Planned giving : a guide to fundraising and philanthropy/ Ronald R. Jordan, Katelyn L. Quynn

Includes index

Planned gifts -- What is planned giving? -- Charitable gift annuities and deferred gift annuities -- Pooled income funds -- Trusts -- Endowed funds -- Bequests and the bequest society -- Assets involved with planned giving-- Gifts of securities -- Gifts of real estate -- Gifts of tangible personal property -- Gifts of life insurance -- Retirement planning and planned giving -- Planned giving's financial impact -- The tax consequences of charitable gifts -- Estate planning and planned giving -- Financial planning for the development professional -- Planned giving programs on location -- What charities can learn about fundraising and planned giving from other charities -- Planned giving in a small or one-person organization -- Planned giving at educational institutions -- Planned giving in healthcare organizations -- Planned giving in large, established arts organizations -- Managing donors and prospects -- The planned giving prospect -- Refocusing on philanthropy -- Working with donors -- Women as planned giving donors -- Family philanthropy : issues and solutions -- Solicitation strategies -- When to walk away -- Fundraising etiquette : do's and don'ts for successful business and social interactions with donors and prospects -- Negotiating the gift of a lifetime -- Donor's remorse -- Combating donor fatigue and overcoming organizational complacency -- Managing a planned giving program -- Inside the development office -- An operational plan for a planned giving program -- Working as a successful planned giving officer to raise charitable funds -- Planned giving and major gifts -- Hiring staff -- Increased management responsibilities in the development office -- Managing time in planned giving -- Leadership and management for a development team -- Managing outside the office -- Mobilizing the nonprofit's leadership -- Creating a volunteer society for a development and planned giving program -- Working with nondevelopment staff -- Evaluating performance -- Evaluating a planned giving program -- Measuring performance for planned and major gift staff -- Marketing -- Drafting planned giving documents -- Printed materials and publications for donors and prospects -- Marketing the noneconomic benefits of philanthropy -- Making planned giving presentations -- Marketing planned giving to professional advisors -- Policies and procedures -- Gift acceptance policies -- Nonprofit organizations : development practices and problems -- Policies and procedures for naming opportunities -- Nonprofit investment policies and procedures -- Raising the bar : increasing endowed fund minimums -- Planned giving in context -- Ethics and planned giving -- Planned giving and capital campaigns -- Stewardship and planned gifts -- Institutionally related foundations -- Outside asset managers : policies and procedures -- Funding the cost of charity