In this Getting Started in Charitable Gift Planning: Resource Book, written to accompany Getting Started in Charitable Gift Planning: Your Guide to Planned Giving, the authors break down barriers and present an easy-to-understand guide to the 21st century version of âplanned giving,â known as charitable gift planning. They intentionally avoid application of complex concepts and gift structures that have made gift planning inaccessible to nonspecialists for decades, instead focusing on relationship-building, having the gift planning conversation, and building a gift planning program.
This Resource Book provides the technical information behind gift planning in easy-to-understand language using a donor-focused approach. Instead of detailing CRTs, CGAs, PIFs, and CLTs in an alphabet soup that drowns everyone except the most technically minded, this Resource Book introduces the different gift planning tools by when the prospective donor might consider them.
With over 40 years of combined gift planning experience and conversations, the authors have heard âI would like to make a gift to support your cause, butâ¦â over and over again. The purpose of gift planning is to resolve that objection, whatever it may be. For example, if the prospective donor states, âI would like to make a gift but am worried about disinheriting my children,â the answers on how to overcome that objection lie in Chapter Three, Gifts that Maximize Inheritance. If the objection is, âI love what you do, but am not sure I have enough saved for a comfortable retirement,â the answers lie in Chapter Two, Gifts that Provide Income. Gift planning solutions to the most common objections can all be found in the opening two parts of this Resource Book.
Part Three provides additional tools for organizations building or enhancing their gift planning programs. Need to convince the board to pursue gift planning? The template internal case will get you started. Are the organizationâs policies a mess? A sample gift counting policy, gift acceptance policy, and gift agreements are at your fingertips. Worried about how to collect estate gifts once they mature? Estate administration materials will guide you through. Not sure what to ask when having the gift planning conversation? Questions to use on visits and model forms covering what you should learn about a prospect are included, plus clues of financial capacity. There is even a detailed marketing and stewardship plan.
Gift planning doesnât need to be complicated, even when itâs technical. Let this book serve as your resource for technical gift planning questions.
Table of Contents
Part OneâDeciphering the Alphabet Soup â An Introduction to the Basic Tools of Charitable Gift Planning
Chapter One: Gifts That Maximize The Donorâs Charitable Legacy Through Beneficiary Designations
Chapter Two: Gifts That Provide Income
Chapter Three: Gifts That Maximize Inheritance
Chapter Four: Gifts of Complex Assets
Part TwoâGift Planning Basics
Chapter Five: Answers to Common Gift Planning Questions
Part ThreeâTools to Help You Build Your Gift Planning Program
Chapter Six: Infrastructure
Chapter Seven: Prospect Interaction
Chapter Eight: Marketing.
Enterprise Resource Planning for Global Economies: Managerial Issues and Challenges provides authoritative research on the theoretical frameworks and pragmatic discussions on global implementations of information systems, particularly ERP systems. This book offers professionals, managers, and researchers who want to improve their understanding of the issues and challenges that arise when information systems cross national boundaries with an authoritative, essential research resource.
Existing research shows that while public sector enterprises generally agree by consensus, and thus have different management cultures than their private sector counterparts, their management practices are driven by a private sector model. Given the tremendous growth in public sector ERP spending and the risks associated with such politically-charged projects, new approaches to change management must be explored. The contributors present expertly researched federal, commercial and academic views on how public sector organizations are integrating their business processes, and how they relate to the private sector experience. The discussion covers all aspects of the new private sector management paradigm, including strategic planning, change management, process change, and information system implementation. The contributors provide details on the implementation steps, and make suggestions for how public sector program managers and contractor teams should plan change management and ERP initiatives.
Researchers and students in the areas of management, public sector enterprises and public policy will find the volume's insights of great value. Managers with oversight in public sector organizations will find the volume of great practical interest.
Enterprise Resource Planning (ERP) und Supply Chain Management (SCM) gehÃ¶ren zu den Kernaufgaben eines Industrieunternehmens. Sie haben sich evolutionÃ¤r aus der Produktionsplanung und -steuerung (PPS) herausentwickelt. Ein GroÃteil der betriebswirtschaftlichen, administrativen und teilweise auch technischen Aufgaben eines Industrieunternehmens wird heute durch ERP- und SCM-Systeme unterstÃ¼tzt.
Das Buch erklÃ¤rt die konzeptionellen Grundlagen der Systeme, zeigt auf, wie typische GeschÃ¤ftsprozesse mit Hilfe praktischer Systeme (z.B. SAP ERP) durchgefÃ¼hrt werden, und behandelt aktuelle Entwicklungen wie Industrie 4.0. Fertigungsnahe und technische Anwendungssysteme werden mit ihren Schnitt stellen um ERP und SCM herum platziert. Die praktische Umsetzung theoretischer Konzepte illustrieren zahlreiche Anwendungsbeispiele.
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