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Starting, Marketing, Administering



A basic yet comprehensive overview, this volume complements Conrad Teitell's Deferred Giving, Lead Trust and Outright Charitable Gifts volumes. You have to know the tax rules when promoting charitable gifts, but that isn't enough.
You'll learn:
How to establish a new program or improve a present one.
Promotion — the all-important individualized proposal, how to find and reach prospects, advertising and more.
How seminars for professional advisors, volunteers and constituents generate gifts.
Investment Strategies for various plans.
Administering charitable remainder unitrusts, annuity trusts, pooled income funds and charitable gift annuities.

Teitell's Planned Giving takes you by the hand and explains — quickly and in simple English — the tax rules for outright and deferred gifts and also tells how a planned giving program relates to your overall development program.




$195 plus shipping & $6.50 handling. Looseleaf—supplemented and revised annually.



 To place an online order for Teitell's Planned Giving or to request information, use our Order/Request Form.  
 To talk to a live person, call toll free: (800) 243-9122 « Fax: (203) 637-4572 « e-mail: info@taxwisegiving.com  


Taxwise Giving & Philanthropy Tax Institute
PO Box 299, Old Greenwich, CT 06870-0299
Email Conrad: cteitell@cl-law.com