An inside look at planned giving, including on-the-job insights and guidance. Planned giving is a vital yet complicated segment of fund-raising and charitable giving. It can include gifts of cash, stocks, insurance, art and antiques, real estate, gift annuities, and trusts. This book addresses the human side of planned giving as opposed to the tax and management subjects, and examines the psychological and professional challenges involved in the process. Douglas E. White is a principal of Swerdin White Huber, a planned gift asset management firm. He is a former member of the NCGP Board of Directors and past conference chair.
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