Description
Book SynopsisPlanned Giving Simplified
A down-to-earth introduction to planned giving by a leading pioneerin the field.
In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process.
Central to Sharpe''s proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert at helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner''s primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good.
Using com
Table of ContentsTHE PLANNED GIFT.
An Introduction to Planned Gifts.
Current Planned Gifts.
Deferred Planned Gifts.
THE PLANNED GIVER.
Who Makes Planned Gifts?
Why People Make Planned Gifts.
What Planned Givers Want to Keep When They Give.
THE GIFT PLANNER.
The Planners Who Help People Make Planned Gifts.
Charitable Gift Planners: Who They Are.
The Giver and the Charitable Institution Connection.
WHEN PLANNED GIVER AND GIFT PLANNER MEET.
The Charitable Estate-Planning Drama.
Acknowledgments, Recognition, and Memorials.
THE ORGANIZATIONAL STRUCTURE AND PLANNED GIVING.
The Role of the Board of Trustees in Making the Institution'sPlanned Giving Program More Effective.
The Role of the Chief Executive Officer and Senior Managers inBuilding a Planned Giving Program.
Appendices.
Glossary.
Index.
