May 13, 2004 | Read Time: 1 minute
Planned Giving: Management, Marketing, and Law, Third Edition
by Ronald R. Jordan and Katelyn L. Quynn
This guide explains how nonprofit groups can help donors contribute through bequests, charitable remainder trusts, endowed funds, and other types of planned gifts. Ronald R. Jordan, an assistant professor in the department of family and consumer sciences at New Mexico State University, in Las Cruces, and Katelyn L. Quynn, executive director of development for planned and major gifts at Massachusetts General Hospital, in Boston, provide detailed advice on soliciting such gifts and describe the legal and tax issues involved in obtaining planned gifts.
Their book offers suggestions to help a nonprofit group educate potential donors about the value of the organization and its need for support, while also explaining different giving options. Additionally, the authors discuss how organizations can encourage accountants, lawyers, and financial advisers to inform their clients about planned giving. Other sections of the book cover drafting planned-giving documents and receiving gifts of art, life insurance, and other noncash donations.
This edition contains several new chapters, including one focused on planned giving at educational institutions, and another on a federal law dealing with fund raising by health organizations. A CD-ROM that comes with the book contains more than 250 files of tax forms, marketing materials, and other planned-giving information.
Publisher: John Wiley & Sons, 111 River Street, Hoboken, N.J. 07030; (877) 762-2974; http://www.wiley.com; 624 pages; $195; I.S.B.N. 0-471-44950-4.
