Planned Giving Simplified : The Gift, The Giver, and the Gift Planner(AFP/Wiley Fund Development Series)

Rating:
Summary: Planned Giving 101
Review: This is an excellent primer on planned giving. The author provides definitions and examples of many useful terms in an easy-to-read format. The examples clarify the different options available and the benefits of each. The emphasis on planned giving as a GIFT to charitable institutions is refreshing in a field that talks often of tax advantages. Mr. Sharpe highlights the human side of planned giving, noting the importance of establishing a relationship with donors, and acknowledging gifts.

As a former life insurance salesperson, the author is somewhat biased in favor of life insurance products, However, he does provide numerous illustrations of all types and realistic scenarios, as well as a wealth of experience.

The format is clear, and topics are covered well and methodically. Mr. Sharpe's organization of subjects makes this an ideal primer - think of it as a textbook for Planned Giving 101. This is a good source for the professional or organization just starting to consider planned giving, and a wonderful reference for those with more experience.