Cover image for Conducting a successful major gifts and planned giving program : a comprehensive guide and resource
Title:
Conducting a successful major gifts and planned giving program : a comprehensive guide and resource
Author:
Dove, Kent E., 1945-
Personal Author:
Edition:
First edition.
Publication Information:
San Francisco : Jossey-Bass, [2002]

©2002
Physical Description:
xvii, 557 pages : illustrations ; 25 cm
Summary:
"Conducting a Successful Major Gifts and Planned Giving Program--the fifth volume in the groundbreaking Dove on Fundraising Series--is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization"--Publisher website (April 2007).
Language:
English
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.
ISBN:
9780787957070
Format :
Book