Raising Money Through Bequests

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Raising Money Through Bequests

Author : David Valinsky
Publisher : Emerson & Church, Publishers
ISBN 13 : 9781889102290
Total Pages : 116 pages
Book Rating : 4.1/5 (22 download)

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Book Synopsis Raising Money Through Bequests by : David Valinsky

Download or read book Raising Money Through Bequests written by David Valinsky and published by Emerson & Church, Publishers. This book was released on 2007 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: Never in history has there been more money on the table for your organization than right now.Members of the Greatest Generation are in their 80s and 90s, and as they pass away theyre collectively leaving billions of dollars to charitable organizations throughout the United States.And their preferred vehicle for giving this money is the simple bequest I give and bequeath to.If at this very moment youre not marketing your bequest program with G force, youre missing perhaps the greatest opportunity in the history of fundraising.To borrow a phrase from a Greatest Generation song, Now is the hour. Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and sustain it, how to market the program to the correct audiences, and exactly what to do when responses start to come in.Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can quickly adapt. Theres a brochure you can use to introduce your program, a case for support that explains to prospective donors the merits of leaving a bequest, and a tasteful letter and folder that welcomes bequest donors to the Bequest Society and describes its various features and benefits.Additionally, youll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.Raising Money through Bequests is a timely and refreshingly uncomplicated book that can have a prodigious impact on your organizations financial security.

An Introduction to Planned Giving

Author : Daniel W. Vecchitto
Publisher :
ISBN 13 :
Total Pages : 196 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis An Introduction to Planned Giving by : Daniel W. Vecchitto

Download or read book An Introduction to Planned Giving written by Daniel W. Vecchitto and published by . This book was released on 1984 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Death and Dollars

Author : Alicia H. Munnell
Publisher : Rowman & Littlefield
ISBN 13 : 9780815758921
Total Pages : 444 pages
Book Rating : 4.7/5 (589 download)

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Book Synopsis Death and Dollars by : Alicia H. Munnell

Download or read book Death and Dollars written by Alicia H. Munnell and published by Rowman & Littlefield. This book was released on 2004-05-13 with total page 444 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite the recent downturn in the stock market, the 1990s boom and the shift to defined contribution plans mean that more individuals will have significant wealth upon retirement. How they use that wealth will determine not only their own well-being, but also the living standards of their children, the resources available to philanthropies, and the level of investment capital in the economy. This volume explores the reasons why people save, how they decide to allocate their wealth once they retire, and how givers select their beneficiaries. It also assesses the extent to which the estate tax and annuitization of retirement wealth affects the amount and nature of wealth transfers. Finally, it looks at the impact of wealth transfers––first on the amount of aggregate saving and capital accumulation, and then on the distribution of wealth among households. Several conclusions emerge. First, gifts and bequests are important; they may account for about half of total wealth in America. Second, rich people make most of the wealth transfers. They are thoughtful about how much they pay in taxes and how they dispose of their wealth. They care about philanthropic causes and view their charitable contributions as more than a way to avoid paying estate taxes. Third, most nonrich people probably have some lexicographic preferences about the disposition of their wealth; they want to ensure they have adequate resources to take care of their own needs, and if money is left over, they would like it to go to their children. Fourth, little support has emerged for the pure altruistic model of bequests. Fifth, institutions matter. In the case of the rich, the estate tax probably reduces saving and increases bequests to charity. In the case of the nonrich, the shift to defined contribution plans will at a minimum mean that they have more wealth in their hands when they die, and therefore they will leave larger accidental bequests. It might also increase their interest in lea

The Power of Legacy and Planned Gifts

Author : Kevin Johnson
Publisher : John Wiley & Sons
ISBN 13 : 0470608722
Total Pages : 338 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis The Power of Legacy and Planned Gifts by : Kevin Johnson

Download or read book The Power of Legacy and Planned Gifts written by Kevin Johnson and published by John Wiley & Sons. This book was released on 2010-03-25 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

How to Love Your Donors (to Death)

Author : Stephen Pidgeon
Publisher :
ISBN 13 : 9781784820008
Total Pages : 0 pages
Book Rating : 4.8/5 (2 download)

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Book Synopsis How to Love Your Donors (to Death) by : Stephen Pidgeon

Download or read book How to Love Your Donors (to Death) written by Stephen Pidgeon and published by . This book was released on 2015-01-26 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Small donors are at least as important to charitable organizations as large donors, and the author presents ideas and procedures to reward them and gain their ongoing support.

How to Raise Planned Gifts by Mail

Author : Larry Stelter
Publisher : Emerson & Church, Publishers
ISBN 13 : 9781889102337
Total Pages : 116 pages
Book Rating : 4.1/5 (23 download)

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Book Synopsis How to Raise Planned Gifts by Mail by : Larry Stelter

Download or read book How to Raise Planned Gifts by Mail written by Larry Stelter and published by Emerson & Church, Publishers. This book was released on 2008 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Fundraising from UK donors: A global guide to raising money from the UK

Author : Jill Ritchie
Publisher : Papillon Press
ISBN 13 : 0958443475
Total Pages : 143 pages
Book Rating : 4.9/5 (584 download)

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Book Synopsis Fundraising from UK donors: A global guide to raising money from the UK by : Jill Ritchie

Download or read book Fundraising from UK donors: A global guide to raising money from the UK written by Jill Ritchie and published by Papillon Press. This book was released on 2021-07-01 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packed with resources and tips, Fundraising from UK donors, is an invaluable guide to anyone, anywhere wanting to raise money from the UK. Jill Ritchie has over three decades of experience in fundraising and has specialised in raising money in the UK for global universities, non-profit organisations and faith based entities for more than 20 years. She shares her wealth of experience in this accessible and reader-friendly guide – her 28th book. Fundraising from UK donors covers an array of funding sources: individuals, the wealthy, trusts, bequests, events and many more. She also demystifies the requirement for a UK-based charity partner and explains Gift Aid (whereby the UK Government adds to individual donors’ gifts).

Planned Giving

Author : Ronald R. Jordan
Publisher : John Wiley & Sons
ISBN 13 : 0470480823
Total Pages : 851 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Planned Giving by : Ronald R. Jordan

Download or read book Planned Giving written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2009-04-22 with total page 851 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Fundraising for Social Change

Author : Kim Klein
Publisher : John Wiley & Sons
ISBN 13 : 1119209781
Total Pages : 452 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis Fundraising for Social Change by : Kim Klein

Download or read book Fundraising for Social Change written by Kim Klein and published by John Wiley & Sons. This book was released on 2016-04-18 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt: The bible of grassroots fundraising, updated with the latest tools and methods Fundraising for Social Change is the preeminent guide to securing funding, with a specific focus on progressive nonprofit organizations with budgets under $5 million. Used by nonprofits nationally and internationally, this book provides a soup-to-nuts prescription for building, maintaining, and expanding an individual donor program. Author Kim Klein is a recognized authority on all aspects of fundraising, and this book distills her decades of expertise into fundraising strategies that work. This updated seventh edition includes new information on the impact of generational change, using social media effectively, multi-channel fundraising, and more, including expanded discussion on retaining donors and on legacy giving. Widely considered the 'bible of grassroots fundraising,' this practically-grounded guide is an invaluable resource for anyone who has to raise money for important causes. A strong, sustainable fundraising strategy must possess certain characteristics. You need people who are willing to ask and realistic goals. You need to gather data and use it to improve results, and you need to translate your ideas in to language donors will understand. A robust individual donor program creates stable and long-term cash flow, and this book shows you how to structure your fundraising appropriately no matter how tight your initial budget. Develop and maintain a large base of individual donors Utilize strategies that pay off sooner rather than later Expand your reach and get your message out to the donor pool Translate traditional fundraising methods into strategies that work for social justice organizations with little or no front money Basing your fundraising strategy on the contributions of individual donors may feel like herding cats—but it's the best way for your organization to maintain maximum freedom to pursue the mission that matters. A robust, organized, planned approach can help you reach your goals sooner, and Fundraising for Social Change is the field guide for putting it all together to make big things happen.

Pursuit of Bequests, a Survey of Best Practices

Author : Primary Research Group
Publisher :
ISBN 13 : 9781574403398
Total Pages : 0 pages
Book Rating : 4.4/5 (33 download)

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Book Synopsis Pursuit of Bequests, a Survey of Best Practices by : Primary Research Group

Download or read book Pursuit of Bequests, a Survey of Best Practices written by Primary Research Group and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The study presents data from a survey of 70 colleges, hospitals, museums and other non-profits about how they pursue bequests and what their results have been in recent years. The study helps its readers to answer questions such as: What percentage of total funds raised are accounted for by bequests? How much staff time are advancement and fundraising staff's spending on bequests? How are colleges, hospitals and other non-profits publicizing their pursuit of bequests? What methods are most effective? What are the age and other demographics of bequest grantors? For colleges, what percentage of bequests come from alumni? For all non-profits, what percentage of bequest grantors are prior donors to the organization? How many organizations reimburse bequest grantors certain expenses related to gifts of property and under what circumstances? What percentage of bequests are unrestricted? What percentage residual bequests? What are the costs of bequest campaigns? Just a few of this 94-page report's findings are that: 44.34% of the bequests granted to colleges in the sample were unrestricted meaning that the recipient has full discretion over how the funds are spent. For hospitals, the same figure was 74.4%.73.61% of the organizations sampled have a web page on the organizational website about how to leave a bequest to the organization.9.04% of the bequests granted to the institutions sampled over the past five years came from individuals aged 50] to 60. In general, the more money raised annually, the greater the percentage of bequests accounted for by so called residual bequests.

Donor-Centered Planned Gift Marketing

Author : Michael J. Rosen
Publisher : John Wiley & Sons
ISBN 13 : 0470915331
Total Pages : 390 pages
Book Rating : 4.4/5 (79 download)

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Book Synopsis Donor-Centered Planned Gift Marketing by : Michael J. Rosen

Download or read book Donor-Centered Planned Gift Marketing written by Michael J. Rosen and published by John Wiley & Sons. This book was released on 2010-11-29 with total page 390 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.

Planned Giving Essentials

Author : Richard D. Barrett
Publisher : Jones & Bartlett Learning
ISBN 13 : 9780834219052
Total Pages : 212 pages
Book Rating : 4.2/5 (19 download)

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Book Synopsis Planned Giving Essentials by : Richard D. Barrett

Download or read book Planned Giving Essentials written by Richard D. Barrett and published by Jones & Bartlett Learning. This book was released on 2002 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is the premier resource that will provide all you need for successful development of your planned giving programs.

Fundraising Principles and Practice

Author : Adrian Sargeant
Publisher : John Wiley & Sons
ISBN 13 : 1119196507
Total Pages : 746 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Fundraising Principles and Practice by : Adrian Sargeant

Download or read book Fundraising Principles and Practice written by Adrian Sargeant and published by John Wiley & Sons. This book was released on 2017-02-06 with total page 746 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to fundraising planning, tools, methods, and more Fundraising Principles and Practice provides a unique resource for students and professionals seeking to deepen their understanding of fundraising in the current nonprofit environment. Based on emerging research drawn from economics, psychology, social psychology, and sociology, this book provides comprehensive analysis of the nonprofit sector. The discussion delves into donor behavior, decision making, social influences, and models, then uses that context to describe today's fundraising methods, tools, and practices. A robust planning framework helps you set objectives, formulate strategies, create a budget, schedule, and monitor activities, with in-depth guidance toward assessing and fine-tuning your approach. Coverage includes online fundraising, major gifts, planned giving, direct response, grants, corporate fundraising, and donor retention, with an integrated pedagogical approach that facilitates active learning. Case studies and examples illustrate the theory and principles presented, and the companion website offers additional opportunity to deepen your learning and assess your knowledge. Fundraising has become a career specialty, and those who are successful at it are among the most in-demand in the nonprofit world. Great fundraisers make an organization's mission possible, and this book covers the essential information you need to help your organization succeed. Adopt an organized approach to fundraising planning Learn the common behaviors and motivations of donors Master the tools and practices of nonprofit fundraising Manage volunteers, monitor progress, evaluate events, and more Fundraising is the the nonprofit's powerhouse. It's the critical component that supports and maintains all activities, and forms the foundation of the organization itself. Steady management, clear organization, effective methods, and the most up-to-date tools are vital to the role, and familiarity with donor psychology is essential for using these tools to their utmost capability. Fundraising Principles and Practice provides a comprehensive guide to all aspects of the field, with in-depth coverage of today's most effective approaches.

Fundraising

Author : Michael J. Worth
Publisher : SAGE Publications
ISBN 13 : 1071930117
Total Pages : 549 pages
Book Rating : 4.0/5 (719 download)

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Book Synopsis Fundraising by : Michael J. Worth

Download or read book Fundraising written by Michael J. Worth and published by SAGE Publications. This book was released on 2024-08-06 with total page 549 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Second Edition of Fundraising: Principles and Practice by best-selling author Michael Worth offers an updated comprehensive introduction to fundraising that focuses on both theory and practice. The text is designed to engage students in thinking critically about issues in fundraising and philanthropy to prepare them for careers in the nonprofit sector. Worth explores key topics like donors, annual giving programs, major gift programs, and corporate and foundation giving and campaigns. A chapter on international and global fundraising and philanthropy covers key considerations, obstacles, and strategies for managing international NGOs and global organizations, and coverage of planned giving and digital fundraising reflect important current trends.

Inside the Mind of the Bequest Donor

Author : Russell James
Publisher : CreateSpace
ISBN 13 : 9781484197837
Total Pages : 324 pages
Book Rating : 4.1/5 (978 download)

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Book Synopsis Inside the Mind of the Bequest Donor by : Russell James

Download or read book Inside the Mind of the Bequest Donor written by Russell James and published by CreateSpace. This book was released on 2013-04 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Combining new fMRI neuroimaging results from his lab at Texas Tech University with experimental psychology, psychological theory, and survey research, Dr. Russell James leads the reader inside the conscious and subconscious processes engaged by bequest decision-making. Although many fundraisers think that legacy giving is just like any other form of fundraising, these new studies using fMRI (functional magnetic resonance imaging) show just how differently the brain reacts to legacy decisions. This lively presentation by the author of the world's first published peer-reviewed research examining charitable bequest decision-making using fMRI is no dry academic textbook. Including more than 300 visual slides taken from his public lecture presentations, the book presents intensely practical suggestions for dramatically increasing success in planned giving, legacy fundraising, and estate planning. Chapters: 1 Preface 2 Introduction 3 Why Bequest Giving is Different 4 Terror Management Theory Stage 1: Avoidance 5 Terror Management Theory Stage 2: Autobiographical Heroism & Symbolic Immortality 6 Understanding Neuroimaging Research in Charitable Giving 7 Results of Neuroimaging Experiments in Charitable Bequest Decision-Making 8 Testing Messages to Encourage Charitable Bequests 9 Practical Applications Part I: Managing Avoidance 10 Practical Applications Part II: Building Autobiographical Relevance & Symbolic Immortality 11 Using The Model to Understand Your Two Biggest Competitors

Legacy Fundraising

Author : Sebastian Wilberforce
Publisher :
ISBN 13 : 9781906294465
Total Pages : 220 pages
Book Rating : 4.2/5 (944 download)

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Book Synopsis Legacy Fundraising by : Sebastian Wilberforce

Download or read book Legacy Fundraising written by Sebastian Wilberforce and published by . This book was released on 2010 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: Legacies (or bequests, as they are known outside the UK) represent a key source of revenue for charities - more than 50 per cent of income in some cases. This unique publication is a comprehensive guide to the strategy and techniques that fundraisers need.

Fundraising in Times of Crisis

Author :
Publisher : John Wiley & Sons
ISBN 13 : 0787977020
Total Pages : 191 pages
Book Rating : 4.7/5 (879 download)

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Book Synopsis Fundraising in Times of Crisis by :

Download or read book Fundraising in Times of Crisis written by and published by John Wiley & Sons. This book was released on 2004-05-21 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today's uncertain environment, where nonprofits find themselves grappling with the continued dowturn in the economy, the ongoing war on terrorism, government's cutbacks in social services, and a wave of organizational scandals--groups everywhere are straining to keep up with the increased demand for their services while struggling to generate funding. Fundraising in Times of Crisis draws on renowned consultant Kim Klein's more than twenty-five years of fundraising experience. This much-needed resource shows troubled groups how to identify what is really going on and how to assess the damage. Fundraising in Times of Crisis helps executive directors and development professionals of nonprofit organizations plan for both the short and long term and explains how to evaluate the success of their efforts. Checklists, tips, action steps and a wealth of examples walk you through the process of self-assessment and map out a road to recovery. No matter what your particular crisis--the sudden loss of an executive director, a public scandal, a major donor attrition, or a daunting increase in the demand for services--this book will show you how to survive and thrive in tough times.