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Planned Giving Workbook
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Practical and proven guidelines for launching and growinga 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.
John Wiley & Sons, Inc.; November 2002
217 pages; ISBN 9780471449300
Read online, or download in secure PDF format
217 pages; ISBN 9780471449300
Read online, or download in secure PDF format
Subject categories
- Academic > Sociology > Social pathology. Social and public welfare. Criminology > Criminal justice administration > Penology. Prisons. Corrections > By region or country
- Academic > Public Affairs > Criminal justice administration > Penology. Prisons. Corrections > By region or country
- Academic > Public Affairs > Corrections
- Business > Nonprofit Organizations & Charities
- Current Events
ISBNs
9780471449300
9780471212119
047144930X