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AHP Book Store Introduction Because planned giving is an important part of the fundraising effort, it is essential for development professionals to understand common planned giving instruments and basic tax regulations governing planned gifts. That is why this topic is one of the fundamental educational programs offered by the Association for Healthcare Philanthropy Foundation and the Association for Healthcare Philanthropy (AHP). This study guide reviews basic tax regulations affecting planned giving and explains the benefits of a variety of planned giving instruments. It also contains basic information about figuring the tax implications of various types of gifts and sample situations that can be used for practice in assessing donors' needs and priorities and selecting appropriate planned giving methods. The guide recapitulates material covered in the AHP course "Understanding the Planned Giving Instruments (Canada)" and points you to additional resources to help you gain yet more detailed knowledge of this subject. Learning objectives When you have finished studying this guide, you should be better prepared to:
Editor's Note: Grateful acknowledgment is given to Frank Minton & Lorna Somers, authors of Planned Giving for Canadians: A Guide to Instituting and Managing a Successful Planned Giving Programme, from which the examples of planned giving instruments used in this study guide were adapted.
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