Planned Giving Essentials: A Step by Step Guide to Success (2nd Edition) (Aspen's Fund Raising Series for the 21st Century.) [Paperback]

Richard D. Barrett (Author)

Book Description

Publication Date: January 2002 | ISBN-10: 0834219050 | ISBN-13: 978-0834219052 | Edition: 2

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

Product Details

• Paperback: 187 pages
• Publisher: Jones and Bartlett Publishers, Inc.; 2 edition (January 2002)
• Language: English
• ISBN-10: 0834219050
• ISBN-13: 978-0834219052
• Product Dimensions: 10.9 x 8.6 x 0.5 inches
• Shipping Weight: 1.1 pounds
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #987,880 in Books (See Top 100 in Books)

More About the Author

Discover books, learn about writers, read author blogs, and more.

Customer Reviews

Most Helpful Customer Reviews

2 of 4 people found the following review helpful:

5.0 out of 5 stars A Great Place to Start, April 19, 2002

By 

D. K. "D. K." (Alamo, CA USA) - See all my reviews

This review is from: Planned Giving Essentials: A Step by Step Guide to Success (2nd Edition) (Aspen's Fund Raising Series for the 21st Century.) (Paperback)

I used the acid test for considering how well written a technical book is about my business - I gave it to my wife when she asked me some questions one day.

I have had this book on my shelf for several months and found it extremely valuable in doing some quick general research and in exploring a variety of concepts dealing with planned giving. Written for the small shop (in my opinion) that needs to develop a planned giving program, this is a well-written and easily read book covering A to Z.

Topics start with what is planned giving, move through defining and discussing philanthropy, setting up a planned giving program (first steps), pitfalls to avoid, marketing planned giving and even sample gift instruments. These are but a few of the chapters in what I think is an excellent starting point for someone new to planned gifts and how to promote them (or even a pro looking for some fresh ideas).

Ah yes, my wife. For her, this was a bit of a liberating experience - she now has a good grasp of what I do. She can converse with friends about the business of planned giving very comfortably with a much better understanding of the basics.