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Planned Giving for Small Nonprofits

ISBN: 978-0-471-21209-6
Hardcover
352 pages
June 2002
List Price: US $65.00
Government Price: US $41.60
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Planned Giving for Small Nonprofits  (0471212091) cover image
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.

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.
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