In order to successfully negotiate complex charitable gifts, development officers must understand the concepts of charitable gift planning and be able to explain in clear and concise terms the conditions surrounding a gift.

Yet planned giving can be very complex. Technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.

Planned Giving in a Nutshell is a practical guide to charitable gift planning written for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on “plain English” explanations with easy to understand examples.

More than just a planned giving manual, Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, the assets donors may wish to contribute and the integration of planned giving into a fundraising program, as well as the methods donors may use to make generous planned gifts.

Craig Wruck has more than 30 years experience in charitable gift planning and is a nationally known lecturer and teacher on the subject.

craig@plannedgifts.com