Planned Giving For Small Nonprofits


Planned Giving For Small Nonprofits
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Planned Giving For Small Nonprofits


Planned Giving For Small Nonprofits
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Author : Ronald R. Jordan
language : en
Publisher: John Wiley & Sons
Release Date : 2002-10-29

Planned Giving For Small Nonprofits written by Ronald R. Jordan and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-10-29 with Business & Economics categories.


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.



Big Gifts Small Effort


Big Gifts Small Effort
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Author : Nancy Jones
language : en
Publisher: Independently Published
Release Date : 2019-05-31

Big Gifts Small Effort written by Nancy Jones and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-05-31 with categories.


Big Gifts, Small Effort is an indispensable resource for board members, fundraisers, pastors, development officers and anyone who wants to raise more money for their charity or nonprofit through planned giving. Written in easy-to-understand, practical language Big Gifts, Small Effort shows how non-profits large and small can increase their funding. Learn how simple steps can increase donations significantly through wills, trusts and gift annuities, among others.



Planned Giving


Planned Giving
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Author : Ronald R. Jordan
language : en
Publisher: John Wiley & Sons
Release Date : 2009-04-22

Planned Giving written by Ronald R. Jordan and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-04-22 with Business & Economics categories.


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.



The Power Of Legacy And Planned Gifts


The Power Of Legacy And Planned Gifts
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Author : Kevin Johnson
language : en
Publisher: John Wiley & Sons
Release Date : 2010-03-25

The Power Of Legacy And Planned Gifts written by Kevin Johnson and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-03-25 with Business & Economics categories.


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.



Planned Giving Essentials


Planned Giving Essentials
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Author : Richard D. Barrett
language : en
Publisher: Jones & Bartlett Learning
Release Date : 2002

Planned Giving Essentials written by Richard D. Barrett and has been published by Jones & Bartlett Learning this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.


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



Fundraising Basics


Fundraising Basics
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Author : Barbara L. Ciconte
language : en
Publisher: Jones & Bartlett Learning
Release Date : 2005

Fundraising Basics written by Barbara L. Ciconte and has been published by Jones & Bartlett Learning this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Business & Economics categories.


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.



The Ultimate Quick Reference Planned Giving Pocket Guide


The Ultimate Quick Reference Planned Giving Pocket Guide
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Author : Viken Mikaelian
language : en
Publisher:
Release Date : 2015-01-09

The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-01-09 with categories.


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.



The Art Of Planned Giving


The Art Of Planned Giving
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Author : Douglas E. White
language : en
Publisher:
Release Date : 1995

The Art Of Planned Giving written by Douglas E. White and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995 with Business & Economics categories.


"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 Philanthropic Planning Companion


The Philanthropic Planning Companion
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Author : Brian M. Sagrestano
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-17

The Philanthropic Planning Companion written by Brian M. Sagrestano and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-17 with Business & Economics categories.


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.



Planned Giving


Planned Giving
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Author : Ronald R. Jordan
language : en
Publisher: Wiley
Release Date : 2003-11-10

Planned Giving written by Ronald R. Jordan and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-11-10 with Business & Economics categories.


The Third Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. Planned Giving 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.