Planned Giving Essentials / Edition 2

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Overview

Planned giving is perhaps the most intimidating component in the fund raising arena. But you don't need to be an attorney or have a large staff to incorporate this component into your organization's fund raising program. Planned Giving Essentials provides the instruction and tools needed to both begin a successful planned giving program and expand it later. In addition, a glossary of terms, model letters and policies, sample advertisements, and other tools help make planned giving manageable.
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Product Details

  • ISBN-13: 9780834219052
  • Publisher: Aspen
  • Publication date: 1/1/2002
  • Edition description: 2E
  • Edition number: 2
  • Pages: 204
  • Sales rank: 856,116
  • Product dimensions: 0.43 (w) x 8.25 (h) x 11.00 (d)

Table of Contents

Foreword
Preface
Acknowledgments
Pt. I Planned Giving: Its Characteristics and Its Importance 1
Ch. 1 Planned Giving Defined 3
Ch. 2 Philanthropy and the Philanthropist 10
Ch. 3 Planned Giving and Fund Raising 15
Ch. 4 First Steps 23
Ch. 5 Not-for-Profit Organizations 29
Ch. 6 The Business of Philanthropy and the Practice of Planned Giving 32
Ch. 7 Planned Gifts 35
Ch. 8 Communication: Letting the World Know About Your Program 59
Ch. 9 International Planned Giving 65
Pt. II Planned Giving: Getting Started Right 67
Ch. 10 Preparing Your Action Plan 69
Ch. 11 Organizing To Begin the Planned Giving Program 73
Ch. 12 Marketing Planned Giving 76
Ch. 13 Managing the Gifts 85
Ch. 14 Avoiding Pitfalls 90
App. A Glossary of Planned Giving Terms 96
App. B: Resources 101
App. C Sample Gift Instruments 103
App. D IRS Forms for Gifts of Tangible Personal Property 152
Index 161
About the Authors 166
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