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Visual Planned Giving (in Color)

Author : Russell James

Publisher :

Page : 434 pages

File Size : 16,73 MB

Release : 2014-03-14

Category :

ISBN : 9780615986272

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Book Description

Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.





The Art of Planned Giving

Author : Douglas E. White

Publisher :

Page : 394 pages

File Size : 28,78 MB

Release : 1995

Category : Business & Economics

ISBN :

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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.



Donor-Centered Planned Gift Marketing

Author : Michael J. Rosen

Publisher : John Wiley & Sons

Page : 390 pages

File Size : 31,59 MB

Release : 2010-11-29

Category : Business & Economics

ISBN : 0470915331

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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.



Inspired Philanthropy

Author : Tracy Gary

Publisher : John Wiley & Sons

Page : 342 pages

File Size : 48,37 MB

Release : 2008-11-03

Category : Business & Economics

ISBN : 0470447362

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Book Description

This newest edition of the classic book shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans. Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes. In addition to overall updates to statistics, the new edition includes a discussion of the implications of the Buffett gift to the Gates Foundation; new legacy planning tools; expanded resources on youth, giving circles, and communities of color; key questions for advisors and donors; and worksheets and resources available on the enclosed CD.



Planned Giving Workbook

Author : Ronald R. Jordan

Publisher : John Wiley & Sons

Page : 218 pages

File Size : 36,74 MB

Release : 2002-11-06

Category : Business & Economics

ISBN : 047144930X

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Book Description

Practical and proven guidelines for launching and growing a successful planned giving program For planned giving officers and development staff members, documentdevelopment is a critical part of the job. Nonprofit employees mustcreate documents that take many forms, including: detailedproposals describing complicated gift options; marketing materials;correspondence to donors, professional advisors, and staff members;exhibits; agreements; presentation materials; and IRS andtax-related documents. This workbook, together with the documentscontained on the accompanying CD-ROM, will help employees ofdevelopment organizations draft, design, and develop a variety ofdocuments that can accomplish their organization's goals. The Planned Giving Workbook contains a CD-ROM with 425 documents toassist nonprofit development staff, mentors, and planned givingofficers in their jobs. These documents serve as models, ortemplates, to be used in planned giving and development. Thedocuments are divided into seven categories, with one chapter ofthe Workbook devoted to each type of document. The seven categoriesare: * Marketing * Agreements * Correspondence * Administrative Documents * Exhibits * Presentations * Tax and IRS Documents Planned giving officers, development professionals, nonprofitexecutives, and consultants will find the Planned Giving Workbookto be a vital tool for long-term fundraising.



Inside the Mind of the Bequest Donor

Author : Russell James

Publisher : CreateSpace

Page : 324 pages

File Size : 35,22 MB

Release : 2013-04

Category : Fund raising

ISBN : 9781484197837

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Book Description

Combining new fMRI neuroimaging results from his lab at Texas Tech University with experimental psychology, psychological theory, and survey research, Dr. Russell James leads the reader inside the conscious and subconscious processes engaged by bequest decision-making. Although many fundraisers think that legacy giving is just like any other form of fundraising, these new studies using fMRI (functional magnetic resonance imaging) show just how differently the brain reacts to legacy decisions. This lively presentation by the author of the world's first published peer-reviewed research examining charitable bequest decision-making using fMRI is no dry academic textbook. Including more than 300 visual slides taken from his public lecture presentations, the book presents intensely practical suggestions for dramatically increasing success in planned giving, legacy fundraising, and estate planning. Chapters: 1 Preface 2 Introduction 3 Why Bequest Giving is Different 4 Terror Management Theory Stage 1: Avoidance 5 Terror Management Theory Stage 2: Autobiographical Heroism & Symbolic Immortality 6 Understanding Neuroimaging Research in Charitable Giving 7 Results of Neuroimaging Experiments in Charitable Bequest Decision-Making 8 Testing Messages to Encourage Charitable Bequests 9 Practical Applications Part I: Managing Avoidance 10 Practical Applications Part II: Building Autobiographical Relevance & Symbolic Immortality 11 Using The Model to Understand Your Two Biggest Competitors



Charitable Gifts of Noncash Assets

Author : Bryan Clontz

Publisher : Createspace Independent Publishing Platform

Page : 434 pages

File Size : 33,38 MB

Release : 2017-01-12

Category :

ISBN : 9781540441881

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Book Description

This book is intended for several audiences: 1. Front line advisors: financial, tax and legal advisors who have clients whose assets go well beyond cash and public securities. 2. Nonprofit gift planners: fundraisers in major gifts, planned gifts, and principal gifts whose donors wish to give assets other than cash. 3. Technical experts: Lawyers, accountants, and back office staff at charities and financial institutions charged with determining how an asset may be used for a philanthropic purpose, or determining whether that asset should be accepted as a gift.



A Spectrum of Legacies

Author : Mark Weber

Publisher :

Page : pages

File Size : 28,1 MB

Release : 2021-08-30

Category :

ISBN : 9780999090725

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Book Description

Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value.



Donor-centered Fundraising

Author : Penelope Burk

Publisher :

Page : 329 pages

File Size : 30,83 MB

Release : 2018

Category : Fund raising

ISBN : 9780968797853

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Book Description

"Supported by dozens of studies over twenty years involving tens of thousands of donors, 'Donor-Centered Fundraising' paints a candid picture of why donors stop giving, and what it will take to preserve their ongoing loyalty in the future. In clear language and backed by statistical evidence, the book explores the pitfalls of the fundraising industry's traditional approaches to donor communication and recognition and clarifies what donors want but seldom get from the charities they support."--Publisher description.