The IRA market is now $9.4 trillion. Only 2% of that is in Self-directed IRAs offering elbow room to invest in a wide variety of assets—real estate, notes, closely held stock, LLCs, trusts, options and more. Better yet, when you use an IRA Checkbook Control Trust or LLC, your IRA account is in your control. Be the boss and ramp up your profits. Five easy to view video modules plus bonus PDF downloads get you up and running with checkbook control in no time flat. This Step-by-Step Guide provides all the know-how you need.
Are you really using Charitable Remainder Trusts effectively? Or did you leave them in a pile of dust after taking some classes, putting the book on the shelf, and going back to gift annuities or just cash and stock gifts? If you have wanted to jump into using Charitable Remainder Trusts for your clients or donors, but you have not really figured out the best and quickest way to get started, Quick Start Guide to Working with CRTs is the answer. Four short 45+ minute modules with online video lessons, PDFs, PowerPoint slides and bonus packages for use with your clients/donors take you far beyond the basics to skillful planning.
This video course is the fastest and most effective way to succeed with CRTs. CSPG students will find this an amazing refresher course.Get Started
Easy-to-read handbooks on charitable remainder trusts for the advisor or the fundraiser consisting of five individual e-books in a series. Discover what you need to know to advise your client and set up the right trust for the client’s needs and individual situation. CRTs can offer substantial benefits if you know how to use them effectively. Ramp up your expertise with these Step-by-Step Guides.
You thought the pooled income fund was dead, a concept from the past that doesn't work now. THINK AGAIN. It is reborn. The combination of low AFR rates and the modified definition of “income” in the 2004 regulations make this one of the most exciting charitable gift vehicles right now. Start a new pooled income fund and use the current 2.2% AFR. Compare that to the same CRT deduction—at least twice the deduction! No 100% confiscatory tax on UBTI, no minimum 10% remainder rule, and you can even use the power of adjustment to allocate earnings between income and principal. Income can be redefined to include capital gain. If you have any idea how powerful all of that makes a pooled income fund, this is the course you need to adopt it for your clients or your organization. If you have no idea what I am talking about, you definitely need this course! Three modules, video lessons, Power Point slides you can use in making your own presentations, PDF downloads and much more.
Marketing online may seem different than marketing offline. However, you may be surprised to discover there are 6 basic principles of marketing that apply to both. These 6 principles lead to the best 6 steps in marketing. If these 6 steps are taken in sequence, whether online or offline, they lead to finding, targeting, profiling, assessing, reaching and converting the market to disciplined, accountable, lucrative sales. It will transform your marketing forever. Don’t start at zero. Other marketing courses assume you already know these principles and how to make their teaching and mentoring fruitful. But they start at the wrong place. This course gives you a strong, logical foundation. Get a dynamic jumpstart and enjoy the rocket ride to success.Get Started
The Complete Blueprint for Gift Acceptance Policies and Procedures
You will discover why there are 3 different types of “Gift Acceptance Policies”. Learn how Gift Acceptance Policies can either “control” fundraising behavior or “guide” it — which do you really want?
You will find 14 reliable policies you must adopt to ensure your fundraising is simple and secure for both you and your donor and 4 tested steps to setting up powerful Gift Acceptance rules.
This course creates a step-by-step roadmap to writing Gift Acceptance rules specific to your organization. Following these steps will help you avoid unnecessary post-gift mishaps and mismanagement that destroy a donor's confidence. It’s a one-of-a-kind approach that guarantees a stellar formula for creating Gift Acceptance Policies and Procedures!
You’ll discover design and drafting tips for CRTs as well as IRA beneficiary designations to make it work. You will know how to make sure it fits your client’s or donor’s needs. These seven proven techniques will blossom for you and lead to new gift generation. You will understand how the technique you choose works with investment management strategy to achieve the client’s goal of stretching IRA distributions over lifetime in a tax-exempt vehicle. You may think it is off the beaten path planning right now, but one day you may find it’s just what you need.
A Four-Book Series deriving originally from seminars I gave across the U.S. There were four three-day seminars, the underlying philosophy of which was that you were just assigned to start a planned giving program. You were given an office, or maybe just a cubicle, a desk, a chair, a pad of paper and a sharp yellow pencil. Nothing else, and you had never done this before.
First, you must think through what you hope to accomplish (Book #1: Think). Second, you need to create your written plans to lay the foundation for its success. (Book #2: Plan). Third, a time comes when your goal is ready for you to act upon your plans and make it happen. (Book #3: Act). Fourth, once it happens, you will succeed only if you understand how to manage both the program itself and the resulting closed gifts. (Book #4: Manage).
Creating or even revitalizing a planned giving program is akin to starting a new business. It needs to move through many stages of “process” before it becomes profitable. “Think” covers how to fit planned giving into a nonprofit successfully, both as to people, programs and money.
Like starting a new business, we need to keep in mind the end result—the payoff. This book will show you how to create effective, successful business and marketing plans. You will discover you are light years ahead of a comparable startup without these essential plans.
To make your program work successfully, your action efforts will fall into two categories—working effectively inside your organization and working outside your organization.
A small book of poems that range from the irreverent to the irrelevant, written over 40 years but never before shared.
These are easy to read and rich with insights about life and love that will soon be available in audio format.
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Every second is precious and yet oh so fleeting. This book explores how to appreciate time for what everyone wants it to be: a person complete with emotions.
Let's look at how time reacts to normal human situations in this hilarious graphic book.Yes! I want this now!
They all say cats have nine lives, and somehow it's true!
Filled with insights on how fleeting life can be, A Tale for Betty will teach how to appreciate the littlest things in life.
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A delightful little book that teaches you the important elements of setting up your trust by using rules or warnings your mother always told you when you were growing up. These "Mom" lessons actually apply when you decide to set up a trust, whether a family living trust, an insurance trust, a charitable remainder trust, or any other type of personal trust. It provides an enjoyable way to learn the basic principles of trust planning.
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Lynda L. Sands is a lawyer, consultant, trainer, author and motivational speaker in philanthropic planning.
She specializes in strategic designs and solutions for philanthropic transfers of wealth.
Her 40+ years of specializing in high net worth philanthropy have provided her with exceptional depth of expertise in solving design issues and asset transfer issues, as well as resolving problematic cases where charitable gifts were not well designed and executed.
Lynda has written several books and many articles in her professional field of philanthropy but has always enjoyed writing fiction and nonfiction. For many years she has kept a collection of private works on her computer and in her head. With this edition, she has decided to make a few of them public. Lynda lives in Central Oregon with her aviation journalist husband and her black Labrador retriever (and a bunch of deer, birds, cats, rabbits, gophers, and other animals that saunter through their land on a regular basis).Learn More