First Steps combines the know-how of more than 25 planned giving professionals. Together, they share their methods and advice in 30 different articles Learn how to launch a successful planned giving program and discover some pitfalls to avoid. Whether you're just considering planned giving or are ready to get your feet wet, this book will give you practical suggestions on how to take those "first steps" with confidence! Inside First Steps, youll find useful articles including: Our Future in Planned Giving; Making Your Case for Planned Giving; Exploding the Myths of Planned Giving; Six Questions I'm Asked Most; Let Their Values Be Your Guide; Five Tips for New Planned Giving Officers; How to Succeed in Planned Giving; Watch Out for These Obstacles; Try Target Marketing; How to Recognize Your Donors.
First Steps is an excellent resource for new planned giving officers, support staff and volunteers who serve on the board or on the planned giving committee, and anyone else who is interested in this specialized field of development.




