December 16, 1999 | Read Time: 1 minute
Planned Giving: Managing, Marketing, and Law, Second Edition
By Ronald R. Jordan and Katelyn L. Quynn
This book aims to provide a comprehensive resource for planned-giving professionals, scrutinizing the legal and managerial elements of trusts and other methods that donors can use to make large gifts while sheltering assets from taxes.
Mr. Jordan, executive director for university development at New Mexico State University, in Las Cruces, and Ms. Quynn, director of planned and major gifts at Massachusetts General Hospital, in Boston, outline what they believe to be the qualities of an outstanding planned-giving director and the goals of a strong planned-giving program.
They cover record keeping, the role of board members and trustees, solicitation strategies, and promotion of planned-giving opportunities. They define and delineate tools such as annuities, bequests, charitable remainder trusts, pooled-income funds, and gifts of securities and real estate, examining the tax treatments of each of those approaches.
Tables project likely returns from particular planned-gift arrangements, and worksheets outline investment strategies and sample gift agreements for development officers.
Since the first edition the authors have added four new chapters, which examine operating foundations, donor-advised funds, planned giving for large arts organizations, and working with staff members who are not fund raisers to secure planned gifts.
The book includes a disk for Windows 95 or later versions that contains 350 sample forms, letters, and promotional materials geared to managing a planned-giving program.
Publisher: John Wiley & Sons, One Wiley Drive, Somerset, N.J. 08875; (800) 225-5945; fax (908) 302-2300 or (800) 597-3299; http://www.wiley.com; 567 pages; $165; I.S.B.N. 0-471-35102-4.
