Synopses & Reviews
Planned giving programs play an increasingly significant fundraising role at most nonprofit organizations. As a result, donors are becoming more and more familiar with planned giving and expect to find such programs in place at their charities of choice. Now small nonprofits must implement planned giving programs and expand existing ones, yet most development directors are not trained in planned giving, nor do they have access to expertise in the field. Unlike outright gifts, planned gifts often take time to materialize, and, once they occur, they must be administered for years.
Planned Giving for Small Nonprofits shows directors and boards of small charities precisely how to promote planned giving within the framework of their available resources, step by step. Written by two of the most recognizable names in planned giving, this easy-to-follow guide demonstrates how organizations with understaffed development programs can manage the careful analysis, commitment, and employee and volunteer support necessary to execute a successful planned giving campaign. Jordan and Quynn include plenty of examples and case studies from nonprofits in all sectorseducational and religious institutions, healthcare organizations, and cultural associationsillustrating how to develop, implement, and manage a program.
Concentrating on seven central aspects of managing a planned giving programBackground Issues, Getting Started, Planned Gifts, Gifts of Assets Other Than Cash, Working with Donors, Marketing, and Planned Giving and Taxesthe book provides in-depth coverage of a variety of key subtopics, including:
- Mobilization of the nonprofit organizations leadership, boards, and volunteers
- Establishment of endowed funds and current-use awards
- Gifts of securities and real estate
- Life income gifts
- Solicitation strategies
Nonprofit managers of educational institutions, healthcare organizations, arts groups, and community service associations will find Planned Giving for Small Nonprofits to be an indispensable resource. Adding planned giving as a component of a development program demonstrates to donors that a nonprofit organization is maturing and making a commitment to its future. Jordan and Quynn show how your organization can make that commitment.
Review
"Planned Giving for Small Nonprofits is a great book." (CharityChannel.com, June 2003)
Synopsis
Proven methods for launchingand growinga planned giving program
Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program.
In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components:
- Background Issues
- Getting Started
- Planned Gifts
- Gifts of Assets Other Than Cash
- Working with Donors
- Marketing
- Planned Giving and Taxes
Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynns authoritative guide an invaluable addition to their professional libraries.
Synopsis
Proven methods for launching-and growing-a planned giving program
Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program.
In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components:
* Background Issues
* Getting Started
* Planned Gifts
* Gifts of Assets Other Than Cash
* Working with Donors
* Marketing
* Planned Giving and Taxes
Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries.
About the Author
RONALD R. JORDAN has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving.
KATELYN L. QUYNN is Director of Mas-sachusetts General Hospital s planned giving program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving.
Table of Contents
'Preface.
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.\n
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