Planned Giving Basics PDF Download
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| Author | : Carol Weisman |
| Publisher | : |
| Total Pages | : |
| Release | : 2018-06-18 |
| Genre | : |
| ISBN | : 9780999233207 |
Download Planned Giving Basics Book in PDF, ePub and Kindle
A Common Sense Guide to Planned Giving - Sure-fire techniques to land a legacy giftThis book is written for you if:¿ You are a board member or staff person of a nonprofit organization that will need money for decades to come.¿ You need guidelines on the nuts and bolts: the right time to start a planned giving program for your organization, the people to ask, the best time to make a call, the way to set up a meeting, the precise words to use, and the most effective way to say them. ¿ You are uncomfortable asking for a major or capital gift, much less a gift after the donor dies. ¿ You are a volunteer who wants to focus on the future growth of a nonprofit about whom you care deeply.¿ You are a nonprofit executive who is an expert in your field, such as cancer in dogs, early childhood education, hematology, civil rights, or substance abuse, but are new to planned giving.¿ You are a development professional who has deep but narrow experience in such areas as grant writing, special events, or annual fund gifts, and you want to develop a wider range of knowledge.¿ You have no idea what is involved in a planned giving initiative.
| Author | : Richard D. Barrett |
| Publisher | : Jones & Bartlett Learning |
| Total Pages | : 212 |
| Release | : 2002 |
| Genre | : Business & Economics |
| ISBN | : 9780834219052 |
Download Planned Giving Essentials Book in PDF, ePub and Kindle
This book is the premier resource that will provide all you need for successful development of your planned giving programs.
| Author | : Ronald R. Jordan |
| Publisher | : John Wiley & Sons |
| Total Pages | : 851 |
| Release | : 2009-04-22 |
| Genre | : Business & Economics |
| ISBN | : 0470480823 |
Download Planned Giving Book in PDF, ePub and Kindle
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 | : Craig C. Wruck |
| Publisher | : |
| Total Pages | : 188 |
| Release | : 2016-07-11 |
| Genre | : |
| ISBN | : 9781535242233 |
Download Planned Giving in a Nutshell Book in PDF, ePub and Kindle
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.
| Author | : Barbara L. Ciconte |
| Publisher | : Jones & Bartlett Learning |
| Total Pages | : 466 |
| Release | : 2005 |
| Genre | : Business & Economics |
| ISBN | : 9780763734466 |
Download Fundraising Basics Book in PDF, ePub and Kindle
This primer helps new fund raisers learn the basics, from the vocabulary of fund raising to the nuances of major trends affecting nonprofit fundraising today. With up-to-date case studies and reallife examples, this practical guide will provide an overview of the field and give development staff, managers, and directors a platform from which to operate their fund raising programs. This guide is a musthave for anyone new to the fund raising arena.
| Author | : Brian M. Sagrestano |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2016-03-17 |
| Genre | : Business & Economics |
| ISBN | : 1118235495 |
Download The Philanthropic Planning Companion Book in PDF, ePub and Kindle
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.
| Author | : Douglas E. White |
| Publisher | : |
| Total Pages | : 394 |
| Release | : 1995 |
| Genre | : Business & Economics |
| ISBN | : |
Download The Art of Planned Giving Book in PDF, ePub and Kindle
"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 | : Craig C. Wruck |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2013-03-06 |
| Genre | : Charitable uses, trusts, and foundations |
| ISBN | : 9781482672909 |
Download Planned Giving in a Nutshell, 4th Edition Book in PDF, ePub and Kindle
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.
| Author | : Craig C. Wruck |
| Publisher | : Independently Published |
| Total Pages | : 198 |
| Release | : 2018-12-23 |
| Genre | : |
| ISBN | : 9781792177606 |
Download Planned Giving in a Nutshell Book in PDF, ePub and Kindle
Planned Giving in a Nutshell is a concise overview of Federal tax incentives for charitable giving, charitable gift plans donors can use to make generous charitable gifts, and the assets donors may wish to contribute as well as the integration of planned giving into a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts, fundraisers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language. But technical concepts, obscure terminology, and daunting financial projections make it difficult for a generalist fundraiser to navigate to a successful gift.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 vehicles.Planned 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.
| Author | : Kent E. Dove |
| Publisher | : Jossey-Bass |
| Total Pages | : 584 |
| Release | : 2002-03-18 |
| Genre | : Business & Economics |
| ISBN | : |
Download Conducting a Successful Major Gifts and Planned Giving Program Book in PDF, ePub and Kindle
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.
