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Planned Giving Basics

2018-06-18
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Release : 2018-06-18
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Kind : eBook
Book Rating : 207/5 ( reviews)

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Book Synopsis Planned Giving Basics by : Carol Weisman

Download or read book Planned Giving Basics written by Carol Weisman. This book was released on 2018-06-18. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Planned Giving Essentials

2002 Business & Economics
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Release : 2002
Genre : Business & Economics
Kind : eBook
Book Rating : 052/5 ( reviews)

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Book Synopsis Planned Giving Essentials by : Richard D. Barrett

Download or read book Planned Giving Essentials written by Richard D. Barrett. This book was released on 2002. Available in PDF, EPUB and Kindle. Book excerpt: This book is the premier resource that will provide all you need for successful development of your planned giving programs.

Planned Giving

2009-04-22 Business & Economics
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Release : 2009-04-22
Genre : Business & Economics
Kind : eBook
Book Rating : 823/5 ( reviews)

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Book Synopsis Planned Giving by : Ronald R. Jordan

Download or read book Planned Giving written by Ronald R. Jordan. This book was released on 2009-04-22. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Planned Giving in a Nutshell

2016-07-11
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Release : 2016-07-11
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Kind : eBook
Book Rating : 233/5 ( reviews)

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Book Synopsis Planned Giving in a Nutshell by : Craig C. Wruck

Download or read book Planned Giving in a Nutshell written by Craig C. Wruck. This book was released on 2016-07-11. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include:- Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts- Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each- Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans- Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.

Donor-Centered Planned Gift Marketing

2010-11-29 Business & Economics
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Release : 2010-11-29
Genre : Business & Economics
Kind : eBook
Book Rating : 331/5 ( reviews)

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Book Synopsis Donor-Centered Planned Gift Marketing by : Michael J. Rosen

Download or read book Donor-Centered Planned Gift Marketing written by Michael J. Rosen. This book was released on 2010-11-29. Available in PDF, EPUB and Kindle. Book excerpt: 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.

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