ERIC Number: ED184492
Record Type: RIE
Publication Date: 1979
Reference Count: 0
CASE Planned Giving Ideas. The Best of CASE CURRENTS.
Carter, Virginia L., Ed.; Garigan, Catherine S., Ed.
Collected are articles by planned giving (deferred giving) experts on institutional commitment, policies, and programs to encourage various types of gifts to higher education institutions: bequests, unitrusts, annuity trusts, charitable income trusts (lead trusts), pooled income funds, gifts of land and so on. A major article covers how to hire and train planned giving officers, and another discusses tax developments and their impact on planned giving. A second part deals with relationships crucial to success of the deferred giving program: relationships with prospects, the donor's advisers, volunteers, campus business officers, and professionals in estate planning. The collection consists of articles from "CASE Currents," a bulletin of the Council for Advancement and Support of Education. Authors include Norman S. Fink, William B. Dunseth, Harvey Devries, Karen Grabow, Jane Stuber, J. Robert Sandberg, Charles W. Patterson, III, Linda J. Thoren, David W. Clark, James R. Bergdoll, Charles W. Collier, Robert L. Kaiser, Duncan Hartley, Roger Thaler, Bruce W. Flessner and John S. Ryan, and James Stevens. (Author/MSE)
Descriptors: Administrator Characteristics, Administrator Education, Alumni, Educational Finance, Endowment Funds, Estate Planning, Fund Raising, Higher Education, Income, Interpersonal Competence, Marketing, Nonprofit Organizations, Private Financial Support, School Business Officials, Taxes, Trusts (Financial), Volunteers
Publications Order Dept., Council for Advancement and Support of Education, Box 298, Alexandria, VA 22314 ($9.50; 10 or more $7.00)
Publication Type: Reports - Descriptive; Collected Works - General
Education Level: N/A
Authoring Institution: Council for Advancement and Support of Education, Washington, DC.
Identifiers: Charitable Trusts; Deferred Giving; Donors
Note: Charts may not reproduce clearly.