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The Proceedings of the National Conference on Planned Giving include papers presented at the nation's most comprehensive conference on topics related to charitable gift planning.

Publisher: National Committee on Planned Giving underwritten by The Planned Giving Design Center

Volume 2003, Number 1, 31 October 2003
National Committee on Planned Giving Conference Proceedings - 2003
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Nonprofits Are Different and So Are Their Investments
pp. 35-51(17)
Authors: Comstock, Paul L.; Cowley, James M.

Donor Seminars That Work
pp. 65-77(13)
Author: Elbare, John

Understanding the Wealthy: Personalities and Barriers to Access
pp. 81-94(14)
Authors: Grote, Paul J.; Carter, Marty Z.

Maximizing the Benefits from Your Gift Annuity Program
pp. 113-129(17)
Author: Minton, Frank

From Theory to Practice: Three Successful Models to Build Endowment
pp. 133-152(20)
Author: Miree, Kathryn W.

Planned Giving 007 Bonds—Just Bonds
pp. 155-166(12)
Authors: Newfield, Lisa; Philip T., Temple

Combining CLTs and CRTs to Benefit Donors and Charities
pp. 169-194(26)
Authors: Baker, Gregory W.; Batson, Ted R.

Puf the Magic Planned Giving Dragon: The Unitrust Pooled Income Fund
pp. 197-201(5)
Author: Cafferata, Reynolds T.

Investment Bootcamp for Planned Giving Professionals
pp. 205-216(12)
Author: Ganzert, Robin R.

Partnering the Planned and Major Gift Functions: Will This Marriage Work?
pp. 235-249(15)
Authors: Krause, Cynthia Wilson; Lumpkin, Scott R.

Considering Persons with Special Needs When Charitable Gift Planning
pp. 253-274(22)
Author: Purcell, Philip M.

ABCs of “Death Taxes” for Gift Planners: Everything You Need to Know in 75 Minutes
pp. 359-378(20)
Authors: Carmichael, Marc; Dean, Laura Hansen

What’s It to You...? Valuation Standards for Planned Gifts
pp. 381-393(13)
Author: Comfort, Jeffrey

No Can Do: Problems and Cases on Ethics and Enforcement
pp. 397-411(15)
Author: Cullinan, Tom

Can Beneficiaries Receive Larger Payments From a Net Income Trust?
pp. 444-457(14)
Authors: Murray, Arthur W.; Rowley, Ace E.

Technically Speaking, Down By the (Ohio) Riverside
pp. 461-483(23)
Author: Simmons, Terry L.

Implementing an Effective Estate Administration Program to Increase Your Bottom Line
pp. 507-535(29)
Authors: Blitz, Alvin H.; Franey, Jackie W.

Planned Giving With Unusual Assets
pp. 557-577(21)
Author: Gordy, Charles B.

Planning Strategies for Charitable IRA Rollover and for Other Retirement Plan Gifts
pp. 581-600(20)
Author: Hoyt, Christopher R.

Is There “Security” in Planned Giving?
pp. 639-665(27)
Author: Sharpe, Robert F.

The Real Estate Gift: Friend or Foe?
pp. 669-682(14)
Author: Thomas, Allen F.

Designing and Implementing Charitable Lead Trusts in Today’s Changing Environment
pp. 709-723(15)
Author: Grumet, Andrew M.

Changing World of Donor Advised Funds
pp. 727-738(12)
Authors: Heisman, Eileen R.; Kent, Donald P.

Five Practical Solutions for Programmatic Success Now!
pp. 741-753(13)
Author: Mangone, Betsy A.

What the IRS Wants You to Know About Charitable Giving
pp. 757-768(12)
Author: Peebles, Laura H.

Re-Engaging the Wealthy: Understanding the Motivations and Concerns of High Net Worth Individuals
pp. 771-779(9)
Author: Sholtz, Michael C.

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