Planned giving simplified

"In this book, charitable gift planning expert Robert F. Sharpe, Sr., demystifies the complex world of planned giving for not-for-profit managers. He provides a detailed blueprint for starting and building a successful planned giving program, and develops a rational framework for managing the subtle interplay of legal, administrative, and interpersonal factors involved in the planned giving process.". "Central to Sharpe's proven approach is his controversial definition of the effective charitable gift planner as being not so much a fund raiser as an expert at helping potential benefactors satisfy a deeply felt emotional need. Rather than soliciting or closing on planned gifts, the planner's primary focus should be on forming relationships with donors and providing them with the means and opportunity to fulfill their desire to do good."--BOOK JACKET.

First sentence: Givers often work through the gift-planning process with someone they trust-often a financial or legal professional-who helps them determine the size of the gift, whether the gift is to be made currently or to be deferred, how it is funded (with cash or other assets), any restrictions as to use, and finally, the tax implications of the gift.

Year

1998

Language

English

Publisher

Wiley

Editions

2

Pages

240

ISBN

9780471166740

Data source: Wikidata