusts. Charlottesville, VA: University of Virginia Tax Review, 1989.
Examines the advantages and potential hazards of charitable gifts from donors’ retirement plans and IRA accounts. Demonstrates the significant wealth accumulated in these accounts, the tax advantages of such gifts, the technical rules that must be met and the legal reforms needed.
Jordan, Ron, and Katelyn Quynn. Planned Giving for Small Nonprofits. New York, NY: John Wiley & Sons, Inc., 2002.
Directors and managers of small nonprofits are guided in a step-by-step process to an understanding in establishing a planned-giving program. Seven central aspects for managing a planned-giving program are outlined from the standpoint of the smaller nonprofit with limited resources.
Jordan, Ronald R., Katelyn L. Quynn, and Carolyn M. Osteen. Planned Giving: Management, Marketing, and the Law, Third Edition. New York, NY: John Wiley & Sons, Inc., 2003.
This book examines all aspects of successful planned giving programs, from marketing and fundraising to management and legal administration. It covers the technical aspects of planned giving and also advises the reader on strategies for solicitation and related subject. A companion disk is included that offers over 300 sample forms, documents, checklists, and marketing campaigns.
Jordan, Ronald R. Planned Giving: Management, Marketing, and Law, 2007 Cumulative Supplement, 3rd Edition. San Francisco, CA: Jossey-Bass, Inc., 2006.
This 2007 Cumulative Supplement contains four new chapters: Leadership and Management for a Development Team (Chapter 8A); Fundraising Etiquette: Do’s and Don’ts for Successful Business and Social Interactions with Donors and Prospects (Chapter 13B); Combating Donor Fatigue and Overcoming Organizational Complacency (Chapter 17B); and Raising the Bar: Increasing Endowed Fund Minimums (Chapter 27A)
Sharpe, Sr., Robert. Planned Giving Simplified: The Gift, The Giver, and the Gift Planner. Alexandria, VA: Association of Fundraising Professionals (AFP), 1999.
This resource is a down-to-earth introduction to the complex world of planned giving. This book shows how to understand the process and all the interesting facets that accompany planned giving.
Toce, Joseph P. Jr., Byrle M. Abbin, William M. Pace, and Mark L. Vorsatz. Tax Economics of Charitable Giving 2005/2006. Boston, MA: Warren, Gorham & Lamont, 2005.
Technically complete yet written for the lay person as well as the expert advisor to donors, charitable organizations and fundraisers. The book is full of the practical guidance needed to take advantage of both present and future tax-saving opportunities. (Online version also available.)
White, Douglas E. The Art of Planned Giving: Understanding Donors and the Culture of Giving. New York, NY: John Wiley & Sons, Inc., 1998.
Planned giving is a vital yet often complicated segment of fundraising and charitable giving. It can include gifts of cash, stocks, insurance, art and antiques, real estate, gift annuities, and trusts. But there’s more to planned giving than calculating the tax deductions and payouts. This book addresses the human side of planned giving rather than the tax and management subjects explored in other books. It helps readers answer questions like, “How do you walk into a potential donor’s office and ask for $1 million?”