Planned Giving for Small NonprofitsISBN: 978-0-471-21209-6
Hardcover
352 pages
June 2002
This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.
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Preface.
Acknowledgments.
Part 1: Background Issues.
Chapter 1: Planned Giving in a Small Charity: The First Year.
Chapter 2: Planned Giving and the Charity.
Part 2: Getting Started.
Chapter 3: Mobilizing the Nonprofit Organization's Leadership, Boards, and Volunteers.
Chapter 4: An Operational Plan for a Small Nonprofit Organization's Planned Giving Program.
Chapter 5: Gift Acceptance Policies for a Planned Giving Program.
Chapter 6: Managing Time: Planned Giving in a Small Charity.
Part 3: Planned Gifts.
Chapter 7: Bequests and the Bequest Society.
Chapter 8: Endowed Funds and Current Use Awards.
Chapter 9: Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.
Chapter 10: Trusts.
Part 4 Gifts of Assets Other Than Cash.
Chapter 11: Gifts of Securities.
Chapter 12: Gifts of Real Estate.
Chapter 13: Gifts of Tangible Personal Property.
Chapter 14: Gifts of Life Insurance and Retirement Plan Assets.
Part 5: Working with Donors.
Chapter 15: The Planned Giving Prospect.
Chapter 16: Solicitation Strategies.
Chapter 17: Ethics and Planned Giving.
Part 6: Marketing.
Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations.
Chapter 19: Marketing to Professional Advisors.
Part 7: Planned Giving and Taxes.
Chapter 20: Tax Consequences of Charitable Gifts.
Index.
Acknowledgments.
Part 1: Background Issues.
Chapter 1: Planned Giving in a Small Charity: The First Year.
Chapter 2: Planned Giving and the Charity.
Part 2: Getting Started.
Chapter 3: Mobilizing the Nonprofit Organization's Leadership, Boards, and Volunteers.
Chapter 4: An Operational Plan for a Small Nonprofit Organization's Planned Giving Program.
Chapter 5: Gift Acceptance Policies for a Planned Giving Program.
Chapter 6: Managing Time: Planned Giving in a Small Charity.
Part 3: Planned Gifts.
Chapter 7: Bequests and the Bequest Society.
Chapter 8: Endowed Funds and Current Use Awards.
Chapter 9: Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.
Chapter 10: Trusts.
Part 4 Gifts of Assets Other Than Cash.
Chapter 11: Gifts of Securities.
Chapter 12: Gifts of Real Estate.
Chapter 13: Gifts of Tangible Personal Property.
Chapter 14: Gifts of Life Insurance and Retirement Plan Assets.
Part 5: Working with Donors.
Chapter 15: The Planned Giving Prospect.
Chapter 16: Solicitation Strategies.
Chapter 17: Ethics and Planned Giving.
Part 6: Marketing.
Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations.
Chapter 19: Marketing to Professional Advisors.
Part 7: Planned Giving and Taxes.
Chapter 20: Tax Consequences of Charitable Gifts.
Index.