The Philanthropic Planning Companion

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 40,6 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781118235492

Get Book

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.

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 44,6 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781118221846

Get Book

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.

Author : Tobias Jung,Susan D. Phillips,Jenny Harrow
Publisher : Routledge
Page : 553 pages
File Size : 43,5 Mb
Release : 2016-05-17
Category : Business & Economics
ISBN : 9781317579717

Get Book

The Routledge Companion to Philanthropy by Tobias Jung,Susan D. Phillips,Jenny Harrow Pdf

Philanthropy – the use of private resources for public purposes – is undergoing a transformation, both in practice and as an emerging field of study. Expectations of what philanthropy can achieve have risen significantly in recent years, reflecting a substantial, but uneven, increase in global wealth and the rolling back of state services in anticipation that philanthropy will fill the void. In addition to this, experiments with entrepreneurial and venture philanthropy are producing novel intersections of the public, non-profit and private spheres, accompanied by new kinds of partnerships and hybrid organisational forms. The Routledge Companion to Philanthropy examines these changes and other challenges that philanthropists and philanthropic organisations face. With contributions from an international team of leading contemporary thinkers on philanthropy, this Companion provides an introduction to, and critical exploration of, philanthropy; discussing current theories, research and the diverse professional practices within the field from a variety of disciplinary perspectives. The Routledge Companion to Philanthropy is a rich and valuable resource for students, researchers, practitioners and policymakers working in or interested in philanthropy.

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : Charitychannel LLC
Page : 158 pages
File Size : 42,5 Mb
Release : 2016-08-27
Category : Business & Economics
ISBN : 1938077857

Get Book

Getting Started in Charitable Gift Planning by Brian M. Sagrestano,Robert E. Wahlers Pdf

Charitable planned giving is a difficult and technically challenging, yet powerful, segment of fundraising. This book, along with the companion, Getting Started in Charitable Gift Planning: The Resource Book, is the first to break it down into a conversational read while delivering what the reader needs to get started and excel.

Author : Rachel M. Reis
Publisher : Rachel M. Reis, MPA, CFRE
Page : 200 pages
File Size : 50,8 Mb
Release : 2024-06-02
Category : Business & Economics
ISBN : 8210379456XXX

Get Book

Philanthropy Study Key by Rachel M. Reis Pdf

Philanthropy Study Key was created by a CFRE for aspiring CFREs. The mission of Philanthropy Study Key is to provide high-quality, low-cost CFRE study guides for those who are preparing to take the test after they passed the application stage. Simply put -Philanthropy Study Key wants you to pay less and focus on doing more good. Read more about the story behind it at www.philanthropystudykey.com. This 200 page study guide will go over all domains of the CFRE: Domain 1: Current & Prospective Research (14% / 28 questions) Domain 2: Securing the Gift (23% / 46 questions) Domain 3: Relationship Building (26% / 52 questions) Domain 4: Volunteer Involvement (8%/ 16 questions) Domain 5: Leadership & Management (19% / 38 questions) Domain 6: Ethics (10% / 20 questions) Disclosures: This product is not endorsed by CFRE and I do not disclose any questions in this guide.

Author : Karlene Noel Jennings,Joyce Garczynski
Publisher : Rowman & Littlefield
Page : 159 pages
File Size : 51,8 Mb
Release : 2020-06-15
Category : Language Arts & Disciplines
ISBN : 9781538131305

Get Book

Fundraising for Academic Libraries by Karlene Noel Jennings,Joyce Garczynski Pdf

With more universities facing financial difficulty and academic libraries being asked to do more with less, fundraising has been transformed from a luxury to a necessity. Now, more than ever, academic libraries need to know how to effectively obtain and steward donors. Most fundraising books are written from perspectives that are not always relevant to the complex environment that academic libraries must navigate. Fundraising for Academic Libraries: A Practical Guide for Librarian is written just for academic libraries. The authors demystify fundraising to enable those to work in an academic library to feel confident in their ability to obtain contributions, sponsorships, and grants for their libraries. From major gifts to events to special collections, this book looks at academic library fundraising holistically. Not a one-size-fits-all approach, chapters explore multiple methods that an academic library can use to identify potential donors, ask for gifts, and retain existing contributors. This book also connects readers with extensive fundraising resources so they can readily apply the book’s tips and techniques to their own library environment. Whether they are interested in approaching a local business to provide a prize for a silent auction or asking for an established donor for an estate gift, novice academic library fundraisers will find step-by-step instructions that help them navigate a variety of situations. By providing readers with practical fundraising tools including flow charts, simple proposal and gift templates as well as sample donor correspondence, this book enables academic libraries to be able to start and advance their own development programs.

Author : Michael J. Worth
Publisher : SAGE Publications
Page : 505 pages
File Size : 45,9 Mb
Release : 2015-07-21
Category : Political Science
ISBN : 9781483393568

Get Book

Fundraising by Michael J. Worth Pdf

Fundraising: Principles and Practice provides readers with a comprehensive introduction to fundraising. Taking a balanced perspective, bestselling author Michael J. Worth offers insights on the practical application of relevant theory. The text is designed to engage readers in thinking critically about issues in fundraising and philanthropy to prepare them for careers in the nonprofit sector. Worth explores donor motivations and fundraising techniques for annual giving programs, major gift programs, planned giving, and corporate and foundation giving and campaigns. Traditional methods, including direct mail and personal solicitations, are discussed as well as new tools and practices, including online fundraising, crowd-funding and social networks, analytics, and predictive modeling. Written specifically for nonprofit career-oriented individuals, this book helps readers become successful fundraisers.

Author : Viken Mikaelian,Brian Sagrestano,Camilyn Leone,Joseph McKay,Scott Janney,Elizabeth Leverage
Publisher : Unknown
Page : 55 pages
File Size : 46,8 Mb
Release : 2015-01-09
Category : Electronic
ISBN : 194292500X

Get Book

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.

Author : Anonim
Publisher : Unknown
Page : 532 pages
File Size : 49,6 Mb
Release : 2002
Category : Electronic
ISBN : WISC:89082465238

Get Book

Covenant Companion by Anonim Pdf

Author : Alison Goldberg,Karen Pittelman,Resource Generation
Publisher : Soft Skull
Page : 192 pages
File Size : 44,5 Mb
Release : 2007-01-26
Category : Business & Economics
ISBN : IND:30000116372099

Get Book

Creating Change Through Family Philanthropy by Alison Goldberg,Karen Pittelman,Resource Generation Pdf

Creating Change Through Family Philanthropy explains how privilege works in our society, and how young people can use it to better society. Based on the authors’ experiences with Resource Generation, a national nonprofit working with wealthy young progressives, the book makes the case for addressing urgent social and economic needs financially. It frames controversial topics from power dynamics to grants payout in an accessible way, offering next-generation readers the tools they need to transform their funds. Drawing on over 40 interviews, this is an essential guide for both young philanthropists and anyone working with wealthy families interested in ethical giving.

Author : Simone P. Joyaux
Publisher : John Wiley & Sons
Page : 380 pages
File Size : 45,9 Mb
Release : 2011-03-03
Category : Business & Economics
ISBN : 9781118062272

Get Book

Strategic Fund Development by Simone P. Joyaux Pdf

The completely revised and expanded edition of a fundraising classic Strategic Fund Development became an instant classic the day the first edition was released. Now in this expanded third edition, it has been revised cover-to-cover with relevant new information and useful new tools and resources. The book addresses the needs for fundraisers of every level of expertise. Experienced development officers find this an invaluable reference tool for educating their colleagues and boards. New fundraisers get firm grounding in best practice and what it really takes to do this work. Executive directors learn how fundraising fits into the organization and what it takes to make fundraising productive. Contains in-depth analysis about what makes organizations effective, including things like leadership, organizational culture, decision-making processes, systems thinking, and well-managed change Offers comprehensive strategic planning insights, with detailed steps, sample research tools, retreat agendas, and complete plans Includes the same tools and resources for fundraising planning This updated classic provides essential insights, with an extra bonus: purchasers get exclusive access to a website of tools and resources.

Author : Peter R Elson,Sylvain A Lefèvre,Jean-Marc Fontan
Publisher : Unknown
Page : 334 pages
File Size : 40,5 Mb
Release : 2020-05-11
Category : Social Science
ISBN : 0228830044

Get Book

Philanthropic Foundations in Canada by Peter R Elson,Sylvain A Lefèvre,Jean-Marc Fontan Pdf

This book is a turning point in the evolution of Canada's philanthropic landscape - a testament to new and ground-breaking knowledge that reflects a distinct Canadian foundation sector. Explore established and emerging landscapes, Indigenous perspectives on philanthropy and creative and innovative pathways to change.

Author : Tiziano Raffaelli,Giacomo Becattini,Marco Dardi
Publisher : Edward Elgar Publishing
Page : 762 pages
File Size : 42,7 Mb
Release : 2006
Category : Business & Economics
ISBN : STANFORD:36105129849357

Get Book

The Elgar Companion to Alfred Marshall by Tiziano Raffaelli,Giacomo Becattini,Marco Dardi Pdf

In light of the recent and ongoing surge of interest in Alfred Marshall's work, this new and original reference volume fills a gap in the literature through a detailed examination of his thought and of his contributions to economics and social science. The Companion places Alfred Marshall's ideas in their historical context, highlighting the many streams of social research originating from them. The contributors form a remarkable cast of leading experts, covering a spectrum of Marshallian themes and issues, including: - his life and work - background and influences - scope and methodology of economics - economic analysis - including distribution theory, industrial economics and money - social and political issues - relations with his contemporaries - the Marshallian tradition - relevance to contemporary economics. This comprehensive and multidisciplinary Companion illustrates the relevance of Marshall to present-day economic reality and as such will prove an invaluable reference tool for general economists and a wide ranging audience: historians of economic thought; economic, political and cultural historians; industrial, regional and development economists; economists interested in institutional, cognitive and evolutionary economics.

Author : Anonim
Publisher : Unknown
Page : 336 pages
File Size : 41,5 Mb
Release : 1978
Category : Charitable uses, trusts, and foundations
ISBN : UCAL:B4326310

Get Book

Seventh Biennial Conference--tax Planning for Foundations, Tax-exempt Status, and Charitable Contributions by Anonim Pdf

Prepared for distribution at the program held Jan. 9-10, 1978, New York City; Apr. 3-4, 1978, Los Angeles.

Author : Elaine Jay,Adrian Sargeant
Publisher : Routledge
Page : 364 pages
File Size : 48,5 Mb
Release : 2004-07-31
Category : Business & Economics
ISBN : 9781134372447

Get Book

Fundraising Management by Elaine Jay,Adrian Sargeant Pdf

This is the first truly comprehensive guide to fundraising management, uniquely blending current academic knowledge with the best of professional practice. Much more than a how-to guide, it provides a detailed overview of modern fundraising planning and practice, and analyzes critical issues as well presenting practical tools for campaign planning. Campaigns discussed include high-profile examples from companies as diverse as RSPCA, Greenpeace, Barnados and the American Cancer Society, which illustrate the theories and bring the topic to life. A truly groundbreaking analysis, this text works through the planning stages of fundraising to give readers a rounded understanding of the topic, and is essential reading for students of fundraising and non-profit professionals alike.