{"product_id":"planned-giving-simplified-isbn-9780471166740","title":"Planned Giving Simplified","description":"Planned Giving Simplified\u003cbr\u003e \u003cbr\u003e A down-to-earth introduction to planned giving by a leading pioneerin the field.\u003cbr\u003e \u003cbr\u003e In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process.\u003cbr\u003e \u003cbr\u003e Central to Sharpe's proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert at helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner's primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good.\u003cbr\u003e \u003cbr\u003e Using compelling case studies, Sharpe demonstrates his approach inaction. He identifies the various types of planned gifts and takesyou inside the hearts and minds of the planned givers themselves,revealing their primary motivations and overarching concerns. Hethen guides you, step-by-step, through the entire planned givingprocess, and concludes with a clear delineation of theorganizational structures required to sustain a planned givingprogram.\u003cbr\u003e \u003cbr\u003e Praise for Planned Giving Simplified\u003cbr\u003e \u003cbr\u003e \"This book is a must for all who are serious about establishing ormaintaining a successful gift planning program for theirinstitution.\" --Nancy L. Perazelli, CFRE Gift Planning Officer,Drake University, Des Moines, Iowa.\u003cbr\u003e \u003cbr\u003e \"In his own inimitable style, Bob Sharpe has done an admirable jobof describing the planned giving process in an easy-to-understandmanner. Woven throughout is the emphasis on the important humanrelationship between the donor and the charitable gift planner.\"--Walter T. Weaver, III Director, Finance Support Division, BoyScouts of America.\u003cbr\u003e \u003cbr\u003e \"Robert F. Sharpe, Sr., has provided a comprehensive road map ofthe world of planned giving. He guides [readers] to the desireddestination without unnecessary detours along the way. His bookwill be a valuable addition to the libraries of not onlynot-for-profit professionals, but also 'givers' who seek a betterunderstanding of the many routes available to them in their giftplanning.\" --Joseph H. Powell President Emeritus and SeniorConsultant, Baptist Memorial Health Care Corporation.\u003cbr\u003e \u003cbr\u003e \"The name Bob Sharpe is synonymous with planned giving. I don'tknow of anybody who knows more about it and who can better conveyits importance.\" --Reverend Dr. Arthur Caliandro Pastor, MarbleCollegiate Church, New York City.\u003cbr\u003e \u003cbr\u003e \"I really like [this book]. It is . . . elegantly simple, direct,and forthright. . . . very enjoyable.\" --Thomas W. Cullinan, JDExecutive Director of Gift Planning, University of Maryland. THE PLANNED GIFT.\u003cbr\u003e \u003cbr\u003e An Introduction to Planned Gifts.\u003cbr\u003e \u003cbr\u003e Current Planned Gifts.\u003cbr\u003e \u003cbr\u003e Deferred Planned Gifts.\u003cbr\u003e \u003cbr\u003e THE PLANNED GIVER.\u003cbr\u003e \u003cbr\u003e Who Makes Planned Gifts?\u003cbr\u003e \u003cbr\u003e Why People Make Planned Gifts.\u003cbr\u003e \u003cbr\u003e What Planned Givers Want to Keep When They Give.\u003cbr\u003e \u003cbr\u003e THE GIFT PLANNER.\u003cbr\u003e \u003cbr\u003e The Planners Who Help People Make Planned Gifts.\u003cbr\u003e \u003cbr\u003e Charitable Gift Planners: Who They Are.\u003cbr\u003e \u003cbr\u003e The Giver and the Charitable Institution Connection.\u003cbr\u003e \u003cbr\u003e WHEN PLANNED GIVER AND GIFT PLANNER MEET.\u003cbr\u003e \u003cbr\u003e The Charitable Estate-Planning Drama.\u003cbr\u003e \u003cbr\u003e Acknowledgments, Recognition, and Memorials.\u003cbr\u003e \u003cbr\u003e THE ORGANIZATIONAL STRUCTURE AND PLANNED GIVING.\u003cbr\u003e \u003cbr\u003e The Role of the Board of Trustees in Making the Institution'sPlanned Giving Program More Effective.\u003cbr\u003e \u003cbr\u003e The Role of the Chief Executive Officer and Senior Managers inBuilding a Planned Giving Program.\u003cbr\u003e \u003cbr\u003e Appendices.\u003cbr\u003e \u003cbr\u003e Glossary.\u003cbr\u003e \u003cbr\u003e Index. ROBERT F. SHARPE, Sr., is the founder of Robert F. Sharpe \u0026amp; Company, a leading planned giving consulting firm based in Memphis, Tennessee. He is founder and Director of the National Planned Giving Institute at the College of William and Mary and a regular contributor to the planned giving literature.   \u003cp\u003e\u003cb\u003ePlanned Giving Simplified\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\u003cb\u003e\u003ci\u003eA down-to-earth introduction to planned giving by a leading pioneer in the field\u003c\/i\u003e\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn this groundbreaking book, charitable gift planning expert Robert F. Sharpe, Sr., demystifies the complex world of planned giving for not-for-profit managers. He provides a detailed blueprint for starting and building a successful planned giving program, and develops a rational framework for managing the subtle interplay of legal, administrative, and interpersonal factors involved in the planned giving process. \u003c\/p\u003e\u003cp\u003eCentral to Sharpe's proven approach is his controversial definition of the effective charitable gift planner as being not so much a fund raiser as an expert at helping potential benefactors satisfy a deeply felt emotional need. Rather than \u003ci\u003esoliciting\u003c\/i\u003e or \u003ci\u003eclosing on\u003c\/i\u003e planned gifts, the planner's primary focus should be on forming relation- ships with donors and providing them with the means and opportunity to fulfill their desire to do good. \u003c\/p\u003e\u003cp\u003eUsing compelling case studies, Sharpe demonstrates his approach in action. He identifies the various types of planned gifts and takes you inside the hearts and minds of the planned givers themselves, revealing their primary motivations and overarching concerns. He then guides you, step-by-step, through the entire planned giving process, and concludes with a clear delineation of the organizational structures required to sustain a planned giving program.     \u003c\/p\u003e\u003cp\u003e\u003cb\u003ePraise for Planned Giving Simplified\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\"This book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution.\" \u003c\/p\u003e\u003cp\u003e—\u003cb\u003eNancy L. Perazelli, CFRE\u003cbr\u003e Gift Planning Officer, Drake University, Des Moines, Iowa\u003c\/b\u003e  \u003c\/p\u003e\u003cp\u003e\"In his own inimitable style, Bob Sharpe has done an admirable job of describing the planned giving process in an easy-to-understand manner. Woven throughout is the emphasis on the important human relationship between the donor and the charitable gift planner.\" \u003c\/p\u003e\u003cp\u003e—\u003cb\u003eWalter T. Weaver, III\u003cbr\u003e Director, Finance Support Division, Boy Scouts of America\u003c\/b\u003e  \u003c\/p\u003e\u003cp\u003e \"Robert F. Sharpe, Sr., has provided a comprehensive road map of the world of planned giving. He guides [readers] to the desired desti- nation without unnecessary detours along the way. His book will be a valuable addition to the libraries of not only not-for-profit profession-als, but also 'givers' who seek a better understanding of the many routes available to them in their gift planning.\" \u003c\/p\u003e\u003cp\u003e—\u003cb\u003eJoseph H. Powell\u003cbr\u003e President Emeritus and Senior Consultant,\u003cbr\u003e Baptist Memorial Health Care Corporation\u003c\/b\u003e  \u003c\/p\u003e\u003cp\u003e\"The name Bob Sharpe is synonymous with planned giving. I don't know of anybody who knows more about it and who can better convey its importance.\" \u003c\/p\u003e\u003cp\u003e—\u003cb\u003eReverend Dr. Arthur Caliandro\u003cbr\u003e Pastor, Marble Collegiate Church, New York City\u003c\/b\u003e  \u003c\/p\u003e\u003cp\u003e\"I really like [this book]. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable.\" \u003c\/p\u003e\u003cp\u003e—\u003cb\u003eThomas W. Cullinan, JD\u003cbr\u003e Executive Director of Gift Planning, University of Maryland\u003c\/b\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989795029221,"sku":"NP9780471166740","price":65.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780471166740.jpg?v=1761785495","url":"https:\/\/k12savings.com\/es\/products\/planned-giving-simplified-isbn-9780471166740","provider":"K12savings","version":"1.0","type":"link"}