 Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource
ISBN: 978-0-7879-5707-0
Hardcover
576 pages
March 2002, Jossey-Bass
US $62.00
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Preface.
The Authors.
Introduction.
PART ONE: PLANNING AND IMPLEMENTING YOURMAJOR GIFTS AND PLANNED GIVING PROGRAM.
Tables, Figures, and Exhibits in Part One.
Building Your Program.
1 Identifying, Researching, and Rating Major Gift Prospects.
2 Cultivating and Soliciting Major Gifts.
3 Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell).
4 Connecting Major Gifts and Planned Giving.
5 Implementing a Planned Giving Program.
6 Marketing Planned Gifts.
Understanding the Gift Options and Tax Consequences.
7 Outright Gifts.
8 Life Income Gifts.
9 Bequests and Remainder Interests.
10 New and Advanced Planned Giving Techniques.
PART TWO: THE MAJOR GIFTS ANDPLANNED GIVING RESOURCE GUIDE.
Resource Guide Contents.
1 Nonprofit Key Word Search.
2 Estimating Net Worth.
3 Web-Based Research.
4 Research Profile Formats.
5 How to Close the Gift.
6 Letter Proposal.
7 Full Proposal.
8 Wills Seminar Program System.
9 Planned Giving Strategic Plan.
10 Gift Acceptance Policies.
11 Gift Agreement Templates.
12 Planned Giving Newsletters.
13 Sample Planned Giving Brochures.
14 Guide to Giving.
15 Personal Financial Planner.
16 Planned Giving Honor Roll.
17 Rules Regarding Charitable Tax Deductions.
18 Templates for Drafting Trusts.
19 Sample Charitable Lead Trust.
References.
Index.
The Authors.
Introduction.
PART ONE: PLANNING AND IMPLEMENTING YOURMAJOR GIFTS AND PLANNED GIVING PROGRAM.
Tables, Figures, and Exhibits in Part One.
Building Your Program.
1 Identifying, Researching, and Rating Major Gift Prospects.
2 Cultivating and Soliciting Major Gifts.
3 Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell).
4 Connecting Major Gifts and Planned Giving.
5 Implementing a Planned Giving Program.
6 Marketing Planned Gifts.
Understanding the Gift Options and Tax Consequences.
7 Outright Gifts.
8 Life Income Gifts.
9 Bequests and Remainder Interests.
10 New and Advanced Planned Giving Techniques.
PART TWO: THE MAJOR GIFTS ANDPLANNED GIVING RESOURCE GUIDE.
Resource Guide Contents.
1 Nonprofit Key Word Search.
2 Estimating Net Worth.
3 Web-Based Research.
4 Research Profile Formats.
5 How to Close the Gift.
6 Letter Proposal.
7 Full Proposal.
8 Wills Seminar Program System.
9 Planned Giving Strategic Plan.
10 Gift Acceptance Policies.
11 Gift Agreement Templates.
12 Planned Giving Newsletters.
13 Sample Planned Giving Brochures.
14 Guide to Giving.
15 Personal Financial Planner.
16 Planned Giving Honor Roll.
17 Rules Regarding Charitable Tax Deductions.
18 Templates for Drafting Trusts.
19 Sample Charitable Lead Trust.
References.
Index.
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