Planned Giving Administration: The Business Officer's Guide
Forrest C. Brostrom
NC3062, Book-Softcover, 298 pages, 2005
Some people associate planned giving with fancy trusts and exotic tax plans. The truth is far simpler and more profound. Planned Giving Administration: The Business Officer’s Guide provides a comprehensive review of the subject, from the relative simplicity of outright gifts and bequests to the more complex workings of pooled income funds and retained life estates. Author Forrest C. Brostrom lends a common sense approach to the subject and he illustrates the text with many useful examples from more than 20 years of experience in the planned giving field.
Written for business officers who are knowledgeable about planned giving techniques as well as those who are new to the field, this volume leads readers through the steps in securing and managing every type of gift. You’ll learn about accounting, regulatory, and legal considerations; the benefits and pitfalls of each type of gift for the donor and the institution; and evaluating risk and return. Each discussion concludes with a list of recommended actions to help readers quickly grasp the salient points.
A special section addresses the marketing of planned gifts, including information on segmenting your market, cultivating donors, staffing the program, developing proposals, and employing a variety of marketing techniques.
To round out this useful text, Brostrom has assembled all the essential tools business officers need to administer a planned giving program in a set of appendices that includes IRS forms, sample documents, and checklists. A full index makes this volume a reference you’ll refer to again and again. This publication, sponsored by Northern Trust, also includes a DVD of a 50-minute presentation by the author.
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