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

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9780471351023: Planned Giving, Management, Marketing, and Law (Wiley Nonprofit Law, Finance and Management Series)
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Unlike other areas of fund-raising, planned giving brings fund-raising professionals into contact with lawyers, accountants, financial planners, consultants, and wealthy donors. They need to be able to speak the same language as the donors and their advisors while still keeping their own organization's goals in mind. This book can help them address these and other vital issues related to starting, marketing, administering, and expanding a planned giving program.

This book is supplemented annually.

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From the Back Cover:

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 instruments. For the nonprofit in recent years, planned giving has increasingly become a leading fundraising strategy. By its nature, this more involved form of giving brings the fundraising professional into contact with lawyers, accountants, financial planners, and consultants, in addition to donors. Planned Giving: Management, Marketing, and Law, Third Edition provides the nonprofit professional with the tools needed to navigate the many considerations and professional languages involved in the planned giving process. Building on the success of the Second Edition, this Third Edition emphasizes the growing role of planned giving for most nonprofits, while updating coverage on managing planned giving programs, marketing, donors, cash and non-cash gifts, related disciplines, policies, procedures, and context. Entirely new chapters cover planned giving and online technology, brick and mortar projects, start-ups, emerging issues for healthcare organizations, a holistic approach, and the changing role of the planned giving officer. A companion CD-ROM contains more than 300 customizable forms, documents, checklists, marketing pieces, and document templates good for starting and running a planned giving program at nonprofits large and small. Supplemented annually with the latest coverage and details, Planned Giving, Third Edition provides nonprofit officers, consultants, and other development professionals with a complete, invaluable, and user-friendly resource.

About the Author:

Ronald R. Jordan is an assistant professor at New Mexico State University, where he teaches courses on financial planning, consumer economics, and business and professional writing. He also consults with nonprofit organizations. He is a graduate of New England School of Law and was admitted to the practice of law in Massachusetts in 1975. Before retiring, he was the assistant vice president of university advancement at New Mexico State University and former director of planned giving at Boston University.

Katelyn L. Quynn is executive director of development at the Massachusetts General Hospital. She is a past president of the Planned Giving Group of New England (PGGNE), and former board member of the National Committee on Planned Giving. She was named Planned Giving Professional of the Year in 1996, and in 2003 she received the David M. Donaldson Award for leadership in the field of planned giving from PGGNE. She graduated from Tufts University and Boston University School of Law.

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Other Popular Editions of the Same Title

9780471449508: Planned Giving: Management, Marketing, and Law (Wiley Nonprofit Law, Finance and Management Series)

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ISBN 10:  0471449504 ISBN 13:  9780471449508
Publisher: Wiley, 2003
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9780471794813: Planned Giving: Management, Marketing, and Law, 2007 Cumulative Supplement

Wiley, 2006
Softcover

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