Planned Giving for Small Nonprofits provides easy–to–follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program.
In addition to step–by–step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components:
- Background Issues
- Getting Started
- Planned Gifts
- Gifts of Assets Other Than Cash
- Working with Donors
- Planned Giving and Taxes
Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn’s authoritative guide an invaluable addition to their professional libraries.
Part 1: Background Issues.
Chapter 1: Planned Giving in a Small Charity: The First Year.
Chapter 2: Planned Giving and the Charity.
Part 2: Getting Started.
Chapter 3: Mobilizing the Nonprofit Organization′s Leadership, Boards, and Volunteers.
Chapter 4: An Operational Plan for a Small Nonprofit Organization′s Planned Giving Program.
Chapter 5: Gift Acceptance Policies for a Planned Giving Program.
Chapter 6: Managing Time: Planned Giving in a Small Charity.
Part 3: Planned Gifts.
Chapter 7: Bequests and the Bequest Society.
Chapter 8: Endowed Funds and Current Use Awards.
Chapter 9: Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.
Chapter 10: Trusts.
Part 4 Gifts of Assets Other Than Cash.
Chapter 11: Gifts of Securities.
Chapter 12: Gifts of Real Estate.
Chapter 13: Gifts of Tangible Personal Property.
Chapter 14: Gifts of Life Insurance and Retirement Plan Assets.
Part 5: Working with Donors.
Chapter 15: The Planned Giving Prospect.
Chapter 16: Solicitation Strategies.
Chapter 17: Ethics and Planned Giving.
Part 6: Marketing.
Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations.
Chapter 19: Marketing to Professional Advisors.
Part 7: Planned Giving and Taxes.
Chapter 20: Tax Consequences of Charitable Gifts.