Planned giving : management, marketing, and law

Author(s)

• Jordan, R. R. (Ronald R.)
• Quynn, Katelyn L.

Bibliographic Information

Planned giving : management, marketing, and law

Ronald R. Jordan, Katelyn L. Quynn

（Nonprofit law, finance, and management series）

Wiley, c1995

Note

Includes index

System requirements for accompanying computer disks: IBM PC or compatible system with 256K minimum memory and #.5" high-density floppy drive; PC DOS, MS DOS, or DR DOS version 2.0 or later; and a printer

Description and Table of Contents

Description

This volume explores the management and legal issues that a fund-raising professional must know in order to run a programme successfully. It explains the development of a scheme, marketing and related fund-raising activities, the participants (from donors to tax and financial advisors), gifts, taxation, estate and financial planning, and planned giving's relationship to the overall fund-raising programme. The book includes an easy-to-use diskette with more than 140 sample forms, documents, checklists, marketing pieces and more, that can be adapted to suit the needs of the reader.

Table of Contents

• BUILDING A DEVELOPMENT PROGRAM
• Planned Giving and Major Gifts (New)
• Hiring a Planned Giving Officer (New)
• Solicitation Strategies (New)
• Gift Acceptance Policies for a Planned Giving Program (New)
• Nonprofit Investment Policies and Procedures (New)
• Stewardship and Planned Giving (New)
• Donor Relations: The Donor, the Nonprofit, and Governmental Regulations (New)
• Working with Prospects and Donors Who Are Patients (New)
• Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs (New)
• MARKETING A PLANNED GIVING PROGRAM
• Marketing a Planned Giving Program Within the Nonprofit
• Professional Advisory Committees: A Vital Links to Your Donors and a Vital Resource to Your Nonprofit (New)
• Gifts of Tangible Personal Property
• Gifts of Nontraditional Assets (New)
• Gifts of Securities
• Real Estate
• DEFERRED GIFTS
• Gift Annuities and Pooled Income Funds
• Trusts
• PLANNED GIVING'S RELATED DISCIPLINES
• Tax Consequences of Charitable Contributions
• The Taxpayer Relief Act of 1997 (New)
• Administering a Nonprofit Bequest Program: Gifts Received from Wills and Trusts (New)
• Working Successfully with an Outside Asset Manager (New)
• Evaluting a Planned Giving Program (New)
• Appendix
• Index.

by "Nielsen BookData"

• NCID: BA27128723
• ISBN:
  • 0471309524
• LCCN: 94010335
• Country Code: us
• Title Language Code: eng
• Text Language Code: eng
• Place of Publication: New York
• Pages/Volumes: xx, 372 p.
• Size: 24 cm.
• Attached Material: 2 computer disks (3 1/2 in.)
• Classification:
  • LCC : HV41.9.U5
  • DC20 : 658.15/3
• Subject Headings:
  • LCSH : Deferred giving -- United States
  • LCSH : Fund raising -- United States
• Parent Bibliography ID:
  • BA18277154