Planned Giving Workbook (Wiley Nonprofit Law, Finance and Management Series)

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9780471212119: Planned Giving Workbook (Wiley Nonprofit Law, Finance and Management Series)
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Practical and proven guidelines for launching and growing

a successful planned giving program

For planned giving officers and development staff members, document development is a critical part of the job. Nonprofit employees must create documents that take many forms, including: detailed proposals describing complicated gift options; marketing materials; correspondence to donors, professional advisors, and staff members; exhibits; agreements; presentation materials; and IRS and tax-related documents. This workbook, together with the documents contained on the accompanying CD-ROM, will help employees of development organizations draft, design, and develop a variety of documents that can accomplish their organization's goals.

The Planned Giving Workbook contains a CD-ROM with 425 documents to assist nonprofit development staff, mentors, and planned giving officers in their jobs. These documents serve as models, or templates, to be used in planned giving and development. The documents are divided into seven categories, with one chapter of the Workbook devoted to each type of document. The seven categories are:
* Marketing
* Agreements
* Correspondence
* Administrative Documents
* Exhibits
* Presentations
* Tax and IRS Documents
Planned giving officers, development professionals, nonprofit executives, and consultants will find the Planned Giving Workbook to be a vital tool for long-term fundraising.

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About the Author:

Ronald R. Jordan has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving.
KATELYN L. QUYNN is Director of Massachusetts General Hospital’s planned giving program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving.

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