Partnership for Philanthropic Planning Articles and Conference Proceedings Archive

Welcome to the Partnership for Philanthropic Planning (formerly National Committee on Planned Giving) archive. The following content, which consists of articles from previous issues of the Journal of Gift Planning and presentation proceedings from previous national conferences are made available to Planned Giving Design Center members free of charge through the generous support of PGDC hosting organizations and their sponsors.

Articles and proceedings can be searched by volume, PPP Syllabus for Gift Planners code, author, or content (keywords).

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1 through 10 of 305 results
Sep
01
2009

Journal of Gift Planning
 

Donor Research and Market Segmentation: Keys to Effective Planned Gift Marketing

Careful and cost effective donor research and market segmentation are the foundation of many of the nation's most successful gift planning efforts. Time spent in this area, when planning a new program or reviewing and existing one, can lead to rewards in terms of time and money saved that far outweigh the cost associated with this aspect of program management.  MORE »
Aug
18
2009

Journal of Gift Planning
 

Flipping the Switch

In this article the author reviews charitable gift planning vehicles that enable donors to defer immediate capital gains tax upon the sale of appreciated assets.  MORE »
Jul
22
2009

Conference Proceeding
 

Planned Giving With Unusual Assets

This session examines planned gifts funded with life insurance and tangible personal property. It includes a discussion of IRS Form 8283, 8282, the related and unrelated use rules and appraisal requirements, and how those requirements and the reduction rules apply to these gifts. (Syllabus Codes 3.02, 5.01)  MORE »
Mar
01
2009

Journal of Gift Planning
 

Marketing to Older Women: Ideas and Opinions from the Trenches

In this article the author provides an informal, written monologue containing her own ideas and opinions, some fairly conventional and some rather unusual about how to market planned gifts to older women.  MORE »
Dec
01
2008

Journal of Gift Planning
 

New Life for Charitable Lead Trusts, Part 1: Non-Grantor CLTs

In part one of this two part article, the author discusses why nongrantor charitable lead trusts are coming into vogue, their many applications, and why favorable deductions in the presence of a low interest rate environment should be considered merely icing on the cake.  MORE »
Dec
01
2008

Journal of Gift Planning
 

Value and Values in Planned Giving

Creating a legacy through planned giving is both a
financial and emotional decision. In this article the authors discuss the important role that legacy plays in philanthropic decisions.
  MORE »
Dec
01
2008

Journal of Gift Planning
 

"How Old Are You and Did You Know You Could?": Key Questions to Initiate Planned Gift Discussions

Asking questions and educating prospects about ways to make a gift are the hallmark of our jobs as fundraisers. In this article, the authors describe how to ask strategic questions to obtain key information; how to introduce the topics of bequests, charitable gift annuities, and charitable remainder trusts; how to encourage membership in a heritage society; and how to make a combined planned and major gift solicitation of a prospect. Along the way, they also describe some common cues and clues for various types of planned gifts, providing information that will be useful for both veteran and novice gift planning officers.  MORE »
Sep
01
2008

Journal of Gift Planning
 

Converting Real Estate Wealth to Gifts Opportunities and Challenges

The nonprofit world is paying increasing
attention to the fact that most donors have more
of their wealth in real estate than in any other
asset type. In this article, the author discusses means of tapping this huge opportunity.

  MORE »
Sep
01
2008

Journal of Gift Planning
 

For Reference: Types of Real Estate and Common Issues

In this article the authors describe the various forms of real estate gifts and the issues that charitable organizations need to address in accepting them.  MORE »
Sep
01
2008

Journal of Gift Planning
 

Minimizing Risk Through Alternative Structures for Charitable Gift of Real Estate

In this article, the author discusses alternative structures in effecting gifts of real property such a charitable puts; use of nominees, agents and trustees; limited liability companies; and supporting organizations.   MORE »