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Conducting a successful major gifts and planned giving program : a comprehensive guide and resource

Author: Kent E Dove; Alan M Spears; Thomas W Herbert
Publisher: San Francisco : Jossey-Bass, ©2002.
Edition/Format:   Print book : English : 1st edView all editions and formats
Database:WorldCat
Summary:
"Conducting a Successful Major Gifts and Planned Giving Program--the fifth volume in the groundbreaking Dove on Fundraising Series--is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization"--Publisher website (April 2007).
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Additional Physical Format: Online version:
Dove, Kent E., 1945-
Conducting a successful major gifts and planned giving program.
San Francisco : Jossey-Bass, ©2002
(OCoLC)606817819
Online version:
Dove, Kent E., 1945-
Conducting a successful major gifts and planned giving program.
San Francisco : Jossey-Bass, ©2002
(OCoLC)607808007
Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Kent E Dove; Alan M Spears; Thomas W Herbert
ISBN: 0787957070 9780787957070
OCLC Number: 48362352
Description: xvii, 557 pages : illustrations ; 24 cm
Contents: Planning and implementing your major gifts and planned giving program. Building your program. Identifying, researching, and rating major gift prospects --
Cultivating and soliciting major gifts --
Securing lead gifts (Rodney P. Kirsch, Martin W. Shell) --
Connecting major gifts and planned giving --
Implementing a planned giving program --
Marketing planned gifts --
Understanding the gift options and tax consequences. Outright gifts --
Life income gifts --
Bequests and remainder interests --
New and advanced planned giving techniques --
Major gifts and planned giving resource guide. Resource guide contents. Nonprofit key word search --
Estimating net worth --
Web-based research --
Research profile formats --
How to close the gift --
Letter proposal --
Full proposal --
Wills seminar program system --
Planned giving strategic]lan --
gift acceptance policies --
Gift agreement templates --
Planned giving newsletters --
Sample planned giving brochures --
Guide to giving --
Personal financial planner --
Planned giving honor roll --
Rules regarding charitable tax deductions --
Templates for drafting trusts --
Sample charitable lead trust.
Responsibility: Kent E. Dove, Alan M. Spears, Thomas W. Herbert.
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Abstract:

Establishing and sustaining a major gifts and planned giving program in a nonprofit organization, this book, the fifth volume in the " Dove on Fundraising Series", includes the information needed to  Read more...

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