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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.
List of Exercises, Exhibits, Figures, and Tables
1 Loyal Donors and the Path to Nonprofit Sustainability 3
2 Transforming Old Habits into New Strategies 15
3 Assumptions That Mean Success or Failure 27
4 It's Valuable to Make Your Own Plans First 47
5 A Reason to Give: Inspiration and the Donor Experience 61
6 The Four Steps to Create a Stream of Gifts 77
7 Step 1: Setting the Stage for Legacy Gifts 87
8 Step 2: Building Trust and Credibility 119
9 Step 3: The Tipping Point 155
10 Step 4: Putting It to Work: Going Public 177
11 Integrating Legacy Gifts into Daily Work 191
12 Gift Tools 207
13 Advisors Moving to Center Stage 215
14 Transparency and Ethics 229
About the Author 301