Ultimate Quick Reference Planned Giving Pocket Guide

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The Ultimate Quick Reference Planned Giving Pocket Guide

Author : Viken Mikaelian
Publisher :
ISBN 13 : 9781942925002
Total Pages : 55 pages
Book Rating : 4.9/5 (25 download)

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Book Synopsis The Ultimate Quick Reference Planned Giving Pocket Guide by : Viken Mikaelian

Download or read book The Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and published by . This book was released on 2015-01-09 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.

Ultimate Quick Reference Planned Giving Pocket Guide

Author : Viken Mikaelian
Publisher :
ISBN 13 : 9781942925033
Total Pages : pages
Book Rating : 4.9/5 (25 download)

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Book Synopsis Ultimate Quick Reference Planned Giving Pocket Guide by : Viken Mikaelian

Download or read book Ultimate Quick Reference Planned Giving Pocket Guide written by Viken Mikaelian and published by . This book was released on 2019-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Over 4000 sold. The is the "insiders" guide to what planned gifts can do for your donors and for your organization. Use the guide to gain more satisfied donors and better financial results for your non-profit. Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure - it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. An important tool in gift-planning in the world of philanthropy. And a must-have fundraising tool for everyone on your development staff. Planned giving: good for your nonprofit and great for your career! STRUCTURE AND CONTENTS: ? 44 pages ? 9 x 12 ? Wire-bound, so it stays flat when opened ? Over 16 giving vehicles explained ? Upside and downside of each gift plan for your nonprofit and the donor ? Elevator pitch with each gift plan ? Gift diagrams included

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.

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.

A Life With Significance

Author : Jim Van Houten
Publisher :
ISBN 13 : 9781660358625
Total Pages : 54 pages
Book Rating : 4.3/5 (586 download)

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Book Synopsis A Life With Significance by : Jim Van Houten

Download or read book A Life With Significance written by Jim Van Houten and published by . This book was released on 2020-01-28 with total page 54 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Life with Significance: Leaving a Legacy through Charitable Planned Giving is a book to stimulate potential donors to consider the benefits of planned giving and to demonstrate in an easy to understand manner some unique ways to make these gifts. It discusses outright gifts at death, charitable remainder trusts and charitable lead trusts. The purpose of the book is to stimulate their interest in exploring some of these ideas with their favorite charity or the charity that gave them the book. The Guide for Charities version contains the entire book that is given to potential donors or existing donors. In addition, it contains valuable information on marketing. It gives ideas on where to find potential donors for charitable planned giving, how to approach them and what to say. It also contains a sample 3-5 talk for you if you are given the opportunity to make a short presentation. Included are some resources for learning about planned giving ideas as well as how to develop a planned giving proposal. This book and the tools provide in the book will help to get charitable planned gifts without having to add more staff. It has worked well for charities that I have worked with and it can work well for you.

Planned Giving Simplified

Author : Robert F. Sharpe
Publisher : Wiley
ISBN 13 : 9780471166740
Total Pages : 0 pages
Book Rating : 4.1/5 (667 download)

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Book Synopsis Planned Giving Simplified by : Robert F. Sharpe

Download or read book Planned Giving Simplified written by Robert F. Sharpe and published by Wiley. This book was released on 1998-11-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned Giving Simplified A down-to-earth introduction to planned giving by a leading pioneerin the field. In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process. Central to Sharpe's proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert at helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner's primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good. Using compelling case studies, Sharpe demonstrates his approach inaction. He identifies the various types of planned gifts and takesyou inside the hearts and minds of the planned givers themselves,revealing their primary motivations and overarching concerns. Hethen guides you, step-by-step, through the entire planned givingprocess, and concludes with a clear delineation of theorganizational structures required to sustain a planned givingprogram. Praise for Planned Giving Simplified "This book is a must for all who are serious about establishing ormaintaining a successful gift planning program for theirinstitution." --Nancy L. Perazelli, CFRE Gift Planning Officer,Drake University, Des Moines, Iowa. "In his own inimitable style, Bob Sharpe has done an admirable jobof describing the planned giving process in an easy-to-understandmanner. Woven throughout is the emphasis on the important humanrelationship between the donor and the charitable gift planner."--Walter T. Weaver, III Director, Finance Support Division, BoyScouts of America. "Robert F. Sharpe, Sr., has provided a comprehensive road map ofthe world of planned giving. He guides [readers] to the desireddestination without unnecessary detours along the way. His bookwill be a valuable addition to the libraries of not onlynot-for-profit professionals, but also 'givers' who seek a betterunderstanding of the many routes available to them in their giftplanning." --Joseph H. Powell President Emeritus and SeniorConsultant, Baptist Memorial Health Care Corporation. "The name Bob Sharpe is synonymous with planned giving. I don'tknow of anybody who knows more about it and who can better conveyits importance." --Reverend Dr. Arthur Caliandro Pastor, MarbleCollegiate Church, New York City. "I really like [this book]. It is . . . elegantly simple, direct,and forthright. . . . very enjoyable." --Thomas W. Cullinan, JDExecutive Director of Gift Planning, University of Maryland.

Getting Started in Charitable Gift Planning

Author : Brian M. Sagrestano
Publisher : Charitychannel LLC
ISBN 13 : 9781938077852
Total Pages : 158 pages
Book Rating : 4.0/5 (778 download)

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Book Synopsis Getting Started in Charitable Gift Planning by : Brian M. Sagrestano

Download or read book Getting Started in Charitable Gift Planning written by Brian M. Sagrestano and published by Charitychannel LLC. This book was released on 2016-08-27 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Charitable planned giving is a difficult and technically challenging, yet powerful, segment of fundraising. This book, along with the companion, Getting Started in Charitable Gift Planning: The Resource Book, is the first to break it down into a conversational read while delivering what the reader needs to get started and excel.

Planned Giving for Small Nonprofits

Author : Ronald R. Jordan
Publisher : John Wiley & Sons
ISBN 13 : 0471421111
Total Pages : 351 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Planned Giving for Small Nonprofits by : Ronald R. Jordan

Download or read book Planned Giving for Small Nonprofits written by Ronald R. Jordan and published by John Wiley & Sons. This book was released on 2002-10-29 with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Art of Planned Giving

Author : Douglas E. White
Publisher :
ISBN 13 :
Total Pages : 394 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The Art of Planned Giving by : Douglas E. White

Download or read book The Art of Planned Giving written by Douglas E. White and published by . This book was released on 1995 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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.

The Philanthropic Planning Companion

Author : Brian M. Sagrestano
Publisher : John Wiley & Sons
ISBN 13 : 1118235495
Total Pages : 464 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Philanthropic Planning Companion by : Brian M. Sagrestano

Download or read book The Philanthropic Planning Companion written by Brian M. Sagrestano and published by John Wiley & Sons. This book was released on 2016-03-17 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Complete Guide to Planned Giving

Author : Debra Ashton
Publisher : J A B Publishing Company
ISBN 13 :
Total Pages : 452 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The Complete Guide to Planned Giving by : Debra Ashton

Download or read book The Complete Guide to Planned Giving written by Debra Ashton and published by J A B Publishing Company. This book was released on 1991 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Crash Course in Library Budgeting and Finance

Author : Leslie Edmonds Holt
Publisher : Bloomsbury Publishing USA
ISBN 13 :
Total Pages : 238 pages
Book Rating : 4.2/5 (16 download)

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Book Synopsis Crash Course in Library Budgeting and Finance by : Leslie Edmonds Holt

Download or read book Crash Course in Library Budgeting and Finance written by Leslie Edmonds Holt and published by Bloomsbury Publishing USA. This book was released on 2016-08-22 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt: Concise, informative, and well-indexed, this book helps readers get the "big picture" as well as the considerable number of details involved in managing the finances for a library. For all libraries, money is critical to decision-making about technology, staffing, and collections. As a result, informed budgeting is critically important for any library to succeed. This book explains library finance in a practical, engaging way, using examples of real situations in different types of libraries to teach key points. Written by authors with years of experience in budgeting and financial planning within a variety of library settings and in teaching library management or fundraising at the university level, Crash Course in Library Budgeting and Finance makes it painless to learn how to properly manage money in any library environment. The book addresses the entire process of financial planning, from a general, conceptual overview of library budgeting to the details of generating and spending income, and describes best practices for implementing financial controls. Subjects covered include building construction and capital projects, fund raising, capital campaigns, moving to fee-based services, extending and developing earned income, financial best practices, and assessment and evaluation. The authors also make recommendations regarding when and how to share relevant financial information throughout the organization and with constituents throughout the book.

Complete Guide to Planned Giving: Everything You Need to Know to Compete Successfully for Major Gifts

Author : Debra Ashton
Publisher :
ISBN 13 : 9780970581808
Total Pages : 549 pages
Book Rating : 4.5/5 (818 download)

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Book Synopsis Complete Guide to Planned Giving: Everything You Need to Know to Compete Successfully for Major Gifts by : Debra Ashton

Download or read book Complete Guide to Planned Giving: Everything You Need to Know to Compete Successfully for Major Gifts written by Debra Ashton and published by . This book was released on 2004-01 with total page 549 pages. Available in PDF, EPUB and Kindle. Book excerpt:

It's Not JUST About the Donor

Author : Jeff Schreifels
Publisher :
ISBN 13 :
Total Pages : 289 pages
Book Rating : 4.6/5 (924 download)

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Book Synopsis It's Not JUST About the Donor by : Jeff Schreifels

Download or read book It's Not JUST About the Donor written by Jeff Schreifels and published by . This book was released on 2020-10-07 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a non-profit leader or manager who wants to know how to effectively lead your mid, major or planned giving team? Or, are you someone who aspires to be a non-profit leader and you're searching for knowledge on how major gift programs work? This book is for you. Richard Perry and Jeff Schreifels, after writing their highly successful first book, It's Not JUST About the Money, which helped thousands of non-profit's launch their major gift programs have now written their second book, "It's Not JUST About the Donor", the ultimate leadership and management guide in how to lead a successful major gift program. This book has been called a manifesto on how leadership and management can support mid, major and planned giving teams to successfully build authentic relationships with donors. This book will inspire you to become the supportive leader and manager your staff need in order for them to be successful and it gives you all the tools to do it! Your soul will be uplifted while your brain will be filled with practical knowledge for how to lead your team and execute strategies that will lead to more NET revenue for your mission.

Getting Started in Charitable Gift Planning

Author : Brian M. Sagrestano
Publisher : Charitychannel LLC
ISBN 13 : 9781938077869
Total Pages : 164 pages
Book Rating : 4.0/5 (778 download)

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Book Synopsis Getting Started in Charitable Gift Planning by : Brian M. Sagrestano

Download or read book Getting Started in Charitable Gift Planning written by Brian M. Sagrestano and published by Charitychannel LLC. This book was released on 2016-08-27 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planned giving has always seemed out of reach for anyone other than planned giving specialists and professional advisors. Brian Sagrestano and Robert Wahlers want to change all that. In this Resource Book the authors break down barriers and present an easy-to-understand guide to the 21st century version of planned giving.

A Life With Significance

Author : Jim Van Houten
Publisher :
ISBN 13 : 9781661386696
Total Pages : 36 pages
Book Rating : 4.3/5 (866 download)

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Book Synopsis A Life With Significance by : Jim Van Houten

Download or read book A Life With Significance written by Jim Van Houten and published by . This book was released on 2020-01-28 with total page 36 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Life with Significance is a book that focuses on unique ways that people have left a legacy through charitable planned giving programs. Most people want to know that after they die, their lives meant something to other people besides their families. Whether rich or poor, this book provides easy to understand examples of how donors have used life insurance, stocks, or real estate to make sizeable gifts at death and in most cases provide substantial tax benefits while they are alive. Charitable planned giving ways of giving include outright gifts at death, charitable remainder trusts that leave a gift to charity upon death while providing an income for life, and charitable lead trusts that provide charity with income for a set number of years and then returns the principal to the donor after the set number of years expire. The purpose of the book is to stimulate the reader's interest in leaving a legacy. Hopefully the book will generate the desire for more information on a particular subject now or sometime in the future. Charities like to use the book to open further discussions about charitable planned giving.

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.