Book Description

According to American Benefactor, the parents of today's baby boomers are expected to leave behind an inheritance of no less than $10 trillion.As this generation matures, they'll need your help in understanding the benefits of charitable contribution. Practical Guide to Planned Giving presents the finer points of a planned giving program's marketing and management efforts. Use it to decipher the confusing legal, tax and marketing problems that often arise when soliciting a planned gift. The Guide offers strategic marketing advice that will make your planned giving program a winner.To maximize tax benefits for your donors, you need the kind of current, accurate information supplied by this valuable reference. Fully updated with the most recent information and advice, Practical Guide to Planned Giving provides you with the following: -- Extensive information on the nuts and bolts of marketing and running a planned giving program -- from creating and budgeting a successful program to winning board approval -- Detailed chapters devoted to the principal planned giving options -- revocable gifts, irrevocable trust gifts, irrevocable non-trust gifts -- with clear explanations of the advantages and disadvantages of each gift option for donors and recipients -- Timely, essential information that is updated annually to reflect the changes in tax laws -- Useful chapters on establishing and running a planned giving program for the small one person development office