The Tools & Techniques of Charitable Planning (book)

Table of Contents:

TECHNIQUES OF CHARITABLE PLANNING
Chapter 1. Selling the Dream
Chapter 2. General Rules for Charitable Deduction
Chapter 3. Income Percentage Limits
Chapter 4. Gifts of Property
Chapter 5. Partial Interest Rules
Chapter 6. E-Philanthropy and Technology Issues
Chapter 7. Ethical Issues in Charitable Planning
Chapter 8. The Planned Giving Office
Chapter 9. The Planned Giving Team

TOOLS OF CHARITABLE PLANNING
Chapter 10. Bargain Sale Transactions
Chapter 11. Below-Market Interest Loans
Chapter 12. Charitable Gift Annuities
Chapter 13. Charitable Giving Using Life Insurance
Chapter 14. Charitable Lead Trusts
Chapter 15. Charitable Remainder Annuity Trusts
Chapter 16. Charitable Remainder Unitrusts
Chapter 17. Community Foundations
Chapter 18. Qualified Conservation Contributions
Chapter 19. Donor Advised Funds
Chapter 20. Pooled Income Funds
Chapter 21. Private Foundations
Chapter 22. Retirement Plan Gifts
Chapter 23. Testamentary Gifts
Chapter 24. Supporting Organizations

APPENDICES
Appendix A. Planned Giving Trends
Appendix B. Charitable Gift Annuity Rates and IRS Expected Return Multiples
Appendix C. Charitable Remainder Trust (CRT) Administration
Appendix D. Income Percentage Limits for Lifetime Charitable Gifts
Appendix E. Codes of Ethics
Appendix F. IRS Filing Requirements and Forms
Appendix G. Model Forms for Charitable Remainder Trusts
Appendix H. Charitable Planning Software
Appendix I. Tax Rates and Credits