Planned Giving Workbook

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.

Ronald R. Jordan has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving.

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.

Design an Effective Document.

Take Advantage of Desktop Publishing.

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.

Mechanics of an Endowed Fund Description.

Fund Descriptions for Specific Purposes.

Life Income Gift Agreements.

Real Estate.

Nontraditional Assets.

Conclusion.

Chapter 3: Correspondence.

Introduction.

Documents.

Preparation.

Research.

Organizing Documents.

First Draft.

Revision.

Conclusion.

Chapter 4 Administrative Documents.

Introduction.

Documents.

Internal Documents.

External Forms.

Conclusion.

Chapter 5 Exhibits.

Introduction.

Documents.

Purposes.

Types of Exhibits.

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.

Presentation Formats.

Speaking Skills.

Testimonials.

Follow-Up.

Conclusion.

Chapter 7: IRS Forms and Documents.

Introduction.

Documents.

Charitable Remainder Annuity Trusts.

Charitable Remainder Unitrusts.

Pooled Income Funds.

Conclusion.

Appendix (and CD-ROM).

Index

What is included with this book?

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