as a professional fundraising trainer who has taught
planned giving for years, I do not recommend this book,
It focuses heavily on the technical guts of the process, and treats the single most important element of nonprofit fundraising, the donor, as a simple object to be entered into a formula or an assemblyline process.
This is a fundamental and critical mistake, There are far better books on the subject, Proven methods for launchingand growinga planned giving program
Planned Giving for Small Nonprofits provides easytofollow 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 stepbystep 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
Marketing
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, .