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Planned Giving: A Guide to Fundraising and Philanthropy, 4th Edition

ISBN: 978-0-470-43630-1
805 pages
May 2009
Planned Giving: A Guide to Fundraising and Philanthropy, 4th Edition (0470436301) cover image
Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition empowers fundraising professionals with the ability to speak the same language as donors and their advisors, while still keeping their own organization's goals in mind.

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

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Preface.

Acknowledgments.

PART ONE: PLANNED GIFTS.

Chapter One: What Is Planned Giving?

Chapter Two: Charitable Gift Annuities And Deferred Gift Annuities.

Chapter Three: Pooled Income Funds.

Chapter Four: Trusts.

Chapter Five: Endowed Funds.

Chapter Six: Bequests.

PART TWO: ASSETS INVOLVED WITH PLANNED GIVING.

Chapter Seven: Gifts of Securities.

Chapter Eight: Gifts of Real Estate.

Chapter Nine: Gifts Of Tangible Personal Property.

Chapter Ten: Gifts of Life Insurance.

Chapter Eleven: Retirement Planning And Planned Giving.

PART THREE: PRIVATE GIVING PROGRAMS ON LOCATION.

Chapter Twelve: What Charities Can Learn About Fundraising And Planned Giving From Other Charities.

Chapter Thirteen: Planned Giving in a Small or One-Person Organization.

Chapter Fourteen: Planned Giving at Educational Institutions.

Chapter Fifteen: Planned Giving In Healthcare Organizations.

Chapter Sixteen: Planned Giving in Large, Established Arts Organizations.

PART FOUR: MANAGING DONORS AND PROSPECTS.

Chapter Seventeen: The Planned Giving Prospect.

Chapter Eighteen: Refocusing On Philanthropy.

Chapter Nineteen: Working with Donors.

Chapter Twenty: Women as Planned Giving Donors.

Chapter Twenty-One: Family Philanthropy: Issues and Solutions.

Chapter Twenty-Two: Solicitation Strategies.

Chapter Twenty-Three: When To Walk Away.

Chapter Twenty-Four: (Fundraising Etiquette: Do's And Don'ts For Successful Business And Social Interactions With Donors And Prospects.

Chapter Twenty-Five: Negotiating the Gift of a Lifetime.

Chapter Twenty-Six: Donor's Remorse.

Chapter Twenty-Seven: Combating Donor Fatigue And Overcoming Organizational.

PART FIVE: PLANNED GIVING'S FINANCIAL IMPACT.

Chapter Twenty-Eight: The Tax Consequences Of Charitable Gifts.

Chapter Twenty-Nine: Estate Planning and Planned Giving.

Chapter Thirty: Financial Planning for the Development Professional.

PART SIX: MANAGING A PLANNED GIVING PROGRAM.

Chapter Thirty-One: Inside The Development Office.

Chapter Thirty-Two: An Operational Plan For A Planned Giving Program.

Chapter Thirty-Three: Working as a Successful Planned Giving OfFIcer to Raise Charitable Funds.

Chapter Thirty-Four: Planned Giving And Major Gifts.

Chapter Thirty-Five: Hiring Staff.

Chapter Thirty-Six: Increased Management Responsibilities In  The Development Office.

Chapter Thirty-Seven: Managing Time In Planned Giving.

Chapter Thirty-Eight: Leadership And Management For A Development Team.

PART SEVEN: MANAGING OUTSIDE THE OFFICE.

Chapter Thirty-Nine: Mobilizing The Nonprofit’s Leadership.

Chapter Forty: Creating A Volunteer Society For A Development And Planned Giving Program.

Chapter Forty-One: Working With Nondevelopment Staff.

PART EIGHT: EVALUATING PERFORMANCE.

Chapter Forty-Two: Evaluating A Planned Giving Program.

Chapter Forty-Three: Measuring Performance For Planned And Major Gift Staff.

PART NINE: MARKETING.

Chapter Forty-Four: Drafting Planned Giving Documents.

Chapter Forty-Five: Printed Materials And Publications For Donors And Prospects.

Chapter Forty-Six: Marketing The Noneconomic Benefits Of Philanthropy.

Chapter Forty-Seven: Making Planned Giving Presentations.

Chapter Forty-Eight: Marketing Planned Giving To Professional Advisors.

PART TEN: POLICIES AND PROCEDURES.

Chapter Forty-Nine: Gift Acceptance Policies.

Chapter Fifty: Nonprofit Organizations: Development Practices And Problems.

Chapter Fifty-One: Policies and Procedures for Naming Opportunities.

Chapter Fifty-Two: NonproFIt Investment Policies and Procedures.

Chapter Fifty-Three: Raising The Bar: Increasing Endowed Fund Minimums.

PART ELEVEN: PLANNED GIVING IN CONTEXT.

Chapter Fifty-Four: Ethics And Planned Giving.

Chapter Fifty-Five: Planned Giving And Capital Campaigns.

Chapter Fifty-Six: Stewardship and Planned Gifts.

Chapter Fifty-Seven: Institutionally Related Foundations.

Chapter Fifty-Eight: Outside Asset Managers: Policies and Procedures.

Chapter Fifty-Nine.

Appendix: CD-ROM Documentation.

Index.

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