Philanthropic Planning Companion The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning

Name: Philanthropic Planning Companion The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning
Price: 71.24 USD
Availability: InStock
ISBN: 9781118004548

ISBN-10: 111800454X

ISBN-13: 9781118004548

Edition: 2012

Authors: Brian M. Sagrestano, Robert E. Wahlers, Laura Fredricks

List price: $103.50

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Description:

Throughout its chapters, The Complete Philanthropic Planning Companion will disseminate and analyze the latest research focused on donor behavior and discuss the need for novel approaches to charitable gift planning. Working with Donors and Advisors details the evolution of the planned giving field over its history. Marketing to Prospects suggests how charities can use a moves management system to build its gift planning outreach program. Gift Planning Infrastructure provides the architecture to charities for building a donor-centered gift planning component as an integrated part of their fundraising effort. The book offers many tools, checklists and sample materials including: performance…

Book details

List price: $103.50
Copyright year: 2012
Publisher: John Wiley & Sons Canada, Limited
Publication date: 6/26/2012
Binding: Hardcover
Pages: 464
Size: 6.00" wide x 9.10" long x 1.50" tall
Weight: 1.496
Language: English

Laura Fredricks is vice president for philanthropy at Pace University in New York City. She is the author of "Developing Major Gifts,"



Foreword


Preface


The Role of Philanthropic Planning


Our Approach


Using the Companion


Acknowledgments


From Brian M. Sagrestano


From Robert E. Wahlers



The Emergence of Philanthropic Planning



The Changing Fundraising Marketplace


The Evolution from Deferred Giving to Philanthropic Planning


In Summary



The New Philanthropists


Defining Generations


Traditionalists (Born Pre-1946)


Depression Cohort (1912 to 1921)


World War II Cohort (1922 to 1927)


Post-War Cohort (1928 to 1945)


Transitioning


The New Philanthropists (Born 1946 to Present)


Older Boomers/Leading Boomers Cohort (1946 to 1954)


Younger Boomers/Trailing Boomers Cohort (1955 to 1964)


Generation X/Baby Busters Cohort (1965 to 1976)


Millennials/Generation Y/Generation Next/Echo Boomers Cohort (1977 to 1984?)


Emergence of the ï¿½ï¿½Great Recessionï¿½ï¿½ Generation?


Identifying Prospects for Philanthropic Planning


Creating a Fundraising Environment for Philanthropic Planning


The Role of Professional Advisors


Working with Philanthropists


Integrated Solutions for Principal Gift (Tier One) Philanthropists


Working with Major (Tier Two) Donors