The Complete Guide To Planned Giving

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The Complete Guide to Planned Giving

Author : Debra Ashton
Publisher : J A B Publishing Company
Page : 452 pages
File Size : 47,9 Mb
Release : 1991
Category : Social Science
ISBN : UOM:39015032816897

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The Complete Guide to Planned Giving by Debra Ashton Pdf

Planned Giving Essentials

Author : Richard D. Barrett,Molly E. Ware
Publisher : Jones & Bartlett Learning
Page : 212 pages
File Size : 52,5 Mb
Release : 2002
Category : Business & Economics
ISBN : 0834219050

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Planned Giving Essentials by Richard D. Barrett,Molly E. Ware Pdf

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

The Ultimate Quick Reference Planned Giving Pocket Guide

Author : Viken Mikaelian,Brian Sagrestano,Camilyn Leone,Joseph McKay,Scott Janney,Elizabeth Leverage
Publisher : Unknown
Page : 55 pages
File Size : 53,6 Mb
Release : 2015-01-09
Category : Electronic
ISBN : 194292500X

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The Ultimate Quick Reference Planned Giving Pocket Guide by Viken Mikaelian,Brian Sagrestano,Camilyn Leone,Joseph McKay,Scott Janney,Elizabeth Leverage Pdf

This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.

Conducting a Successful Major Gifts and Planned Giving Program

Author : Kent E. Dove,Alan M. Spears,Thomas W. Herbert
Publisher : Jossey-Bass
Page : 584 pages
File Size : 54,7 Mb
Release : 2002-03-18
Category : Business & Economics
ISBN : UOM:39015054376390

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Conducting a Successful Major Gifts and Planned Giving Program by Kent E. Dove,Alan M. Spears,Thomas W. Herbert Pdf

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.

Planned Giving

Author : Ronald R. Jordan,Katelyn L. Quynn
Publisher : John Wiley & Sons
Page : 851 pages
File Size : 55,8 Mb
Release : 2009-04-22
Category : Business & Economics
ISBN : 9780470480823

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Planned Giving by Ronald R. Jordan,Katelyn L. Quynn Pdf

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.

Fundraising Basics

Author : Barbara L. Ciconte,Jeanne Gerda Jacob
Publisher : Jones & Bartlett Learning
Page : 466 pages
File Size : 55,8 Mb
Release : 2005
Category : Business & Economics
ISBN : 0763734462

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Fundraising Basics by Barbara L. Ciconte,Jeanne Gerda Jacob Pdf

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.

The Art of Planned Giving

Author : Douglas E. White
Publisher : Unknown
Page : 394 pages
File Size : 53,8 Mb
Release : 1995
Category : Business & Economics
ISBN : UOM:39015034512411

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The Art of Planned Giving by Douglas E. White Pdf

"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.

Ultimate Quick Reference Planned Giving Pocket Guide

Author : Viken Mikaelian
Publisher : Unknown
Page : 128 pages
File Size : 51,8 Mb
Release : 2019-12
Category : Electronic
ISBN : 1942925034

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Ultimate Quick Reference Planned Giving Pocket Guide by Viken Mikaelian Pdf

Over 4000 sold. The is the "insiders" guide to what planned gifts can do for your donors and for your organization. Use the guide to gain more satisfied donors and better financial results for your non-profit. Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure - it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. An important tool in gift-planning in the world of philanthropy. And a must-have fundraising tool for everyone on your development staff. Planned giving: good for your nonprofit and great for your career! STRUCTURE AND CONTENTS: ? 44 pages ? 9 x 12 ? Wire-bound, so it stays flat when opened ? Over 16 giving vehicles explained ? Upside and downside of each gift plan for your nonprofit and the donor ? Elevator pitch with each gift plan ? Gift diagrams included

Planned Giving for Canadians

Author : Frank Minton,Lorna Somers
Publisher : Waterdown, Ont. : Somersmith
Page : 359 pages
File Size : 50,7 Mb
Release : 1994
Category : Charities
ISBN : 0969825307

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Planned Giving for Canadians by Frank Minton,Lorna Somers Pdf

The Philanthropic Planning Companion

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 46,9 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781118235492

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The Philanthropic Planning Companion by Brian M. Sagrestano,Robert E. Wahlers Pdf

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 Complete Guide to Fundraising Management

Author : Stanley Weinstein,Pamela Barden
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 47,6 Mb
Release : 2017-02-28
Category : Business & Economics
ISBN : 9781119289357

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The Complete Guide to Fundraising Management by Stanley Weinstein,Pamela Barden Pdf

The real-world guide to successfully funding your nonprofit program The Complete Guide to Fundraising Management is the comprehensive handbook for successful fundraising, with a practical focus that applies across the nonprofit sector. With a focus on planning, self-assessment, continual improvement, and high-payoff strategies, this book provides more than just ideas—it shows you the concrete, real-world actions that make it all happen, and gives you the tools you need to bring these concepts to life. This new fourth edition features the latest information about social media campaigning, internet fundraising, crowdfunding, and more. Timelines, checklists, and forms help you streamline management tasks to focus on effective development, and updated sample reports and budget information help you begin implementing these approaches quickly. The nonprofit world is becoming increasingly competitive in terms of funding, and fundraisers are being asked to perform miracles more than ever before. This book offers a time-tested framework for fundraising success, with step-by-step guidance through the entire process from prospect to program. Understand and apply the major principles and best practices of fundraising Manage information, resources, development, and volunteers Adopt new approaches to relationship-building and prospect identification Write grants and fundraising materials that make a rock-solid case for support There is never enough funding to go around. To survive and thrive, nonprofits must revitalize interest and generate more support. Gone are the days of door-knocking and bake sales; strategy is critical, and execution must be top-notch. The Complete Guide to Fundraising Management shows you the real-world strategies that get your programs funded.

A Life With Significance

Author : Jim Van Houten
Publisher : Unknown
Page : 54 pages
File Size : 55,6 Mb
Release : 2020-01-28
Category : Electronic
ISBN : 1660358620

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A Life With Significance by Jim Van Houten Pdf

A Life with Significance: Leaving a Legacy through Charitable Planned Giving is a book to stimulate potential donors to consider the benefits of planned giving and to demonstrate in an easy to understand manner some unique ways to make these gifts. It discusses outright gifts at death, charitable remainder trusts and charitable lead trusts. The purpose of the book is to stimulate their interest in exploring some of these ideas with their favorite charity or the charity that gave them the book. The Guide for Charities version contains the entire book that is given to potential donors or existing donors. In addition, it contains valuable information on marketing. It gives ideas on where to find potential donors for charitable planned giving, how to approach them and what to say. It also contains a sample 3-5 talk for you if you are given the opportunity to make a short presentation. Included are some resources for learning about planned giving ideas as well as how to develop a planned giving proposal. This book and the tools provide in the book will help to get charitable planned gifts without having to add more staff. It has worked well for charities that I have worked with and it can work well for you.

The Power of Legacy and Planned Gifts

Author : Kevin Johnson
Publisher : John Wiley & Sons
Page : 338 pages
File Size : 52,8 Mb
Release : 2010-03-25
Category : Business & Economics
ISBN : 9780470608722

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The Power of Legacy and Planned Gifts by Kevin Johnson Pdf

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.

The Complete Guide to Fundraising Management

Author : Stanley Weinstein,Pamela Barden
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 40,8 Mb
Release : 2017-02-28
Category : Business & Economics
ISBN : 9781119289364

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The Complete Guide to Fundraising Management by Stanley Weinstein,Pamela Barden Pdf

The real-world guide to successfully funding your nonprofit program The Complete Guide to Fundraising Management is the comprehensive handbook for successful fundraising, with a practical focus that applies across the nonprofit sector. With a focus on planning, self-assessment, continual improvement, and high-payoff strategies, this book provides more than just ideas—it shows you the concrete, real-world actions that make it all happen, and gives you the tools you need to bring these concepts to life. This new fourth edition features the latest information about social media campaigning, internet fundraising, crowdfunding, and more. Timelines, checklists, and forms help you streamline management tasks to focus on effective development, and updated sample reports and budget information help you begin implementing these approaches quickly. The nonprofit world is becoming increasingly competitive in terms of funding, and fundraisers are being asked to perform miracles more than ever before. This book offers a time-tested framework for fundraising success, with step-by-step guidance through the entire process from prospect to program. Understand and apply the major principles and best practices of fundraising Manage information, resources, development, and volunteers Adopt new approaches to relationship-building and prospect identification Write grants and fundraising materials that make a rock-solid case for support There is never enough funding to go around. To survive and thrive, nonprofits must revitalize interest and generate more support. Gone are the days of door-knocking and bake sales; strategy is critical, and execution must be top-notch. The Complete Guide to Fundraising Management shows you the real-world strategies that get your programs funded.