Planned Giving: Management, Marketing, and the Law - ISBN: 0471351024


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		"I love quotations because it is a joy to find thoughts one might have, beautifully expressed with much authority by someone recognized wiser than oneself." - Marlene Dietrich

	Planned Giving: Management, Marketing, and the Law
	by Ronald R. Jordan, Katelyn L. Quynn

ZIN Product Number: 10127660

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Product Details

Format: Hardcover, 2nd ed., 592 pages

Edition: 2ND

Publisher: Wiley, John & Sons, Incorporated

ISBN: 0471351024

Release Date: Jan 10, 2000

From The Publisher
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.

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	Preface
	Acknowledgments
Pt. 1	Managing a Planned Giving Program	1
Ch. 1	What Is Planned Giving?	3
Ch. 2	Inside the Development Office	11
Ch. 3	Planned Giving in a Small or One-Person Organization	18
Ch. 4	Staffing a Planned Giving Office	27
Ch. 5	Managing a Planned Giving Office	36
Pt. 2	Marketing the Planned Giving Program	49
Ch. 6	Marketing: Printed Materials and Publications for Donors and Prospects	51
Ch. 7	Marketing a Planned Giving Program within the Nonprofit	60
Ch. 8	Marketing: Making Planned Giving Presentations	70
Ch. 9	Marketing Endowed Funds to Donors	77
Ch. 10	Marketing Planned Giving to Professional Advisors	86
Pt. 3	Management: The Planned Giving Donor	97
Ch. 11	The Planned Giving Prospect	99
Ch. 12	Solicitation Strategies	107
Ch. 13	Planned Giving and Major Gifts	123
Ch. 14	Working with Prospects and Donors Who Are Patients	138
Pt. 4	Planned Giving Assets	149
Ch. 15	Gifts of Securities	151
Ch. 16	Gifts of Real Estate	161
Ch. 17	Gifts of Tangible Personal Property	182
Ch. 18	Gifts of Nontraditional Assets	192
Ch. 19	Gifts of Life Insurance	205
Pt. 5	Planned Giving Options	211
Ch. 20	Charitable Gift Annuities and Deferred Gift Annuities	213
Ch. 21	Pooled Income Funds	229
Ch. 22	Trusts	238
Ch. 23	Private Foundations, Supporting Organizations and Donor-Advised Funds	266
Ch. 24	Bequests and the Bequest Society	279
Pt. 6	Planned Giving's Related Disciplines	291
Ch. 25	Tax Consequences of Charitable Contributions	293
Ch. 26	Estate Planning for the Development Professional	317
Ch. 27	Financial Planning for the Development Professional	337
Ch. 28	Retirement Planning for the Development Professional	349
Pt. 7	Management: The Planned Giving Program's Policies and Procedures	357
Ch. 29	Gift Acceptance Policies	359
Ch. 30	Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs	378
Ch. 31	Nonprofit Investment Policies and Procedures	384
Ch. 32	Administering a Nonprofit Bequest Program	415
Ch. 33	Working with an Outside Asset Manager	433
Ch. 34	Evaluating a Planned Giving Program	442
Pt. 8	Planned Giving in Context	457
Ch. 35	Planned Giving and Capital Campaigns	459
Ch. 36	Ethics and Planned Giving	465
Ch. 37	Stewardship and Planned Gifts	478
Ch. 38	Institutionally Related Foundations	489
Ch. 39	Working with Nondevelopment Staff	500
Ch. 40	Planned Giving in Large, Established Arts Organizations	514
	App.: Disk Documentation	523
	Index	557

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