The Power Of Legacy And Planned Gifts

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The Power of Legacy and Planned Gifts

Kevin Johnson
The Power of Legacy and Planned Gifts Book PDF

Author : Kevin Johnson
Publisher : John Wiley & Sons
Page : 338 pages
File Size : 49,5 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.

A Life With Significance

Jim Van Houten
A Life With Significance Book PDF

Author : Jim Van Houten
Publisher : Unknown
Page : 54 pages
File Size : 48,7 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.

A Life With Significance

Jim Van Houten
A Life With Significance Book PDF

Author : Jim Van Houten
Publisher : Unknown
Page : 36 pages
File Size : 48,9 Mb
Release : 2020-01-28
Category : Electronic
ISBN : 1661386695

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A Life With Significance by Jim Van Houten Pdf

A Life with Significance is a book that focuses on unique ways that people have left a legacy through charitable planned giving programs. Most people want to know that after they die, their lives meant something to other people besides their families. Whether rich or poor, this book provides easy to understand examples of how donors have used life insurance, stocks, or real estate to make sizeable gifts at death and in most cases provide substantial tax benefits while they are alive. Charitable planned giving ways of giving include outright gifts at death, charitable remainder trusts that leave a gift to charity upon death while providing an income for life, and charitable lead trusts that provide charity with income for a set number of years and then returns the principal to the donor after the set number of years expire. The purpose of the book is to stimulate the reader's interest in leaving a legacy. Hopefully the book will generate the desire for more information on a particular subject now or sometime in the future. Charities like to use the book to open further discussions about charitable planned giving.

Planned Giving Essentials

Richard D. Barrett,Molly E. Ware
Planned Giving Essentials Book PDF

Author : Richard D. Barrett,Molly E. Ware
Publisher : Jones & Bartlett Learning
Page : 212 pages
File Size : 55,7 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.

Leaving a Legacy

Giving USA
Leaving a Legacy Book PDF

Author : Giving USA
Publisher : Unknown
Page : 128 pages
File Size : 47,8 Mb
Release : 2019-11-06
Category : Electronic
ISBN : 0998746649

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Leaving a Legacy by Giving USA Pdf

GUSA Special Report

Planned Giving

Rob Henson CFRE
Planned Giving Book PDF

Author : Rob Henson CFRE
Publisher : iUniverse
Page : 62 pages
File Size : 52,6 Mb
Release : 2016-06-17
Category : Social Science
ISBN : 9781532000096

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Planned Giving by Rob Henson CFRE Pdf

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

The Philanthropic Planning Companion

Brian M. Sagrestano,Robert E. Wahlers
The Philanthropic Planning Companion Book PDF

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 48,8 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781118221846

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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.

Driven by Purpose

Ryan Fraser
Driven by Purpose Book PDF

Author : Ryan Fraser
Publisher : Milner & Associates
Page : 198 pages
File Size : 48,6 Mb
Release : 2020-01-02
Category : Business & Economics
ISBN : 1988344220

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Driven by Purpose by Ryan Fraser Pdf

In thirty-two short chapters-each one based on a client's personal story or an anecdote from the author himself-Driven by Purpose shows you the possibilities for growing your wealth, incorporating philanthropy into your financial and estate planning, and making a real impact through the legacy you plan to leave.

The Philanthropic Planning Companion

Brian M. Sagrestano,Robert E. Wahlers
The Philanthropic Planning Companion Book PDF

Author : Brian M. Sagrestano,Robert E. Wahlers
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 50,6 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.

Fundraising and Strategic Planning

Juilee Decker
Fundraising and Strategic Planning Book PDF

Author : Juilee Decker
Publisher : Rowman & Littlefield
Page : 125 pages
File Size : 44,5 Mb
Release : 2015-07-15
Category : Business & Economics
ISBN : 9781442238787

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Fundraising and Strategic Planning by Juilee Decker Pdf

Fundraising and Strategic Planning: Innovative Approaches for Museums appraises strategies museums employ to raise funds including admission prices, membership categories, donor and affinity groups, and specialized event-driven efforts while examining new crowdfunding models such as Kickstarter, Indiegogo, and Piggybackr. This book examines a range of ambitious undertakings and the means by which museums and cultural organizations achieve them. Each of the case studies in this volume focuses on the cornerstones to museum operations: strategic planning and fundraising. For example, Carl G. Hamm describes how Saint Louis Art Museum moved from a capital campaign into a sustainable stream of increased annual giving. Vicky U. Lee narrates the transformation of abandoned, elevated rail yards into an exciting, well-travelled (and highly-tagged and pinned) public amenity, the High Line. While not a museum per se, the High Line and its public art amenities offers much to the story of collecting institutions, as well as to the framework of the public-private partnership. The Innovative Approaches for Museums series offers case studies, written by scholars and practitioners from museums, galleries, and other institutions, that showcase the original, transformative, and sometimes wholly re-invented methods, techniques, systems, theories, and actions that demonstrate innovative work being done in the museum and cultural sector throughout the world. The authors come from a variety of institutions—in size, type, budget, audience, mission, and collection scope. Each volume offers ideas and support to those working in museums while serving as a resource and primer, as much as inspiration, for students and the museum staff and faculty training future professionals who will further develop future innovative approaches. Contributions by: Karen Coutts, Mike Deetsch, Nancy Enterline, Karen Gillenwater, Amy Gilman, Carl G. Hamm, Greg Hardison, Jill Hartz, Peter J. Kim, Vicky U. Lee, James G. Leventhal, Melissa A. Russo, and Irina Zeylikovich

Fundraising for Social Change

Kim Klein
Fundraising for Social Change Book PDF

Author : Kim Klein
Publisher : John Wiley & Sons
Page : 452 pages
File Size : 42,6 Mb
Release : 2016-04-18
Category : Business & Economics
ISBN : 9781119209782

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Fundraising for Social Change by Kim Klein Pdf

The bible of grassroots fundraising, updated with the latest tools and methods Fundraising for Social Change is the preeminent guide to securing funding, with a specific focus on progressive nonprofit organizations with budgets under $5 million. Used by nonprofits nationally and internationally, this book provides a soup-to-nuts prescription for building, maintaining, and expanding an individual donor program. Author Kim Klein is a recognized authority on all aspects of fundraising, and this book distills her decades of expertise into fundraising strategies that work. This updated seventh edition includes new information on the impact of generational change, using social media effectively, multi-channel fundraising, and more, including expanded discussion on retaining donors and on legacy giving. Widely considered the 'bible of grassroots fundraising,' this practically-grounded guide is an invaluable resource for anyone who has to raise money for important causes. A strong, sustainable fundraising strategy must possess certain characteristics. You need people who are willing to ask and realistic goals. You need to gather data and use it to improve results, and you need to translate your ideas in to language donors will understand. A robust individual donor program creates stable and long-term cash flow, and this book shows you how to structure your fundraising appropriately no matter how tight your initial budget. Develop and maintain a large base of individual donors Utilize strategies that pay off sooner rather than later Expand your reach and get your message out to the donor pool Translate traditional fundraising methods into strategies that work for social justice organizations with little or no front money Basing your fundraising strategy on the contributions of individual donors may feel like herding cats—but it's the best way for your organization to maintain maximum freedom to pursue the mission that matters. A robust, organized, planned approach can help you reach your goals sooner, and Fundraising for Social Change is the field guide for putting it all together to make big things happen.

Donor-Centered Planned Gift Marketing

Michael J. Rosen
Donor Centered Planned Gift Marketing Book PDF

Author : Michael J. Rosen
Publisher : John Wiley & Sons
Page : 390 pages
File Size : 50,9 Mb
Release : 2010-11-29
Category : Business & Economics
ISBN : 9780470915332

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Donor-Centered Planned Gift Marketing by Michael J. Rosen Pdf

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.

Big Gifts, Small Effort

Nancy Jones
Big Gifts Small Effort Book PDF

Author : Nancy Jones
Publisher : Independently Published
Page : 264 pages
File Size : 46,5 Mb
Release : 2019-05-31
Category : Electronic
ISBN : 1071058967

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Big Gifts, Small Effort by Nancy Jones Pdf

Big Gifts, Small Effort is an indispensable resource for board members, fundraisers, pastors, development officers and anyone who wants to raise more money for their charity or nonprofit through planned giving. Written in easy-to-understand, practical language Big Gifts, Small Effort shows how non-profits large and small can increase their funding. Learn how simple steps can increase donations significantly through wills, trusts and gift annuities, among others.

The Art of Planned Giving

Douglas E. White
The Art of Planned Giving Book PDF

Author : Douglas E. White
Publisher : Unknown
Page : 394 pages
File Size : 54,9 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.

The Cycle of the Gift

James E. Hughes, Jr.,Susan E. Massenzio,Keith Whitaker
The Cycle of the Gift Book PDF

Author : James E. Hughes, Jr.,Susan E. Massenzio,Keith Whitaker
Publisher : John Wiley & Sons
Page : 198 pages
File Size : 47,5 Mb
Release : 2012-11-06
Category : Business & Economics
ISBN : 9781118487594

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The Cycle of the Gift by James E. Hughes, Jr.,Susan E. Massenzio,Keith Whitaker Pdf

A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.