This book provides 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. ...
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This book provides 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; and, 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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Add this copy of Planned Giving Workbook (Wiley Nonprofit Law, Finance to cart. $49.01, good condition, Sold by HPB-Red rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2002 by John Wiley & Sons Inc.
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Add this copy of Planned Giving Workbook (Wiley Nonprofit Law, Finance to cart. $86.70, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2002 by John Wiley & Sons Inc.
Add this copy of Planned Giving Workbook (Wiley Nonprofit Law, Finance to cart. $134.76, new condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2002 by John Wiley & Sons.