FREE: 2017 Planned Giving Law & Tax Book by Dr. Russell James

The 2017 version of the 427 page book, “Visual Planned Giving: Introduction to the Law & Taxation of Charitable Gift Planning” by Dr. Russell James has now been released. The book is available as a free download at or in hard copy at

Now in its 4th annual edition, this book provides an introductory overview of the wide range of charitable gift planning topics including elements of a gift, documentation requirements, valuation rules, income limitations, bargain sales, charitable gift annuities, charitable remainder trusts, charitable lead trusts, life insurance, retirement assets, private foundations, and donor advised funds.


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