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Full Record Details Table
| Title Statement | Conducting a successful major gifts and planned giving program: a comprehensive guide and resource / Kent E. Dove, Alan M. Spears, Thomas W. Herbert. |
|---|---|
| Author | Dove, Kent E., 1945- |
| Additional Contributors | Spears, Alan M.,1957- |
| Herbert, Thomas W | |
| Publication | San Francisco: Jossey-Bass, c2002. |
| Edition | 1st ed. |
| Extent of Item | xvii, 557 p. |
| ISBN | 0787957070 (alk. paper) 9780787957070 (alk. paper) |
| Contents | Planning and implementing your major gifts and planned giving program. Building your program. Identifying, researching, and rating major gift prospects -- Cultivating and soliciting major gifts -- Securing lead gifts (Rodney P. Kirsch, Martin W. Shell) -- Connecting major gifts and planned giving -- Implementing a planned giving program -- Marketing planned gifts -- Understanding the gift options and tax consequences. Outright gifts -- Life income gifts -- Bequests and remainder interests -- New and advanced planned giving techniques -- Major gifts and planned giving resource guide. Resource guide contents. Nonprofit key word search -- Estimating net worth -- Web-based research -- Research profile formats -- How to close the gift -- Letter proposal -- Full proposal -- Wills seminar program system -- Planned giving strategic]lan -- gift acceptance policies -- Gift agreement templates -- Planned giving newsletters -- Sample planned giving brochures -- Guide to giving -- Personal financial planner -- Planned giving honor roll -- Rules regarding charitable tax deductions -- Templates for drafting trusts -- Sample charitable lead trust. |
| Bibliography | Includes bibliographical references and index. |
| Summary | "Conducting a Successful Major Gifts and Planned Giving Program--the fifth volume in the groundbreaking Dove on Fundraising Series--is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization"--Publisher website (April 2007). |
| Subjects & Genres | |
| By Topic | Fund raising--United States |
| Deferred giving--United States | |
| Nonprofit organizations--Finance--United States | |
| Deferred giving | |
| Fund raising | |
| Nonprofit organizations--Finance | |
| By Location | United States |
| Related Links | Contributor biographical information |
| Publisher description | |
| Table of contents | |
