Here’s an excellent way for tax advisors, fundraisers, trust officers, financial advisors and nonprofit executives to show clients and donors how they can benefit from contributing to charities. This guide looks at the many issues involved in developing a charitable giving plan that meets the reader’s financial and philanthropic objectives. It’s a proven tool for building relationships with high net worth individuals.

Alumni organizations, cultural institutions and other nonprofits will find this guide especially helpful as a fundraising and donor relations tool, or a way of thanking donors and members for their support.

Representative topics

• When to make contributions
• AGI limits on deductions
• Direct gifts and bequests
• Private foundations
• Substantiation and disclosure rules
• Tax impacts of different donations
• Charitable trusts and gift annuities
• Asset valuation

To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800-227-0498.