Planned Giving

Praise for Planned Giving Simplified "This book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution." --Nancy L. Perazelli, CFRE
Gift Planning Officer, Drake University, Des Moines, Iowa "In his own inimitable style, Bob Sharpe has done an admirable job of describing the planned giving process in an easy-to-understand manner. Woven throughout is the emphasis on the important human relationship between the donor and the charitable gift planner." --Walter T. Weaver, III
Director, Finance Support Division, Boy Scouts of America "Robert F. Sharpe, Sr., has provided a comprehensive road map of the world of planned giving. He guides [readers] to the desired desti- nation without unnecessary detours along the way. His book will be a valuable addition to the libraries of not only not-for-profit profession-als, but also 'givers' who seek a better understanding of the many routes available to them in their gift planning." --Joseph H. Powell
President Emeritus and Senior Consultant,
Baptist Memorial Health Care Corporation "The name Bob Sharpe is synonymous with planned giving. I don't know of anybody who knows more about it and who can better convey its importance." --Reverend Dr. Arthur Caliandro
Pastor, Marble Collegiate Church, New York City "I really like [this book]. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable." --Thomas W. Cullinan, JD
Executive Director of Gift Planning, University of Maryland

THE PLANNED GIFT.

An Introduction to Planned Gifts.

Current Planned Gifts.

Deferred Planned Gifts.

THE PLANNED GIVER.

Who Makes Planned Gifts?

Why People Make Planned Gifts.

What Planned Givers Want to Keep When They Give.

THE GIFT PLANNER.

The Planners Who Help People Make Planned Gifts.

Charitable Gift Planners: Who They Are.

The Giver and the Charitable Institution Connection.

WHEN PLANNED GIVER AND GIFT PLANNER MEET.

The Charitable Estate-Planning Drama.

Acknowledgments, Recognition, and Memorials.

THE ORGANIZATIONAL STRUCTURE AND PLANNED GIVING.

The Role of the Board of Trustees in Making the Institution'sPlanned Giving Program More Effective.

The Role of the Chief Executive Officer and Senior Managers inBuilding a Planned Giving Program.

Appendices.

Glossary.

Index.