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.
Appendix: CD-ROM Documentation.