Planned giving : management, marketing, and law

著者

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

書誌事項

Planned giving : management, marketing, and law

Ronald R. Jordan, Katelyn L. Quynn

（Nonprofit law, finance, and management series）

Wiley, c1995

大学図書館所蔵 件 / 全1件

この図書・雑誌をさがす

注記

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

内容説明・目次

内容説明

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.

目次

  • 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.

「Nielsen BookData」 より

関連文献： 1件中  1-1を表示

詳細情報

ページトップへ