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Start at Square One
Lynda Moerschbaecher
Bonus Books, 1998
An outstanding guide to organizing planned giving activities
There are very few books that focus on planned giving for the nonprofit organization. This is an excellent guide as it starts with a readiness assessment and then supplies each of the steps to build a successful planned giving approach.
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Planned Giving Essentials: A Step by Step Guide to Success (2nd Edition) (Aspen's Fund Raising Series for the ...
Richard D. Barrett
Jones and Bartlett Publishers, Inc., 2002
A Great Place to Start
I used the acid test for considering how well written a technical book is about my business - I gave it to my wife when she asked me some questions one day. I have had this book on my shelf for several months and found it extremely valuable in doing some quick general research and in exploring a ...
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Don't Just Give It Away: How to Make the Most of Your Charitable Giving
Renata J. Rafferty
Chandler House Press, 1999
Rafferty puts us firmly in control when making donations.
+ A Must Read For Humanitarians
+ CEOs and Board Members, This Book is For YOU!
Most of us in this audience have spent years (and some, decades) on the inside of one nonprofit organization or another, wondering, "How can our organization attract more (or even more) charitable donations?" We've established annual fund drives, grant-seeking programs, fielded special events, ...
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Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan, 2nd Edition
Tracy Gary, Melissa Kohner
Jossey-Bass, 2002
Tracy is the Real Deal
+ A great book to help the engaged philanthropist create a giving plan
Tracy's book is probably the most practical material you can get anywhere on engaged philanthropy. Whether you give a lot or a little, whether you give money or time, this book walks you through a process that will make your giving more informed, passionate, strategic, and effective. This book is ...
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Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues
Patti, S. Spencer
AuthorHouse, 2005
Highly Recommended Lifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters
+ good organization of estate planning topics
+ Helpful and Humorous
+ Highly Recommended
+ Understandable and readable
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Estate and Gift Tax (Gilbert Law Summaries)
Randall J. Gingiss
Gilberts Law Summaries, 2005
Don't waste your money
Look for another supplement to help you. This one is terrible -- poor explanations, bad grammar, and terrible organization.
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Charitable Giving
Dearborn Trade, 2001
Charitable Giving teaches the basic techniques used by private donors to implement charitable giving plans that maximize both the value of gifts to charity and the value of the income and estate retained by the donor. It covers critical tax issues, the use of specialized trusts, life insurance products and various practical issues in the context of common charitable giving scenarios. If ...
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Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
Scott C. Fithian
Wiley, 2000
Honoring Your Values via Gifts and Bequests
Many estate planners fail to adequately understand a client's personal values and priorities and merely plug into a standardized will and trust setup. This book provides a systematic method for analyzing and implementing needs for personal financial security, gifts to family, and charitable ...
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Family Wealth Counseling : Getting to the Heart of the Matter
E. G Link
Professional Mentoring Program, 1999
Excellent for those with net worth > $5Million
+ Great for Business Owners While in Mid-career, too!
Most people of wealth make several false starts with comprehensive income and estate planning. This book describes a method of first determining your life purpose and goals by an extensive interview process. Only then can the technical aspects of planning be addressed. Well written book by the ...
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PricewaterhouseCooper's Guide to Charitable Giving
PricewaterhouseCoopers LLP, Michael B. Kennedy, ...
Wiley, 2002
Necessary reading at tax time
+ Guide to Effective Giving
An infinite help for individual contributors to charities. In a completely up-to-date (includes information on September 11 charities) and easy to understand format, the book teaches the reader how to be socially responsible in their donations and also to save tax money during a trying economy. ...
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Planned Giving Simplified: The Gift, The Giver, and the Gift Planner(AFP/Wiley Fund Development Series) (The ...
Robert F. Sharpe
Wiley, 1998
Planned Giving 101
This is an excellent primer on planned giving. The author provides definitions and examples of many useful terms in an easy-to-read format. The examples clarify the different options available and the benefits of each. The emphasis on planned giving as a GIFT to charitable institutions is ...
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The Procrastinator's Guide to Wills and Estate Planning
Eric Matlin
NAL Trade, 2004
Don't Procrastinate--Read This Book
+ Now I understand!!!
If you're at all like me, the last thing that you want to put time aside for is planning your estate. Afterall, your lack of good planning is guaranteed to have folks crying at your funeral, especially your loved ones, who must then deal with some very costly problems and challenges due to your ...
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Best Intentions
Colleen Barney, Victoria Collins
Kaplan Business, 2002
Estate Planning Made Easy
+ Great estate planning ideas for women
+ Best Intentions
+ Great approach to a difficult & complicated subject
+ Interesting real stories
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Planned Giving for Small Nonprofits
Ronald R. Jordan, Katelyn L. Quynn
Wiley, 2002
Planned Giving - review
The book is just what I ordered. The only problem was it was bound upside down. However, this does not hinder usage.
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The Planning and Drafting of Wills and Trusts (University Textbook Series)
Thomas L. Shaffer, Carol Ann Mooney, ...
West Publishing Company, 2000
This text, prepared by recognized experts in the field, addresses questions and issues that arise during the drafting of wills and trusts, particularly by couples. In addition, the authors offer insightful commentary. Representative chapters include Planning Together, Rebuilding Together, Non-Estate Planning, and Planning for Disability.
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