Planned Giving: A Guide to Fundraising and Philanthropy [With CDROM] (Hardcover, 4)

Preface.

Acknowledgments.

PART ONE: PLANNED GIFTS.

Chapter One: What Is Planned Giving?

Chapter Two: Charitable Gift Annuities And Deferred Gift Annuities.

Chapter Three: Pooled Income Funds.

Chapter Four: Trusts.

Chapter Five: Endowed Funds.

Chapter Six: Bequests.

PART TWO: ASSETS INVOLVED WITH PLANNED GIVING.

Chapter Seven: Gifts of Securities.

Chapter Eight: Gifts of Real Estate.

Chapter Nine: Gifts Of Tangible Personal Property.

Chapter Ten: Gifts of Life Insurance.

Chapter Eleven: Retirement Planning And Planned Giving.

PART THREE: PRIVATE GIVING PROGRAMS ON LOCATION.

Chapter Twelve: What Charities Can Learn About Fundraising And Planned Giving From Other Charities.

Chapter Thirteen: Planned Giving in a Small or One-Person Organization.

Chapter Fourteen: Planned Giving at Educational Institutions.

Chapter Fifteen: Planned Giving In Healthcare Organizations.

Chapter Sixteen: Planned Giving in Large, Established Arts Organizations.

PART FOUR: MANAGING DONORS AND PROSPECTS.

Chapter Seventeen: The Planned Giving Prospect.

Chapter Eighteen: Refocusing On Philanthropy.

Chapter Nineteen: Working with Donors.

Chapter Twenty: Women as Planned Giving Donors.

Chapter Twenty-One: Family Philanthropy: Issues and Solutions.

Chapter Twenty-Two: Solicitation Strategies.

Chapter Twenty-Three: When To Walk Away.

Chapter Twenty-Four: (Fundraising Etiquette: Do's And Don'ts For Successful Business And Social Interactions With Donors And Prospects.

Chapter Twenty-Five: Negotiating the Gift of a Lifetime.

Chapter Twenty-Six: Donor's Remorse.

Chapter Twenty-Seven: Combating Donor Fatigue And Overcoming Organizational.

PART FIVE: PLANNED GIVING'S FINANCIAL IMPACT.

Chapter Twenty-Eight: The Tax Consequences Of Charitable Gifts.

Chapter Twenty-Nine: Estate Planning and Planned Giving.

Chapter Thirty: Financial Planning for the Development Professional.

PART SIX: MANAGING A PLANNED GIVING PROGRAM.

Chapter Thirty-One: Inside The Development Office.

Chapter Thirty-Two: An Operational Plan For A Planned Giving Program.

Chapter Thirty-Three: Working as a Successful Planned Giving OfFIcer to Raise Charitable Funds.

Chapter Thirty-Four: Planned Giving And Major Gifts.

Chapter Thirty-Five: Hiring Staff.

Chapter Thirty-Six: Increased Management Responsibilities In  The Development Office.

Chapter Thirty-Seven: Managing Time In Planned Giving.

Chapter Thirty-Eight: Leadership And Management For A Development Team.

PART SEVEN: MANAGING OUTSIDE THE OFFICE.

Chapter Thirty-Nine: Mobilizing The Nonprofit’s Leadership.

Chapter Forty: Creating A Volunteer Society For A Development And Planned Giving Program.

Chapter Forty-One: Working With Nondevelopment Staff.

PART EIGHT: EVALUATING PERFORMANCE.

Chapter Forty-Two: Evaluating A Planned Giving Program.

Chapter Forty-Three: Measuring Performance For Planned And Major Gift Staff.

PART NINE: MARKETING.

Chapter Forty-Four: Drafting Planned Giving Documents.

Chapter Forty-Five: Printed Materials And Publications For Donors And Prospects.

Chapter Forty-Six: Marketing The Noneconomic Benefits Of Philanthropy.

Chapter Forty-Seven: Making Planned Giving Presentations.

Chapter Forty-Eight: Marketing Planned Giving To Professional Advisors.

PART TEN: POLICIES AND PROCEDURES.

Chapter Forty-Nine: Gift Acceptance Policies.

Chapter Fifty: Nonprofit Organizations: Development Practices And Problems.

Chapter Fifty-One: Policies and Procedures for Naming Opportunities.

Chapter Fifty-Two: NonproFIt Investment Policies and Procedures.

Chapter Fifty-Three: Raising The Bar: Increasing Endowed Fund Minimums.

PART ELEVEN: PLANNED GIVING IN CONTEXT.

Chapter Fifty-Four: Ethics And Planned Giving.

Chapter Fifty-Five: Planned Giving And Capital Campaigns.

Chapter Fifty-Six: Stewardship and Planned Gifts.

Chapter Fifty-Seven: Institutionally Related Foundations.

Chapter Fifty-Eight: Outside Asset Managers: Policies and Procedures.

Chapter Fifty-Nine.

Appendix: CD-ROM Documentation.

Index.