Book Description
Unlike other areas of fund-raising, planned giving brings fund-raising professionals into contact with lawyers, accountants, financial planners, consultants, and wealthy donors. They need to be able to speak the same language as the donors and their advisors while still keeping their own organization's goals in mind. This book can help them address these and other vital issues related to starting, marketing, administering, and expanding a planned giving program.
From the Back Cover
An indispensable guide to all aspectsmanagement, marketing, and lawof a successful planned giving program
Planned giving allows the individual donor to make a significant contribution to a specified organization using a variety of assets and instruments. For the nonprofit in recent years, planned giving has increasingly become a leading fundraising strategy. By its nature, this more involved form of giving brings the fundraising professional into contact with lawyers, accountants, financial planners, and consultants, in addition to donors. Planned Giving: Management, Marketing, and Law, Third Edition provides the nonprofit professional with the tools needed to navigate the many considerations and professional languages involved in the planned giving process. Building on the success of the Second Edition, this Third Edition emphasizes the growing role of planned giving for most nonprofits, while updating coverage on managing planned giving programs, marketing, donors, cash and non-cash gifts, related disciplines, policies, procedures, and context. Entirely new chapters cover planned giving and online technology, brick and mortar projects, start-ups, emerging issues for healthcare organizations, a holistic approach, and the changing role of the planned giving officer. A companion CD-ROM contains more than 300 customizable forms, documents, checklists, marketing pieces, and document templates good for starting and running a planned giving program at nonprofits large and small. Supplemented annually with the latest coverage and details, Planned Giving, Third Edition provides nonprofit officers, consultants, and other development professionals with a complete, invaluable, and user-friendly resource.
--This text refers to an alternate
Hardcover
edition.