Inside the Mind of the Bequest Donor

Inside the Mind of the Bequest Donor

Author: Russell James

Publisher: CreateSpace

Published: 2013-04

Total Pages: 324

ISBN-13: 9781484197837

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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


The Art of Planned Giving

The Art of Planned Giving

Author: Douglas E. White

Publisher:

Published: 1995

Total Pages: 394

ISBN-13:

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"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.


Financial Behavior

Financial Behavior

Author: H. Kent Baker

Publisher: Oxford University Press

Published: 2017-05-02

Total Pages: 681

ISBN-13: 0190270004

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Financial Behavior: Players, Services, Products, and Markets provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. The book offers a different way of looking at financial and emotional well-being and processing beliefs, emotions, and behaviors related to money. The book provides important insights about cognitive and emotional biases that influence various financial decision-makers, services, products, and markets. With diverse concepts and topics, the book brings together noted scholars and practitioners so readers can gain an in-depth understanding about this topic from experts from around the world. In today's financial setting, the discipline of behavioral finance is an ever-changing area that continues to evolve at a rapid pace. This book takes readers through the core topics and issues as well as the latest trends, cutting-edge research developments, and real-world situations. Additionally, discussion of research on various cognitive and emotional issues is covered throughout the book. Thus, this volume covers a breadth of content from theoretical to practical, while attempting to offer a useful balance of detailed and user-friendly coverage. Those interested in a broad survey will benefit as will those searching for more in-depth presentations of specific areas within this field of study. As the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets offers a fresh looks at the fascinating area of financial behavior.


Effective Fund-Raising Management

Effective Fund-Raising Management

Author: Kathleen S. Kelly

Publisher: Routledge

Published: 2012-12-06

Total Pages: 674

ISBN-13: 1135693994

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In a ground-breaking departure from existing works, almost all of which are how-to manuals based on anecdotal evidence, this is the first academic textbook on fund raising. By integrating practical knowledge with social science theory and research, it presents a comprehensive approach to the function, from its legal and ethical principles to the managerial process by which gifts are raised. Territory previously uncharted in the literature is explored, such as the historical and organizational contexts of contemporary practice. Explanations of programs, techniques, and publics introduce a new system for understanding fund raising's major concepts. Unlike efforts in established fields, most of the material represents original scholarship undertaken to produce a first-time text. The book's main purpose is to teach students about fund raising--a high-demand, high-paying occupation that will continue to expand into the 21st century as the need for trained practitioners exceeds the supply. During the last decade, fund-raising education moved into the formal classroom and away from an apprenticeship tradition of senior practitioners mentoring newcomers. Yet until now, there has not been a textbook to support this evolving professionalism. Faculty have been reluctant to define fund raising as an academic subject in the absence of a theory-based teaching resource, and courses usually have been assigned to part-time instructors hired from the practice. This textbook addresses the void. It is designed for graduate and upper-level undergraduate courses dealing with fund raising as a primary or secondary subject. Among its features, each chapter points out research gaps and opportunities--such as problems and theories for master's theses and doctoral dissertations--and ends with a list of suggested readings. The text is appropriate for the diverse academic areas in which fund raising, nonprofit management, and philanthropy are taught, including public administration, management, arts and humanities, education, social work, economics, and sociology. Because of its public relations orientation, it is particularly suited for courses offered in that discipline. Additional audiences are practitioners enrolled in professional development programs; CEOs, trustees, and others interested in self-study; and scholars who need serious literature on the subject.


Fundraising Basics: A Complete Guide

Fundraising Basics: A Complete Guide

Author: Barbara L. Ciconte

Publisher: Jones & Bartlett Publishers

Published: 2008-12-18

Total Pages: 627

ISBN-13: 1449664954

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As nonprofit organizations face heightened scrutiny by the general public, donors, regulators, and members of Congress, the Third Edition of the essential book on the basics of fundraising provides new, up-to-date and valuable information that every fundraiser needs to know. With ethics and accountability being the primary theme of the Third Edition, this practical guide will continue to provide an overview of the field and give development staff, managers, and directors a platform from which to operate their fundraising programs. The new edition also provides much needed information on giving trends, computer hardware and software available for fundraisers, cost estimates and workflow timetables, and the importance of the Internet. This primer remains a must-have for anyone new to the fundraising arena.


Fundraising Basics

Fundraising Basics

Author: Barbara L. Ciconte

Publisher: Jones & Bartlett Learning

Published: 2005

Total Pages: 466

ISBN-13: 9780763734466

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This primer helps new fund raisers learn the basics, from the vocabulary of fund raising to the nuances of major trends affecting nonprofit fundraising today. With up-to-date case studies and reallife examples, this practical guide will provide an overview of the field and give development staff, managers, and directors a platform from which to operate their fund raising programs. This guide is a musthave for anyone new to the fund raising arena.


The Economics of Inequality, Poverty, and Discrimination in the 21st Century

The Economics of Inequality, Poverty, and Discrimination in the 21st Century

Author: Robert S. Rycroft

Publisher: Bloomsbury Publishing USA

Published: 2013-03-07

Total Pages: 496

ISBN-13:

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Leading scholars examine the conflicting paradigms of affluence and destitution in the United States—as well as other free societies—and discuss the influence of education, race, and status on economic mobility. While recent catastrophic events in New Orleans and Haiti may have magnified issues of social inequity, leaders have debated over poverty and discrimination for decades. Are the poor disadvantaged by the institutions of society or by the choices they make? Through two insightful volumes, the author examines differing academic and political perspectives to help shed light on the causes of poverty and inequality; the role that gender, race, age, or sexual preference plays in determining opportunity; and the effectiveness of current social and economic policies in balancing the inequity among disparate groups. The Economics of Inequality, Poverty, and Discrimination in the 21st Century consists of 2 volumes containing 32 papers divided into 5 categories: measurement, inequality and mobility, institutions and choices, demographic groups and discrimination, and policy. The papers—written by economists, sociologists, philosophers and lawyers—deal with the extent of inequality in the United States and how it compares to other countries, and the newly emerging evidence on the relationship between inequality and mobility within a society.


Visual Planned Giving (in Color)

Visual Planned Giving (in Color)

Author: Russell James

Publisher:

Published: 2014-03-14

Total Pages: 434

ISBN-13: 9780615986272

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Updated and revised in 2015. Designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning, this introductory book addresses all of the major topics in planned giving law and taxation. Over 1,000 full-color illustrations and images guide the reader through complex concepts in a visual and intuitive way. Distilled from years of teaching Charitable Gift Planning at the graduate and undergraduate level, professor James makes this topic accessible and enjoyable for the busy professional.


Achieving Excellence in Fundraising

Achieving Excellence in Fundraising

Author: Eugene R. Tempel

Publisher: John Wiley & Sons

Published: 2016-01-19

Total Pages: 610

ISBN-13: 1118853822

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Achieving Excellence in Fundraising is the go-to reference for fundraising principles, concepts, and techniques. With comprehensive guidance toward the fundraising role, this book reflects the latest advances in fundraising knowledge. Coverage includes evolving technologies, the importance of high net worth donors, global fundraising perspectives, results analysis and performance evaluation, accountability, and credentialing, with contributions from noted experts in the field. You'll gain essential insight into the practice of fundraising and the fundraising cycle, reinforced by ancillary discussion questions, case studies, and additional readings. With contributions from members of The Fund Raising School and the faculty of Indiana University's Lilly Family School of Philanthropy, this new edition includes detailed guidance on nonprofit accounting practices as defined by the Financial Accounting Standards Board and the American Institute of Certified Public Accountants, rounding out the complete, thorough coverage of the fundraising profession. Designed to provide both theory and practical knowledge, this book is an all-in-one resource for anyone who performs fundraising duties. Understand donor dynamics and craft an institutional development plan Explore essential marketing and solicitation techniques Learn effective volunteer recruitment, retention, and management strategies Fundraising merges a variety of fields including psychology, business management, accounting, and marketing, making it a unique role that requires a uniquely well rounded yet focused skillset. Amidst economic uncertainty and a widening wealth gap the world over, it's more important than ever for fundraisers to have a firm grasp on the tools at their disposal. Achieving Excellence in Fundraising is the ultimate guide to succeeding in this critical role.