Planned Giving Essentials: A Step by Step Guide to Success

Front Cover
Jones & Bartlett Learning, 2002 - Business & Economics - 187 pages
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
 

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Contents

Its Characteristics and Its Importance
1
Chapter 2Philanthropy and the Philanthropist
11
Chapter 5NotforProfit Organizations
33
Chapter 7Planned Gifts
40
Letting the World Know about Your Program
65
Chapter 9International Planned Giving
72
Chapter 11Organizing To Begin the Planned Giving Program
80
Chapter 12Marketing Planned Giving
86
Chapter 13Managing the Gifts
96
Appendix BResources
114
Appendix DIRS Forms for Gifts of Tangible Personal Property
167
Index
183
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