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Planned giving : management, marketing, and law
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Planned giving : management, marketing, and law

Author: Ronald R Jordan; Katelyn L Quynn
Publisher: Hoboken, N.J. : Wiley, ©2004.
Edition/Format:   Book : CD for computer : Document   Computer File : English : 3rd edView all editions and formats
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Material Type: Document, Internet resource
Document Type: Book, Computer File, Internet Resource
All Authors / Contributors: Ronald R Jordan; Katelyn L Quynn
ISBN: 0471449504 9780471449508 0471679798 9780471679790
OCLC Number: 52554359
Notes: Updated by annual supplements.
Includes a CD-ROM with 300+ customizable forms, documents, checklists, marketing piece, and document templates.
Includes indexes.
Description: xxv, 597 p. ; 26 cm. + 1 CD-ROM (3/4 in.)
Details: System requirements: IBM PC or compatible computer; Windows 95 or later; Microsoft Word for Windows version 7.0 (including the Microsoft converter) or later or other compatible word processing software; CD-ROM drive.
Contents: Inside the Development Office --
Mobilizing the Nonprofit's Leadership --
An Operational Plan for a Planned Giving Program --
Managing a Planned Giving Program --
Hiring Staff --
Increased Management Responsibilities in the Development Office --
Measuring Performance for Planned and Major Gift Staff --
Managing Time in Planned Giving --
Evaluating a Planned Giving Program --
Working with Nondevelopment Staff --
Managing Donors and Prospects --
The Planned Giving Prospect --
Working with Donors --
Solicitation Strategies --
Planned Giving and Major Gifts --
Negotiating the Gift of a Lifetime --
Women as Planned Giving Donors --
Family Philanthropy: Issues and Solutions --
Marketing --
Drafting Planned Giving Documents --
Printed Materials and Publications for Donors and Prospects --
Marketing the Noneconomic Benefits of Philanthropy --
Making Planned Giving Presentations --
Marketing Planned Giving to Professional Advisors --
Planned Gifts --
Charitable Gift Annuities and Deferred Gift Annuities --
Pooled Income Funds --
Trusts --
Private Foundations, Supporting Organizations, and Donor-Advised Funds --
Endowed Funds --
Endowed Chairs --
Bequests and the Bequest Society --
Assets --
Gifts of Securities --
Gifts of Real Estate --
Conservation Easements --
Gifts of Tangible Personal Property --
Gifts of Major Collections --
Gifts of Life Insurance --
Gifts of Nontraditional Assets --
Planned Giving Related Disciplines --
The Tax Consequences of Charitable Gifts --
Estate Planning and Planned Giving.
Responsibility: Ronald R. Jordan, Katelyn L. Quynn.
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