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The Tools & Techniques of Charitable Planning
Stephan R. Leimberg,
James R. Allen, Jr., Johnine R. Hays,
JJ McNab, Roger L. Shumaker, Wesley Yang, Randy L. Zipse
ISBN:
978-0-87218-936-2
Format: Paperback, 416pp
Pub. Date: 2007
The NEWLY
revised 2nd edition available Fall, 2007
List
Price: $94.95
Student Price: $80.71 (Save 15%)
Desk/Review Copy: $0.00
(Request)
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The Tools & Techniques of Charitable Planning
Stephan R. Leimberg,
James R. Allen, Jr., Johnine R. Hays,
JJ McNab, Roger L. Shumaker, Wesley Yang, Randy L. Zipse
ISBN:
0-87218-292-4
Format: Paperback, 369pp
Pub. Date: 2001
List
Price: $92.60
Student Price: $78.71 (Save 15%)
Desk/Review Copy: $0.00
(Request)
Click
the "Apply Coupon" button upon checkout to receive your
discount. |
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Available Materials
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Enable your students to reap the rewards of the lucrative charitable planning market. They will harvest an understanding of: why people give to charities; the features and benefits of many charitable giving plans; and the legislation that governs charitable giving. Numerous charts, graphs, and tables explain everything from the basic charitable deduction rules to the most complex charitable giving techniques.
Complete with the broadest coverage of charitable giving vehicles & techniques, this title covers:
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Income rules and
limits in easy-to-understand language
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Emphasis on
critical valuation uses and potential ethical pitfalls
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Charitable
giving software and technology issues
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Private vs.
community foundations
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Charitable
annuities, trusts, funds, and life insurance
2nd
Edition consists of the latest coverage on continued IRS scrutiny of
tax-exempt organizations, continuing congressional reforms directed
toward tax-exempt organizations, mounting number of restrictions
directed toward charity-owned life insurance (CHOLI), and
prohibitions against tax-exempt organizations being involved in tax
shelters-a knowledge base your students will find useful long after
the course ends.
"In each of our books we had one major
goal in mind: To create the single best source of up-to-date,
pragmatic and transferable information on the topics you need to
help others." -Stephan R. Leimberg
RECOMMENDED
SUPPLEMENTAL READING:
Wealth Manager Charitable Giving
Strategies
Ultimate Trust Resource
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