Planned Giving Simplified: The Gift, The Giver, and the Gift Planner

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9780471166740: Planned Giving Simplified: The Gift, The Giver, and the Gift Planner
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Planned Giving Simplified

A down-to-earth introduction to planned giving by a leading pioneerin the field.

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.

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.

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.

Praise for Planned Giving Simplified

"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.

"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.

"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.

"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.

"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.

"synopsis" may belong to another edition of this title.

From the Publisher:

This resource is a down-to-earth introduction to the complex philanthropy of planned giving. The book illustrates that successful planned giving depends on a nonprofit organization's understanding of the field of development, as well as its commitment to building long-term relationships with donors.

From the Back Cover:

Praise for Planned Giving Simplified

"This book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution."

Nancy L. Perazelli, CFRE
Gift Planning Officer, Drake University, Des Moines, Iowa

"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."

Walter T. Weaver, III
Director, Finance Support Division, Boy Scouts of America

"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."

Joseph H. Powell
President Emeritus and Senior Consultant,
Baptist Memorial Health Care Corporation

"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."

Reverend Dr. Arthur Caliandro
Pastor, Marble Collegiate Church, New York City

"I really like [this book]. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable."

Thomas W. Cullinan, JD
Executive Director of Gift Planning, University of Maryland

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Robert F. Sharpe
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Book Description John Wiley and Sons Ltd, United States, 1999. Hardback. Condition: New. 2nd Revised edition. Language: English . Brand New Book. Learn the ins and outs of the primary form of fund raising. This resource, written by a well-know veteran of planned giving, is a down-to-earth introduction to this complex type of philanthropy. As Robert Sharpe (who actually coined the term planned giving ) illustrates, successful planned giving depends on a nonprofit organization s understanding of the field of development, as well as its commitment to building long-term relationships with donors. This book shows charities, and particularly the charities planned givers, how to understand the process. Robert F. Sharpe, Sr. (Memphis, TN) founded a leading planned giving consulting company, Robert F. Sharpe Company, and is currently the director of the National Planned Giving Institute at the College of William Mary. He is the author of The Planned Giving Idea Book. Seller Inventory # AAH9780471166740

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Book Description John Wiley and Sons Ltd, United States, 1999. Hardback. Condition: New. 2nd Revised edition. Language: English . Brand New Book. Learn the ins and outs of the primary form of fund raising. This resource, written by a well-know veteran of planned giving, is a down-to-earth introduction to this complex type of philanthropy. As Robert Sharpe (who actually coined the term planned giving ) illustrates, successful planned giving depends on a nonprofit organization s understanding of the field of development, as well as its commitment to building long-term relationships with donors. This book shows charities, and particularly the charities planned givers, how to understand the process. Robert F. Sharpe, Sr. (Memphis, TN) founded a leading planned giving consulting company, Robert F. Sharpe Company, and is currently the director of the National Planned Giving Institute at the College of William Mary. He is the author of The Planned Giving Idea Book. Seller Inventory # AAH9780471166740

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Book Description John Wiley and Sons Ltd, United States, 1999. Hardback. Condition: New. 2nd Revised edition. Language: English . This book usually ship within 10-15 business days and we will endeavor to dispatch orders quicker than this where possible. Brand New Book. Learn the ins and outs of the primary form of fund raising. This resource, written by a well-know veteran of planned giving, is a down-to-earth introduction to this complex type of philanthropy. As Robert Sharpe (who actually coined the term planned giving ) illustrates, successful planned giving depends on a nonprofit organization s understanding of the field of development, as well as its commitment to building long-term relationships with donors. This book shows charities, and particularly the charities planned givers, how to understand the process. Robert F. Sharpe, Sr. (Memphis, TN) founded a leading planned giving consulting company, Robert F. Sharpe Company, and is currently the director of the National Planned Giving Institute at the College of William Mary. He is the author of The Planned Giving Idea Book. Seller Inventory # LIE9780471166740

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Book Description Wiley. Hardcover. Condition: New. 240 pages. Dimensions: 9.4in. x 6.3in. x 0.8in.Planned Giving SimplifiedA down-to-earth introduction to planned giving by a leading pioneer in the field. In 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. Central to Sharpes 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 soliciting or closing on planned gifts, the planners primary focus should be on forming relationships with donors and providing them with the means and opportunity to fulfill their desire to do good. Using 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. Praise for Planned Giving SimplifiedThis book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution. --Nancy L. Perazelli, CFRE Gift Planning Officer, Drake University, Des Moines, Iowa. 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. --Walter T. Weaver, III Director, Finance Support Division, Boy Scouts of America. Robert F. Sharpe, Sr. , has provided a comprehensive road map of the world of planned giving. He guides readers to the desired destination without unnecessary detours along the way. His book will be a valuable addition to the libraries of not only not-for-profit professionals, but also givers who seek a better understanding of the many routes available to them in their gift planning. --Joseph H. Powell President Emeritus and Senior Consultant, Baptist Memorial Health Care Corporation. The name Bob Sharpe is synonymous with planned giving. I dont know of anybody who knows more about it and who can better convey its importance. --Reverend Dr. Arthur Caliandro Pastor, Marble Collegiate Church, New York City. I really like this book. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable. --Thomas W. Cullinan, JD Executive Director of Gift Planning, University of Maryland. This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Hardcover. Seller Inventory # 9780471166740

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