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

ISBN-10: 111800454X

ISBN-13: 9781118004548

Edition: 2012

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

List price: $103.50
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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 goals table, visit preparation form, visit briefing document, visit report form, tracking metrics form, stewardship protocol table, seven touches checklist, gender difference table, checklist for creating a professional advisor network, professional advisor stewardship table, sample bequest/beneficiary language, sample gift agreement, sample gift acceptance policy, sample marketing materials, generational cohorts chart and more.
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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: 6.25" wide x 9.25" long x 1.50" tall
Weight: 1.826
Language: English

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

The Role of Philanthropic Planning
Our Approach
Using the Companion
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)
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 ��Great Recession�� 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
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