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Planned giving : management, marketing, and law

Author: R R Jordan; Katelyn L Quynn; Carolyn M Osteen
Publisher: New York : Wiley, ©2000.
Series: Wiley nonprofit law, finance, and management series.
Edition/Format:   Print book : CD for computer : English : 2nd edView all editions and formats

This text aims to help non-profit professionals to understand exactly what planned giving is, how to get started, and what to do with it once it's part of their programme. The accompanying diskette  Read more...


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Additional Physical Format: Online version:
Jordan, R.R. (Ronald R.).
Planned giving.
New York : Wiley, ©2000
Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: R R Jordan; Katelyn L Quynn; Carolyn M Osteen
ISBN: 0471351024 9780471351023
OCLC Number: 180776937
Description: xxiv, 567 pages : illustrations ; 27 cm + 1 computer disc (3 1/2 in.).
Details: System requirements: Windows 95 or later ; Microsoft Word for Windows version 7.0 (including the Microsoft converter) or later.
Contents: MANAGING A PLANNED GIVING PROGRAM; What Is Planned Giving?; Inside the Development Office; Planned Giving in a Small or One-Person Organization; Staffing a Planned Giving Office; Managing a Planned Giving Office; MARKETING THE PLANNED GIVING PROGRAM; Marketing: Printed Materials and Publications for Donors and Prospects; Marketing a Planned Giving Program within the Nonprofit; Marketing: Making Planned Giving Presentations; Marketing Endowed Funds to Donors; Marketing Planned Giving to Professional Advisors; MANAGEMENT: THE PLANNED GIVING DONOR; The Planned Giving Prospect; Solicitation Strategies; Planned Giving and Major Gifts; Working with Prospects and Donors Who are Patients; PLANNED GIVING ASSETS; Gifts of Securities; Gifts of Real Estate; Gifts of Tangible Personal Property; Gifts of Nontraditional Assets; Gifts of Life Insurance; PLANNED GIVING OPTIONS; Charitable Gift Annuities and Deferred Gift Annuities; Pooled Income Funds; Trusts; Private Foundations, Supporting Organizations and Donor-Advised Funds; Bequests and the Bequest Society; PLANNED GIVING'S RELATED DISCIPLINES; Tax Consequences of Charitable Contributions; Estate Planning for the Development Professional; Financial Planning for the Development Professional; Retirement Planning for the Development Professional; MANAGEMENT: THE PLANNED GIVING PROGRAM'S POLICIES AND PROCEDURES; Gift Acceptance Policies; Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs; Nonprofit Investment Policies and Procedures; Administering a Nonprofit Bequest Program; Working with an Outside Asset Manager; Evaluating a Planned Giving Program; PLANNED GIVING IN CONTEXT; Planned Giving and Capital Campaigns; Ethics and Planned Giving; Stewardship and Planned Gifts; Institutionally Related Foundations; Working with Nondevelopment Staff; Planned Giving in Large, Established Arts Organizations; Appendix; Index.
Series Title: Wiley nonprofit law, finance, and management series.
Responsibility: Ronald R. Jordan, Katelyn L. Quynn ; legal consultant, Carolyn M. Osteen.
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