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Planned Giving Essentials A Step-by-Step Guide to Success

ISBN-10: 0834219050
ISBN-13: 9780834219052
Edition: 2nd 2001 (Revised)
List price: $110.95 Buy it from $26.86
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Description: This book is the premier resource that will provide all you need for successful development of your planned giving programs.

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Book details

List price: $110.95
Edition: 2nd
Copyright year: 2001
Publisher: Jones & Bartlett Learning, LLC
Publication date: 1/12/2002
Binding: Paperback
Pages: 187
Size: 8.75" wide x 10.75" long x 0.75" tall
Weight: 1.144
Language: English

This book is the premier resource that will provide all you need for successful development of your planned giving programs.

Foreword
Preface
Acknowledgments
Planned Giving: Its Characteristics and Its Importance
Planned Giving Defined
Planned Gifts
The Planned Giving Process
Planned Gifts, Donors, and Organizational Survival
Points To Ponder
The Planned Giving Process
Philanthropy and the Philanthropist
A Historical Perspective
A Lesson from History
Philanthropy and Charity
How Gifts Are Made
Why Gifts Are Made
Philanthropic Organizations: Power and Control
Points To Ponder
Planned Giving and Fundraising
The Development Office
The Annual Giving Program
Special Purposes Program
Endowment
Planned Giving
The Fundraising Mindset
Serendipitous Contributions
Obstacles to Establishing a Planned Giving Program
Points To Ponder
First Steps
Feasibility Test
How To Think about Starting
Bequests and Wills
First Steps
Complex Gifts
Unrealistic Management Expectations
Planned Gift Benefits
Wills
Response Cards
Donor Recognition Societies
Stewardship
Points To Ponder
Not-for-Profit Organizations
Mutual Benefit Organizations
Philanthropic Organizations
Not-for-Profits and Planned Giving
Points To Ponder
The Business of Philanthropy and the Practice of Planned Giving
Fundraising as a Profession
The Business of Philanthropy
The Development Department
The Practice of Fundraising
Planned Giving Professionals
Points To Ponder
Planned Gifts
Planned Gifts and How They Are Made
Outright Gifts of Appreciated Property
Life Income Gifts
Life Insurance Policies
Retained Life Estate Gifts
Charitable Lead Trusts
Bequests
Additional Ways of Making Planned Gifts
Points To Ponder
Charitable Giving Options
Gifts of Appreciated Securities
Appreciated Securities Gift Data Sheet
Sample Donor Information--Gifts of Real Estate
Real Estate Gift Data Sheet
Sample Bequest Provisions
Communication: Letting the World Know about Your Program
Communicating
Commitment
Inside the Organization
Outside the Organization
Points To Ponder
Training Guidelines
International Planned Giving
Inter-Nation Giving
The Beginnings of Change
Planned Giving: Getting Started Right
Preparing Your Action Plan
The Plan
Guide to Writing a Plan
Organizing To Begin the Planned Giving Program
Planning for Phased Growth
Staffing
Selecting the Gift Options To Be Offered
Planning the Workload
Training
Telephones and Voice Mail
Computer Software
Working with Allied Professionals
How Community Foundations Can Help
Case Study: The Development of a Planned Giving Program
Marketing Planned Giving
Why "Marketing"?
Who Are the Potential Donors?
Outreach: Communicating with Donors
The Kickoff of Your Program
Sample Response Letters
Managing the Gifts
Establishing a Sound Gift Acceptance Policy
Developing an Effective Endowment Fund Policy
Arranging for Investment Advice
Preparing Checks and Tax Reports for a Lifetime
Crediting of Gifts: Reality and Perception
Substantiating Gifts for the Donor's Tax Records
Sample Gift Acceptance Policy
Avoiding Pitfalls
"All I Need Is Your Mailing List"
Write the Will and Pay the Piper
"We Haven't Got the Staff To Make Visits"
Gifts That Are Too Expensive
"Here's the Stock ... Don't Sell It for Five Years"
Gifts That Need an Environmental Cleanup
The Fantastic Return Seeker
"We're Too New To Have a Planned Giving Program"
Gift Annuities Aren't for Everyone
Acting as Trustee
"Planned Giving Is Tomorrow. We Need the Money Now."
Conclusion
Model Standards of Practice for the Charitable Gift Planner
Glossary of Planned Giving Terms
Resources
Sample Gift Instruments
Sample Annuity Trust Forms Prepared by the IRS
Sample Unitrust Forms Prepared by the IRS
Pooled Income Fund Documents Prepared by the IRS
Sample Retained Life Estate Agreements
Sample Gift Annuity Agreements
IRS Forms for Gifts of Tangible Personal Property
IRS Form 8282 Donee Information Return
IRS Form 8283 Noncash Charitable Contributions
IRS Form 990 Return of Organization Exempt from Income Tax
Index
About the Authors

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