Planned Giving: Management, Marketing, and Law, 2008 Cumulative Supplement

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John Wiley & Sons, Nov 2, 2007 - Business & Economics - 240 pages
The 2008 Cumulative Supplement contains the following new chapters:
  • Chapter 1A: Initial Considerations for Entering a Fund Raising Campaign
  • Chapter 10A: Working as a Successful Planned Giving Officer to Raise Charitable Funds
  • Chapter 42A: Nonprofit Organizations: Practices and Problems
  • Chapter 56A: Funding the Cost of Charity
 

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Contents

PART ONE GETTING STARTED
1
PART TWO MANAGING A PLANNED GIVING PROGRAM
13
Working as a Successful Planned Giving Officer
29
PART THREE MANAGING DONORS AND PROSPECTS
39
When To Walk Away New
55
Fundraising Etiquette Dos and Donts
67
Telephone Etiquette
70
EMail Etiquette
72
PART EIGHT POLICIES AND PROCEDURES
139
Prospect ControlProspect Management
149
Insulation and Isolation
150
Conclusion
151
PART NINE PLANNED GIVING PROGRAMS ON LOCATION
153
What Charities Can Learn about Fundraising and Planned Giving from Other Charities New
155
FaithBased and Religious Organizations
157
Hospitals and Healthcare Organizations
158

IssuesComplaints
73
Donor Visits
74
Restaurant Protocol
75
Overnight Stays at Donors Home
77
Visiting a Donor in the Hospital
78
Family Squabbles
79
Conclusion
80
Creating a Volunteer Society for a Development and Planned Giving Program New
81
Introduction
82
Rationale for Creation of a Presidents Society
83
Defining the Presidents Society
85
Goals
87
Modeling the Organization
88
The Chairperson
90
Profile of the Society
92
Subcommittees
93
Creating a Presidents Society Fund
95
Role of the Chief Development Officer
97
Timeline for Creation
98
Conclusion
100
Donors Remorse New
101
What Is Donors Remorse?
102
Causes of Donors Remorse
103
Preventing Donors Remorse
106
The Charitys Response
111
Conclusion
112
Combating Donor Fatigue and Overcoming
113
PART FIVE PLANNED GIFTS
125
Educational Institutions
160
Political Fundraising
161
Community and Civic Organizations
162
Arts and Cultural OrganizationsAquariums and Zoos
163
SingleIllness Organizations
164
Social ServiceHumanitarian Organizations
165
Conclusion
166
Fundraising in a Hospital New
167
The Hospital Environment
168
The Players
171
Staffing the Development Office
174
Priorities and Expectations
175
Grateful Patients
177
Working the Gift Through the Organization
179
PLANNED GIVING IN CONTEXT
181
Funding the Cost of Charity New
183
Impact on the Charity
185
Impact on Development Staff
186
Donors Likely to Sympathize with Charitys Predicament
187
Increasing the Management Fee on Endowed Funds
188
Restricted Gifts Planned Gifts and Life Income Gifts
189
Implications on Minimum Gift Thresholds
190
Campaign Gifts and Surcharges
191
Conclusion
192
CDROM Documentation
193
Index
215
Copyright

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About the author (2007)

Ronald R. Jordan is an assistant professor at New Mexico State University, where he teaches courses on financial planning, consumer economics, and business and professional writing. He also consults with nonprofit organizations. He is a graduate of New England School of Law and was admitted to the practice of law in Massachusetts in 1975. Before retiring, he was the assistant vice president of university advancement at New Mexico State University and former director of planned giving at Boston University.

Katelyn L. Quynn is executive director of development at the Massachusetts General Hospital. She is a past president of the Planned Giving Group of New England (PGGNE) and former board member of the National Committee on Planned Giving. She was named Planned Giving Professional of the Year in 1996, and in 2003 she received the David M. Donaldson Award for leadership in the field of planned giving from PGGNE. She graduated from Tufts University and Boston University School of Law.

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