TABLE OF CONTENTS
This document lists all feature articles that appeared in the print edition of The Journal of Gift Planning from 2000 through 2010. All of these articles are available in PDF format in the library of The Journal of Gift Planning group, in the PPP community. Columns, Point-Counterpoint articles, “On the Go” notices and other non-feature content are not archived in the Journal library.
2011
Volume 15, Number 1, March 2011
The State of Charitable Gift Annuities in the United States:
Key Findings from the 2009 Survey and 84 Years of Best Practices
Author: Ronald A. Brown
Tags: charitable gift annuities, Syllabus 3.0, v15n1(2011)
2010
Volume 14, Number 2, December 2010
Planning for Productive Partnership with the Finance Office
Author: Kelly, Cam
Tags: program administration, Syllabus 4.0, v14n2(2010)
Changing “No” to “Yes”: Overcoming Common Obstacles to Planned Giving
Authors: Dean, Laura Hansen; Davidson, Pamela Jones
Tags: communications, Syllabus 2.0, v14n2(2010)
Getting an Outside Look: The Gift Planning Program Audit
Author: Jensen, John
Tags: program administration, metrics, Syllabus 4.0, v14n2(2010)
Volume 14,Number 1, March 2010
Black, White or Gray: Ethical Shades in Charitable Gift Planning
Author: Johnson, Tanya Howe
Tags: ethics, Syllabus 1.0, v14n1(2010)
Dream Gift or Dickensian Nightmare?
Probate Fundamentals for Estate Administrators
Author: Moran, Mary C.
Tags: program administration, bequests, Syllabus 4.0, v14n1(2010)
Get Involved Early and Stay Engaged— Expert Advice on Estate Administration
2009
Volume 13,Number 4, December 2009
How to Insure Fiduciary Excellence in Challenging Economic Times
Author: Ganzert, Robin R.
Tags: gift administration, Syllabus 4.0, v13n4(2009)
Are Demographics Destiny? Contending with America's Looming Demographic Upheavals
Authors: Raymond, Susan; Martin, Mary Beth
Tags: strategic planning, Syllabus 4.0, v13n4(2009)
Preserving Your Gift Annuity Program During a Financial Meltdown
Author: Zook, Bill
Tags: charitable gift annuities, program administration, Syllabus 3.0, Syllabus 4.0, v13n4(2009)
Volume 13,Number 3, September 2009
The CRT Stock Redemption Strategy for Philanthropic and Business Succession Planning
Author: Ackerman, Jonathan
Tags: charitable remainder trusts, Syllabus 3.0, assets, estate planning, Syllabus 5.0, v13n3(2009)
Partnering with Realtors - the Gatekeepers to Real Property Wealth
Author: Bashwiner, Tom
Tags: advisors, Syllabus 2.0, real estate, Syllabus 3.0, v13n3(2009)
Ten Strategies to Include Charity in Retirement Plans
Authors: Jackson, James E.; Schupra, Gregory A.
Tags: retirement planning, Syllabus 5.0, v13n3(2009)
Volume 13,Number 2, June 2009
The Unraveling of Donor Intent: Lawsuits and Lessons
Authors: Miree, Kathryn; Smith, Winton
Tags: policies, Syllabus 4.0, bequests, communications, Syllabus 2.0, v13n2(2009)
Effective Gift Acceptance Policies and Procedures
Author: Newman, David Wheeler
Tags: policies, Syllabus 4.0, v13n2(2009)
Best Practices: Model Documents
Sample Long-term Gift Agreement
Gift Acceptance Policies and Procedures
Authors: Miree, Kathryn W.; Smith, Winton; Newman, David Wheeler
Tags: policies, Syllabus 4.0, v13n2(2009)
Volume 13,Number 1, March 2009
I Want it Now! Early Termination of Charitable Remainder Trusts
Author: Parham, Michael
Tags: charitable remainder trusts, Syllabus 3.0, v13n1(2009)
Why Now Is the Time to Transition Annual Givers Into Planned Givers
Recommended Actions Based on Findings from a National Survey
Author: Stelter, Larry
Tags: research, bequests, Syllabus 2.0, v13n1(2009)
Back to Basics: Top Strategies for Philanthropic Planning in a Down Economy
Authors: McDonough, Holly; Hansen, Karen Ciegla
Tags: communications, stewardship, Syllabus 2.0, v13n1(2009)
2008
Volume 12,Number 4, December 2008
New Life for Charitable Lead Trusts, Part 1: Non-Grantor CLTs
Author: Starkey, Lani
Tags: charitable lead trusts, Syllabus 3.0, v12n4(2008)
Value and Values in Planned Giving
Authors: Greeves, Justin; Lebenson, Peggy
Tags: marketing, Syllabus 2.0, v12n4(2008)
"How Old Are You and Did You Know You Could…?": Key Questions to Initiate Planned Gift Discussions
Authors: Brovey, Alexandra P.; Roenigk, Patricia L.
Tags: communications, Syllabus 2.0, v12n4(2008)
Volume 12,Number 3, September 2008
Converting Real Estate Wealth to Gifts - Opportunities and Challenges
Authors: Bidwell, Dennis; Clontz, Bryan K.
Tags: real estate, Syllabus 3.0, v12n3(2008)
For Reference: Types of Real Estate and Common Issues
Author: Miree, Kathryn W.
Tags: real estate, Syllabus 3.0, v12n3(2008)
Minimizing Risk Through Alternative Structures for Charitable Gift of Real Estate
Author: Kallina, Emanuel J.
Tags: real estate, Syllabus 3.0, v12n3(2008)
Charitable Gifts of Real Estate: Findings from a National Survey
Author: Bidwell, Dennis
Tags: research, real estate, Syllabus 3.0, v12n3(2008)
Volume 12,Number 2, June 2008
New Life for Charitable Lead Trusts, Part 1: Grantor CLTs
Author: Starkey, Lani
Tags: charitable lead trusts, Syllabus 3.0, v12n2(2008)
Mapping the Gift Planning Community
Key Findings from the Gift Planner Profile 5
Tags: research, program administration, Syllabus 4.0, v12n2(2008)
Focusing on Planned Giving: Using Focus Groups to Find New Donors for Planned Gifts
Authors: Bigelow, Bruce E.; Kolmerten, Carol A.
Tags: marketing, communications, Syllabus 2.0, v12n2(2008)
Volume 12,Number 1, March 2008
Planned Giving Messages Every CEO Needs to Hear: The Results of an Informal Research Project
Author: Miree, Kathryn W.
Tags: research, program administration, Syllabus 4.0, v12n1(2008)
Executive Briefing: Gift Planners and Their Work: Selected Data from a National Survey of Charitable Gift Planners
Tags: research, program administration, Syllabus 4.0, v12n1(2008)
Evaluating Gift Planner Performance: A Guide for Charity Managers
Author: Cullinan, Tom
program administration, metrics, Syllabus 4.0, v12n1(2008)
2007
Volume 11,Number 4, December 2007
Women as Philanthropists: Gender and Generational Synergy for Effective Gift Planning
Author: Damen, Margaret May
Tags: communications, demographics, Syllabus 2.0, v11n4(2007)
The Problem with Something for Nothing: A Panel on Gift Planning Ethics
Tags: ethics, Syllabus 1.0, v11n4(2007)
Best Practices for the Gift Annuity Program
Author: Minton, Frank
Tags: charitable gift annuities, Syllabus 3.0, v11n4(2007)
Volume 11,Number 3, September 2007
A Gift of Sales Proceeds Is Never Better Than a Gift of Property—Or Is It?
Authors: Donikian, André R.
Tags: assets, Syllabus 3.0, v11n3(2007)
Beyond the Estate Planning Attorney: How to Reach Other Professional Advisors
Authors: Rowe, Jennifer E.; Smalley, Kristen Brown
Tags: advisors, Syllabus 2.0, v11n3(2007)
Endowments for Small Charities: A Luxury or a Necessity?
Authors: Dean, Laura Hansen; Miree, Kathryn W.
Tags: program administration, Syllabus 4.0, v11n3(2007)
Volume 11,Number 2, June 2007
And The Winner Is...? SOIRAs, TCRTs, ILITs OR CHARITIES?
Authors: Lew, Robert; Ott, Darryl D.
Tags: retirement assets, Syllabus 5.0, v11n2(2007)
A Good Time for Ethics: A Researcher's Perspective on Collecting and Protecting Donor Information
Author: Hogan, Cecilia
Tags: ethics, Syllabus 1.0, v11n2(2007)
THE FUTURE OF CHARITABLE GIFT PLANNING: A Report of the NCPG Strategic Directions Taskforce
Tags: philanthropy, strategic planning, Syllabus 1.0, v11n2(2007)
Volume 11,Number 1, March 2007
The Case for Gift Planning: Analyzing the Cost to Raise a Planned Gift Dollar
Author: Dugdale, Kristen
Tags: valuation, metrics, Syllabus 4.0, v11n1(2007)
Successful Bequest Fundraising: Lessons from Research )
Authors: Sargeant, Adrian; Routley, Claire; Scaife, Wendy
Tags: bequests, research, Syllabus 3.0, v11n1(2007)
Should Pledges be Enforceable? And Other Questions To Ask About Gift Agreements
Author: Cafferata, Reynolds T.
Tags: policies, pledges, Syllabus 4.0, v11n1(2007)
2006
Volume 10,Number 4, December 2006
A Guide to Decision-Making on Fiduciary Management
Authors: Fox, Shari M.; Jark, Heidi B.
Tags: gift administration, Syllabus 4.0, v10n4(2006)
Involving the Board in the Fun of Charitable Gift Planning
Author: Diehl, Barbara
Tags: trustees, marketing, Syllabus 2.0, v10n4(2006)
The Case for Donor-Centered Development: Measures of Fundraising Effectiveness Promote a New Paradigm of Total Philanthropy Planning
Author: Meyers, Steven L.
Tags: major gifts, counting, Syllabus 4.0, v10n4(2006)
Volume 10,Number 3, September 2006
Planning for Children and Adults with Disabilities: The Benefits of Combining Charitable Planning and Special Needs Trusts
Authors: Barr, Katherine N.; Lovelace, Renée Colwill; Todd, Judith F.
Tags: estate planning, Syllabus 5.0, v10n3(2006)
Life Insurance and Charitable Planning: How to Stay on the Right Side of the Comfort Line in the (Quick) Sand
Authors: Leimberg, Stephan R.; Zipse, Randy L.
Tags: life insurance, advisors, Syllabus 3.0, v10n3(2006)
Challenges and Opportunities: Gift Planners Report on the Charitable IRA Rollover
Tags: retirement assets, Syllabus 5.0, v10n3(2006)
Volume 10,Number 2, June 2006
Estate and Charitable Gift Planning for Unmarried Couples
Authors: Goffe, Wendy S.; Zook, J. William
Tags: estate planning, Syllabus 5.0, v10n2(2006)
Gold in the ground: A Practical Guide to Developing and Accepting Gifts of Real Estate
Author: Myerberg, Neal P.
Tags: real estate, policies, Syllabus 3.0, Syllabus 4.0, v10n2(2006)
Wealth Transfer: A Digest of Opinion and Advice
Tags: demographics, strategic planning, Syllabus 2.0, Syllabus 4.0, v10n2(2006)
Volume 10,Number 1, March 2006
When good gifts go bad
Authors: Baker, Nancy A.; Dryburgh, Erik
Tags: program administration, litigation, Syllabus 4.0, v10n1(2006)
The Task of Being Remembered: Helping Senior Adults Discover Organic Legacy
Author: Solie, David
Tags: communications, Syllabus 2.0, v10n1(2006)
Understanding the Motivations of Donors And Prospects Through Market Research
Author: Greeves, Justin
Tags: marketing, Syllabus 2.0, v10n1(2006)
2005
Volume 9,Number 3, September 2005
The New Paradigm: Counting Gifts and Contemporary Fundraising
Authors: Bigelow, Bruce E.; Latchem, Andrea M.
Tags: counting, campaigns, Syllabus 4.0, v9n3(2005)
Today's Wealth Holder and Tomorrow's Giving: The New Dynamics of Wealth and Philanthropy
Author: Schervish, Paul G.
Tags: demographics, research, Syllabus 2.0, v9n3(2005)
Art and Science of Estimating Bequests: Giving USA at Fifty
Authors: Wruck, Craig C.; Brown, Melissa S.
Tags: bequests, research, Syllabus 4.0, v9n3(2005)
Volume 9,Number 2, June 2005
Optimizing Charitable Gift Annuity Risk Management Part 2: Reinsurance Revisited
Authors: Clontz, Bryan K.; Behan, Donald F.
Tags: charitable gift annuities, program administration, Syllabus 3.0, Syllabus 4.0, v9n2(2005)
Donor Longevity and Its Impact on Major and Planned Giving
Author: Nichols, Judith E.
Tags: demographics, research, Syllabus 2.0, v9n2(2005)
In Re Helen's Trust: A tale of how charities should and should not respond to litigation
Author: Cafferata, Reynolds T.
Tags: litigation, policies, Syllabus 4.0, v9n2(2005)
Volume 9,Number 1, March 2005
Marketing the Value of Charitable Gift Annuities: A Strategy for Building Relationships Among Gift Planners, Donors and the CFO
Author: Houston, Marjorie A.
Tags: charitable gift annuities, valuation, communications, Syllabus 2.0, Syllabus 4.0, v9n1(2005)
Involving Advisors in Philanthropic Planning: Recommendations from Research
Author: Johnson, Stephen P.
Tags: research, advisors, Syllabus 2.0, v9n1(2005)
Best Practices: Askingt he "PhilanthropicQuestion"
Authors: Collier, Charlie; Cubeta, Phil; McGlaughon, King; Quynn, Katelyn; Wilhem, Eileen
Tags: communications, advisors, Syllabus 2.0, v9n1(2005)
2004
Volume 8,Number 4, December 2004
The Lemonade Solution: Using the Charitable Grantor Lead Trust to Turn Underwater Stock into Something Sweet
Authors: McDowell, Lynn; Dryburgh, Erik
Tags: charitable lead trust, Syllabus 3.0, v8n4(2004)
Overkill Marketing
Authors: Mikaelian, Viken; Foster, John S.
Tags: marketing, Syllabus 2.0, v8n4(2004)
Leading the Elephant Out of the Living Room: Addressing Family Addiction in the Gift Planning Process
Authors: Berkman, Susan; Bandelloni, Donna M.
Tags: communication, family dynamics, Syllabus 2.0, v8n4(2004)
Volume 8,Number 3, September 2004
Gifts Of Real Estate to Charitable Remainder Trusts: Issues and Opportunities
Author: Purcell, Phillip M.
Tags: charitable remainder trusts, real estate, Syllabus 3.0, v8n3(2004)
What Development Officers Need to Know About Investment Performance
Author: Mourning, Steven L.
Tags: investing, program administration, gift administration, Syllabus 4.0, v8n3(2004)
Evaluating Creative Planned Giving Scenarios Involving Life Insurance Part 2: Premium Financed Life Insurance
Author: Abramson, Eric L.
Tags: life insurance, Syllabus 3.0, v8n3(2004)
Volume 8,Number 2, June 2004
A Second Bite of the Apple: Commuting the Underproductive CRT
Author: Willis, Russell A.
Tags: charitable remainder trusts, investing, Syllabus 3.0, Syllabus 4.0, v8n2(2004)
Evaluating Creative Planned Giving Scenarios Involving Life Insurance Part 1: An Introduction to Life Insurance Products
Author: Abramson, Eric L.
Tags: life insurance, Syllabus 3.0, v8n2(2004)
Designing and Marketing Your Planned Giving Web Site
Author: Mangone, Betsy A.
Tags: marketing, Syllabus 2.0, v8n2(2004)
Volume 8,Number 1, March 2004
Optimizing Charitable Gift Annuity Risk Management: Collaring the Bear and the Grim Reaper
Authors: Clontz, Bryan K.; Behan, Donald F.
Tags: charitable gift annuities, program administration, gift administration, Syllabus 3.0, Syllabus 4.0, v8n1(2004)
Planned Giving in the Big Picture Talking About Your Numbers to the People Who Count
Authors: Samers, William D.; Meyers, Steven L.
Tags: counting, reporting, Syllabus 4.0, v8n1(2004)
Turning Planned Gifts into Current Dollars: Practical Strategies for Difficult Financial Times
Authors: Bigelow, Bruce E.; Kolmerten, Carol A.
Tags: communications, bequests, charitable gift annuities, life insurance, Syllabus 2.0, v8n1(2004)
2003
Volume 7,Number 4, December 2003
Hidden Gold: Gift Planning with Savings Bonds
Author: Carmichael, Marc
Tags: assets, Syllabus 3.0, v7n4(2003)
Nonprofit Marketing Strategies to Reach Donor Advisors
Author: Miree, Kathryn
Tags: marketing, advisors, Syllabus 2.0, v7n4(2003)
An Introduction to Planning for People with Special Needs
Author: McAvoy, Peter
Tags: estate planning, Syllabus 5.0, v7n4(2003)
Volume 7,Number 3, September 2003
Real Estate Gifts--Beyond the Basics
Authors: Carovano, J.; Nash, Anne
Tags: real estate, Syllabus 3.0, v7n3(2003)
Incredibly Practical Tips, Considerations and Reflections for Marketing, Cultivating and Getting Gifts in a Complex Development Office
Authors: Ashton, Debra
Tags: marketing, program administration, Syllabus 2.0, Syllabus 4.0, v7n4(2003)
Seeking and Searching in the Gift Planning Marketplace
Authors: Johnson, Tanya Howe
Tags: gift planning careers, Syllabus 4.0, v7n4(2003)
Volume 7,Number 2, June 2003
A Primer on Intellectual Property
Authors: Wergeles, Amy Span; Shaughnessy, John R.
Tags: assets, Syllabus 3.0, v7n2(2003)
Philanthropy and Estate Tax Repeal: An Interview with William Gates, Sr.
Author: Johnson, Kevin
Tags: philanthropy, tax planning, Syllabus 1.0, Syllabus 5.0, v7n2(2003)
How to Develop a Successful Bequest Program: A Simple, easy-to-follow plan for starting, increasing and collecting bequests at your nonprofit
Author: DameGreene, Susan
Tags: bequests, marketing, program administration, Syllabus 2.0, Syllabus 4.0v7n2(2003)
Volume 7,Number 1, March 2003
Wealth and the Family: The Art of Questions
Author: Collier, Charlie
Tags: communications, family dynamics, Syllabus 2.0, v7n1(2003)
Why the $41 Trillion Wealth Transfer Estimate Is Still Valid: A Review of Challenges and Comments
Authors: Havens, John; Schervish, Paul