How to Get a Planned Gifts Program Up and Running


Book Description

Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more. Important topics covered include: Estate gift modeling Advisory councils Testimonials Deferred payments Promoting bequests Planned gift expectancies Cultivating agents of wealth Building prospect lists Accepting life insurance Planned gift ambassadors Challenge gifts Intention forms Endowment donors Planned gifts newsletters Planned giving marketing plans Estate donors Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.




Planned Giving Essentials


Book Description

This book is the premier resource that will provide all you need for successful development of your planned giving programs.




Start at Square One


Book Description

The world of not-for-profit fund raising can be one of high-cost special events and persistent lobbying, while other types of fund raising can provide a much higher reward at a lower cost without the nagging frustration and weary disappointment.




Conducting a Successful Major Gifts and Planned Giving Program


Book Description

Conducting a Successful Major Gifts and Planned Giving Program— the fifth volume in the groundbreaking Dove on Fundraising Series—is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real-world examples.




The Philanthropic Planning Companion


Book Description

A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.




The Power of Legacy and Planned Gifts


Book Description

The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.




How to Raise Planned Gifts by Mail


Book Description




Planned Giving


Book Description

Planned Giving is the next great frontier in philanthropy. There has been double-digit growth in planned gifts over the past few years and that trend will continue. Non-profits that can invest some time each week in cultivating these gifts will see fundraising success for years to come. This book will help you develop a solid and repeatable strategy to identify and cultivate potential donors. This text is designed to deliver the tools and methods to help you organize your time and team to get maximum return on investment in this important area of fundraising. This book is different that most planned giving books. This books focuses on relationships. This is not about the technicalities of planned gifts. On these pages you will find best practices to identify donors, enlist volunteer support, and engage in meaningful relationships and planning the legacy of your donors




Practical Guide to Planned Giving, 1999


Book Description

According to American Benefactor, the parents of today's baby boomers are expected to leave behind an inheritance of no less than $10 trillion.As this generation matures, they'll need your help in understanding the benefits of charitable contribution. Practical Guide to Planned Giving presents the finer points of a planned giving program's marketing and management efforts. Use it to decipher the confusing legal, tax and marketing problems that often arise when soliciting a planned gift. The Guide offers strategic marketing advice that will make your planned giving program a winner.To maximize tax benefits for your donors, you need the kind of current, accurate information supplied by this valuable reference. Fully updated with the most recent information and advice, Practical Guide to Planned Giving provides you with the following: -- Extensive information on the nuts and bolts of marketing and running a planned giving program -- from creating and budgeting a successful program to winning board approval -- Detailed chapters devoted to the principal planned giving options -- revocable gifts, irrevocable trust gifts, irrevocable non-trust gifts -- with clear explanations of the advantages and disadvantages of each gift option for donors and recipients -- Timely, essential information that is updated annually to reflect the changes in tax laws -- Useful chapters on establishing and running a planned giving program for the small one person development office




The Art of Planned Giving


Book Description

"A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.