The Complete Guide to Planned Giving PDF Download

Author: Debra Ashton
Publisher: J A B Publishing Company
ISBN:
Category : Social Science
Languages : en
Pages : 452

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Author: Douglas E. White
Publisher: Wiley
ISBN: 9780471298465
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
"A unique book with a unique approach, this is destined to become aclassic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftlyweaves together personal insight and level-headed advice in aprobing look at the human side of planned giving. He helps youunderstand, develop, and use the interpersonal skills that are anessential part of every successful planned giving officer'sart. White provides practical answers to such crucial questions as: Howdo I successfully approach a prospect for a planned gift? What arethe steps to building a prospect's trust and instilling a sense ofmission? How can I tell if I'm being too aggressive--or notaggressive enough? How do I handle a donor's lawyer and otheradvisors who don't support the gift? Tracing the entire process of acquiring a planned gift from thefirst phone call to managing the gift's assets, White offers manyhelpful pointers on how to deal with donors, their families, andtheir professional advisors, as well as executive directors andboard members within your organization. He also helps you translatetechnical knowledge into planned gifts that are better for bothdonors and charities. The first book to take you beyond the mere mechanics and into thevery soul of planned giving, The Art of Planned Giving is animportant working resource for planned giving officers,fund-raising professionals and consultants, as well as nonprofitexecutives and board members.

Author: Richard D. Barrett
Publisher: Jones & Bartlett Learning
ISBN: 9780834219052
Category : Business & Economics
Languages : en
Pages : 212

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

Author: Viken Mikaelian
Publisher:
ISBN: 9781942925026
Category :
Languages : en
Pages :

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Author: Tracy Gary
Publisher: John Wiley & Sons
ISBN: 0470447362
Category : Business & Economics
Languages : en
Pages : 342

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Book Description
This newest edition of the classic book shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans. Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes. In addition to overall updates to statistics, the new edition includes a discussion of the implications of the Buffett gift to the Gates Foundation; new legacy planning tools; expanded resources on youth, giving circles, and communities of color; key questions for advisors and donors; and worksheets and resources available on the enclosed CD.

Author: Michael J. Rosen
Publisher: John Wiley & Sons
ISBN: 0470915331
Category : Business & Economics
Languages : en
Pages : 390

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Book Description
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: Douglas E. White
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 394

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Book Description
"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
ISBN:
Category : Business & Economics
Languages : en
Pages : 584

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Book Description
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: Ronald R. Jordan
Publisher: John Wiley & Sons
ISBN: 0470480823
Category : Business & Economics
Languages : en
Pages : 851

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Book Description
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: Russell James
Publisher:
ISBN: 9780615986272
Category :
Languages : en
Pages : 434

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Book Description
Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.