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Planned Giving: Management, Marketing, and Law Book

Planned Giving: Management, Marketing, and Law
Planned Giving: Management, Marketing, and Law, An indispensable guide to all aspects—management, marketing, and law—of a successful planned giving program 
Planned giving allows the individual donor to make a significant contribution to a specified organization using a variety of assets and instrum, Planned Giving: Management, Marketing, and Law has a rating of 3 stars
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Planned Giving: Management, Marketing, and Law, An indispensable guide to all aspects—management, marketing, and law—of a successful planned giving program Planned giving allows the individual donor to make a significant contribution to a specified organization using a variety of assets and instrum, Planned Giving: Management, Marketing, and Law
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  • Planned Giving: Management, Marketing, and Law
  • Written by author Ronald R. Jordan, Katelyn L. Quynn
  • Published by John Wiley & Sons, 2004/11/05
  • An indispensable guide to all aspects—management, marketing, and law—of a successful planned giving program Planned giving allows the individual donor to make a significant contribution to a specified organization using a variety of assets and instrum
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Preface
Acknowledgments
Pt. 1 Managing a Planned Giving Program 1
Ch. 1 What Is Planned Giving? 3
Ch. 2 Inside the Development Office 11
Ch. 3 Planned Giving in a Small or One-Person Organization 18
Ch. 4 Staffing a Planned Giving Office 27
Ch. 5 Managing a Planned Giving Office 36
Pt. 2 Marketing the Planned Giving Program 49
Ch. 6 Marketing: Printed Materials and Publications for Donors and Prospects 51
Ch. 7 Marketing a Planned Giving Program within the Nonprofit 60
Ch. 8 Marketing: Making Planned Giving Presentations 70
Ch. 9 Marketing Endowed Funds to Donors 77
Ch. 10 Marketing Planned Giving to Professional Advisors 86
Pt. 3 Management: The Planned Giving Donor 97
Ch. 11 The Planned Giving Prospect 99
Ch. 12 Solicitation Strategies 107
Ch. 13 Planned Giving and Major Gifts 123
Ch. 14 Working with Prospects and Donors Who Are Patients 138
Pt. 4 Planned Giving Assets 149
Ch. 15 Gifts of Securities 151
Ch. 16 Gifts of Real Estate 161
Ch. 17 Gifts of Tangible Personal Property 182
Ch. 18 Gifts of Nontraditional Assets 192
Ch. 19 Gifts of Life Insurance 205
Pt. 5 Planned Giving Options 211
Ch. 20 Charitable Gift Annuities and Deferred Gift Annuities 213
Ch. 21 Pooled Income Funds 229
Ch. 22 Trusts 238
Ch. 23 Private Foundations, Supporting Organizations and Donor-Advised Funds 266
Ch. 24 Bequests and the Bequest Society 279
Pt. 6 Planned Giving's Related Disciplines 291
Ch. 25 Tax Consequences of Charitable Contributions 293
Ch. 26 Estate Planning for the Development Professional 317
Ch. 27 Financial Planning for the Development Professional 337
Ch. 28 Retirement Planning for the Development Professional 349
Pt. 7 Management: The Planned Giving Program's Policies and Procedures 357
Ch. 29 Gift Acceptance Policies 359
Ch. 30 Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs 378
Ch. 31 Nonprofit Investment Policies and Procedures 384
Ch. 32 Administering a Nonprofit Bequest Program 415
Ch. 33 Working with an Outside Asset Manager 433
Ch. 34 Evaluating a Planned Giving Program 442
Pt. 8 Planned Giving in Context 457
Ch. 35 Planned Giving and Capital Campaigns 459
Ch. 36 Ethics and Planned Giving 465
Ch. 37 Stewardship and Planned Gifts 478
Ch. 38 Institutionally Related Foundations 489
Ch. 39 Working with Nondevelopment Staff 500
Ch. 40 Planned Giving in Large, Established Arts Organizations 514
App.: Disk Documentation 523
Index 557


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Planned Giving: Management, Marketing, and Law, An indispensable guide to all aspects—management, marketing, and law—of a successful planned giving program 
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Planned Giving: Management, Marketing, and Law, An indispensable guide to all aspects—management, marketing, and law—of a successful planned giving program 
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