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 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:

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 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.

Download or read book Strategic Giving written by Peter Frumkin and published by University of Chicago Press. This book was released on 2008-09-15 with total page 471 pages. Available in PDF, EPUB and Kindle. Book excerpt: The philanthropic landscape is changing dramatically as a new generation of wealthy donors seeks to leave its mark on the public sphere. Peter Frumkin reveals in Strategic Giving why these donors could benefit from having a comprehensive plan to guide their giving. And with this thoughtful and timely book, he provides the much-needed framework to understand and develop this kind of philanthropic strategy. After listening for years to scores of individual and institutional funders discuss the challenges of giving wisely, Frumkin argues here that contemporary philanthropy requires a thorough rethinking of its underlying logic. Philanthropy should be seen, he contends, as both a powerful way to meet public needs and a meaningful way to express private beliefs and commitments. He demonstrates that finding a way to simultaneously fulfill both of these functions is crucial to the survival of philanthropy and its potential to support pluralism in society. And he goes on to identify the five essential elements donors must consider when developing a philanthropic strategy—the vehicle through which giving will flow, the way impact will be achieved, the level of engagement and profile sought, the time frame for giving, and the underlying purpose of the gift. Frumkin’s point is that donors must understand strategic giving as the integration of these five critical dimensions to giving. Essential reading for donors, researchers, and anyone involved with the world of philanthropy, Strategic Giving provides a new basis for understanding philanthropic effectiveness and a promising new way for philanthropy to achieve the legitimacy that has at times eluded it.

Download or read book How to Write Fundraising Materials that Raise More Money written by Tom Ahern and published by Emerson & Church, Publishers. This book was released on 2007 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt: Writing to raise money takes more than a few choice words. Highly profitable communications use a wide array of "trade secrets" to boost response. Things like emotional triggers, a working knowledge of reader psychology, the discovery of eye motion studies, and donor research ? all help writing pros reap big rewards from their appeal letters, newsletters, websites, case statements, and more.Now these trade secrets are yours, collected in one easy-to-understand volume: How to Write Fundraising Materials that Raise More Money ? The Art, the Science, the Secrets. Author Tom Ahern is recognized as one of North America's leading experts on effective communications. His workshops are in hot demand. Last year he released a first-of-its-kind book on moneymaking donor newsletters.Now, in his new book, Ahern reveals all: how top fundraising writers inspire their prospects to make that first gift ? and how they keep existing donors loyal and generous.Raising more money through words, via the printed page or online, is no accident. But anyone can do it well: you don?t need special writing talent. All you need is this essential guide to best practices in the fundraising industry.

Download or read book Giftology written by John Ruhlin and published by . This book was released on 2016-06-20 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Does it feel like you work in a "red ocean filled with sharks?" Eat or be eaten. Fierce competition. Continual battling over scarce resources. What if there was another path? What if you could create your own blue oasis where profits are higher, marketing is as natural as breathing, and competition is nearly nonexistent? This nirvana can be a reality when you practice the principles of Giftology. In this unusual un-marketing resource you'll discover... *Why Giftology isn't an expense...it's an investment that can pay off with huge dividends. *How to practice Giftology on a tight budget... it's easy and very effective. *How Giftology turns existing clients into your best salespeople. *Why (and how) gifts with a relatively low value can trump something expensive. *When is the best time to send gifts? (The answer may surprise you.) *How to unleash a "Referral Factory," a small army of influencers vouching for you--no gimmicks, no catches. *Find out how Giftology can transform your supply chain. *The ten worst gifts... definitely avoid these. (This info's available in the expanded bonus resource. Just click the link inside! It's my gift to you.) The average person is hit with at least thirty thousand messages a day, courtesy of that "red ocean filled with sharks." Giftology neutralizes that deadly philosophy and equips you with every tool you need to make your message a priority. Every time. Get your copy today!

Download or read book A History of Charitable Gift Planning written by Ronald A. Brown and published by Createspace Independent Publishing Platform. This book was released on 2017 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: This groundbreaking work provides an in-depth history of an American tradition: gifts to colleges, churches, hospitals, and other nonprofit organizations in return for fixed annuity payments. Today, some four thousand nonprofit organizations issue gift annuities. This is the first book to explore the evolution of a national system that supplies billions of dollars for services that change and save American lives. The first American gift annuity was issued in 1831, when John Trumbull gave his paintings of the American Revolution to Yale in exchange for payments of $1,000 per year for his life. Our best images of the men, women, and events of the struggle for independence are preserved at the Yale University Art Gallery because of a gift annuity. The contracts for Trumbull's annuity became templates for nonprofit annuities in the U.S. for the next hundred years. American donors fell in love with gift annuities in the 1920s. An international campaign by the American Bible Society produced 4,615 gift annuity contracts between 1919-1930. Many nonprofit organizations leaped into issuing annuities, often without adequate financial safeguards. In 1927, George Augustus Huggins proposed a national risk-management system at a hastily-convened conference on gift annuities. Huggins introduced actuarial principles for charitable gifts that we now take for granted: statistical measurement of average annuitant longevity; calculating payment rates by targeting a charitable residuum; and valuing charitable and beneficiary interests using financial projections grounded in investment experience. After the 1927 conference, gift calculations required well-trained guidance. The profession of charitable gift planning was born. For ten conferences on annuities during Huggins's lifetime, nonprofits were challenged by an unparalleled increase in longevity and a volatile economy marked by the Roaring Twenties, Great Depression, World War II, and a post-war boom. By Huggins's last conference in 1959, the Committee on Gift Annuities had virtually eliminated competition over annuity rates, and had introduced best practices for ethical marketing, accounting, investment of reserves, and compliance with federal and state laws, regulations, and court decisions. A History of Charitable Gift Planning includes the full texts of important documents, several timelines, a substantial index, and an extensive bibliography.

Download or read book Personalized Philanthropy written by Steven Meyers and published by Charitychannel LLC. This book was released on 2021-08-10 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personalized philanthropy is a radical new approach to what we traditionally called planned giving. After decades of "it's all-about-our-organization fundraising," charities thought it wise to consider what donors might need from the gift transaction. For a long time, this meant little more than applying planned giving techniques, many of which provide payments or an income to the donor in exchange for giving up an asset. More recently, and a bit more expansively, the question has grown to include what donors need, not only from a financial perspective but from a mission perspective - the donor's mission, not just the charity's. But while that's the better idea, it's been pretty much only an idea until now. The words donor-focused philanthropy sound nice, but there hasn't been much to concretely define them or put them to some strategic use. Steven Meyers has finally broken through the linguistic and strategic logjam to make sense of connecting donors and charities in a way that changes the way money is raised. It's not just a new twist to take into account a roller-coaster economy, and it's not just a new gimmick to address what has come to be known as the great generational wealth transfer. Using a metaphor of an imprisoning Matrix-the typical development office with its goals and deadlines-Steve artfully and persuasively works through and explains three concepts: virtual endowments, philanthropic equity gifts, and step-up gifts. Each captures what's wrong with the current fundraising model and provides a basis for improving it. This is not to say that fundraisers today are doing a poor job. Quite the contrary: those who work at charities are doing yeoman's work to make their organizations better as they pursue their missions. But it is also true that development offices can be bureaucratic and, because of inherent limitations, much more could be done. In fact, as donor-focused philanthropy has been a personal cause of mine for many years, I have seen how many organizations limit their ability to raise funds simply because they are not fully engaged with the donor's needs or desires. But to be engaged, fundraisers need to ask a whole different set of questions. Steve guides us through those questions and helps us make meaning of the responses we are likely to get from donors. Doing that, of course, will enhance donors' appreciation for the work charities do and, yes, increase their support. Steve calls this personalized philanthropy. As he says, "I want to know why all philanthropy is not already personalized philanthropy." You should ask yourself this question as well. This second edition, like the first, is no ordinary book. It's not just that it, like the first edition, is a full-color edition, enabling us to showcase the illustrations created by the author himself. What makes it extraordinary is what it represents: a movement in the field of philanthropy. This second edition adds a dive into the career aspects of the enlightened generalist. He's just made a groundbreaking and influential book even better.

Download or read book Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and published by . This book was released on 2019-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Over 4000 sold. The is the "insiders" guide to what planned gifts can do for your donors and for your organization. Use the guide to gain more satisfied donors and better financial results for your non-profit. Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure - it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. An important tool in gift-planning in the world of philanthropy. And a must-have fundraising tool for everyone on your development staff. Planned giving: good for your nonprofit and great for your career! STRUCTURE AND CONTENTS: ? 44 pages ? 9 x 12 ? Wire-bound, so it stays flat when opened ? Over 16 giving vehicles explained ? Upside and downside of each gift plan for your nonprofit and the donor ? Elevator pitch with each gift plan ? Gift diagrams included

Download or read book Charitable Gifts of Noncash Assets written by Bryan Clontz and published by Createspace Independent Publishing Platform. This book was released on 2017-01-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended for several audiences: 1. Front line advisors: financial, tax and legal advisors who have clients whose assets go well beyond cash and public securities. 2. Nonprofit gift planners: fundraisers in major gifts, planned gifts, and principal gifts whose donors wish to give assets other than cash. 3. Technical experts: Lawyers, accountants, and back office staff at charities and financial institutions charged with determining how an asset may be used for a philanthropic purpose, or determining whether that asset should be accepted as a gift.

Download or read book Summertree written by Ron Cowen and published by Dramatists Play Service Inc. This book was released on 2003 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: THE STORY: As the New York Times outlines: Mr. Cowen's hero, just about to turn twenty, is discovered dreaming in the backyard (or is it less friendly territory?) and the action of the play is mostly what happens in his head as he surveys his life

Download or read book Mount Vernon Love Story written by Mary Higgins Clark and published by Simon and Schuster. This book was released on 2012-09-04 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Always a lover of history, Mary Higgins Clark wrote this extensively researched biographical novel and titled it Aspire to the Heavens, after the motto of George Washington's mother. Published in 1969, the book was more recently discovered by a Washington family descendant and reissued as Mount Vernon Love Story. Dispelling the widespread belief that although George Washington married Martha Dandridge Custis, he reserved his true love for Sally Carey Fairfax, his best friend's wife, Mary Higgins Clark describes the Washington marriage as one full of tenderness and passion, as a bond between two people who shared their lives -- even the bitter hardship of a winter in Valley Forge -- in every way. In this author's skilled hands, the history, the love, and the man come fully and dramatically alive.

Download or read book Abusing Donor Intent written by Doug White and published by Paragon House. This book was released on 2014-04-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It was the largest one-time amount—$35 million—anyone had ever donated to benefit a university. The Robertsons were specific about the way the money was to be used. It was intended to help Princeton's Woodrow Wilson School of Public and International Affairs focus on sending its graduates into those areas of the federal government concerned with international relations. "But the university," the son says, "was ignoring my parents' intentions." Furthermore, Princeton's administrators were "harming the country." That's not, as you might imagine, the way Princeton saw it—or sees it today. How much control over a gift does a donor have after the gift is given? How accountable is a non-profit recipient for the use of the gift? "Robertson v. Princeton may be the most important case higher education has faced over the question of honoring the wishes of the donor." Wall Street Journal "Doug White's careful and fair study of the seminal Robertson Foundation endowment litigation against Princeton University should be read by all donors and donees. As a former head of the New York State Law Department's Charities Bureau, I know donors have to have both courage and resources to enforce their rights, especially against iconic donees. Fortunately, the Robertsons had both." Bill Josephson, Former head of the Charities Bureau, New York State Attorney General's office This book is based on extensive research and interviews with leading attorneys Victoria Bjorklund and Douglas Eakeley (Princeton) and Ron Malone and Seth Lapidow (Robertson family), experts for both sides, representatives of other major nonprofits, philanthropists, and high-profile public figures including George H.W. Bush, Brent Scowcroft, Chuck Robb, and Paul Volcker.

Download or read book Opening the Door to Major Gifts written by John Greenhoe and published by . This book was released on 2013-04-01 with total page 114 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are not feeding new prospective major gift donors into your pipeline on a regular and systematic basis, sooner or later your efforts are going to stall. So, whether you are new to fundraising or have been active in the profession for years, this is a resource that can help you build new relationships and add good prospects to your portfolio. The book provides specific strategies that will increase your odds for success when you are ready to meet your donors. You will learn to "warm" your prospects so they are receptive to your outreach, to make allies of the gatekeepers who control access to the decision makers, and to conduct a qualification call that is both casual and purposeful. All of these methods are designed to initiate a comfortable and meaningful relationship that will one day result in a significant philanthropic investment.

Download or read book Revisiting America The Prints of Currier and Ives written by and published by Joslyn Art Museum. This book was released on 2020-11-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Engravings for the people" a fresh appraisal of the printmakers Currier & Ives and their vision of America Currier & Ives was a powerhouse of 19th-century publishing and had an immeasurable influence on American visual culture. Founded in New York in 1834 by Nathaniel Currier, the company expanded to include a new partner, James Merritt Ives, after 1857. Currier & Ives produced millions of affordably priced copies of over 7,000 original lithographs, living up to its self-appointed title as "The Grand Central Depot for Cheap and Popular Prints." The firm took advantage of New York City's booming arts culture in the latter half of the 19th century, but its output was not seen as fine art by critics, nor was it intended as such. Its prints were first and foremost commodities; the choice subjects often determined by popularity and sales figures. Currier & Ives perpetuated Victorian ideals in its depictions of family, history, politics and urban and suburban life. But these prints also served as an important record of a nation in the midst of an extraordinary transformation from a rural and agricultural landscape to an industrialized and urbanized global power. Along with their popular appeal, Currier & Ives's images offer a new opportunity to uncover the complexities and contradictions of our history and help shape our understanding of America's past.

Download or read book Samuel F B Morse s Gallery of the Louvre and the Art of Invention written by Terra Foundation for American Art and published by Other Distribution. This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Known today primarily for his role in the development of the electromagnetic telegraph and Morse code, Samuel F.B. Morse began his career as a painter. His monumental Gallery of the Louvre was the culmination of an extended period of study in Europe"--Provided by publisher.