The Ultimate Quick Reference Planned Giving Pocket Guide PDF Download
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Author: Viken Mikaelian
Publisher:
ISBN: 9781942925002
Category :
Languages : en
Pages : 55
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Book Description
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.
Author: Viken Mikaelian
Publisher:
ISBN: 9781942925002
Category :
Languages : en
Pages : 55
Get Book
Book Description
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.
Author: Viken Mikaelian
Publisher:
ISBN: 9781942925033
Category :
Languages : en
Pages :
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Book Description
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
Author: Ronald R. Jordan
Publisher: John Wiley & Sons
ISBN: 0470480823
Category : Business & Economics
Languages : en
Pages : 851
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Book Description
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.
Author: Richard D. Barrett
Publisher: Jones & Bartlett Learning
ISBN: 9780834219052
Category : Business & Economics
Languages : en
Pages : 212
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Book Description
This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Author: Robert F. Sharpe
Publisher: Wiley
ISBN: 9780471166740
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
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.
Author: Douglas E. White
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 394
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Book Description
"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.
Author: Brian M. Sagrestano
Publisher: Charitychannel LLC
ISBN: 9781938077852
Category : Business & Economics
Languages : en
Pages : 158
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Book Description
Charitable planned giving is a difficult and technically challenging, yet powerful, segment of fundraising. This book, along with the companion, Getting Started in Charitable Gift Planning: The Resource Book, is the first to break it down into a conversational read while delivering what the reader needs to get started and excel.
Author: Jim Van Houten
Publisher:
ISBN: 9781660358625
Category :
Languages : en
Pages : 54
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Book Description
A Life with Significance: Leaving a Legacy through Charitable Planned Giving is a book to stimulate potential donors to consider the benefits of planned giving and to demonstrate in an easy to understand manner some unique ways to make these gifts. It discusses outright gifts at death, charitable remainder trusts and charitable lead trusts. The purpose of the book is to stimulate their interest in exploring some of these ideas with their favorite charity or the charity that gave them the book. The Guide for Charities version contains the entire book that is given to potential donors or existing donors. In addition, it contains valuable information on marketing. It gives ideas on where to find potential donors for charitable planned giving, how to approach them and what to say. It also contains a sample 3-5 talk for you if you are given the opportunity to make a short presentation. Included are some resources for learning about planned giving ideas as well as how to develop a planned giving proposal. This book and the tools provide in the book will help to get charitable planned gifts without having to add more staff. It has worked well for charities that I have worked with and it can work well for you.
Author: Ronald R. Jordan
Publisher: John Wiley & Sons
ISBN: 0471421111
Category : Business & Economics
Languages : en
Pages : 351
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Book Description
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.
Author: Brian M. Sagrestano
Publisher: John Wiley & Sons
ISBN: 1118235495
Category : Business & Economics
Languages : en
Pages : 464
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Book Description
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.
