The Power of Legacy and Planned Gifts How Nonprofits and Donors Work Together to Change the World

by Johnson, Kevin

• ISBN13: 9780470541364
• ISBN10: 0470541369
• Edition: 1st
• Format: Paperback
• Copyright: 2010-04-19
• Publisher: Jossey-Bass

Summary

The Power of Legacy and Planned GiftsThe Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals.Praise for The Power of Legacy and Planned Gifts"Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book."-Bill Gates, Sr., author, Showing Up for Life"Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think."-Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising"Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!"-Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation"Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization."-Karlene McCabe, executive director, Greenbelt Land Trust

Author Biography

Kevin Johnson, founder of Retriever Development Counsel, LLC, helps nonprofit leaders get the resources they need to succeed by providing campaign and project support, coaching, and training. With more than thirty years' experience, he has helped hundreds of nonprofits raise millions of dollars on behalf of a wide range of education, social, and conservation causes.

Table of Contents

List of Exercises, Exhibits, Figures, and Tables.

Preface.

Introduction.

Part One 1.

1 Loyal Donors and the Path to Nonprofi t Sustainability.

2 Transforming Old Habits into New Strategies.

3 Assumptions That Mean Success or Failure.

4 It’s Valuable to Make Your Own Plans First.

5 A Reason to Give: Inspiration and the Donor Experience.

Part Two.

6 The Four Steps to Create a Stream of Gifts.

7 Step 1: Setting the Stage for Legacy Gifts.

8 Step 2: Building Trust and Credibility.

9 Step 3: The Tipping Point.

10 Step 4: Putting It to Work: Going Public.

Part Three.

11 Integrating Legacy Gifts into Daily Work.

12 Gift Tools.

13 Advisors Moving to Center Stage.

14 Transparency and Ethics.

Resources.

Glossary.

Endnotes.

Acknowledgments.

About the Author.

Index.