The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship.
Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real–world examples.
PART ONE: PLANNING AND IMPLEMENTING YOURMAJOR GIFTS AND PLANNED GIVING PROGRAM.
Tables, Figures, and Exhibits in Part One.
Building Your Program.
1 Identifying, Researching, and Rating Major Gift Prospects.
2 Cultivating and Soliciting Major Gifts.
3 Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell).
4 Connecting Major Gifts and Planned Giving.
5 Implementing a Planned Giving Program.
6 Marketing Planned Gifts: Understanding the Gift Options and Tax Consequences.
7 Outright Gifts.
8 Life Income Gifts.
9 Bequests and Remainder Interests.
10 New and Advanced Planned Giving Techniques.
PART TWO: THE MAJOR GIFTS ANDPLANNED GIVING RESOURCE GUIDE.
Resource Guide Contents.
1 Nonprofit Key Word Search.
2 Estimating Net Worth.
3 Web–Based Research.
4 Research Profile Formats.
5 How to Close the Gift.
6 Letter Proposal.
7 Full Proposal.
8 Wills Seminar Program System.
9 Planned Giving Strategic Plan.
10 Gift Acceptance Policies.
11 Gift Agreement Templates.
12 Planned Giving Newsletters.
13 Sample Planned Giving Brochures.
14 Guide to Giving.
15 Personal Financial Planner.
16 Planned Giving Honor Roll.
17 Rules Regarding Charitable Tax Deductions.
18 Templates for Drafting Trusts.
19 Sample Charitable Lead Trust.
Thomas W. Herbert is Executive Director of Development and Alumni Programs at the Indiana University College of Arts and Sciences.