The Planned Giving Bible

Note: This is the 1st Edition. Purchase this reference tool between today and April 30th and receive the 2nd Edition free of charge around January 15th, 2021.

The Planned Giving Bible is the ultimate planned giving desktop reference tool. It covers all of the relevant information you’ll ever need as a professional gift planner.

From simple gifts like bequests to more complicated gifts that pay income or protect assets, it covers them all, in detail. You’ll learn the ins and outs of charitable gift annuities, charitable remainder trusts, pooled income funds, donor advised funds, and more.

But best of all, each gift plan is described in simple, plain English. No industry speak. No convoluted language that only an estate attorney can understand.

It is not designed to make you a tax attorney. But it surely covers just enough to almost be in that league!

It would be a sin to miss out on this guide.