{"product_id":"9781938077869","title":"Getting Started in Charitable Gift Planning: The Resource Book","description":"\u003cp\u003ePlanned giving has always seemed out of reach for anyone other than planned giving specialists and professional advisors. Brian Sagrestano and Robert Wahlers want to change all that.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIn this \u003cem\u003e \u003cem\u003e\u003cstrong\u003eGetting Started in Charitable Gift Planning:\u003c\/strong\u003e\u003c\/em\u003e \u003cstrong\u003eResource Book,\u003c\/strong\u003e\u003c\/em\u003e written to accompany \u003cem\u003e\u003cstrong\u003eGetting Started in Charitable Gift Planning: Your Guide to Planned Giving,\u003c\/strong\u003e\u003c\/em\u003e the authors break down barriers and present an easy-to-understand guide to the 21st century version of “planned giving,” known as charitable gift planning. They intentionally avoid application of complex concepts and gift structures that have made gift planning inaccessible to nonspecialists for decades, instead focusing on relationship-building, having the gift planning conversation, and building a gift planning program.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eThis \u003cem\u003eResource Book\u003c\/em\u003e provides the technical information behind gift planning in easy-to-understand language using a donor-focused approach. Instead of detailing CRTs, CGAs, PIFs, and CLTs in an alphabet soup that drowns everyone except the most technically minded, this \u003cem\u003eResource Book \u003c\/em\u003eintroduces the different gift planning tools by when the prospective donor might consider them.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eWith over 40 years of combined gift planning experience and conversations, the authors have heard “I would like to make a gift to support your cause, but…” over and over again. The purpose of gift planning is to resolve that objection, whatever it may be. For example, if the prospective donor states, “I would like to make a gift but am worried about disinheriting my children,” the answers on how to overcome that objection lie in Chapter Three, Gifts that Maximize Inheritance. If the objection is, “I love what you do, but am not sure I have enough saved for a comfortable retirement,” the answers lie in Chapter Two, Gifts that Provide Income. Gift planning solutions to the most common objections can all be found in the opening two parts of this \u003cem\u003eResource Book.\u003c\/em\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003ePart Three provides additional tools for organizations building or enhancing their gift planning programs. Need to convince the board to pursue gift planning? The template internal case will get you started. Are the organization’s policies a mess? A sample gift counting policy, gift acceptance policy, and gift agreements are at your fingertips. Worried about how to collect estate gifts once they mature? Estate administration materials will guide you through. Not sure what to ask when having the gift planning conversation? Questions to use on visits and model forms covering what you should learn about a prospect are included, plus clues of financial capacity. There is even a detailed marketing and stewardship plan.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eConsider the table of contents:\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart One—\u003c\/strong\u003eDeciphering the Alphabet Soup – An Introduction to the Basic Tools of Charitable Gift Planning\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter One: Gifts That Maximize The Donor’s Charitable Legacy Through Beneficiary Designations\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Two: Gifts That Provide Income\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Three: Gifts That Maximize Inheritance\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Four: Gifts of Complex Assets\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Two—\u003c\/strong\u003eGift Planning Basics\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Five: Answers to Common Gift Planning Questions\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Three—\u003c\/strong\u003eTools to Help You Build Your Gift Planning Program\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Six: Infrastructure\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Seven: Prospect Interaction\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Eight: Marketing\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eGift planning doesn’t need to be complicated, even when it’s technical. Let this book serve as your resource for technical gift planning questions.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e","brand":"CharityChannel Press","offers":[{"title":"Default Title","offer_id":47040381288688,"sku":"9781938077869","price":49.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0737\/7593\/9824\/files\/9781938077869_p0.jpg?v=1763663117","url":"https:\/\/shop-qa.barnesandnoble.com\/products\/9781938077869","provider":"Barnes \u0026 Noble (DEV)","version":"1.0","type":"link"}