The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors write by Gordon D. Chavers. This book was released on 2001-11-16. The Role of the Planned Giving Professional: Serving Nonprofit Organizations and Their Donors available in PDF, EPUB and Kindle. This issue provides great insight on the growing and important role of the planned giving professional. Authors discuss the importance of these professionals accepting and asserting leadership roles in the complex gift planning process, thereby educating advisors in the process. They emphasize that the planned giving professional must expand from estate planning to "life and legacy planning" and become well versed in both technical information and skills needed to maximize the donor's interest as well as be able to build healthy relationships with donors and potential donors. The proposed IRS regulations on required minimum distributions are thoroughly discussed as well as the special challenges involved in retirement benefits. For individuals planning major charitable gifts, this issue helps define which assets can produce substantial tax savings. Authors also examine the beneficial role of consultants. as well as present an overview of where future planned giving professionals will come from and what skills they will need in order to succeed. This is the 30th issue of the Jossey-Bass series New Directions for Philanthropic Fundraising.
The Philanthropic Planning Companion
The Philanthropic Planning Companion - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Philanthropic Planning Companion write by Brian M. Sagrestano. This book was released on 2016-03-17. The Philanthropic Planning Companion available in PDF, EPUB and Kindle. A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.
The Art of Planned Giving
The Art of Planned Giving - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Art of Planned Giving write by Douglas E. White. This book was released on 1995. The Art of Planned Giving available in PDF, EPUB and Kindle. "A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.
Planned Giving for Small Nonprofits
Planned Giving for Small Nonprofits - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Planned Giving for Small Nonprofits write by Ronald R. Jordan. This book was released on 2002-10-29. Planned Giving for Small Nonprofits available in PDF, EPUB and Kindle. Proven methods for launching-and growing-a planned giving program Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program. In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components: * Background Issues * Getting Started * Planned Gifts * Gifts of Assets Other Than Cash * Working with Donors * Marketing * Planned Giving and Taxes Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries.
Planned Giving
Planned Giving - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Planned Giving write by Ronald R. Jordan. This book was released on 2009-04-22. Planned Giving available in PDF, EPUB and Kindle. 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.
