Customer Reviews

Planned Giving Simplified: The Gift, The Giver, and the Gift Planner(AFP/Wiley Fund Development Series) (The AFP/Wiley Fund Development Series)

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This is an excellent primer on planned giving. The author provides definitions and examples of many useful terms in an easy-to-read format. The examples clarify the different options available and the benefits of each. The emphasis on planned giving as a GIFT to charitable institutions is refreshing in a field that talks often of tax advantages. Mr. Sharpe highlights the human side of planned giving, noting the importance of establishing a relationship with donors, and acknowledging gifts.

As a former life insurance salesperson, the author is somewhat biased in favor of life insurance products, However, he does provide numerous illustrations of all types and realistic scenarios, as well as a wealth of experience.

The format is clear, and topics are covered well and methodically. Mr. Sharpe's organization of subjects makes this an ideal primer - think of it as a textbook for Planned Giving 101. This is a good source for the professional or organization just starting to consider planned giving, and a wonderful reference for those with more experience.

It's a basic primer on Planned Giving. Great for someone who does not know much about planned gifts, who is involved in the process, how to seek and secure gifts, and how to ensure success within an organization. The book jacket says, "A down-to-earth introduction to planned giving," which is exactly accurate.