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ZIN Product Number: 10126068
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| | | |  | | | Product Details
 Format: Hardcover, 304 pages
Publisher: Wiley, John & Sons, Incorporated
ISBN: 0471212091
Release Date: Jan 10, 2000
| |  | | | From The Publisher
Planned giving programs play an increasingly significant fundraising role at most nonprofit organizations. As a result, donors are becoming more and more familiar with planned giving and expect to find such programs in place at their charities of choice. Now small nonprofits must implement planned giving programs and expand existing ones, yet most development directors are not trained in planned giving, nor do they have access to expertise in the field. Unlike outright gifts, planned gifts often take time to materialize, and, once they occur, they must be administered for years. Planned Giving for Small Nonprofits shows directors and boards of small charities precisely how to promote planned giving within the framework of their available resources, step by step. Written by two of the most recognizable names in planned giving, this easy-to-follow guide demonstrates how organizations with understaffed development programs can manage the careful analysis, commitment, and employee and volunteer support necessary to execute a successful planned giving campaign. Jordan and Quynn include plenty of examples and case studies from nonprofits in all sectors -- educational and religious institutions, healthcare organizations, and cultural associations -- illustrating how to develop, implement, and manage a program.
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| | | |  | | | | Preface | | | Acknowledgments | | | Pt. 1 | Background Issues | 1 | | Ch. 1 | Planned Giving in a Small Charity: The First Year | 3 | | Ch. 2 | Planned Giving and the Charity | 17 | | Pt. 2 | Getting Started | 25 | | Ch. 3 | Mobilizing the Nonprofit Organization's Leadership, Boards, and Volunteers | 27 | | Ch. 4 | An Operational Plan for a Small Nonprofit Organization's Planned Giving Program | 43 | | Ch. 5 | Gift Acceptance Policies for a Planned Giving Program | 55 | | Ch. 6 | Managing Time: Planned Giving in a Small Charity | 74 | | Pt. 3 | Planned Gifts | 85 | | Ch. 7 | Bequests and the Bequest Society | 87 | | Ch. 8 | Endowed Funds and Current Use Awards | 109 | | Ch. 9 | Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds | 120 | | Ch. 10 | Trusts | 134 | | Pt. 4 | Gifts of Assets Other Than Cash | 151 | | Ch. 11 | Gifts of Securities | 153 | | Ch. 12 | Gifts of Real Estate | 167 | | Ch. 13 | Gifts of Tangible Personal Property | 180 | | Ch. 14 | Gifts of Life Insurance and Retirement Plan Assets | 191 | | Pt. 5 | Working with Donors | 205 | | Ch. 15 | The Planned Giving Prospect | 207 | | Ch. 16 | Solicitation Strategies | 217 | | Ch. 17 | Ethics and Planned Giving | 234 | | Pt. 6 | Marketing | 251 | | Ch. 18 | Marketing Planned Giving in Small Nonprofit Organizations | 253 | | Ch. 19 | Marketing to Professional Advisors | 269 | | Pt. 7 | Planned Giving and Taxes | 281 | | Ch. 20 | Tax Consequences of Charitable Gifts | 283 | | Index | 307 |
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| | | | | | Keywords
Business/Economics, Business / Economics / Finance, Business & Economics, Strategic Planning, Nonprofit Organizations & Charities, Taxation - Corporate, Nonprofit organizations, Finance, Deferred giving, Business/Economics, Business / Economics / Finance, Business & Economics, Strategic Planning, Nonprofit Organizations & Charities, Small Business - Capital Generation, Business/Economics, Business / Economics / Finance, Business & Economics, Strategic Planning, Nonprofit Organizations & Charities, Small Business - Capital Generation
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