Read e-book online Planned Giving: A Guide to Fundraising and Philanthropy PDF

By Ronald R. Jordan

ISBN-10: 0470436301

ISBN-13: 9780470436301

ISBN-10: 0470480807

ISBN-13: 9780470480809

Thoroughly revised and up to date, the Fourth version of this well known source acknowledges the rising value of deliberate giving and the alterations that experience taken position during the last few years. the hot variation now contains a handy, easy-to-use CD-ROM choked with shows, records, and varieties. With a brand new concentrate on common content material and worthwhile insights, counsel, warnings, and views, the recent version empowers fundraising pros being able to communicate an identical language as donors and their advisors, whereas nonetheless conserving their very own organization's targets in mind.

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Read Online or Download Planned Giving: A Guide to Fundraising and Philanthropy PDF

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Thoroughly revised and up to date, the Fourth variation of this renowned source acknowledges the rising significance of deliberate giving and the adjustments that experience taken position during the last few years. the hot variation now features a handy, easy-to-use CD-ROM packed with shows, files, and types. With a brand new concentrate on ordinary content material and worthwhile insights, information, warnings, and views, the hot variation empowers fundraising pros having the ability to converse an identical language as donors and their advisors, whereas nonetheless preserving their very own organization's ambitions in brain.

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Additional resources for Planned Giving: A Guide to Fundraising and Philanthropy

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Thank you for your continued patience as we worked on this latest edition. Planned Giving PART I Planned Gifts 1 CHAPTER 1 What Is Planned Giving? 1 Getting Started To donors, planned giving presents attractive, innovative, and creative gift options. To charities, planned giving provides avenues to reach additional donors, enlarge gifts, and generate new gift revenue. To planned giving staff members, planned giving is an exciting and rewarding career that includes mastering a body of knowledge other development professionals may not know.

If your charity offers these options, market them. If your charity doesn’t, find out why not. Be prepared to meet the needs of your constituents. 2 Charitable Gift Annuities Charitable gift annuities are among the most common and popular of the planned giving, life-income-producing vehicles. Through a charitable gift annuity, a donor makes a gift to a nonprofit organization and receives an income for life and, if desired, for another beneficiary’s lifetime, and upon the death of the last beneficiary, the nonprofit receives the remainder.

Traditionally, planned giving was not fully incorporated into many organizations’ development programs. Planned giving officers spoke a foreign language and engaged in technicalities that other development 12 What Is Planned Giving? officers did not understand and, perhaps, did not want to learn. Although the planned giving field employs special techniques, a successful planned giving program is built on solid development principles. The specifics of such a program can be learned, and a planned giving officer does not need to be a lawyer, banker, or accountant to be successful.

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Planned Giving: A Guide to Fundraising and Philanthropy by Ronald R. Jordan


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