The Complete Guide to Planned Giving
| Author | : Debra Ashton |
| Publisher | : J A B Publishing Company |
| Total Pages | : 452 |
| Release | : 1991 |
| Genre | : Social Science |
| ISBN | : |
Planned Giving
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Planned Giving Essentials
| Author | : Richard D. Barrett |
| Publisher | : Jones & Bartlett Learning |
| Total Pages | : 212 |
| Release | : 2002 |
| Genre | : Business & Economics |
| ISBN | : 9780834219052 |
This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Donor-Centered Planned Gift Marketing
| Author | : Michael J. Rosen |
| Publisher | : John Wiley & Sons |
| Total Pages | : 390 |
| Release | : 2010-11-29 |
| Genre | : Business & Economics |
| ISBN | : 0470915331 |
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 Art of Planned Giving
| Author | : Douglas E. White |
| Publisher | : |
| Total Pages | : 394 |
| Release | : 1995 |
| Genre | : Business & Economics |
| ISBN | : |
"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.
Planned Giving
| Author | : Ronald R. Jordan |
| Publisher | : John Wiley & Sons |
| Total Pages | : 851 |
| Release | : 2009-04-22 |
| Genre | : Business & Economics |
| ISBN | : 0470480823 |
Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition empowers fundraising professionals with the ability to speak the same language as donors and their advisors, while still keeping their own organization's goals in mind. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Planned Giving
| Author | : Rob Henson CFRE |
| Publisher | : iUniverse |
| Total Pages | : 64 |
| Release | : 2016-06-17 |
| Genre | : Social Science |
| ISBN | : 153200009X |
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
How to Raise Planned Gifts by Mail
| Author | : Larry Stelter |
| Publisher | : Emerson & Church, Publishers |
| Total Pages | : 116 |
| Release | : 2008 |
| Genre | : Business & Economics |
| ISBN | : 9781889102337 |
Planned Giving in a Nutshell
| Author | : Craig C. Wruck |
| Publisher | : |
| Total Pages | : 188 |
| Release | : 2016-07-11 |
| Genre | : |
| ISBN | : 9781535242233 |
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.
The Philanthropic Planning Companion
| Author | : Brian M. Sagrestano |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2016-03-17 |
| Genre | : Business & Economics |
| ISBN | : 1118221842 |
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.
Planned Giving in a Nutshell, 4th Edition
| Author | : Craig C. Wruck |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2013-03-06 |
| Genre | : Charitable uses, trusts, and foundations |
| ISBN | : 9781482672909 |
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.
