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Planned Giving Simplified: The Gift, The Giver, and the Gift Planner

Planned Giving Simplified: The Gift, The Giver, and the Gift Planner

Robert F. Sharpe

ISBN: 978-0-471-16674-0

Nov 1998

240 pages

Select type: Hardcover

In Stock



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.

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An Introduction to Planned Gifts.

Current Planned Gifts.

Deferred Planned Gifts.


Who Makes Planned Gifts?

Why People Make Planned Gifts.

What Planned Givers Want to Keep When They Give.


The Planners Who Help People Make Planned Gifts.

Charitable Gift Planners: Who They Are.

The Giver and the Charitable Institution Connection.


The Charitable Estate-Planning Drama.

Acknowledgments, Recognition, and Memorials.


The Role of the Board of Trustees in Making the Institution's Planned Giving Program More Effective.

The Role of the Chief Executive Officer and Senior Managers in Building a Planned Giving Program.



  • Designed to help studentes, fund-raisers and other nonprofit managers overcome their fear of planned giving.
  • A complete revision of the first real book on planned giving, The Planned Giving Idea Book.
  • Written by a well-known, well-respected veteran of both fund-raising and planned giving.