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
Brian Sagrestano, JD, CFRE
Scott Janney, PhD
Available January 1, 2020
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’s a true desktop reference for the fundraising professional.
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. And it’s not written in the kind of academic gibberish that would put an accountant to sleep.
It is not designed to make you a tax attorney. But it surely covers just enough to almost be in that league!
You’ll be able to reserve your copy soon. It would be a sin to miss out on this guide.
$250.00 for a single copy; 50% off when purchased with a subscription to Giving Tomorrow.
Quantity discounts available.
How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)
Compare Giving Vehicles (online interactive tool)
For the Very Small Nonprofit: A Planned Giving Microsite
Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.
How It’s Organized
This book covers:
- 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