{"product_id":"invest-in-charity-9780471414391","title":"Invest in Charity","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA Complete Guide to Personal Philanthropy\u003cbr\u003e \u003cbr\u003e Are you one of the newly wealthy with an interest in giving back. . . an heir to money you''d like to share with a favorite cause .. . or simply someone who would like to do good in your community?There are more opportunities than ever for people of everyfinancial station to make a difference through charitable giving.But how do you choose among the many options available, and how doyou know which type of gift is best for you?\u003cbr\u003e \u003cbr\u003e Invest in Charity: A Donor''s Guide to Charitable Giving will teachyou everything you need to know to devise and follow an effectivecharitable giving plan. It explains how to find the right charity;understand the tax, estate, and financial considerations; andselect a gift-whether it''s a one-time cash gift or a lifelongannuity. Covering everything from researching the legitimacy of anonprofit organization to navigating the tax and estate laws thatapply to you, this guide will help you make your bequest w\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\"This book is exceptional-clearly organized and well indexed. It provides an A-Z walking tour of planned giving.\" (Foundation News and Commentary, July\/August 2002)\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface.  \u003cp\u003eAcknowledgments.\u003c\/p\u003e \u003cp\u003eChapter 1. Engaging in Philanthropy.\u003c\/p\u003e \u003cp\u003ePhilanthropy in the United States.\u003c\/p\u003e \u003cp\u003eWho Are the Nation's Past and Future Donors and Where Do You Fit In?\u003c\/p\u003e \u003cp\u003eDonor Motivations: Why Make a Gift?\u003c\/p\u003e \u003cp\u003eGetting Started.\u003c\/p\u003e \u003cp\u003eThe Donor's Action Plan.\u003c\/p\u003e \u003cp\u003eChapter 2. Selecting a Charity to Benefit from Your Philanthropy.\u003c\/p\u003e \u003cp\u003e501(c)(3) Charities.\u003c\/p\u003e \u003cp\u003eYou and Charity.\u003c\/p\u003e \u003cp\u003eWhat Does Philanthropy Mean to You?\u003c\/p\u003e \u003cp\u003eCharities A to Z.\u003c\/p\u003e \u003cp\u003eCharities.\u003c\/p\u003e \u003cp\u003eDue Diligence.\u003c\/p\u003e \u003cp\u003eVisit the Charity.\u003c\/p\u003e \u003cp\u003eWeb Resources.\u003c\/p\u003e \u003cp\u003eChapter 3. About the Charity.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eThe Process.\u003c\/p\u003e \u003cp\u003ePresident\/CEO\/Chancellor.\u003c\/p\u003e \u003cp\u003eVice President for Development (Advancement). Board of Trustees (Directors).\u003c\/p\u003e \u003cp\u003eDevelopment Office.\u003c\/p\u003e \u003cp\u003eAnnual Giving.\u003c\/p\u003e \u003cp\u003eMajor Gifts.\u003c\/p\u003e \u003cp\u003ePlanned Giving.\u003c\/p\u003e \u003cp\u003eStewardship.\u003c\/p\u003e \u003cp\u003eGift Accounting and Processing.\u003c\/p\u003e \u003cp\u003eComputer Services.\u003c\/p\u003e \u003cp\u003eThe Charity's Gift Review Committee.\u003c\/p\u003e \u003cp\u003eThe Charity's Investment Policies.\u003c\/p\u003e \u003cp\u003eThe Charity's Portfolio.\u003c\/p\u003e \u003cp\u003eSeparately Invested Endowed Funds.\u003c\/p\u003e \u003cp\u003eSpending Provisions.\u003c\/p\u003e \u003cp\u003eManagement Fees and Expenses.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 4. Professional Advisors, Family Members, and Your Philanthropy.\u003c\/p\u003e \u003cp\u003eProfessional Advisors.\u003c\/p\u003e \u003cp\u003eAttorney.\u003c\/p\u003e \u003cp\u003eFinancial Advisor.\u003c\/p\u003e \u003cp\u003eStockbroker\/Mutual Fund Companies.\u003c\/p\u003e \u003cp\u003eCertified Public Accountant.\u003c\/p\u003e \u003cp\u003eTrust Officer.\u003c\/p\u003e \u003cp\u003eInsurance Agent.\u003c\/p\u003e \u003cp\u003eDevelopment\/Planned Giving Professional.\u003c\/p\u003e \u003cp\u003eWhat to Ask When Selecting an Advisor.\u003c\/p\u003e \u003cp\u003eCharitable Giving and Family Dynamics.\u003c\/p\u003e \u003cp\u003eWorking with Friends and Mentors.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 5. How Will the Gift Be Used? Endowed Funds.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eUnrestricted Gifts.\u003c\/p\u003e \u003cp\u003eRestricted Gifts.\u003c\/p\u003e \u003cp\u003eCurrent Use Awards.\u003c\/p\u003e \u003cp\u003eEndowed Funds.\u003c\/p\u003e \u003cp\u003eCreating an Endowed Fund.\u003c\/p\u003e \u003cp\u003eFinancing Your Endowed Fund.\u003c\/p\u003e \u003cp\u003eFund Description.\u003c\/p\u003e \u003cp\u003eMechanics of a Fund Description.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 6. Types of Charitable Gifts.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eAnnual Gifts.\u003c\/p\u003e \u003cp\u003ePledges.\u003c\/p\u003e \u003cp\u003eMajor Gifts.\u003c\/p\u003e \u003cp\u003ePlanned Gifts.\u003c\/p\u003e \u003cp\u003eGifts in Kind.\u003c\/p\u003e \u003cp\u003eStructured Gifts.\u003c\/p\u003e \u003cp\u003eNegotiating Gifts.\u003c\/p\u003e \u003cp\u003eMaking the Right Decision.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 7. Basic Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eCharitable Gift Annuities.\u003c\/p\u003e \u003cp\u003eDeferred Gift Annuities.\u003c\/p\u003e \u003cp\u003ePooled Income Funds.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 8. Trusts.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eParties to a Trust.\u003c\/p\u003e \u003cp\u003eTrust Powers.\u003c\/p\u003e \u003cp\u003eGifts to a Minor and the Uniform Transfer to Minors Act.\u003c\/p\u003e \u003cp\u003eGifts to a Minor and a Minor's Trust.\u003c\/p\u003e \u003cp\u003eRevocable Inter Vivos Trust (Living Trust).\u003c\/p\u003e \u003cp\u003eCharitable Remainder Trusts.\u003c\/p\u003e \u003cp\u003eQualified Terminable Interest Property (QTIP) with Remainder to a Nonprofit.\u003c\/p\u003e \u003cp\u003eCharitable Lead Trusts.\u003c\/p\u003e \u003cp\u003eNongrantor Charitable Lead Trusts.\u003c\/p\u003e \u003cp\u003eNongrantor Charitable Lead Annuity Trusts.\u003c\/p\u003e \u003cp\u003eNongrantor Charitable Lead Unitrust.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 9. Gifts Through Your Estate.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eTax Law and Charitable Gift Planning.\u003c\/p\u003e \u003cp\u003eThe Will.\u003c\/p\u003e \u003cp\u003eParts of a Will.\u003c\/p\u003e \u003cp\u003eSuggested Language for Charitable Bequests.\u003c\/p\u003e \u003cp\u003eLegally Binding Documents for Bequests.\u003c\/p\u003e \u003cp\u003eProbate.\u003c\/p\u003e \u003cp\u003eProperty Held Out of State—Ancillary Administration.\u003c\/p\u003e \u003cp\u003eMedicaid.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 10. Incorporating Charitable Giving and Retirement.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eUsing Planned Giving Vehicles to Assist in Retirement Planning.\u003c\/p\u003e \u003cp\u003eRetirement Vehicles for Charitable Giving.\u003c\/p\u003e \u003cp\u003eTax Consequences of Charitable Gifts of Retirement Accounts at Death.\u003c\/p\u003e \u003cp\u003eTypes of Retirement Plans.\u003c\/p\u003e \u003cp\u003eWays to Transfer Retirement Assets to a Charity.\u003c\/p\u003e \u003cp\u003eIn Summary.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 11. Private Foundations, Supporting Organizations, and Donor-Advised Funds.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003ePrivate Foundations.\u003c\/p\u003e \u003cp\u003eSupporting Organizations.\u003c\/p\u003e \u003cp\u003eDonor-Advised Funds.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 12. Gifts of Securities.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eSecurities Held by the Donor's Stockbroker or Banker.\u003c\/p\u003e \u003cp\u003eSecurities Gifted Via DTC.\u003c\/p\u003e \u003cp\u003eSecurities Held in the Donor's Possession.\u003c\/p\u003e \u003cp\u003eDonor Wishes to Give Part of a Stock Certificate.\u003c\/p\u003e \u003cp\u003eValue of the Gift.\u003c\/p\u003e \u003cp\u003eDate of the Gift.\u003c\/p\u003e \u003cp\u003eYour Charitable Income Tax Deduction.\u003c\/p\u003e \u003cp\u003eGifts from Dividend Reinvestment Plans.\u003c\/p\u003e \u003cp\u003eSeries EE and HH Bonds.\u003c\/p\u003e \u003cp\u003eZero Coupon Bonds.\u003c\/p\u003e \u003cp\u003eGifts of Shares of a Mutual Fund.\u003c\/p\u003e \u003cp\u003eClosely Held Stock.\u003c\/p\u003e \u003cp\u003eValuation of Closely Held Stock.\u003c\/p\u003e \u003cp\u003eRestrictions on Transfer.\u003c\/p\u003e \u003cp\u003eGift of Closely Held Stock — An Arm's-Length Transaction.\u003c\/p\u003e \u003cp\u003eClosely Held Stock and Debt.\u003c\/p\u003e \u003cp\u003eTransfer to a Charitable Remainder Unitrust.\u003c\/p\u003e \u003cp\u003eS Corporation Stock.\u003c\/p\u003e \u003cp\u003ePreferred Stock — Section 306 Stock.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 13. Gifts of Real Estate.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eFactors to Consider.\u003c\/p\u003e \u003cp\u003eOutright Gifts of Entire Property or Fractional Interest.\u003c\/p\u003e \u003cp\u003eGift of a Personal Residence or Farm with a Retained Life Estate.\u003c\/p\u003e \u003cp\u003eGifts of Real Estate to Fund Charitable Gift Annuities.\u003c\/p\u003e \u003cp\u003eCharitable Deferred Gift Annuity.\u003c\/p\u003e \u003cp\u003eGift of Real Estate to a Charitable Remainder\u003c\/p\u003e \u003cp\u003eUnitrust.\u003c\/p\u003e \u003cp\u003eConservation Easements.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 14. Gifts of Noncash Assets: Tangible Personal Property, Intellectual Property, and Inventory.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eTangible Personal Property.\u003c\/p\u003e \u003cp\u003eDefinition of Tangible Personal Property.\u003c\/p\u003e \u003cp\u003eTransfer of Personal Property.\u003c\/p\u003e \u003cp\u003eRelated Use.\u003c\/p\u003e \u003cp\u003eGift of a Future Interest in Tangible Personal Property.\u003c\/p\u003e \u003cp\u003eUnrelated Use.\u003c\/p\u003e \u003cp\u003eIntangible Assets.\u003c\/p\u003e \u003cp\u003eInventory.\u003c\/p\u003e \u003cp\u003eTax Considerations for Gifts of Noncash Assets.\u003c\/p\u003e \u003cp\u003eSubstantiation Requirements.\u003c\/p\u003e \u003cp\u003eAppraisals.\u003c\/p\u003e \u003cp\u003eGifts of Art Worth $25,000 or More.\u003c\/p\u003e \u003cp\u003eTax Deductibility of Appraisal.\u003c\/p\u003e \u003cp\u003eForm 8282.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 15. Gifts of Life Insurance.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eWays to Use Life Insurance.\u003c\/p\u003e \u003cp\u003eCharitable Income Tax Deduction for an Outright Gift of a Paid-up Policy.\u003c\/p\u003e \u003cp\u003eOutright Gift of a Partially Paid-up Life Insurance Policy.\u003c\/p\u003e \u003cp\u003eCharitable Income Tax Deduction for a Partially Paid-up Policy.\u003c\/p\u003e \u003cp\u003eCharitable Income Tax Deduction When Donor Makes Premium Payments.\u003c\/p\u003e \u003cp\u003eShort-term Endowment Policies.\u003c\/p\u003e \u003cp\u003eInsurance Used in Asset Replacement Arrangements.\u003c\/p\u003e \u003cp\u003eFunding a Charitable Remainder Net Income Unitrust\/Flip with Life Insurance.\u003c\/p\u003e \u003cp\u003eReporting Requirements.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 16. Tax Consequences of Charitable Gifts.\u003c\/p\u003e \u003cp\u003eFrequently Asked Questions.\u003c\/p\u003e \u003cp\u003eFederal and State Income Taxes.\u003c\/p\u003e \u003cp\u003eFair Market Value.\u003c\/p\u003e \u003cp\u003eCost Basis.\u003c\/p\u003e \u003cp\u003eDeductibility of Tangible Personal Property.\u003c\/p\u003e \u003cp\u003eAcceleration of Deduction and Alternative Valuation.\u003c\/p\u003e \u003cp\u003eDeduction Reduction Provision.\u003c\/p\u003e \u003cp\u003ePledge and Promissory Note.\u003c\/p\u003e \u003cp\u003eBenefits to Donors.\u003c\/p\u003e \u003cp\u003eOrdinary Income Reduction Rule.\u003c\/p\u003e \u003cp\u003eIncome in Respect of a Decedent.\u003c\/p\u003e \u003cp\u003eDeductibility of Charitable Contributions for Business Organizations.\u003c\/p\u003e \u003cp\u003eDepreciation.\u003c\/p\u003e \u003cp\u003eCapital Gains Taxes.\u003c\/p\u003e \u003cp\u003eFederal Estate and Gift Taxes.\u003c\/p\u003e \u003cp\u003eLegislative Proposals.\u003c\/p\u003e \u003cp\u003eGift Tax Annual Exclusion.\u003c\/p\u003e \u003cp\u003ePayments for Tuition and Medical Bills.\u003c\/p\u003e \u003cp\u003eGifts by Husband and Wife\/Unlimited Marital Deduction.\u003c\/p\u003e \u003cp\u003eStreams of Income and Gift Tax Consequences.\u003c\/p\u003e \u003cp\u003eSale of a Personal Residence.\u003c\/p\u003e \u003cp\u003eGifts of Real Estate Subject to a Mortgage.\u003c\/p\u003e \u003cp\u003eTax Implications of a Bargain Sale.\u003c\/p\u003e \u003cp\u003eSubstantiation Requirements.\u003c\/p\u003e \u003cp\u003eAppraisals.\u003c\/p\u003e \u003cp\u003ePartial Interests.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e \u003cp\u003eChapter 17. Consumer Issues and Charitable Giving.\u003c\/p\u003e \u003cp\u003ePhilanthropy Protection Act of 1995.\u003c\/p\u003e \u003cp\u003eTruth in Philanthropy.\u003c\/p\u003e \u003cp\u003eDonor Rights: The Planned Gift Should Be Compatible with the Donor's Goals.\u003c\/p\u003e \u003cp\u003eThe Charity's Responsibilities.\u003c\/p\u003e \u003cp\u003eUnfair and Deceptive Practices.\u003c\/p\u003e \u003cp\u003eConclusion.\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402589872471,"sku":"9780471414391","price":19.54,"currency_code":"GBP","in_stock":false}],"url":"https:\/\/bookcurl.com\/products\/invest-in-charity-9780471414391","provider":"Book Curl","version":"1.0","type":"link"}