Planned Giving: A Guide to Fundraising and Philanthropy by Ronald R. Jordan, Katelyn L. Quynn

By Ronald R. Jordan, Katelyn L. Quynn

Thoroughly revised and up to date, the Fourth variation of this well known source acknowledges the rising significance of deliberate giving and the adjustments that experience taken position during the last few years. the recent version now features a handy, easy-to-use CD-ROM choked with shows, records, and kinds. With a brand new concentrate on ordinary content material and invaluable insights, advice, warnings, and views, the hot variation empowers fundraising pros being able to converse an identical language as donors and their advisors, whereas nonetheless retaining their very own organization's ambitions in mind.Note: CD-ROM/DVD and different supplementary fabrics aren't integrated as a part of booklet dossier.

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Extra info for Planned Giving: A Guide to Fundraising and Philanthropy (Wiley Nonprofit Law, Finance and Management Series)

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55 *Actual deductions and rates are affected by the prevailing discount rate and payout rates suggested by the American Council on Gift Annuities. deduction is determined by subtracting the value of the annuity (life income interest) from the present value of the gift to determine the remainder interest to the nonprofit, which is equal to the donor’s charitable income tax deduction. The value of the annuity is determined by applying the Internal Revenue Service (IRS) discount rate to the stream of payments over the life expectancy of the donor or other beneficiary.

Status of regulation of gift annuities by state originally compiled by Frank Minton, Edie and James B. Potter. Updated by Edie Matulka. probate court, and a charitable organization decide to terminate a charitable trust but still must make payments to a noncharitable beneficiary, the gift annuity fund could be used to receive the charitable trust proceeds and make payments to the beneficiary. 4 Charitable Deferred Gift Annuities A variation of the charitable gift annuity, the deferred gift annuity, is similar to an individual retirement account (IRA) in that a donor makes a gift to the nonprofit and the nonprofit agrees to pay the donor, and perhaps another beneficiary, a stream of income for life, beginning at a point in the future at least one year after the gift is made.

Some attorneys still recommend that a nonprofit that does not have employees or an office in a state need not register in that state. Increasingly, other attorneys are advising their clients to register. It is clear that the states believe a nonprofit issuing annuities to their residents must register, regardless of where the nonprofit is situated. The American Council on Gift Annuities takes the position that nonprofits should comply with the laws of any state in which they issue gift annuities.

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