عنوان

Planned giving workbook /

شابک

047144930X

شابک

9780471449300

شابک اشتباه

0471212113

شابک اشتباه

9780471212119

شماره

b791748

عنوان اصلي

Planned giving workbook /

نام عام مواد

[Book]

نام نخستين پديدآور

Ronald R. Jordan, Katelyn L. Quynn.

محل نشرو پخش و غیره

Hoboken, N.J. :

نام ناشر، پخش کننده و غيره

John Wiley & Sons,

تاریخ نشرو بخش و غیره

©2002.

نام خاص و کميت اثر

1 online resource (xvi, 199 pages) :

ساير جزييات

illustrations

متن يادداشت

Includes index.

متن يادداشت

Planned Giving Workbook -- About the Authors -- Contents -- PREFACE -- ACKNOWLEDGMENTS -- INTRODUCTION TO THE PLANNED GIVING WORKBOOK -- Types of Documents -- Communicate a Message for a Purpose -- Know the Audience and Be Responsive to It -- Use Outlining -- Develop a First Draft -- Bring Others into the Process -- Manage Documents to Meet Deadlines -- Timing -- Project Planning -- File Organization -- Design an Effective Document -- Take Advantage of Desktop Publishing -- Operator -- Evaluation -- Use Language Correctly and Effectively -- Conclusion -- CHAPTER 1 Marketing Materials -- Introduction -- Documents -- Guide to Charitable Gift Planning -- Newsletters -- Planned Giving Columns in Donor Publications -- Conventional Advertisements -- Buckslips -- Use of a Buckslip -- Testimonial Advertisements -- Planned Giving Pieces in Local Newspapers -- Response Form -- Fact Sheets -- Conclusion -- CHAPTER 2 Preparing Agreements -- Introduction -- Documents -- Endowed Naming Opportunities -- Creating an Endowed Fund -- Scholarship Funds -- Financing Endowed Funds -- Current-Use Awards -- Fund Description -- Draft -- Selection of Recipient -- Restrictions -- Mechanics of an Endowed Fund Description -- Fund Descriptions for Specific Purposes -- Life Income Gift Agreements -- Charitable Gift Annuities and Deferred Gift Annuities -- Pooled Income Funds -- Real Estate -- Nontraditional Assets -- Conclusion -- CHAPTER 3 Correspondence -- Introduction -- Documents -- Preparation -- Purpose -- Reader -- Scope -- Research -- Organizing Documents -- Chronological Order -- Order of Importance -- First Draft -- Revision -- Conclusion -- CHAPTER 4 Administrative Documents -- Introduction -- Documents -- Internal Documents -- Documents for Donors/Prospects -- Documents for Development Staff, Administrators, Deans, Faculty, Physicians, Members, and Volunteers.

متن يادداشت

Planned Giving Program -- External Forms -- Prospects and Donors -- Advisors -- Conclusion -- CHAPTER 5 Exhibits -- Introduction -- Documents -- Purposes -- Types of Exhibits -- Graphs -- Tables -- Charts -- Training Materials -- Estate Planning Documents -- Agendas -- Using Exhibits -- Troubleshooting -- Conclusion -- CHAPTER 6 Planned Giving Presentations -- Introduction -- Documents -- Presentation Formats -- Anticipating the Audience -- Presentations to Nontechnical Audiences -- Presentations to Technical Audiences -- Audio-Visual Materials -- Speaker's Outline -- Supplementary Materials -- Computers -- Presentation Formats -- Overhead Transparencies -- PowerPoint Presentations -- Speaking Skills -- Duration -- Vocal Delivery and Tone -- Audience Participation -- Practice -- Testimonials -- Follow-Up -- Conclusion -- CHAPTER 7 IRS Forms and Documents -- Introduction -- Documents -- Charitable Remainder Annuity Trusts -- Charitable Remainder Unitrusts -- Pooled Income Funds -- Declaration of Trust -- Instruments of Transfer -- Conclusion -- APPENDIX (AND CD-ROM) -- INDEX.

بدون عنوان

0

بدون عنوان

8

متن يادداشت

Practical and proven guidelines for launching and growing a 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.

منبع سفارش / آدرس اشتراک

OverDrive, Inc.

منبع سفارش / آدرس اشتراک

OverDrive, Inc.

شماره انبار

91EB9DB8-F781-4EE2-B492-9D3E73C1FF33

عنوان

Planned giving workbook.

شماره استاندارد بين المللي کتاب و موسيقي

0471212113

موضوع مستند نشده

Deferred giving-- United States.

موضوع مستند نشده

Fund raising-- United States.

موضوع مستند نشده

BUSINESS & ECONOMICS-- Taxation-- Corporate.

موضوع مستند نشده

BUSINESS & ECONOMICS-- Taxation-- Small Business.

موضوع مستند نشده

Deferred giving.

موضوع مستند نشده

Fund raising.

موضوع مستند نشده

United States.

بدون عنوان

7

موضوع مستند نشده

BUS-- 064010

موضوع مستند نشده

BUS-- 064030

شماره

ويراست

شماره رده

نشانه اثر

مستند نام اشخاص تاييد نشده

Jordan, Ronald R.,1950-

مستند نام اشخاص تاييد نشده

Quynn, Katelyn L.

تاريخ عمليات

20201207050152.0

قواعد فهرست نويسي ( بخش توصيفي )

pn

نام الکترونيکي

نوع ماده

[Book]

تكميل شده

Y