Description
Book SynopsisThis book is designed to help small charities with understaffed development programs establish a planned giving program. It offers step-by-step coverage of the key issues that must be addressed before a planned giving program can be offered. In addition, it teaches small charities how to expand their programs over time.
Trade Review"Planned Giving for Small Nonprofits is a great book." (
CharityChannel.com, June 2003)
Table of ContentsPreface.
Acknowledgments.
Part 1: Background Issues.
Chapter 1: Planned Giving in a Small Charity: The First Year.
Chapter 2: Planned Giving and the Charity.
Part 2: Getting Started.
Chapter 3: Mobilizing the Nonprofit Organization's Leadership, Boards, and Volunteers.
Chapter 4: An Operational Plan for a Small Nonprofit Organization's Planned Giving Program.
Chapter 5: Gift Acceptance Policies for a Planned Giving Program.
Chapter 6: Managing Time: Planned Giving in a Small Charity.
Part 3: Planned Gifts.
Chapter 7: Bequests and the Bequest Society.
Chapter 8: Endowed Funds and Current Use Awards.
Chapter 9: Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.
Chapter 10: Trusts.
Part 4 Gifts of Assets Other Than Cash.
Chapter 11: Gifts of Securities.
Chapter 12: Gifts of Real Estate.
Chapter 13: Gifts of Tangible Personal Property.
Chapter 14: Gifts of Life Insurance and Retirement Plan Assets.
Part 5: Working with Donors.
Chapter 15: The Planned Giving Prospect.
Chapter 16: Solicitation Strategies.
Chapter 17: Ethics and Planned Giving.
Part 6: Marketing.
Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations.
Chapter 19: Marketing to Professional Advisors.
Part 7: Planned Giving and Taxes.
Chapter 20: Tax Consequences of Charitable Gifts.
Index.
