How to Get a Planned Gifts Program Up and Running, Second Edition

Publisher: Jossey-Bass
Year: 2013
Tongue: English
Leaves: 60
Category: Library

No coin nor oath required. For personal study only.

✦ Synopsis

Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.

Important topics covered include:

Estate gift modeling
Advisory councils
Testimonials
Deferred payments
Promoting bequests
Planned gift expectancies
Cultivating agents of wealth
Building prospect lists
Accepting life insurance
Planned gift ambassadors
Challenge gifts
Intention forms
Endowment donors
Planned gifts newsletters
Planned giving marketing plans
Estate donors

Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.

Content:
Chapter 1 Getting Started: Planning, Setting Goals (pages 5–12):
Chapter 2 Prospect Identification, Building a List (pages 13–16):
Chapter 3 Involve Volunteers, Nurture a Planned Gifts Committee (pages 17–21):
Chapter 4 Planned Gifts Options to Offer (pages 22–29):
Chapter 5 Meeting One?on?One (pages 30–36):
Chapter 6 Planned Gifts Newsletter & Other Printed Communications (pages 37–40):
Chapter 7 Strategies for Marketing Planned Gifts (pages 41–45):
Chapter 8 Identify, Nurture Agents of Wealth (pages 46–47):
Chapter 9 Publicize Planned Gifts, Build Awareness (pages 48–49):
Chapter 10 Online Strategies (pages 50–51):
Chapter 11 Recognition and Stewardship Measures (pages 52–54):
Chapter 12 Planned Gift Forms, Policy Issues and Samples (pages 55–59):

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