Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

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"Conducting a Successful Major Gifts and Planned Giving Program"-- the fifth volume in the groundbreaking "Dove on Fundraising Series"--is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving.

The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship.

"Conducting a Successful Major Gifts and Planned Giving Program" describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. "Conducting a Successful Major Gifts and Planned Giving Program" also includes a resource section that contains a wealth of illustrative real-world examples.

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Contents

Connecting Major Gifts and Planned Giving
76
Implementing a Planned Giving Program
93
Marketing Planned Gifts
119
Copyright

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About the author (2002)

Kent E. Dove, one of America's most successful and respected fundraisers, is Senior Adviser and Executive Director, Campaign Planning, for the Indiana University Foundation. He has served on the educational fundraising committee of the Council for Advancement and Support of Education (CASE) as well as on the board of directors of the Association of Fundraising Professionals (formerly NSFRE). He is the author or coauthor of Conducting a Successful Capital Campaign, 2nd Edition (1999), Conducting a Successful Fundraising Program (2001), Conducting a Successful Annual Giving Program (2001), and Conducting a Successful Development Services Program (2001) all from Jossey-Bass.

Thomas W. Herbert is Executive Director of Development and Alumni Programs at the Indiana University College of Arts and Sciences.

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