Last edited by Akigal
Sunday, August 9, 2020 | History

6 edition of Professional Advisors" Guide to Planned Giving found in the catalog.

Professional Advisors" Guide to Planned Giving

2003 Edition

by Kathryn W. Miree

  • 119 Want to read
  • 38 Currently reading

Published by Aspen Pub .
Written in English

    Subjects:
  • United States,
  • Legal Profession,
  • Gifts,
  • Law,
  • Taxation,
  • Charitable uses, trusts, and foundations,
  • Deductions,
  • Administrative Law & Regulatory Practice,
  • Law and legislation

  • The Physical Object
    FormatPaperback
    ID Numbers
    Open LibraryOL7890014M
    ISBN 100735532133
    ISBN 109780735532137
    OCLC/WorldCa51945914

    For Professional Advisors In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Texas Boys Ranch Foundation. The Planned Giving Design Center has posted helpful information if you are yourself a professional advisor, “A Professional Advisor’s Guide to Working with Non-Profit Organizations” (). If you are considering or looking for a community foundation to help manage your charitable giving, you might refer to the Council on Foundations.

    What You Need To Know. Incorporated in , The Community Foundation of Middle Tennessee, Inc. is a qualified publicly supported charity under Internal Revenue Code Section (c)3 and (a)1 allowing us to offer tax deductions for gifts made to The Foundation, just as they would receive for gifts to other nonprofit organizations. That's why we're committed to working with you to ensure that your clients' charitable giving wishes are met. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to .

    For Professional Advisors. from one off donations to a planned giving strategy that is designed to help them make charitable gifts while enjoying the tax benefits, maintaining their financial security and looking after family members. Book a presentation for you and your staff to find out more; Live Here. Give Here. I want to donate. The Community Foundation of Middle Tennessee is a philanthropic partner for you and your clients. Financial Policies & Guidelines Fund or Private Foundation? Options for Giving Booklet More About Types of Gifts Gift Acceptance Policies More About Planned Gifts Types of Funds.


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Professional Advisors" Guide to Planned Giving by Kathryn W. Miree Download PDF EPUB FB2

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Professional Advisors' Guide to Planned Giving offers practical advice on the wide range of issues that arise for charities implementing a planned giving program and for donors making charitable gifts. This book provides practical guidance for all professionals advising donors or charities on financial issues and charitable giving.5/5(2).

Get print book. No eBook available. Read, highlight, and take notes, across web, tablet, and phone. Go to Google Play Now» Professional Advisors' Guide to Planned Giving. Kathryn W. Miree. Toolkit Media Group Professional Advisors Guide to Planned Giving: Edition Kathryn W.

Miree No preview available - Professional Advisors. A donor-centered guide to charitable gift planning for fundraisers and professional advisors. The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client.

With its many tools, checklists 5/5(6). Professional Advisors' Guide to Planned Giving, by Kathryn W. Miree (CCH, ), offers practical advice on a wide range of issues for charities implementing a planned giving program and for donors making charitable gifts. This book provides practical guidance for all professionals advising donors or charities on finances and charitable giving.

Look for a variety of resources for professional advisors inside ACF's Planned Giving Resources portal. Among the valuable tools you will find there is GiftLaw Pro, a complete charitable giving and tax information service. As a professional advisor, your most valuable asset is the trusting relationship you’ve established with your clients.

SinceThe Pittsburgh Foundation has partnered with advisors to build on that trust and to help high-net-worth individuals and families achieve their charitable goals. Make a difference at Hardin-Simmons University with an estate gift.

You can trust that our experts will work to find the best options for you to leave a legacy and support our important work.

Visual Planned Giving Ebook. It will also answer how the tax law will affect planned giving. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1, full-color illustrations and images that guide you through complex concepts in a visual and intuitive way.

Whether you or someone you love has cancer, knowing what to expect can help you cope. From basic information about cancer and its causes to in-depth information on specific cancer types – including risk factors, early detection, diagnosis, and treatment options – you’ll find it here.

Get Planned Giving Results Now with a Matching Gift Campaign. – This single session webinar will cover more amazing success stories and guide you in launching your own Planned Giving legacy challenge – May 5 at 12 pm EST.

Advanced Charitable Lead Trusts – This single session webinar will cover Lead Trusts a-z, building on the basics learned in our Boot Camp programs. The Role of the Professional Advisor in Planned Giving:. How to Help Clients Meet Charitable Goals!!!.

Ap and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers). She Professional advisors – attorneys, accountants, financial planners, trust officers, insurance File Size: KB. Planned Giving Pocket Guide (includes a mini Gift Comparison Chart) This is 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.

Over 4, satisfied fundraisers have purchased this booklet. Knowing that gift planning is important for your prospects and will be valuable to your organization, it is time to ask if you are ready to start a proactive gift planning program. In some cases, you may think that you have a program already, but if you really consider it, you may find that you are not fully engaged in all that is necessary for success.

If you’re a professional advisor (such as a financial advisor, insurance agent, attorney, or accountant, among others) looking for more information on how to advise your clients on smart charitable giving strategies, I’d love to speak with you and your every chance, I’m happy to share my firm’s mission to “maximize charitable giving in Iowa” with groups of any size.

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Focus: HOPE. Professional Advisors work with Community Foundations to help donors achieve their personal and financial goals.

We offer: Personalized Service. We work to make giving easy and effective, accepting a wide variety of gifts and providing donors a number of charitable options. We customize giving vehicles to meet each individual donor’s needs. For Professional Advisors In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the USO. For Professional Advisors In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Library Foundation.

Professional Advisors You may be charitable in your own right as a volunteer or contributor, but you also have a unique chance to “ask the charitable question” of those with whom you work. The Connecticut Council for Philanthropy has partnered with some of your colleagues and professional associations to provide easily accessible resources.

After reading The Complete Guide to Planned Giving, we discovered what all the fuss was about--Debra Ashton provides a no-holds-barred look at everything a planned giving officer needs to know to start and manage a successful planned giving program.

It's not only a must have for anyone new to or considering a career in planned giving, but for seasoned pros .Resources for Professional Advisors In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to The Rotary Foundation.For more information or to request a printed copy of our Guide to a Thriving Community: Contact Colleen Hill, Vice President of Development and Donor Services, at or.

Read charitable insights and giving guidance. subscribe to our advisor e-newsletter.