Planned Giving: Management, Marketing, and

This 2006 Cumulative Supplement contains three new chapters:1. Refocusing on Philanthropy (Chapter 12A)2. When to Walk Away (Chapter 13A)3. Creating a Volunteer Society for a Planned Giving and Development Program (Chapter 14A)These chapters provide a combination of practical information about planned giving while broadening the context of planned giving to include issues that generally impact philanthropy. They are designed to assist the planned giving officer and those engaged in working in the field of philanthropy to better understand the complex issues involved in charitable giving.

Preface

ix

PART THREE: MANAGING DONORS AND PROSPECTS

Refocusing on Philanthropy (New)

3

(12)

Introduction

3

(1)

Fundraising from the Nonprofit's Perspective: Development, Advancement, or Philanthropy

4

(1)

Changing the Focus to Philanthropy

5

(1)

Activating Donors

6

(1)

Getting Started

7

(1)

Strategies to Promote Philanthropy

8

(3)

Opportunities for All Types of Charities

11

(2)

Conclusion

13

(2)

When to Walk Away (New)

15

(10)

Introduction

15

(2)

Types of Problematic Gift Situations

17

(4)

Warning Signs

21

(1)

Potential Remedies

22

(1)

Knowing When to Walk Away

22

(1)

Keeping the Door Open

23

(1)

Conclusion

24

(1)

Creating a Volunteer Society for a Development and Planned Giving Program (New)

25

(18)

Introduction

26

(1)

Rationale for Creation of a President's Society

26

(2)

Defining the President's Society

28

(1)

Benefits of Creating a Volunteer Society

29

(1)

Goals

30

(1)

Modelling the Organization

31

(1)

The Chairperson

32

(2)

Profile of the Society

34

(1)

The Recruitment Process

35

(1)

Subcommittees

35

(3)

Creating a President's Society Fund

38

(1)

Role of the Chief Development Officer

39

(1)

Timeline for Creation

40

(1)

Challenges

40

(2)

Conclusion

42

(1)

Donor's Remorse (New)

43

(14)

Introduction

43

(1)

What Is Donor's Remorse?

44

(1)

Causes of Donor's Remorse

45

(2)

Preventing Donor's Remorse

47

(5)

The Charity's Response

52

(1)

Conclusion

53

(4)

PART NINE: PLANNED GIVING PROGRAMS ON LOCATION

What Charities Can Learn about Fundraising and Planned Giving from Other Charities (New)

57

(10)

Introduction

57

(1)

Faith-Based and Religious Organizations

58

(2)

Hospitals and Healthcare Organizations

60

(1)

Educational Institutions

61

(1)

Political Fundraising

62

(1)

Community and Civic Organizations

63

(1)

Arts and Cultural Organizations/Aquariums and Zoos

64

(1)

Single-Illness Organizations

65

(1)

Social Service/Humanitarian Organizations

66

(1)

Conclusion

66

(1)

Fundraising in a Hospital (New)

67

(12)

Introduction

67

(1)

The Hospital Environment

68

(3)

The Players

71

(2)

Staffing the Development Office

73

(1)

Priorities and Expectations

74

(2)

Grateful Patients

76

(1)

Working the Gift through the Organization

77

(2)

Appendix A CD-ROM Documentation

79

(16)

Index

95

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Planned Giving: Management, Marketing, and Law, 2006 Cumulative Supplement , 3rd Edition

Summary

Table of Contents

Supplemental Materials