Planned giving workbook

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Average Rating
Publisher:
John Wiley & Sons,
Pub. Date:
[2002]
Language:
English
Description
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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Contributors:
ISBN:
9780471212119
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Grouping Information

Grouped Work ID53c41b78-7269-3185-8c94-32406e3809ee
Grouping Titleplanned giving workbook
Grouping Authorjordan ronald r
Grouping Categorybook
Last Grouping Update2019-06-04 01:06:49AM
Last Indexed2019-12-12 07:53:19AM

Solr Details

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auth_author2Quynn, Katelyn L.
authorJordan, Ronald R., 1950-
author2-roleQuynn, Katelyn L.
author_displayJordan, Ronald R
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Bib IdFormatFormat CategoryEditionLanguagePublisherPublication DatePhysical Description
ils:.b59435872BookBooksEnglishJohn Wiley & Sons, [2002]xvi, 199 pages : illustrations ; 26 cm + 1 CD-ROM (4 3/4 in.)
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ils:.b59435872.i125080839On ShelfOn Shelffalsetruefalsefalsefalsetrue
subject_facetDeferred giving
Deferred giving -- United States
Fund raising
Fund raising -- United States
United States
title_displayPlanned giving workbook
title_fullPlanned giving workbook / Ronald R. Jordan, Katelyn L. Quynn
title_shortPlanned giving workbook
topic_facetDeferred giving
Fund raising