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Preface | ||
Quick Tips | ||
Ch. 1 | The Planned Giving Triangle: The Donor, the Nonprofit, and the Professional Advisor | |
Ch. 2 | The Nonprofit's Need for Endowment | |
Ch. 3 | The Opportunity for Planned Gifts: Facts and Figures | |
Ch. 4 | Motivations for Planned Giving | |
Ch. 5 | Designing the Planned Giving Program | |
Ch. 6 | Developing Gift Acceptance and Investment Management Policies | |
Ch. 7 | The Professional Team | |
Ch. 8 | The Income Tax Aspects of Planned Giving | |
Ch. 9 | The Estate and Gift Tax Aspects of Planned Giving | |
Ch. 10 | Outright Gifts | |
Ch. 11 | Split-Interest Gifts | |
Ch. 12 | Deferred Gifts | |
Ch. 13 | Ethical Issues in Planned Giving | |
Bibliography | ||
Index |
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