Planned Giving for Small Nonprofits
Planned Giving for Small Nonprofits

Author: Ronald R. Jordan

Publisher: John Wiley & Sons

Published: 2002-10-29

Total Pages: 351

ISBN-13: 0471421111

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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.

Donor-Centered Planned Gift Marketing
Donor-Centered Planned Gift Marketing

Author: Michael J. Rosen

Publisher: John Wiley & Sons

Published: 2010-11-29

Total Pages: 390

ISBN-13: 0470915331

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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.

Fundraising for Social Change
Fundraising for Social Change

Author: Kim Klein

Publisher: John Wiley & Sons

Published: 2016-04-18

Total Pages: 594

ISBN-13: 111920979X

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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.

Ultimate Quick Reference Planned Giving Pocket Guide
Ultimate Quick Reference Planned Giving Pocket Guide

Author: Viken Mikaelian

Publisher:

Published: 2019-12

Total Pages:

ISBN-13: 9781942925033

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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

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.

The Power of Legacy and Planned Gifts
The Power of Legacy and Planned Gifts

Author: Kevin Johnson

Publisher: John Wiley & Sons

Published: 2010-03-25

Total Pages: 338

ISBN-13: 0470608722

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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.

Giving Done Right
Giving Done Right

Author: Phil Buchanan

Publisher: PublicAffairs

Published: 2019-04-16

Total Pages: 261

ISBN-13: 1541742230

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A practical guide to philanthropy at all levels of giving that seeks to educate and inspire A majority of American households give to charity in some form or another--from local donations to food banks, religious organizations, or schools, to contributions to prevent disease or protect basic freedoms. Whether you're in a position to give $1 or $1 million, every giver needs to answer the same question: How do I channel my giving effectively to make the greatest difference? In Giving Done Right, Phil Buchanan, the president of the Center for Effective Philanthropy, arms donors with what it takes to do more good more quickly and to avoid predictable errors that lead too many astray. This crucial book will reveal the secrets and lessons learned from some of the biggest givers, from the work of software entrepreneur Tim Gill and his foundation to expand rights for LGBTQ people to the efforts of a midwestern entrepreneur whose faith told him he must do something about childhood slavery in Ghana. It busts commonly held myths and challenging the idea that "business thinking" holds the answer to effective philanthropy. And it offers the intellectual frameworks, data-driven insights, tools, and practical examples to allow readers to understand exactly what it takes to make a difference.

The Life You Can Save
The Life You Can Save

Author: Peter Singer

Publisher: Random House Trade Paperbacks

Published: 2010

Total Pages: 242

ISBN-13: 0812981561

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Argues that for the first time in history we're in a position to end extreme poverty throughout the world, both because of our unprecedented wealth and advances in technology, therefore we can no longer consider ourselves good people unless we give more to the poor. Reprint.