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Planned Giving Essentials : Aspen's Fund Raising Series for the 21st Century. - Richard D Barrett

Planned Giving Essentials

Aspen's Fund Raising Series for the 21st Century.

Paperback Published: 1st January 2002
ISBN: 9780834219052
Number Of Pages: 187

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This handbook for fundraisers describes the development and implementation of a planned giving program. Written by two fundraising consultants, the text covers such topics as the history of philanthropy, outreach to potential donors, and establishing a sound gift acceptance policy. A special chapter

Forewordp. ix
Prefacep. xi
Acknowledgmentsp. xiii
Planned Giving: Its Characteristics and Its Importancep. 1
Planned Giving Definedp. 3
Planned Giftsp. 3
The Planned Giving Processp. 4
Planned Gifts, Donors, and Organizational Survivalp. 6
Points To Ponderp. 7
The Planned Giving Processp. 8
Philanthropy and the Philanthropistp. 11
A Historical Perspectivep. 11
A Lesson from Historyp. 12
Philanthropy and Charityp. 12
How Gifts Are Madep. 12
Why Gifts Are Madep. 14
Philanthropic Organizations: Power and Controlp. 14
Points To Ponderp. 15
Planned Giving and Fundraisingp. 16
The Development Officep. 18
The Annual Giving Programp. 18
Special Purposes Programp. 20
Endowmentp. 22
Planned Givingp. 23
The Fundraising Mindsetp. 23
Serendipitous Contributionsp. 24
Obstacles to Establishing a Planned Giving Programp. 24
Points To Ponderp. 24
First Stepsp. 26
Feasibility Testp. 26
How To Think about Startingp. 27
Bequests and Willsp. 27
First Stepsp. 27
Complex Giftsp. 28
Unrealistic Management Expectationsp. 28
Planned Gift Benefitsp. 28
Willsp. 28
Response Cardsp. 28
Donor Recognition Societiesp. 29
Stewardshipp. 30
Points To Ponderp. 32
Not-for-Profit Organizationsp. 33
Mutual Benefit Organizationsp. 34
Philanthropic Organizationsp. 34
Not-for-Profits and Planned Givingp. 34
Points To Ponderp. 35
The Business of Philanthropy and the Practice of Planned Givingp. 36
Fundraising as a Professionp. 36
The Business of Philanthropyp. 37
The Development Departmentp. 37
The Practice of Fundraisingp. 38
Planned Giving Professionalsp. 38
Points To Ponderp. 38
Planned Giftsp. 40
Planned Gifts and How They Are Madep. 40
Outright Gifts of Appreciated Propertyp. 41
Life Income Giftsp. 43
Life Insurance Policiesp. 49
Retained Life Estate Giftsp. 49
Charitable Lead Trustsp. 50
Bequestsp. 51
Additional Ways of Making Planned Giftsp. 51
Points To Ponderp. 52
Charitable Giving Optionsp. 53
Gifts of Appreciated Securitiesp. 57
Appreciated Securities Gift Data Sheetp. 58
Sample Donor Information--Gifts of Real Estatep. 59
Real Estate Gift Data Sheetp. 63
Sample Bequest Provisionsp. 64
Communication: Letting the World Know about Your Programp. 65
Communicatingp. 65
Commitmentp. 66
Inside the Organizationp. 66
Outside the Organizationp. 67
Points To Ponderp. 69
Training Guidelinesp. 70
International Planned Givingp. 72
Inter-Nation Givingp. 72
The Beginnings of Changep. 72
Planned Giving: Getting Started Rightp. 75
Preparing Your Action Planp. 76
The Planp. 76
Guide to Writing a Planp. 79
Organizing To Begin the Planned Giving Programp. 80
Planning for Phased Growthp. 80
Staffingp. 80
Selecting the Gift Options To Be Offeredp. 81
Planning the Workloadp. 81
Trainingp. 82
Telephones and Voice Mailp. 82
Computer Softwarep. 82
Working with Allied Professionalsp. 82
How Community Foundations Can Helpp. 82
Case Study: The Development of a Planned Giving Programp. 84
Marketing Planned Givingp. 86
Why "Marketing"?p. 86
Who Are the Potential Donors?p. 86
Outreach: Communicating with Donorsp. 87
The Kickoff of Your Programp. 90
Sample Response Lettersp. 92
Managing the Giftsp. 96
Establishing a Sound Gift Acceptance Policyp. 96
Developing an Effective Endowment Fund Policyp. 96
Arranging for Investment Advicep. 97
Preparing Checks and Tax Reports for a Lifetimep. 97
Crediting of Gifts: Reality and Perceptionp. 97
Substantiating Gifts for the Donor's Tax Recordsp. 97
Sample Gift Acceptance Policyp. 99
Avoiding Pitfallsp. 101
"All I Need Is Your Mailing List"p. 101
Write the Will and Pay the Piperp. 101
"We Haven't Got the Staff To Make Visits"p. 102
Gifts That Are Too Expensivep. 102
"Here's the Stock ... Don't Sell It for Five Years"p. 102
Gifts That Need an Environmental Cleanupp. 103
The Fantastic Return Seekerp. 103
"We're Too New To Have a Planned Giving Program"p. 103
Gift Annuities Aren't for Everyonep. 104
Acting as Trusteep. 104
"Planned Giving Is Tomorrow. We Need the Money Now."p. 104
Conclusionp. 105
Model Standards of Practice for the Charitable Gift Plannerp. 106
Glossary of Planned Giving Termsp. 108
Resourcesp. 114
Sample Gift Instrumentsp. 118
Sample Annuity Trust Forms Prepared by the IRSp. 118
Sample Unitrust Forms Prepared by the IRSp. 130
Pooled Income Fund Documents Prepared by the IRSp. 154
Sample Retained Life Estate Agreementsp. 161
Sample Gift Annuity Agreementsp. 163
IRS Forms for Gifts of Tangible Personal Propertyp. 167
IRS Form 8282 Donee Information Returnp. 168
IRS Form 8283 Noncash Charitable Contributionsp. 170
IRS Form 990 Return of Organization Exempt from Income Taxp. 176
Indexp. 183
About the Authorsp. 187
Table of Contents provided by Syndetics. All Rights Reserved.

ISBN: 9780834219052
ISBN-10: 0834219050
Series: Aspen's Fund Raising Series for the 21st Century.
Audience: General
Format: Paperback
Language: English
Number Of Pages: 187
Published: 1st January 2002
Publisher: Aspen Publishers Inc.,U.S.
Country of Publication: US
Dimensions (cm): 27.31 x 22.23  x 1.91
Weight (kg): 0.51
Edition Number: 2

Earn 387 Qantas Points
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