Invest in Charity

Ron Jordan 지음

Wiley 2002년 04월 08일 출간

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책소개

A Complete Guide to Personal PhilanthropyAre you one of the newly wealthy with an interest in quot;giving backquot; . . . an heir to money you'd like to share with a favorite cause . . . or simply someone who would like to do good in your community? There are more opportunities than ever for people of every financial station to make a difference through charitable giving. But how do you choose among the many options available, and how do you know which type of gift is best for you?Invest in Charity: A Donor's Guide to Charitable Giving will teach you everything you need to know to devise and follow an effective charitable giving plan. It explains how to find the right charity; understand the tax, estate, and financial considerations; and select a gift-whether it's a one-time cash gift or a lifelong annuity. Covering everything from researching the legitimacy of a nonprofit organization to navigating the tax and estate laws that apply to you, this guide will help you make your bequest with complete confidence that it's right for your charity and for you.

목차

Preface.Acknowledgments.Chapter 1. Engaging in Philanthropy.Philanthropy in the United States.Who Are the Nation's Past and Future Donors and Where Do You Fit In?Donor Motivations: Why Make a Gift?Getting Started.The Donor's Action Plan.Chapter 2. Selecting a Charity to Benefit from Your Philanthropy.501(c)(3) Charities.You and Charity.What Does Philanthropy Mean to You?Charities A to Z.Charities.Due Diligence.Visit the Charity.Web Resources.Chapter 3. About the Charity.Frequently Asked Questions.The Process.President/CEO/Chancellor.Vice President for Development (Advancement).Board of Trustees (Directors).Development Office.Annual Giving.Major Gifts.Planned Giving.Stewardship.Gift Accounting and Processing.Computer Services.The Charity's Gift Review Committee.The Charity's Investment Policies.The Charity's Portfolio.Separately Invested Endowed Funds.Spending Provisions.Management Fees and Expenses.Conclusion.Chapter 4. Professional Advisors, Family Members, and Your Philanthropy.Professional Advisors.Attorney.Financial Advisor.Stockbroker/Mutual Fund Companies.Certified Public Accountant.Trust Officer.Insurance Agent.Development/Planned Giving Professional.What to Ask When Selecting an Advisor.Charitable Giving and Family Dynamics.Working with Friends and Mentors.Conclusion.Chapter 5. How Will the Gift Be Used? Endowed Funds.Frequently Asked Questions.Unrestricted Gifts.Restricted Gifts.Current Use Awards.Endowed Funds.Creating an Endowed Fund.Financing Your Endowed Fund.Fund Description.Mechanics of a Fund Description.Conclusion.Chapter 6. Types of Charitable Gifts.Frequently Asked Questions.Annual Gifts.Pledges.Major Gifts.Planned Gifts.Gifts in Kind.Structured Gifts.Negotiating Gifts.Making the Right Decision.Conclusion.Chapter 7. Basic Income Gifts: Ch

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"This book is exceptional-clearly organized and well indexed. It provides an A-Z walking tour of planned giving." (Foundation News and Commentary, July/August 2002)

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저자(글) Ron Jordan

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RON JORDAN is Director of New Mexico State University s planned giving program. He has been a member of the bar since 1975 and is a graduate of the New England School of Law. As an assistant professor at the university, he teaches courses on financial planning and consumer economics. Previously, he taught courses in federal income taxation and estate planning. Jordan is the former Director of Planned Giving at Boston University. He also consults with nonprofit organizations.KATELYN L. QUYNN is Director of Massachusetts General Hospital s planned and major gift program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving. She graduated from Tufts University and Boston University School of Law.