From the Publisher
A compact, accessible guide containing vital information on how to run a planned giving program successfully. Explains all the ins and outs of planned giving: the basics of developing a planned giving program; marketing and related fund-raising activities; types of gifts; taxation, estate and financial planning. The accompanying disk includes 140+ sample forms, checklists, marketing pieces and more that can be customized to fit individual needs. Supplemented annually.
--This text refers to an out of print or unavailable edition of this title.
From the Back Cover
An indispensable guide to all aspects–management, marketing, and law–of a successful planned giving program
Planned giving allows the individual donor to make a significant contribution to a specified organization using a variety of assets and instruments. For the nonprofit in recent years, planned giving has increasingly become a leading fundraising strategy. By its nature, this more involved form of giving brings the fundraising professional into contact with lawyers, accountants, financial planners, and consultants, in addition to donors. Planned Giving: Management, Marketing, and Law, Third Edition provides the nonprofit professional with the tools needed to navigate the many considerations and professional languages involved in the planned giving process. Building on the success of the Second Edition, this Third Edition emphasizes the growing role of planned giving for most nonprofits, while updating coverage on managing planned giving programs, marketing, donors, cash and non-cash gifts, related disciplines, policies, procedures, and context. Entirely new chapters cover planned giving and online technology, brick and mortar projects, start-ups, emerging issues for healthcare organizations, a holistic approach, and the changing role of the planned giving officer. A companion CD-ROM contains more than 300 customizable forms, documents, checklists, marketing pieces, and document templates good for starting and running a planned giving program at nonprofits large and small. Supplemented annually with the latest coverage and details, Planned Giving, Third Edition provides nonprofit officers, consultants, and other development professionals with a complete, invaluable, and user-friendly resource.
--This text refers to an out of print or unavailable edition of this title.
