Contents

APPENDIX JGordon, Morgan, and White, “Gone, But Not Forgotten,” 24 Fund Raising Man. (No. 4) 20(June 1993).Lane and Frantzreb, “Life Insurance for Endowment: Great Concept Or Booby Trap?,” 21Fund Raising Man. (No. 2) 47 (1990).Luecke and Bauer, “Charitable Life Insurance: The Ideal Deferred Gift,” 21 Fund RaisingMan. (No. 2) 41 (1990).Murdich, “IRS Ruling Denies Deductibility of Charitable Gifts of Insurance,” 3 J. Tax. ofExempt Orgs. (No. 2) 26 (Summer 1991).Murdich, “IRS Ruling Denies Deduction of Charitable Gifts of Life Insurance,” 3 J. Tax.Exempt Orgs. 26 (Summer 1991).Raby and Raby, “What Gets Split With Split-Dollar Life Insurance?,” 24 Exempt Org. TaxRev. (No. 1) 37 (April 1999).Schlenger, Madden, and Hayes, “Charitable Deduction Disallowed for Gift of Life Insurance,”18 Est. Plan. 239 (July/Aug. 1991).Schlenger, Madden, and Hayes, “IRS Revokes Adverse Ruling on Contributions of LifeInsurance,” 19 Est. Plan. 177 (May/June 1992).Sharpe, Sr., “How to Encourage Gifts of Life Insurance to Nonprofit Institutions,” NSFREJour. 16 (Jan. 1993).CHAPTER 18 ESTABLISHING AND MAINTAINING A PLANNEDGIVING PROGRAMBell, “Identify Super Donors Through Direct Mail,” 11 Fund Raising Man. (No. 6) 36 (1980).Caswell, “How to Market Planned Giving,” 17 Fund Raising Man. (No. 12) 56 (1987).Clark, “Promised Gifts and Partial Gifts: Guidelines for Negotiation and Administration,”American Association of Museums (Westlaw: C379 ALI-ABA 337, 1989).Collier, “Use ‘Selling Technique’ To Generate Planned Gifts,” 11 Fund Raising Man. (No. 6)28 (1980).Converse, “Planned Giving Adds Stability to a Program,” 18 Fund Raising Man. (No. 12)48 (1988).Converse, “Think of the Possibilities!,” 21 Fund Raising Man. (No. 12) 54 (1991).Cruickshank, “Good Management Requires A Director of Planning and Development,”XVII Phil. Mon. (No. 8) 16 (1984).Field, “A New Way of Looking At Planned Giving,” 18 Fund Raising Man. (No. 12) 55(1988).Hill, “Charitable Contributions and the Foreign Tax Credit,” 3 J. Tax. of Exempt Orgs. (No. 2)22 (Summer 1991).Lamport, Jr., “Psychological Dimensions: Fund Raising or Friendship Building,” XVIIPhil. Mon. (No. 4) 33 (1984).Leeseberg, “Anatomy of a Gift,” 18 Fund Raising Man. (No. 12) 60 (1988).Moerschbacher, “Ethics in Planned Giving” 18 Fund Raising Man. (No. 12) 62 (1988).Moran, “Warning: Think Before You Begin A Planned-Giving Program,” 21 Fund RaisingMan. (No. 12) 43 (1991).Moran, “Where The Real Money Is In Planned Giving,” 22 Fund Raising Man. (No. 5) 38(1991).Schmeling, “Integrating Planned Giving,” 21 Fund Raising Man. (No. 12) 38 (1991).Schultz, “Ask Before You Buy: Planned Gifts Software Questions,” 16 Fund Raising Man.(No. 12) 40 (1976).Schultz, “Four Steps to Closing a Major Planned Gift,” 17 Fund Raising Man. 44 (1987). 681