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Book Planned Giving

Download or read book Planned Giving written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2009-04-22 with total page 851 pages. 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.

Book Planned Giving Essentials

Download or read book Planned Giving Essentials written by Richard D. Barrett and published by Jones & Bartlett Learning. This book was released on 2002 with total page 212 pages. 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.

Book The Costs and Benefits of Deferred Giving

Download or read book The Costs and Benefits of Deferred Giving written by Norman S. Fink and published by Columbia University Press. This book was released on 1982 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: Available for the first time in English, this is the definitive account of the practice of sexual slavery the Japanese military perpetrated during World War II by the researcher principally responsible for exposing the Japanese government's responsibility for these atrocities. The large scale imprisonment and rape of thousands of women, who were euphemistically called "comfort women" by the Japanese military, first seized public attention in 1991 when three Korean women filed suit in a Toyko District Court stating that they had been forced into sexual servitude and demanding compensation. Since then the comfort stations and their significance have been the subject of ongoing debate and intense activism in Japan, much if it inspired by Yoshimi's investigations. How large a role did the military, and by extension the government, play in setting up and administering these camps? What type of compensation, if any, are the victimized women due? These issues figure prominently in the current Japanese focus on public memory and arguments about the teaching and writing of history and are central to efforts to transform Japanese ways of remembering the war. Yoshimi Yoshiaki provides a wealth of documentation and testimony to prove the existence of some 2,000 centers where as many as 200,000 Korean, Filipina, Taiwanese, Indonesian, Burmese, Dutch, Australian, and some Japanese women were restrained for months and forced to engage in sexual activity with Japanese military personnel. Many of the women were teenagers, some as young as fourteen. To date, the Japanese government has neither admitted responsibility for creating the comfort station system nor given compensation directly to former comfort women. This English edition updates the Japanese edition originally published in 1995 and includes introductions by both the author and the translator placing the story in context for American readers.

Book Planned Giving for Small Nonprofits

Download or read book Planned Giving for Small Nonprofits written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2002-10-29 with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proven methods for launching-and growing-a planned giving program Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program. In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components: * Background Issues * Getting Started * Planned Gifts * Gifts of Assets Other Than Cash * Working with Donors * Marketing * Planned Giving and Taxes Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries.

Book The Complete Guide to Planned Giving

Download or read book The Complete Guide to Planned Giving written by Debra Ashton and published by J A B Publishing Company. This book was released on 1991 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book The Art of Planned Giving

Download or read book The Art of Planned Giving written by Douglas E. White and published by . This book was released on 1995 with total page 394 pages. 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.

Book Planned Giving

    Book Details:
  • Author : Rob Henson CFRE
  • Publisher : iUniverse
  • Release : 2016-06-17
  • ISBN : 153200009X
  • Pages : 62 pages

Download or read book Planned Giving written by Rob Henson CFRE and published by iUniverse. This book was released on 2016-06-17 with total page 62 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving is the next great frontier in philanthropy. There has been double-digit growth in planned gifts over the past few years and that trend will continue. Non-profits that can invest some time each week in cultivating these gifts will see fundraising success for years to come. This book will help you develop a solid and repeatable strategy to identify and cultivate potential donors. This text is designed to deliver the tools and methods to help you organize your time and team to get maximum return on investment in this important area of fundraising. This book is different that most planned giving books. This books focuses on relationships. This is not about the technicalities of planned gifts. On these pages you will find best practices to identify donors, enlist volunteer support, and engage in meaningful relationships and planning the legacy of your donors

Book The Power of Legacy and Planned Gifts

Download or read book The Power of Legacy and Planned Gifts written by Kevin Johnson and published by John Wiley & Sons. This book was released on 2010-03-25 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Book Planned Giving Workbook

Download or read book Planned Giving Workbook written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2002-11-06 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical and proven guidelines for launching and growing a successful planned giving program For planned giving officers and development staff members, documentdevelopment is a critical part of the job. Nonprofit employees mustcreate documents that take many forms, including: detailedproposals describing complicated gift options; marketing materials;correspondence to donors, professional advisors, and staff members;exhibits; agreements; presentation materials; and IRS andtax-related documents. This workbook, together with the documentscontained on the accompanying CD-ROM, will help employees ofdevelopment organizations draft, design, and develop a variety ofdocuments that can accomplish their organization's goals. The Planned Giving Workbook contains a CD-ROM with 425 documents toassist nonprofit development staff, mentors, and planned givingofficers in their jobs. These documents serve as models, ortemplates, to be used in planned giving and development. Thedocuments are divided into seven categories, with one chapter ofthe Workbook devoted to each type of document. The seven categoriesare: * Marketing * Agreements * Correspondence * Administrative Documents * Exhibits * Presentations * Tax and IRS Documents Planned giving officers, development professionals, nonprofitexecutives, and consultants will find the Planned Giving Workbookto be a vital tool for long-term fundraising.

Book Conducting a Successful Major Gifts and Planned Giving Program

Download or read book Conducting a Successful Major Gifts and Planned Giving Program written by Kent E. Dove and published by Jossey-Bass. This book was released on 2002-03-18 with total page 584 pages. Available in PDF, EPUB and Kindle. Book excerpt: Conducting a Successful Major Gifts and Planned Giving Program— the fifth volume in the groundbreaking Dove on Fundraising Series—is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real-world examples.

Book Invest in Charity

Download or read book Invest in Charity written by Ron Jordan and published by John Wiley & Sons. This book was released on 2002-04-08 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back". . . an heir to money you'd like to share with a favorite cause .. . or simply someone who would like to do good in your community?There are more opportunities than ever for people of everyfinancial station to make a difference through charitable giving.But how do you choose among the many options available, and how doyou know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teachyou everything you need to know to devise and follow an effectivecharitable giving plan. It explains how to find the right charity;understand the tax, estate, and financial considerations; andselect a gift-whether it's a one-time cash gift or a lifelongannuity. Covering everything from researching the legitimacy of anonprofit organization to navigating the tax and estate laws thatapply to you, this guide will help you make your bequest withcomplete confidence that it's right for your charity and for you.

Book Giving

    Book Details:
  • Author : Robert A. Esperti
  • Publisher : Quantum Press/Doubleday
  • Release : 2003
  • ISBN : 9780967471457
  • Pages : 440 pages

Download or read book Giving written by Robert A. Esperti and published by Quantum Press/Doubleday. This book was released on 2003 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book Professional Advisors  Guide to Planned Giving

Download or read book Professional Advisors Guide to Planned Giving written by Kathryn W. Miree and published by Aspen Publishers. This book was released on 2001 with total page 806 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book Deferred Giving Programs

Download or read book Deferred Giving Programs written by William C. Cassell and published by . This book was released on 1976 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book The Philanthropic Planning Companion

Download or read book The Philanthropic Planning Companion written by Brian M. Sagrestano and published by John Wiley & Sons. This book was released on 2016-03-17 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.

Book Planned Giving Simplified

Download or read book Planned Giving Simplified written by Robert F. Sharpe and published by Wiley. This book was released on 1998-11-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving Simplified A down-to-earth introduction to planned giving by a leading pioneerin the field. In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process. Central to Sharpe's proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert at helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner's primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good. Using compelling case studies, Sharpe demonstrates his approach inaction. He identifies the various types of planned gifts and takesyou inside the hearts and minds of the planned givers themselves,revealing their primary motivations and overarching concerns. Hethen guides you, step-by-step, through the entire planned givingprocess, and concludes with a clear delineation of theorganizational structures required to sustain a planned givingprogram. Praise for Planned Giving Simplified "This book is a must for all who are serious about establishing ormaintaining a successful gift planning program for theirinstitution." --Nancy L. Perazelli, CFRE Gift Planning Officer,Drake University, Des Moines, Iowa. "In his own inimitable style, Bob Sharpe has done an admirable jobof describing the planned giving process in an easy-to-understandmanner. Woven throughout is the emphasis on the important humanrelationship between the donor and the charitable gift planner."--Walter T. Weaver, III Director, Finance Support Division, BoyScouts of America. "Robert F. Sharpe, Sr., has provided a comprehensive road map ofthe world of planned giving. He guides [readers] to the desireddestination without unnecessary detours along the way. His bookwill be a valuable addition to the libraries of not onlynot-for-profit professionals, but also 'givers' who seek a betterunderstanding of the many routes available to them in their giftplanning." --Joseph H. Powell President Emeritus and SeniorConsultant, Baptist Memorial Health Care Corporation. "The name Bob Sharpe is synonymous with planned giving. I don'tknow of anybody who knows more about it and who can better conveyits importance." --Reverend Dr. Arthur Caliandro Pastor, MarbleCollegiate Church, New York City. "I really like [this book]. It is . . . elegantly simple, direct,and forthright. . . . very enjoyable." --Thomas W. Cullinan, JDExecutive Director of Gift Planning, University of Maryland.

Book Visual Planned Giving  in Color

Download or read book Visual Planned Giving in Color written by Russell James and published by . This book was released on 2014-03-14 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.