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Additional Physical Format: | Online version: Dove, Kent E., 1945- Conducting a successful major gifts and planned giving program. San Francisco : Jossey-Bass, ©2002 (OCoLC)606817819 Online version: Dove, Kent E., 1945- Conducting a successful major gifts and planned giving program. San Francisco : Jossey-Bass, ©2002 (OCoLC)607808007 |
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Material Type: | Internet resource |
Document Type: | Book, Internet Resource |
All Authors / Contributors: |
Kent E Dove; Alan M Spears; Thomas W Herbert |
ISBN: | 0787957070 9780787957070 |
OCLC Number: | 48362352 |
Description: | xvii, 557 pages : illustrations ; 24 cm. |
Contents: | Planning and implementing your major gifts and planned giving program. Building your program. Identifying, researching, and rating major gift prospects -- Cultivating and soliciting major gifts -- Securing lead gifts (Rodney P. Kirsch, Martin W. Shell) -- Connecting major gifts and planned giving -- Implementing a planned giving program -- Marketing planned gifts -- Understanding the gift options and tax consequences. Outright gifts -- Life income gifts -- Bequests and remainder interests -- New and advanced planned giving techniques -- Major gifts and planned giving resource guide. Resource guide contents. Nonprofit key word search -- Estimating net worth -- Web-based research -- Research profile formats -- How to close the gift -- Letter proposal -- Full proposal -- Wills seminar program system -- Planned giving strategic]lan -- gift acceptance policies -- Gift agreement templates -- Planned giving newsletters -- Sample planned giving brochures -- Guide to giving -- Personal financial planner -- Planned giving honor roll -- Rules regarding charitable tax deductions -- Templates for drafting trusts -- Sample charitable lead trust. |
Responsibility: | Kent E. Dove, Alan M. Spears, Thomas W. Herbert. |
More information: |
Abstract:
Establishing and sustaining a major gifts and planned giving program in a nonprofit organization, this book, the fifth volume in the " Dove on Fundraising Series", includes the information needed to build a viable program and offers an understanding of the law as it pertains to a variety of planned giving options.
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Related Subjects:(7)
- Fund raising -- United States.
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- Nonprofit organizations -- Finance.
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