Table of Contents
This third, completely revised edition includes many new and expanded chapters with three special resource sections:
- Introduction
- Establishing an Effective Planned Giving Programme
- Endowments
- Planned Giving at Your Institution
- Ways to Give
- The Charitable Bequest: Centrepiece of a Planned Giving Programme
- Gift Annuities
- Charitable Remainder Trusts and Other Residual Interest Gifts
- Gifts of Life Insurance
- Tax Rules for Charitable Gifts in Quebec
- International Planned Giving
- Prospect Identification
- Cultivation of Prospects
- Closing the Gift
- Recognition and Stewardship
- Ethical and Liability Issues
- Appendix I: Planned Giving Resources
- Appendix II: The Language of Finance
- Appendix III: Glossary
- Index
