Planned Giving Simplified

A down-to-earth introduction to planned giving by a leading pioneer in the field.

In this groundbreaking book, charitable gift planning expert Robert F. Sharpe, Sr., demystifies the complex world of planned giving for not-for-profit managers. He provides a detailed blueprint for starting and building a successful planned giving program, and develops a rational framework for managing the subtle interplay of legal, administrative, and interpersonal factors involved in the planned giving process.

Central to Sharpe's proven approach is his controversial definition of the effective charitable gift planner as being not so much a fund raiser as an expert at helping potential benefactors satisfy a deeply felt emotional need. Rather than soliciting or closing on planned gifts, the planner's primary focus should be on forming relationships with donors and providing them with the means and opportunity to fulfill their desire to do good.

Using compelling case studies, Sharpe demonstrates his approach in action. He identifies the various types of planned gifts and takes you inside the hearts and minds of the planned givers themselves, revealing their primary motivations and overarching concerns. He then guides you, step-by-step, through the entire planned giving process, and concludes with a clear delineation of the organizational structures required to sustain a planned giving program.

Praise for Planned Giving Simplified

"This book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution." —Nancy L. Perazelli, CFRE Gift Planning Officer, Drake University, Des Moines, Iowa.

"In his own inimitable style, Bob Sharpe has done an admirable job of describing the planned giving process in an easy-to-understand manner. Woven throughout is the emphasis on the important human relationship between the donor and the charitable gift planner." —Walter T. Weaver, III Director, Finance Support Division, Boy Scouts of America.

"Robert F. Sharpe, Sr., has provided a comprehensive road map of the world of planned giving. He guides [readers] to the desired destination without unnecessary detours along the way. His book will be a valuable addition to the libraries of not only not-for-profit professionals, but also 'givers' who seek a better understanding of the many routes available to them in their gift planning." —Joseph H. Powell President Emeritus and Senior Consultant, Baptist Memorial Health Care Corporation.

"The name Bob Sharpe is synonymous with planned giving. I don't know of anybody who knows more about it and who can better convey its importance." —Reverend Dr. Arthur Caliandro Pastor, Marble Collegiate Church, New York City.

"I really like [this book]. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable." —Thomas W. Cullinan, JD Executive Director of Gift Planning, University of Maryland.

This richly textured social history recovers the voices and experiences of poor Egyptians--beggars, foundlings, the sick and maimed--giving them a history for the first time. As Mine Ener tells their fascinating stories alongside those of reformers, tourists, politicians, and philanthropists, she explores the economic, political, and colonial context that shaped poverty policy for a century and a half. While poverty and poverty relief have been extensively studied in the North American and European contexts, there has been little research done on the issue for the Middle East--and scant comprehensive presentation of the Islamic ethos that has guided charitable action in the region. Drawing on British and Egyptian archival sources, Ener documents transformations in poor relief, changing attitudes toward the public poor, the entrance of new state and private actors in the field of charity, the motivations behind their efforts, and the poor's use of programs created to help them. She also fosters a dialogue between Middle Eastern studies and those who study poverty relief elsewhere by explicitly comparing Egypt's poor relief to policies in Istanbul and also Western Europe, Russia, and North America. Heralding a new kind of research into how societies care for the destitute--and into the religious prerogatives that guide them--this book is one of the first in-depth studies of charity and philanthropy in a region whose social problems have never been of greater interest to the West.

A truly innovative gem of a book, Supervision in the Psychological Professions empowers psychologists in all fields to become highly skilled and successful in their application of supervisory processes and methods. As the psychological professions move toward mandating supervision, this book expertly bridges the gap between philosophy and practice. It offers a practical, accessible and conceptual approach for those wanting to hone their knowledge and skills in this increasingly important area. Inviting the reader to reflect on their own practice through reflective questions, case studies and exercises, Lane, Watts and Corrie skilfully highlight how the supervisor and supervisee can negotiate an effective relationship within agreed frameworks. Covering the new supervision regulation at local, national and international levels, this practical guide is a must have read for practitioners across psychological niches from forensic to mental health and from coaching to educational and industrial psychology. "In this useful text the many contributing authors thread their respective views together toward the development of a personalised and fit for purpose approach ... A valuable and significant contribution to the field." Marc Simon Kahn, author of Coaching on the Axis, Clinical Psychologist, Chartered Business Coach and Global Head of HR & OD for Investec, London, UK"This is a rich book that provides much food for thought about both giving and receiving supervision and it offers a sense of coherence whilst respecting diversity." Sheelagh Strawbridge, Chartered Psychologist, Self-employed, UK"This book should be of great value and encouragement for psychologists currently engaging in supervision practice ... It should also provide badly needed orientation and stimulation for professional and academic training settings". Michael Bruch, University College London, UK

This book gives an in-depth analysis of the role of faith in the work of Tearfund, a leading evangelical relief and development NGO that works in over 50 countries worldwide. The study traces the changing ways that faith has shaped and influenced Tearfund's work over the organisation's 50-year history. It shows how Tearfund has consciously grappled with the role of faith in its work and has invested considerable time and energy in developing an intentionally faith-based approach t relief and development that in several ways is quite different to the approaches of secular relief and development NGOs. The book charts the different perspectives and possibilities that were not taken and the internal discussions about theology, development practices, and humanitarian standards that took place as Tearfund worked out for itself what it meant to be a faith-based relief and development organisation. There is a growing academic literature about religion and development, as well as increasing interest from development ministries of many Northern governments in understanding the role of religion in development and the specific challenges and benefits involved in working with faith-based organisations. However, there are very few studies of actual faith-based organisations and no book-length detailed studies showing how such an organisation operates in practice and how it integrates its faith into its work. In documenting the story of Tearfund, the book provides important insights into the practice and ethos of faith-based organisations, which will be of interest to other FBOs and to researchers of religion and development.

In 1739, the London Foundling Hospital opened its doors to take in the abandoned children of the city. It was the culmination of seventeen years of campaigning by Captain Thomas Coram, driven by his horror at seeing children die in the streets. He was supported in his endeavours by a royal charter and by William Hogarth and George Frideric Handel. The Hospital would continue as both home and school for over 215 years, raising thousands of children until they could be apprenticed out. London's Forgotten Children is a fascinating history of the first children's charity, charting the rise of this incredible institution and examining the attitude towards illegitimate children over the years. The story comes alive with the voices of children who grew up in the Hospital, and the concluding, fully updated, account of today's children's charity Coram is an ongoing testament to the vision of its founder.

On January 29, 2001, President George W. Bush signed an executive order creating the White House Office of Faith-Based and Community Initiatives. This action marked a key step toward institutionalizing an idea that emerged in the mid-1990s under the Clinton administration--the transfer of some social programs from government control to religious organizations. However, despite an increasingly vocal, ideologically charged national debate--a debate centered on such questions as: What are these organizations doing? How well are they doing it? Should they be supported with tax dollars?--solid answers have been few.

"In Saving America?" Robert Wuthnow provides a wealth of up-to-date information whose absence, until now, has hindered the pursuit of answers. Assembling and analyzing new evidence from research he and others have conducted, he reveals what social support faith-based agencies are capable of providing. Among the many questions he addresses: Are congregations effective vehicles for providing broad-based social programs, or are they best at supporting their own members? How many local congregations have formal programs to assist needy families? How much money do such programs represent? How many specialized faith-based service agencies are there, and which are most effective? Are religious organizations promoting trust, love, and compassion?

The answers that emerge demonstrate that American religion is helping needy families and that it is, more broadly, fostering civil society. Yet religion alone cannot save America from the broad problems it faces in providing social services to those who need them most.

Elegantly written, "Saving America?" represents an authoritative and evenhanded benchmark of information for the current--and the coming--debate.

Running down "do-gooders" has become a popular pastime in recent years. Journalists and academics alike have lampooned and criticized philanthropists and big donors for their charitable activities, which are often characterized as a means of self-aggrandisement or tax evasion. Yet, it is widely acknowledged that philanthropy - from the establishment of Carnegie libraries in the nineteenth century to the recent global health interventions of the Gates Foundation - has played a critical role in both developed and developing societies. In an impassioned defence of the role of philanthropy in society, Beth Breeze tackles the main critiques levelled at philanthropy and questions the rationale for undermining and disparaging philanthropic acts. She contends that although it might be flawed, philanthropy is a sector that ought to be celebrated and championed so that an abundance of causes and interests can flourish.