Cover image for Invest in charity : a donor's guide to charitable giving
Invest in charity : a donor's guide to charitable giving
Jordan, Ronald R., 1950-
Personal Author:
Publication Information:
New York : Wiley, [2001]

Physical Description:
xxii, 238 pages : illustrations ; 26 cm.
General Note:
Includes index.
Added Author:
Electronic Access:
Table of Contents
Format :


Call Number
Material Type
Home Location
Item Holds
HV41.9.U5 J667 2001 Adult Non-Fiction Non-Fiction Area

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A Complete Guide to Personal Philanthropy

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 every financial station to make a difference through charitable giving. But how do you choose among the many options available, and how do you know which type of gift is best for you?

Invest in Charity: A Donor's Guide to Charitable Giving will teach you everything you need to know to devise and follow an effective charitable giving plan. It explains how to find the right charity; understand the tax, estate, and financial considerations; and select a gift-whether it's a one-time cash gift or a lifelong annuity. Covering everything from researching the legitimacy of a nonprofit organization to navigating the tax and estate laws that apply to you, this guide will help you make your bequest with complete confidence that it's right for your charity and for you.

Author Notes

Ron Jordan is Director of New Mexico State University's planned giving program. He has been a member of the bar since 1975 and is a graduate of the New England School of Law. As an assistant professor at the university, he teaches courses on financial planning and consumer economics. Previously, he taught courses in federal income taxation and estate planning. Jordan is the former Director of Planned Giving at Boston University. He also consults with nonprofit organizations
Katelyn L. Quynn is Director of Massachusetts General Hospital's planned and major gift program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving. She graduated from Tufts University and Boston University School of Law

Table of Contents

Chapter 1 Engaging in Philanthropy
Philanthropy in the United States
Who Are the Nation's Past and Future Donors and Where Do You Fit In? Donor Motivations: Why Make a Gift? Getting Started
The Donor's Action Plan
Chapter 2 Selecting a Charity to Benefit from Your Philanthropy. 501(c)(3) Charities
You and Charity
What Does Philanthropy Mean to You? Charities A to Z. Charities
Due Diligence
Visit the Charity
Web Resources
Chapter 3 About the Charity
Frequently Asked Questions
The Process
Vice President for Development (Advancement)
Board of Trustees (Directors)
Development Office
Annual Giving
Major Gifts
Planned Giving
Gift Accounting and Processing
Computer Services
The Charity's Gift Review Committee
The Charity's Investment Policies
The Charity's Portfolio
Separately Invested Endowed Funds
Spending Provisions
Management Fees and Expenses
Chapter 4 Professional Advisors, Family Members, and Your Philanthropy
Professional Advisors
Financial Advisor
Stockbroker/Mutual Fund Companies
Certified Public Accountant
Trust Officer
Insurance Agent
Development/Planned Giving Professional
What to Ask When Selecting an Advisor
Charitable Giving and Family Dynamics
Working with Friends and Mentors
Chapter 5 How Will the Gift Be Used? Endowed Funds
Frequently Asked Questions
Unrestricted Gifts
Restricted Gifts
Current Use Awards
Endowed Funds
Creating an Endowed Fund
Financing Your Endowed Fund
Fund Description
Mechanics of a Fund Description
Chapter 6 Types of Charitable Gifts
Frequently Asked Questions
Annual Gifts
Major Gifts
Planned Gifts
Gifts in Kind
Structured Gifts
Negotiating Gifts
Making the Right Decision
Chapter 7 Basic Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds
Frequently Asked Questions
Charitable Gift Annuities
Deferred Gift Annuities
Pooled Income Funds
Chapter 8 Trusts
Frequently Asked Questions
Parties to a Trust
Trust Powers
Gifts to a Minor and the Uniform Transfer to Minors Act
Gifts to a Minor and a Minor's Trust
Revocable Inter Vivos Trust (Living Trust)
Charitable Remainder Trusts
Qualified Terminable Interest Property (QTIP) with Remainder to a Nonprofit
Charitable Lead Trusts
Nongrantor Charitable Lead Trusts
Nongrantor Charitable Lead Annuity Trusts
Nongrantor Charitable Lead Unitrust
Chapter 9 Gifts Through Your Estate
Frequently Asked Questions
Tax Law and Charitable Gift Planning
The Will
Parts of a Will
Suggested Language for Charitable Bequests
Legally Binding Documents for Bequests
Property Held Out of State-Ancillary Administration
Chapter 10 Incorporating Charitable Giving and Retirement
Frequently Asked Questions
Using Planned Giving Vehicles to Assist in Retirement Planning
Retirement Vehicles for Charitable Giving
Tax Consequences of Charitable Gifts of Retirement Accounts at Death
Types of Retirement Plans
Ways to Transfer Retirement Assets to a Charity
In Summary
Chapter 11 Private Foundations, Supporting Organizations, and Donor-Advised Funds
Frequently Asked Questions
Private Foundations
Supporting Organizations
Donor-Advised Funds
Chapter 12 Gifts of Securi