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A Donor’s Guide to Planned Giving
by George Lambert
84 pages
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Guide to giving time and money to your favorite charities.
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Ebook
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$8.95
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Category: Business:Personal Finance and Investing
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About the Book
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Planning
charitable gifts around your family's and favorite charities'
short-and-long-term needs does not have to be a complicated task.
Unfortunately, it is often associated with so much jargon that the
typical donor can easily become overwhelmed and abandon the process
altogether. To help you use your resources more effectively, A
Donor's Guide to Planned Giving has taken the mystery
out of these complex concepts.
The many topics covered in A Donor's Guide to Planned
Giving include:
-How to determine the financial stability of a charity
-How to receive an immediate charitable income tax deduction
without naming a charity
-How to use charitable gifts to provide for your current spouse
yet protect children from a prior marriage
-How to make charitable gifts of real estate and other non-liquid
assets
-How to use charitable gifts to reduce income and estate taxes,
and generate an instant income
-What questions to ask your advisors, your family, and the proposed
charity
-Where to find additional information
A Donor's Guide to Planned Giving would be an
excellent choice for novice as well as veteran donors, advisors who
are considering entering the field of planned giving, and charities
that may want to offer copies of the book to potential benefactors.
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| About the Author |
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George D. Lambert III has been a Certified Financial Planner(TM) and a Pre-Divorce Financial Consultant, held numerous securities and insurance licenses, and was a board member of several charities. He is now a freelance financial writer, an active investor, and an NASD Arbitrator. |
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