The Complete Guide To Planned Giving

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.

This book is the premier resource that will provide all you need for successful development of your planned giving programs.

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.

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

"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.

The real-world guide to successfully funding your nonprofit program The Complete Guide to Fundraising Management is the comprehensive handbook for successful fundraising, with a practical focus that applies across the nonprofit sector. With a focus on planning, self-assessment, continual improvement, and high-payoff strategies, this book provides more than just ideas—it shows you the concrete, real-world actions that make it all happen, and gives you the tools you need to bring these concepts to life. This new fourth edition features the latest information about social media campaigning, internet fundraising, crowdfunding, and more. Timelines, checklists, and forms help you streamline management tasks to focus on effective development, and updated sample reports and budget information help you begin implementing these approaches quickly. The nonprofit world is becoming increasingly competitive in terms of funding, and fundraisers are being asked to perform miracles more than ever before. This book offers a time-tested framework for fundraising success, with step-by-step guidance through the entire process from prospect to program. Understand and apply the major principles and best practices of fundraising Manage information, resources, development, and volunteers Adopt new approaches to relationship-building and prospect identification Write grants and fundraising materials that make a rock-solid case for support There is never enough funding to go around. To survive and thrive, nonprofits must revitalize interest and generate more support. Gone are the days of door-knocking and bake sales; strategy is critical, and execution must be top-notch. The Complete Guide to Fundraising Management shows you the real-world strategies that get your programs funded.

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.

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.