Charitable Gift Planning


Book Description

When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.




Planned Giving in a Nutshell


Book Description

Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include:- Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts- Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each- Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans- Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.




Donor-Centered Planned Gift Marketing


Book Description

A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.




The Relentlessly Practical Guide to Raising Serious Money


Book Description

Why of all the hundreds of fund raising books available did Americorps Vista, with offices throughout the United States, single out The Relentlessly Practical Guide to Raising Serious Money as the premier book on the subject and provide a copy to thousands of its staff?




Strategic Planning for Nonprofit Organizations


Book Description

Your total guide to putting a powerful management tool to work in your organization Why strategic planning? Because a well wrought strategic plan helps you set priorities and acquire and allocate the resources needed to achieve your goals. It provides a framework for analyzing and quickly adapting to future challenges. And it helps all board and staff members focus more clearly on your organization's priorities, while building commitment and promoting cooperation and innovation But to be effective, your plan will need to address the special needs of the nonprofit sector. And for more than a decade, Strategic Planning for Nonprofit Organizations has been the number-one source of guidance on all facets of strategic planning for managers at nonprofits of every size and budget. This thoroughly revised, updated, and expanded edition arms you with the expert knowledge and tools you need to develop and implement surefire strategic plans, including tested-in-the-trenches worksheets, checklists, and tables--in print and on the companion website--along with a book-length case study that lets you observe strategic planning in action. Packed with real-world insights and practical pointers, it shows you how to: Develop a clear mission, vision, and set of values Conduct SWOT analyses and program evaluations Assess client needs and determine stakeholder concerns Set priorities and develop core strategies, goals, and objectives Balance the dual bottom lines of mission and money Write and implement a solid strategic plan Develop a user-friendly annual work plan Establish planning cycles, gauge progress, and update strategies




Fundraising Basics


Book Description

This primer helps new fund raisers learn the basics, from the vocabulary of fund raising to the nuances of major trends affecting nonprofit fundraising today. With up-to-date case studies and reallife examples, this practical guide will provide an overview of the field and give development staff, managers, and directors a platform from which to operate their fund raising programs. This guide is a musthave for anyone new to the fund raising arena.




For A Good Cause


Book Description

“For many volunteers, fundraising is a necessary evil, a dirty F-word that compels them to have uncomfortable conversations with their families and friends . . .” Through her work with countless female philanthropists, Diane Lebson discovered that there was no definitive guide volunteers and activists could turn to for guidance in navigating the day-to-day activities associated with doing good in the world—so she wrote one. Leveraging the skills and experiences she cultivated over more than twenty-five years as a nonprofit executive, board member, and consultant, For A Good Cause offers practical tips on how to “do” philanthropy. In chapters divided up by specific activities—such as serving on a board, advocating for a cause, starting your own philanthropic venture, becoming a fearless fundraiser, and more— Diane offers practical advice on how to professionalize your philanthropic engagement and make a greater impact. Rounded out with information about best practices, checklists, and profiles of inspiring leaders, For A Good Cause is the do-gooder’s go-to resource for giving joyfully.




How to Increase Giving in Your Church


Book Description

One of the most difficult tasks facing any church leader is the issue of raising funds. It's not that we don't realize that tithing and giving are biblical issues; God's Word is full of strong statements about the stewardship of money. But how does a pastor convey God's heart for stewardship? Literally, what's the best way to raise the money your church needs to survive? Obviously, God is the one who builds the church and he is the ultimate provider. But what's the best process of shepherding the funds he has for your church? This step-by-step guide will give you tools you need to raise funds in your church--scripturally and successfully--without compromising biblical integrity. After all, it's God's church and his mone--but our responsibility to manage it.




The ABA Practical Guide to Estate Planning


Book Description

The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process.




Development for Academic Leaders


Book Description

DEVELOPMENT FOR ACADEMIC LEADERS In addition to their other duties, academic leaders are expected to network with potential donors and to be productive and enthusiastic fundraisers. More often than not, however, academic leaders are given little or no training on how to be savvy fundraisers for their institutions. Development for Academic Leaders is a much-needed resource that offers a concise yet comprehensive guide to fundraising for those who are new to the process. The book clarifies roles, responsibilities, programs, activities, politics, and funding sources as well as offering a review of the overall process. Written by Penelepe C. Hunt, a successful practitioner of and noted expert in academic fundraising, the book includes information on attracting and retaining effective development officers and contains suggestions for deans (and other campus leaders) for working effectively with these valued members of their institutions. Hunt introduces novice fundraisers to the cycle of giving (identification, qualification, cultivation, solicitation, and stewardship) and provides information on how and when to take part in the fundraising process. She defines the various types of funding including annual gifts, major gifts, planned gifts, and principal gifts and reveals why ascertaining which type of gift will be most appealing to a donor is an important part of planning for a successful solicitation. Development for Academic Leaders also contains suggestions for overcoming reluctance on the part of leaders to ask potential donors for a gift. Hunt explains that donors do not give merely because our programs need and deserve support. They give because of their own desires, passions,and aspirations. Development for Academic Leaders also reveals the importance of participating in your institution's overall development communications efforts and offers a general overview of campaign and event principles and how you can use these funding strategies to the advantage of your college. For any academic leader who participates in their program's fundraising efforts, this important resource offers a wealth of information for becoming a creative, skilled, and successful part of the fundraising team.