The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors | Zookal Textbooks | Zookal Textbooks
  • Author(s) Gordon D. Chavers
  • SubtitleNew Directions for Philanthropic Fundraising, Number 30
  • Edition1
  • Published2nd November 2001
  • PublisherJohn Wiley & Sons Inc (US)
  • ISBN9780787954413

New Directions for Philanthropic Fundraising, Number 30

This issue provides great insight on the growing and important role
of the planned giving professional. Authors discuss the importance
of these professionals accepting and asserting leadership roles in
the complex gift planning process, thereby educating advisors in
the process. They emphasize that the planned giving professional
must expand from estate planning to "life and legacy planning" and
become well versed in both technical information and skills needed
to maximize the donor's interest as well as be able to build
healthy relationships with donors and potential donors. The
proposed IRS regulations on required minimum distributions are
thoroughly discussed as well as the special challenges involved in
retirement benefits. For individuals planning major charitable
gifts, this issue helps define which assets can produce substantial
tax savings. Authors also examine the beneficial role of
consultants. as well as present an overview of where future planned
giving professionals will come from and what skills they will need
in order to succeed.

This is the 30th issue of the Jossey-Bass series New
Directions for Philanthropic Fundraising
.

The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors

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  • Author(s) Gordon D. Chavers
  • SubtitleNew Directions for Philanthropic Fundraising, Number 30
  • Edition1
  • Published2nd November 2001
  • PublisherJohn Wiley & Sons Inc (US)
  • ISBN9780787954413

New Directions for Philanthropic Fundraising, Number 30

This issue provides great insight on the growing and important role
of the planned giving professional. Authors discuss the importance
of these professionals accepting and asserting leadership roles in
the complex gift planning process, thereby educating advisors in
the process. They emphasize that the planned giving professional
must expand from estate planning to "life and legacy planning" and
become well versed in both technical information and skills needed
to maximize the donor's interest as well as be able to build
healthy relationships with donors and potential donors. The
proposed IRS regulations on required minimum distributions are
thoroughly discussed as well as the special challenges involved in
retirement benefits. For individuals planning major charitable
gifts, this issue helps define which assets can produce substantial
tax savings. Authors also examine the beneficial role of
consultants. as well as present an overview of where future planned
giving professionals will come from and what skills they will need
in order to succeed.

This is the 30th issue of the Jossey-Bass series New
Directions for Philanthropic Fundraising
.

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