Download or read book The Role of the Planned Giving Professional Serving Nonprofit Organizations and Their Donors written by Gordon D. Chavers and published by Jossey-Bass. This book was released on 2001-11-16 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: This issue provides great insight on the growing and important role of the planned giving professional. Authors discuss the importance of these professionals accepting and asserting leadership roles in the complex gift planning process, thereby educating advisors in the process. They emphasize that the planned giving professional must expand from estate planning to "life and legacy planning" and become well versed in both technical information and skills needed to maximize the donor's interest as well as be able to build healthy relationships with donors and potential donors. The proposed IRS regulations on required minimum distributions are thoroughly discussed as well as the special challenges involved in retirement benefits. For individuals planning major charitable gifts, this issue helps define which assets can produce substantial tax savings. Authors also examine the beneficial role of consultants. as well as present an overview of where future planned giving professionals will come from and what skills they will need in order to succeed. This is the 30th issue of the Jossey-Bass series New Directions for Philanthropic Fundraising.

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.

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.

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.

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.

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.

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.

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.

Download or read book Donor Centered Planned Gift Marketing written by Michael J. Rosen and published by John Wiley & Sons. This book was released on 2010-11-29 with total page 390 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.

Download or read book The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and published by . This book was released on 2015-01-09 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.

Download or read book Fundraising Principles and Practice written by Adrian Sargeant and published by John Wiley & Sons. This book was released on 2017-02-06 with total page 746 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to fundraising planning, tools, methods, and more Fundraising Principles and Practice provides a unique resource for students and professionals seeking to deepen their understanding of fundraising in the current nonprofit environment. Based on emerging research drawn from economics, psychology, social psychology, and sociology, this book provides comprehensive analysis of the nonprofit sector. The discussion delves into donor behavior, decision making, social influences, and models, then uses that context to describe today's fundraising methods, tools, and practices. A robust planning framework helps you set objectives, formulate strategies, create a budget, schedule, and monitor activities, with in-depth guidance toward assessing and fine-tuning your approach. Coverage includes online fundraising, major gifts, planned giving, direct response, grants, corporate fundraising, and donor retention, with an integrated pedagogical approach that facilitates active learning. Case studies and examples illustrate the theory and principles presented, and the companion website offers additional opportunity to deepen your learning and assess your knowledge. Fundraising has become a career specialty, and those who are successful at it are among the most in-demand in the nonprofit world. Great fundraisers make an organization's mission possible, and this book covers the essential information you need to help your organization succeed. Adopt an organized approach to fundraising planning Learn the common behaviors and motivations of donors Master the tools and practices of nonprofit fundraising Manage volunteers, monitor progress, evaluate events, and more Fundraising is the the nonprofit's powerhouse. It's the critical component that supports and maintains all activities, and forms the foundation of the organization itself. Steady management, clear organization, effective methods, and the most up-to-date tools are vital to the role, and familiarity with donor psychology is essential for using these tools to their utmost capability. Fundraising Principles and Practice provides a comprehensive guide to all aspects of the field, with in-depth coverage of today's most effective approaches.

Download or read book Planned Giving in a Nutshell 4th Edition written by Craig C. Wruck and published by . This book was released on 2013-03-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include: - Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts - Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each - Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans - Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.

Download or read book Planned Giving in a Nutshell written by Craig C. Wruck and published by . This book was released on 2016-07-11 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. Yet, technical concepts, obscure terminology and daunting financial projections make it difficult for a generalist development officer to navigate to a successful gift.Planned Giving in a Nutshell grew out of a series of planned giving seminars in response to requests for a collection of reference materials that would still be useful long after the seminar presentation was over.Chapters include:- Tax Fundamentals - Emphasizing the donor's "after tax cost of a gift" and the ways in which careful planning can encourage donors to make larger gifts- Assets Used for Charitable Giving - Introducing assets other than cash that donors can contribute, with an overview of the rules and considerations for each- Basic Planned Giving Methods - Covering charitable bequests and other testamentary gifts, as well as life insurance and gifts from qualified retirement plans- Advanced Planned Giving Methods - Exploring life income gifts which allow the donor to retain an income as a result of a charitable contribution as well as a number of more sophisticated planned gift vehiclesPlanned Giving in a Nutshell is a practical guide to charitable gift planning for fundraisers and volunteers who are not experts in tax and financial planning. The emphasis is on "plain English" explanations with easy to understand examples and detailed illustrations of advanced planned giving vehicles.

Download or read book Seeing Through a Donor s Eyes written by Tom Ahern and published by Emerson & Church. This book was released on 2009 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why should I give you my hard-earned money? Effective fundraisers answer this essential question every time they ask for a gift. What's their secret to success? They have a winning case for support. As Tom Ahern, America's premier fundraising writer, makes clear, a case isn't some fancy argument you only develop for capital campaigns, when you're chasing millions. Successful donor newsletters, websites, annual reports, donor acquisition programs, email, direct mail, advertising, planned giving programs, and, yes, capital campaigns, too all have one thing in common: behind each stands a well-reasoned, emotionally satisfying case for support. Donors are sure to have questions. Your case gives you great answers. Complements Ahern's acclaimed book, How to Write Fundraising Materials that Raise More Money.--Amazon.com.

Download or read book Planned Giving Management Marketing and Law written by Ronald R. Jordan and published by . This book was released on 1999-10-20 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlike other areas of fund-raising, planned giving brings fund-raising professionals into contact with lawyers, accountants, financial planners, consultants, and wealthy donors. They need to be able to speak the same language as the donors and their advisors while still keeping their own organization's goals in mind. This book can help them address these and other vital issues related to starting, marketing, administering, and expanding a planned giving program. This book is supplemented annually.

Download or read book Planned Giving in Canada written by Tracey A. Comeau and published by . This book was released on 2010 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned gifts are a critical source in sustaining non-profit organizations. Based on their relationships with prospective donors, professional advisors can play a significant role by encouraging philanthropic support to non-profit organizations through estate planning. This literature review provides a summary of the roles and opportunities for professional advisors in planned giving and guidance as to how development officers can engage their help in planned gift expectancies. This Capstone is a review of published literature found through qualified sources in the field of fundraising and planned giving. The findings from the literature review reveal that with the unprecedented intergenerational transfer of wealth occurring over the next few decades, now is prime time for professional advisors to be delivering a holistic planning approach that considers personal legacy, family, and tax matters. Components include development officers engaging the professional advisor to ask the philanthropic question as practice standard and providing a toolkit that addresses the practice management component of gift planning including templates, sample bequest language and testimonials. As well, development officers could facilitate and/or lead professional advisors to networking opportunities to share ideas about planned giving, hear success and impact stories about philanthropy, and learn how others approach their clients about planned giving. By exploring the numerous best practices relating to professional advisors' roles in planned giving, this study seeks to serve as a resource for the development professional in strengthening their planned giving program.

Download or read book Effective Donor Relations written by Janet L. Hedrick and published by John Wiley & Sons. This book was released on 2009-01-08 with total page 327 pages. Available in PDF, EPUB and Kindle. Book excerpt: Nonprofit Essentials: Acknowledgment, Recognition and Stewardship (Part of the AFP Fund Development Series) is a concise and professional guide to donor relations in a format that is accessible, lively, easy to read, and that provides in-depth advice from an expert in the field. The book guides in creating and implementing each aspect of a donor relation plan, providing recommended solutions to frequently encountered dilemmas and including sample documents, checklists, and other tools to help shape an effective program.