Planned giving : management, marketing, and law
Author(s)
Bibliographic Information
Planned giving : management, marketing, and law
(Nonprofit law, finance, and management series)
J. Wiley, c2000
2nd ed
- : cloth/disk
Available at 2 libraries
  Aomori
  Iwate
  Miyagi
  Akita
  Yamagata
  Fukushima
  Ibaraki
  Tochigi
  Gunma
  Saitama
  Chiba
  Tokyo
  Kanagawa
  Niigata
  Toyama
  Ishikawa
  Fukui
  Yamanashi
  Nagano
  Gifu
  Shizuoka
  Aichi
  Mie
  Shiga
  Kyoto
  Osaka
  Hyogo
  Nara
  Wakayama
  Tottori
  Shimane
  Okayama
  Hiroshima
  Yamaguchi
  Tokushima
  Kagawa
  Ehime
  Kochi
  Fukuoka
  Saga
  Nagasaki
  Kumamoto
  Oita
  Miyazaki
  Kagoshima
  Okinawa
  Korea
  China
  Thailand
  United Kingdom
  Germany
  Switzerland
  France
  Belgium
  Netherlands
  Sweden
  Norway
  United States of America
Note
Kept up to date by supplements
Includes index
Description and Table of Contents
Description
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.
Table of Contents
- 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.
by "Nielsen BookData"