April 18, 2002 | Read Time: 1 minute
Planned Giving Essentials: A Step-by-Step Guide to Success
by Richard D. Barrett and Molly E. Ware
To some, the authors of this book say, planned giving conjures images of an elderly donor quietly making a bequest to a favorite charity; to others, it’s a marketing venture or a nebulous cloud of legal jargon. Planned Giving Essentials: A Step-by-Step Guide to Success attempts to give an overview of a process that, according to the authors, “often combines the sciences of finance and tax law with the arts of interpersonal relationships and human emotions.”
The book is divided into two sections: one that introduces planned-giving principles, defining key terms and describing types of gifts, and another that offers suggestions for putting a planned-giving program in place.
This is the second edition of Planned Giving Essentials, which introduces new interpretations of concepts and adaptations to tax laws that have changed since the book was first published in 1997. The authors discuss recent trends that are affecting planned giving, such as the increasing use of commercial brokerages as conduits between donors and charities, and the growing use of the Internet and e-mail by elderly people, making it easier for organizations to promote planned giving online.
Mr. Barrett is president of Barrett Planned Giving, a Washington, D.C., consulting firm, and Ms. Ware is principal of Ware Development Consulting in Alexandria, Va.
Publisher: Aspen Institute, 1 Dupont Circle, Suite 700, Washington, D.C. 20036; (202) 736-5838; fax (202) 293-0525; nsrf@aspeninstitute.org; http://www.nonprofitresearch.org; 187 pages; $72; I.S.B.N. 0-8342-1905-0.
