Charitable Giving


Book Description




Making a Difference 2.0


Book Description

The digital age has changed the way people contribute to worthy causes, with more and more donations coming from online sources. Making a Difference 2.0 serves as a bible for tech-savvy contributors and an essential starting block for beginners, explaining the ins and outs of online charity, how it can differ from traditional methods of fundraising and donating, and how to ensure your contribution is being put to its best use. The book is targeted for two separate audiences— those that donate and those that utilize donations given to them. An exhaustive index is included listing and rating all online giving platforms.




Managing Foundations and Charitable Trusts


Book Description

The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.




The Philanthropic Planning Companion


Book Description

A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.




Creating a Private Foundation


Book Description

Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.







Giving Done Right


Book Description

A practical guide to philanthropy at all levels of giving that seeks to educate and inspire A majority of American households give to charity in some form or another--from local donations to food banks, religious organizations, or schools, to contributions to prevent disease or protect basic freedoms. Whether you're in a position to give $1 or $1 million, every giver needs to answer the same question: How do I channel my giving effectively to make the greatest difference? In Giving Done Right, Phil Buchanan, the president of the Center for Effective Philanthropy, arms donors with what it takes to do more good more quickly and to avoid predictable errors that lead too many astray. This crucial book will reveal the secrets and lessons learned from some of the biggest givers, busting commonly held myths and challenging the idea that "business thinking" holds the answer to effective philanthropy. And it offers the intellectual frameworks, data-driven insights, tools, and practical examples to allow readers to understand exactly what it takes to make a difference.




Planned Giving


Book Description

Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition empowers fundraising professionals with the ability to speak the same language as donors and their advisors, while still keeping their own organization's goals in mind. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.




Giving with Confidence


Book Description

“The pitfalls, potential, and the ins and outs of charitable giving . . . a must-read for all nonprofit leaders, donors, and students.”—Marjorie Schwarzer, award-winning author of Riches, Rivals, and Radicals There are thousands of books that tell you how to get money, but few that cover something just as challenging: how to give money away. Giving with Confidence provides thoughtful guidance culled from decades of experience in the philanthropy world. Whether you are an individual who donates to your favorite charity or the head of a small to medium-sized foundation, the gentle practicalities of this book will enable you to manage your giving with effectiveness and personal satisfaction. By following its seven core principles, you will have what you need for “improving the reach, scope, and impact” of your contributions. “Reveals the secret sauce of philanthropy with humor, wisdom, and plain good storytelling. This book is a gift for anyone who has considered giving.”—Ralph Lewin, president and CEO of Cal Humanities “There is a ton of advice for the wealthiest givers, but none for those of us who give more than $5,000 but less than $75,000 per year. Here in a non-dogmatic style are some approaches and guidelines to make donors feel more effective. Thank you, Cole and Fred.”—Jan Masaoka, CEO of the California Association of Nonprofits “[An] outstanding guide to creative and effective grantmaking, this time for the individual philanthropist.”—Dawn Hawk, program officer for the Philanthropic Ventures Foundation “Part up-to-date behind-the-scenes guide, part how-to, this potent little book distills the wisdom of a life’s work in philanthropy by one of our best thinkers and most devoted practitioners.”—Marilyn Bancel, author of Preparing Your Capital Campaign




Invest in Charity


Book Description

A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back". . . an heir to money you'd like to share with a favorite cause .. . or simply someone who would like to do good in your community?There are more opportunities than ever for people of everyfinancial station to make a difference through charitable giving.But how do you choose among the many options available, and how doyou know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teachyou everything you need to know to devise and follow an effectivecharitable giving plan. It explains how to find the right charity;understand the tax, estate, and financial considerations; andselect a gift-whether it's a one-time cash gift or a lifelongannuity. Covering everything from researching the legitimacy of anonprofit organization to navigating the tax and estate laws thatapply to you, this guide will help you make your bequest withcomplete confidence that it's right for your charity and for you.