Your search found 188 record(s)
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1. Hrywna, Mark. "Under water : annuities in for a tough ride". NonProfit Times vol. 23 (15 April 2009) p. 8.
Abstract: An assessment of the state of charitable gift annuities (CGAs) during the economic recession. CGAs are expected to struggle for at least five years, and many nonprofits are making efforts to encourage CGAs among their donors.
Subject File Number: 753
Subject/descriptor: Charitable gift annuity; Planned giving; Fundraising--economic aspects
Location: New York
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2. Jordan, Ronald R.; Quynn, Katelyn L. Planned giving : a guide to fundraising and philanthropy. 4th ed. Hoboken, NJ: John Wiley & Sons. 2009. xxx, 805 p.
Abstract: Divided into eleven parts: planned gifts; assets involved in planned giving; planned giving's financial impact; planned giving programs on location; managing donors and prospects; managing a planned giving program; managing outside the office; evaluating performance; marketing; policies and procedures; and planned giving in context. Updated by annual supplements. Indexed.
Call Number: 753 JOR QUY
Subject/descriptor: Planned giving; Fundraising--law and legislation; Charitable remainder trusts; Fundraising--administration
Location: New York; DC; Cleveland; San Francisco; Atlanta
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3. McDonough, Holly; Hansen, Ciegla. "Back to basics : top strategies for philanthropic planning in a down economy". Journal of Gift Planning vol. 13 (1st Quarter 2009) p. 33-42.
Abstract: Guidance is provided from the perspectives of a gift planner and an estate planner.
Subject File Number: 753
Subject/descriptor: Planned giving; Fundraising--techniques
Location: New York
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4. Nigito, Daniel G. The power of leveraging the charitable remainder trust. Hoboken, NJ: John Wiley & Sons. 2009. xvi, 285 p.
Abstract: Discusses the concept of charitable leverage, explaining how it can be used in various financial planning scenarios with case studies.
Call Number: 753 NIG
Subject/descriptor: Individual giving; Charitable remainder trusts; Planned giving; Tax deduction
Location: New York
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5. Parham, Michael. "I want it now! Early termination of charitable remainder trusts". Journal of Gift Planning vol. 13 (1st Quarter 2009) p. 5-15, 17-21.
Abstract: Discusses issue related to total and partial termination of charitable remainder trusts. Topics covered include taxation, valuation, self-dealing, and other areas.
Subject File Number: 753
Subject/descriptor: Planned giving; Charitable remainder trusts; Laws regulating philanthropy--(2000-2009)
Location: New York
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6. "Planting a legacy : charitable bequests". Wise Giving Guide (Fall 2009) p. 2-8.
Abstract: A guide to creating a charitable bequest, with close attention to the controversies that often arise as a result of a bequest, and information on preserving donor intent.
Subject File Number: 753
Subject/descriptor: Planned giving; Individual giving; Individual giving--trends
Location: New York
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7. Simon, Frank K., Jr.; Ray, Brenda A. "CLAT-ILIT : a way donors can give both now and in the future". Nonprofit World vol. 27 (September-October 2009) p. 12-3.
Abstract: The authors discuss how donors can use charitable lead annuity trusts in combination with irrevocable life insurance trusts as tamper-proof methods of giving during their lifetimes as well as after death.
Subject File Number: 753
Subject/descriptor: Charitable gift annuity; Trusts; Planned giving
Location: New York
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8. Stelter, Larry. "Why now is the time to transition annual givers into planned givers : recommended actions based on fundings from a national survey". Journal of Gift Planning vol. 13 (1st Quarter 2009) p. 23-31.
Subject File Number: 753
Subject/descriptor: Planned giving; Fundraising--surveys; Fundraising--techniques; Individual giving--surveys
Location: New York
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9. Weldon, Stephen A. "Keys to a fruitful life". Currents vol. 35 (May-June 2009) p. 44-8, 50-1.
Abstract: An overview of planned giving for educational institutions during times of economic difficulty. Includes information on charitable gift annuities, bequests, and more.
Subject/descriptor: Fundraising--higher education; Planned giving; Charitable gift annuity
Location: New York; DC; Cleveland; San Francisco; Atlanta
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10. Bidwell, Dennis. "Charitable gifts of real estate : findings from a national survey". Journal of Gift Planning vol. 12 (3rd Quarter 2008) p. 20-3, 46-9.
Abstract: The results of the National Committee on Planned Giving's 2008 survey on trends in real estate donations, based on data collected from 593 members of the Planned Giving Group of New England. Includes information on donor patterns, donor motivations, types of real estate given, and more.
Subject File Number: 746
Subject/descriptor: Planned giving--surveys; Nonprofit organizations--real estate; Planned giving--research
Location: New York
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11. Bidwell, Dennis; Clontz, Bryan K. "Converting real estate wealth to gifts : opportunities and challenges". Journal of Gift Planning vol. 12 (3rd Quarter 2008) p. 5-13.
Abstract: The article reviews the varied procedures of giving and receiving charitable gifts of real estate, and discusses the vital issues for nonprofits to consider when accepting a real estate gift. Includes reference charts of the different types of real estate and forms of property interest, and outlines the real estate risk continuum and various taxation issues.
Subject File Number: 746
Subject/descriptor: Nonprofit organizations--real estate; Planned giving; In-kind contributions
Location: New York
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12. Bigelow, Bruce E.; Kolmerten, Carol A. "Focusing on planned giving : using focus groups to find new donors for planned gifts". Journal of Gift Planning vol. 12 (2nd Quarter, 2008) p. 18-21, 44-50.
Abstract: The article advocates recruiting new donors for planned giving through focus groups rather than estate planning seminars. The authors use their own experience designing and facilitating such groups to offer advice and techniques for fundraisers interested in developing similar sessions of their own. Includes nine guidelines for conducting a planned giving focus group.
Subject File Number: 753
Subject/descriptor: Planned giving; Focus groups; Fundraising--techniques
Location: New York
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13. Brovey, Alexandra P.; Roenigk, Patricia L. "'How old are you and did you know you could...?' : key questions to initiate planned gift discussions". Journal of Gift Planning vol. 12 (4th Quarter 2008) p. 18-23, 44-53, 55.
Abstract: Presents ten questions to ask prospects and identifies common cues to listen for. The authors also suggest possible responses for planned giving officers.
Subject File Number: 753
Subject/descriptor: Planned giving; Fundraising--individual solicitation
Location: New York
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14. Cullinan, Tom. "Evaluating gift planner performance : a guide for charity managers". Journal of Gift Planning vol. 12 (1st quarter 2008) p. 18-21, 34-43.
Abstract: The article identifies standards for assessing gift planners, measuring productivity, and tracking progress.
Subject File Number: 753
Subject/descriptor: Fundraising--administration; Nonprofit organizations--management; Planned giving
Location: New York; DC; Cleveland; San Francisco; Atlanta
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15. "Executive briefing : gift planners and their work : selected data from a national survey of charitable gift planners". Journal of Gift Planning vol. 12 (1st quarter 2008) p. 10-7.
Abstract: Presents results from the 2007 Gift Planner Profile Survey, which collected data on the practices and characteristics of National Committee on Planned Giving members.
Subject File Number: 753
Subject/descriptor: Fundraising--administration; Fundraising--surveys; Planned giving--surveys; National Committee on Planned Giving
Location: New York; DC; Cleveland; San Francisco; Atlanta
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16. Greeves, Justin; Lebenson, Peggy. "Value and values in planned giving". Journal of Gift Planning vol. 12 (4th Quarter 2008) p. 10-7, 32-43.
Abstract: Presents data on donors and their philanthropic values based on various studies, including the 2008 Harris Interactive DonorPulse survey of Americans.
Subject File Number: 753
Subject/descriptor: Individual giving--surveys; Individual giving--research; Planned giving--surveys; Planned giving--research
Location: New York
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17. Henze, Lawrence. "Planned giving and your integrated fundraising program". Advancing Philanthropy vol. 15 (July-August 2008) p. 49-51.
Abstract: Discusses the benefits of coordinating planned giving cultivation and solicitation with annual giving campaigns and organizational publications. Stresses that planned giving should never be relegated to second-tier status in comparison with current gifts. Includes resource list.
Subject/descriptor: Planned giving; Fundraising--annual campaigns; Fundraising--techniques; Fundraising--planning
Location: New York; DC; Cleveland; San Francisco; Atlanta
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18. Howard, Leslie. "Ten steps to an effective planned giving program". Advancing Philanthropy vol. 15 (May-June 2008) p. 67-8.
Abstract: A gift-planning consultant offers her key tips on identifying potential legacy donors, developing a successful planned giving marketing program, and cultivating a stewardship program for established donors.
Subject/descriptor: Planned giving; Fundraising--individual solicitation; Fundraising--donor relations; Fundraising--techniques
Location: New York; DC; Cleveland; San Francisco; Atlanta
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19. Howe Johnson, Tanya. "National influence…local connection". Journal of Gift Planning vol. 12 (3rd Quarter 2008) p. 24-7.
Abstract: Interviews with two successful gift planners illuminate some of the more effective techniques for giving and accepting charitable gifts of real estate. Each gift planner provides a list of tips for organizations deciding whether to pursue real estate gifts.
Subject File Number: 746
Subject/descriptor: Nonprofit organizations--real estate; Planned giving
Location: New York
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20. Kallina, Emanuel J. "Minimizing risk through alternative structures for charitable gift of real estate". Journal of Gift Planning vol. 12 (3rd Quarter 2008) p. 14-9, 35, 37-45.
Abstract: Examines the alternate methods by which a nonprofit can accept a real estate gift, so as to reduce liquidity risk. These methods include the "Charitable Put," the excess benefit rule, and the use of a limited liability company, among others.
Subject File Number: 746
Subject/descriptor: Nonprofit organizations--real estate; Planned giving; In-kind contributions; Risk management
Location: New York
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