Planned giving : management, marketing, and law

著者

書誌事項

Planned giving : management, marketing, and law

Ronald R. Jordan, Katelyn L. Quynn ; legal consultant, Carolyn M. Osteen

（Nonprofit law, finance, and management series）

J. Wiley, c2000

2nd ed

  • : cloth/disk

大学図書館所蔵 件 / 全2件

この図書・雑誌をさがす

注記

Kept up to date by supplements

Includes index

内容説明・目次

内容説明

This text aims to help non-profit professionals to understand exactly what planned giving is, whether or not they should be doing it, how to get started with it, and what to do with it once it's part of their programme. Continuous contact is needed with lawyers, accountants, financial planners, consultants, and wealthy donors and this guide shows professionals how to successfully maintain these communications while still keeping their own organization's goals in mind. The accompanying diskette has more than 240 sample forms, documents, checklists, marketing pieces and more that can be adapted to suit the needs of the reader.

目次

  • MANAGING A PLANNED GIVING PROGRAM
  • What Is Planned Giving?
  • Inside the Development Office
  • Planned Giving in a Small or One-Person Organization
  • Staffing a Planned Giving Office
  • Managing a Planned Giving Office
  • MARKETING THE PLANNED GIVING PROGRAM
  • Marketing: Printed Materials and Publications for Donors and Prospects
  • Marketing a Planned Giving Program within the Nonprofit
  • Marketing: Making Planned Giving Presentations
  • Marketing Endowed Funds to Donors
  • Marketing Planned Giving to Professional Advisors
  • MANAGEMENT: THE PLANNED GIVING DONOR
  • The Planned Giving Prospect
  • Solicitation Strategies
  • Planned Giving and Major Gifts
  • Working with Prospects and Donors Who are Patients
  • PLANNED GIVING ASSETS
  • Gifts of Securities
  • Gifts of Real Estate
  • Gifts of Tangible Personal Property
  • Gifts of Nontraditional Assets
  • Gifts of Life Insurance
  • PLANNED GIVING OPTIONS
  • Charitable Gift Annuities and Deferred Gift Annuities
  • Pooled Income Funds
  • Trusts
  • Private Foundations, Supporting Organizations and Donor-Advised Funds
  • Bequests and the Bequest Society
  • PLANNED GIVING'S RELATED DISCIPLINES
  • Tax Consequences of Charitable Contributions
  • Estate Planning for the Development Professional
  • Financial Planning for the Development Professional
  • Retirement Planning for the Development Professional
  • MANAGEMENT: THE PLANNED GIVING PROGRAM'S POLICIES AND PROCEDURES
  • Gift Acceptance Policies
  • Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs
  • Nonprofit Investment Policies and Procedures
  • Administering a Nonprofit Bequest Program
  • Working with an Outside Asset Manager
  • Evaluating a Planned Giving Program
  • PLANNED GIVING IN CONTEXT
  • Planned Giving and Capital Campaigns
  • Ethics and Planned Giving
  • Stewardship and Planned Gifts
  • Institutionally Related Foundations
  • Working with Nondevelopment Staff
  • Planned Giving in Large, Established Arts Organizations
  • Appendix
  • Index.

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