Conducting a Successful Major Gifts and Planned Giving Program— the fifth volume in the groundbreaking Dove on Fundraising Series—is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real-world examples.
"This all-in-one resource covers all the traditional elements of fundraising--including annual giving, major gifts and planned giving, corporate and foundation relations, prospect research and management, and fundraising literature and promotions--as well as current issues such as gift administration, technology, and the use of consultants and paid solicitors in the solicitation process"--Publisher website (April 2007).
"Throughout the book, the authors address the key components of an annual giving program--including telemarketing, direct mail, special events, personal solicitation and matching gifts--and reveal how to integrate each component of the annual giving program into a coherent, fluid fundraising plan"--Publisher website (April 2007).
Nonprofits' behind-the-scenes fundraising functions--information systems, development technologies, research, managing prospects, and stewardship--not only support an organizations' overall development efforts but also are key to long-term success. A first-of-its-kind resource, Conducting a Successful Development Services Program draws together in one book a tremendous body of knowledge on planning and managing an innovative and effective development services program. Written by master fundraiser Kent Dove, the book guides you through the process of identifying, researching, and managing prospects; creating, storing, and using data and information; and, properly administering gifts and showing appreciation to donors. An extensive resource section offers you a wealth of examples from real-life organizations.
"Major gifts are at the heart of any coordinated, successful fundraising effort. Julie Walker shows you how to do it all-- find the prospects, staff the program, and ask for the money. The sidebar stories and real-world examples sprinkled throughout the book are entertaining, yet still make a point. I would buy it for the advice and keep it for the anecdotes." --Duris Holmes, Chairman of the Board Benjamin Franklin High School New Orleans, Louisiana Part of the AFP/Wiley Fund Development Series, Nonprofit Essentials: Major Gifts is a professional guide to major gift fundraising, concisely presented in a format that is accessible, lively, and easy-to-read. With in-depth advice from experienced fundraiser Julia Walker, this book takes the reader from the early stages of establishing a program through the core elements of all major gift programs: identifying and rating prospects; preparing the case; training volunteers; cultivating donors; making the ask; and providing recognition and stewardship for the gift. Its nuts-and-bolts presentation focuses on how to create a prospect-centered program that develops the capacity to engage and solicit donors, effectively based on their unique interests and needs.
Practical and proven guidelines for launching and growing a successful planned giving program For planned giving officers and development staff members, documentdevelopment is a critical part of the job. Nonprofit employees mustcreate documents that take many forms, including: detailedproposals describing complicated gift options; marketing materials;correspondence to donors, professional advisors, and staff members;exhibits; agreements; presentation materials; and IRS andtax-related documents. This workbook, together with the documentscontained on the accompanying CD-ROM, will help employees ofdevelopment organizations draft, design, and develop a variety ofdocuments that can accomplish their organization's goals. The Planned Giving Workbook contains a CD-ROM with 425 documents toassist nonprofit development staff, mentors, and planned givingofficers in their jobs. These documents serve as models, ortemplates, to be used in planned giving and development. Thedocuments are divided into seven categories, with one chapter ofthe Workbook devoted to each type of document. The seven categoriesare: * Marketing * Agreements * Correspondence * Administrative Documents * Exhibits * Presentations * Tax and IRS Documents Planned giving officers, development professionals, nonprofitexecutives, and consultants will find the Planned Giving Workbookto be a vital tool for long-term fundraising.
The secret to getting gifts and making donors feel like winners. Know the best approaches to people-centered fundraising. Understand the role of executive director, fundraisers, program managers, and volunteers in the win-win framework, the importance of listening, the case for a donor-centered approach, and the direct ways these concepts can be applied in a variety of fundraising settings. Includes numerous real-world examples taken from the author's own experience as chief philanthropy officer in nonprofits and as a leader in a well-known national nonprofit consulting company. Thomas D. Wilson is the vice president and western regional manager for Campbell & Company. His career in fundraising spans more than 25 years and includes building successful campaigns from inception, reinvigorating stalled initiatives, and board/staff training.