Planned Giving A Guide to Fundraising and

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.

Ronald R. Jordan is an assistant professor at New Mexico State University, where he teaches courses on ﬁnancial planning, consumer economics, and business and professional writing. He also consults with nonprofit organizations. He is a graduate of New England School of Law and was admitted to the practice of law in Massachusetts in 1975. Before retiring, he was the assistant vice president of university advancement at New Mexico State University and former director of planned giving at Boston University.

Katelyn L. Quynn is executive director of development at the Massachusetts General Hospital. She is a past president of the Planned Giving Group of New England (PGGNE) and former board member of the National Committee on Planned Giving. She was named Planned Giving Professional of the Year in 1996, and in 2003 she received the David M. Donaldson Award for leadership in the ﬁeld of planned giving from PGGNE. She graduated from Tufts University and Boston University School of Law.

Preface
Acknowledgments
Planned Gifts
What Is Planned Giving?
Charitable Gift Annuities And Deferred Gift Annuities
Pooled Income Funds
Trusts
Endowed Funds
Bequests
Assets Involved With Planned Giving
Gifts of Securities
Gifts of Real Estate
Gifts Of Tangible Personal Property
Gifts of Life Insurance
Retirement Planning And Planned Giving
Private Giving Programs On Location
What Charities Can Learn About Fundraising And Planned Giving From Other Charities
Planned Giving in a Small or One-Person Organization
Planned Giving at Educational Institutions
Planned Giving In Healthcare Organizations
Planned Giving in Large, Established Arts Organizations
Managing Donors and Prospects
The Planned Giving Prospect
Refocusing On Philanthropy
Working with Donors
Women as Planned Giving Donors
Family Philanthropy: Issues and Solutions
Solicitation Strategies
When To Walk Away
(Fundraising Etiquette: DoG+&s And DonG+&ts For Successful Business And Social Interactions With Donors And Prospects
Negotiating the Gift of a Lifetime
DonorG+&s Remorse
Combating Donor Fatigue And Overcoming Organizational
Planned Givingg+&S Financial Impact
The Tax Consequences Of Charitable Gifts
Estate Planning and Planned Giving
Financial Planning for the Development Professional
Managing a Planned Giving Program
Inside The Development Office
An Operational Plan For A Planned Giving Program
Working as a Successful Planned Giving OfFIcer to Raise Charitable Funds
Planned Giving And Major Gifts
Hiring Staff
Increased Management Responsibilities In The Development Office
Managing Time In Planned Giving
Leadership And Management For A Development Team
Managing Outside the Office
Mobilizing The Nonprofit's Leadership
Creating A Volunteer Society For A Development And Planned Giving Program
Working With Nondevelopment Staff
Evaluating Performance
Evaluating A Planned Giving Program
Measuring Performance For Planned And Major Gift Staff
Marketing
Drafting Planned Giving Documents
Printed Materials And Publications For Donors And Prospects
Marketing The Noneconomic Bene
Table of Contents provided by Publisher. All Rights Reserved.

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Planned Giving A Guide to Fundraising and Philanthropy

Summary

Author Biography

Table of Contents

Supplemental Materials