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The Ultimate Quick Reference Planned Giving Pocket Guide

2015-01-09
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Release : 2015-01-09
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Kind : eBook
Book Rating : 002/5 ( reviews)

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Book Synopsis The Ultimate Quick Reference Planned Giving Pocket Guide by : Viken Mikaelian

Download or read book The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian. This book was released on 2015-01-09. Available in PDF, EPUB and Kindle. Book excerpt: This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.

Ultimate Quick Reference Planned Giving Pocket Guide

2019-12
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Release : 2019-12
Genre :
Kind : eBook
Book Rating : 033/5 ( reviews)

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Book Synopsis Ultimate Quick Reference Planned Giving Pocket Guide by : Viken Mikaelian

Download or read book Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian. This book was released on 2019-12. Available in PDF, EPUB and Kindle. Book excerpt: Over 4000 sold. The is the "insiders" guide to what planned gifts can do for your donors and for your organization. Use the guide to gain more satisfied donors and better financial results for your non-profit. Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure - it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. An important tool in gift-planning in the world of philanthropy. And a must-have fundraising tool for everyone on your development staff. Planned giving: good for your nonprofit and great for your career! STRUCTURE AND CONTENTS: ? 44 pages ? 9 x 12 ? Wire-bound, so it stays flat when opened ? Over 16 giving vehicles explained ? Upside and downside of each gift plan for your nonprofit and the donor ? Elevator pitch with each gift plan ? Gift diagrams included

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.

The Art of Planned Giving

1995 Business & Economics
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Release : 1995
Genre : Business & Economics
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis The Art of Planned Giving by : Douglas E. White

Download or read book The Art of Planned Giving written by Douglas E. White. This book was released on 1995. Available in PDF, EPUB and Kindle. Book excerpt: "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.

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