October 4, 2001 | Read Time: 1 minute
Invest in Charity: A Donor’s Guide to Charitable Giving
by Ron Jordan and Katelyn L. Quynn
A “self-help” guide for people who want to donate money to nonprofit groups, Invest in Charity seeks to help both wealthy individuals and people of modest means set goals for themselves and carry out those goals in an educated manner.
The book, which aims to teach potential donors how to “become a philanthropist on your own terms,” explains various gift options and offers a step-by-step guide to making gifts. Ron Jordan, director of the planned-giving program at New Mexico State University, and Katelyn L. Quynn, director of the planned and major-gifts program at Massachusetts General Hospital, say the book should help donors, volunteers, professional advisers, and charity fund raisers better understand the process of donating money.
The authors deal with numerous topics of interest to new donors: how to make a gift and determine how the gift should be used; how to choose a charity and test its legitimacy; and how to decide which assets to use to make the gift and the type of gift to make. Chapters cover endowed funds; charitable-gift and deferred-gift annuities and pooled income funds; trusts; gifts through an estate; transferring retirement plans; creating private foundations; gifts of securities, real estate, noncash assets, and life insurance; and the tax consequences of various gift options.
The book contains sidebars, charts, and checklists to help potential donors create their own “action plans” for giving.
Publisher: John Wiley & Sons, 1 Wiley Drive, Somerset, N.J. 08875; (800) 225-5945; fax (800) 597-3299; http://www.wiley.com; 238 pages; $29.95; I.S.B.N. 0-471-41439-5.
