The Definitive Desktop Reference Guide
for Professional Gift Planners
Publisher: Viken Mikaelian, PlannedGiving.Com
AUTHORS, EDITORS, CONTRIBUTORS
James Hohn, EA, MBA, FCEP
Meredith Sossman, Esq., CFRE
Camilyn Leone, JD, CFRE
Dr. Scott Janney, CFRE
Brian Sagrestano, JD, CFRE
Note: This is the 1st Edition. Purchase this reference tool between today and August 15, 2020, 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.
It is not designed to make you a tax attorney. But it surely covers just enough to almost be in that league!
Get your copy soon. It would be a sin to miss out on this guide.
$295.00 investment will also subscribe you to Giving Tomorrow.
Quantity discounts available.
Large advisory or consulting firm? Brand this book with your logo. Minimum order: 100 copies.
How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)
Compare Giving Vehicles (online interactive version)
Compare Giving Vehicles (print version)
For the Very Small Nonprofit: A Planned Giving Microsite
How It’s Organized
- The Simple Planned Gifts
- Gifts That Provide Income
- Gifts That Protect Assets
We don’t want to give out all of our secrets yet, but each chapter includes a typical donor profile, benefits to the nonprofit as well as benefits to the donor.
Of course, included is our popular gift-comparison chart, some very clever infographics, and a bonus chapter on how to market planned gifts. A marketing chapter goes without saying, as we are a planned giving marketing firm at heart.
- 8.5 x 11 inches
- Wire-bound so it lays flat on your desk
- Printed in 4-colors
- About 350 pages
- Attractively designed
- Written in simple plain English