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Author: Richard D. Barrett
Publisher: Jones & Bartlett Learning
Published: 2002
Total Pages: 212
ISBN-13: 9780834219052
DOWNLOAD EBOOK →This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Author: Viken Mikaelian
Publisher:
Published: 2015-01-09
Total Pages: 55
ISBN-13: 9781942925002
DOWNLOAD EBOOK →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: Debra Ashton
Publisher: J A B Publishing Company
Published: 1991
Total Pages: 452
ISBN-13:
DOWNLOAD EBOOK →Author: Douglas E. White
Publisher:
Published: 1995
Total Pages: 394
ISBN-13:
DOWNLOAD EBOOK →"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.
Author: Kent E. Dove
Publisher: Jossey-Bass
Published: 2002-03-18
Total Pages: 584
ISBN-13:
DOWNLOAD EBOOK →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.
Author: Michael J. Rosen
Publisher: John Wiley & Sons
Published: 2010-11-29
Total Pages: 390
ISBN-13: 0470915331
DOWNLOAD EBOOK →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.
Author: Carol Weisman
Publisher:
Published: 2018-06-18
Total Pages:
ISBN-13: 9780999233207
DOWNLOAD EBOOK →A Common Sense Guide to Planned Giving - Sure-fire techniques to land a legacy giftThis book is written for you if:¿ You are a board member or staff person of a nonprofit organization that will need money for decades to come.¿ You need guidelines on the nuts and bolts: the right time to start a planned giving program for your organization, the people to ask, the best time to make a call, the way to set up a meeting, the precise words to use, and the most effective way to say them. ¿ You are uncomfortable asking for a major or capital gift, much less a gift after the donor dies. ¿ You are a volunteer who wants to focus on the future growth of a nonprofit about whom you care deeply.¿ You are a nonprofit executive who is an expert in your field, such as cancer in dogs, early childhood education, hematology, civil rights, or substance abuse, but are new to planned giving.¿ You are a development professional who has deep but narrow experience in such areas as grant writing, special events, or annual fund gifts, and you want to develop a wider range of knowledge.¿ You have no idea what is involved in a planned giving initiative.
Author: Ronald R. Jordan
Publisher: John Wiley & Sons
Published: 2009-04-22
Total Pages: 851
ISBN-13: 0470480823
DOWNLOAD EBOOK →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.
Author: Barbara L. Ciconte
Publisher:
Published: 1997
Total Pages: 348
ISBN-13:
DOWNLOAD EBOOK →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 real-life 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 must-have for anyone new To The fund raising arena. OTHER TITLES IN ASPEN'S FUNDRAISING SERIES Developing Major Gifts: Turning Small Donors into Major Contributors Planned Giving Essentials: A Step-by-Step Guide to Success Capital Campaigns: Strategies That Work Donor Focused Strategies for Annual Giving Successful Special Events: Planning, Hosting, and Evaluating Corporate and Foundation Fund Raising: A Complete Guide from the Inside Strategic Fund Development: Building Reliable Relationships That Last
Author: Brian M. Sagrestano
Publisher: John Wiley & Sons
Published: 2016-03-17
Total Pages: 464
ISBN-13: 1118235495
DOWNLOAD EBOOK →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.
