The Power of Legacy and Planned Gifts : How Nonprofits and Donors Work Together to Change the World.
Kevin. Johnson
Bok Engelsk 2010 · Electronic books.
| Omfang | 1 online resource (339 pages)
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| Utgave | 1st ed.
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| Opplysninger | Sustained Planned Giving: How Small and Grassroots Nonprofits Can Build Strong Donor Relationships -- TABLE OF CONTENTS -- LIST OF EXERCISES, EXHIBITS, FIGURES, AND TABLES -- PREFACE -- INTRODUCTION -- PART ONE -- Chapter One: Loyal Donors and the Path to Nonprofit Sustainability -- BEQUESTS CAN SAVE AND BOLSTER SMALL AND MID-SIZE GROUPS -- CONVERGING TRENDS DRIVE BEQUEST PLANNING -- THE GOLDEN AGE OF BEQUESTS -- ESTATE TAX LAW CHANGES -- WIDER KNOWLEDGE AMONG DONORS -- A NEW CLIMATE CHANGE: ATTITUDES ABOUT WHAT IT MEANS TO GIVE -- IMPORTANT POINTS TO CONSIDER -- Chapter Two: Transforming Old Habits into New Strategies -- EVERY DONOR COUNTS -- IT'S NOT A PROGRAM: IT'S A CULTURE -- IMPORTANT POINTS TO CONSIDER -- Chapter Three: Assumptions That Mean Success or Failure -- WHAT ARE YOUR PERSPECTIVES? DO THEY HELP OR HINDER? -- SOLUTIONS -- EXERCISES AND PERSPECTIVES -- IMPORTANT POINTS TO CONSIDER: ASSUMPTIONS THAT MEAN SUCCESS OR FAILURE -- Chapter Four: It's Valuable to Make Your Own Plans First -- FREEDOM AND CONTROL: THE POWER OF MAKING AN ESTATE PLAN -- STARTING YOUR JOURNEY -- IT'S NEVER TOO EARLY TO PLAN -- LET'S CHECK IN: IF BEQUESTS MAKE YOU UNCOMFORTABLE AT FIRST, KEEP MOVING FORWARD -- THE MANY FORMS OF A BEQUEST -- THE POWER OF A PERSONAL STORY -- IMPORTANT POINTS TO CONSIDER -- Chapter Five: A Reason to Give: Inspiration and the Donor Experience -- DO YOU MAKE GIFTS TO NONPROFIT CAUSES? -- WHEN YOU MAKE THE "RIGHT CHOICE" ABOUT YOUR GIFT, YOU'LL KNOW IT -- WHEN IT COMES TO DECIDING THE TYPE OF GIFT YOU MAKE, BUSINESS IS ALMOST ALWAYS PERSONAL -- FINDING YOUR STORY BY HONORING YOUR TRUTH: WHAT IS YOUR STORY? -- IMPORTANT POINTS TO CONSIDER -- PART TWO -- Chapter Six: The Four Steps to Create a Stream of Gifts -- STEP 1: SETTING THE STAGE -- STEP 2: BUILDING TRUST AND CREDIBILITY -- STEP 3: A TIPPING POINT -- STEP 4: GOING PUBLIC.. - IMPORTANT POINTS TO CONSIDER -- Chapter Fourteen: Transparency and Ethics -- TRANSPARENCY -- TAKE THE HIGH ROAD -- EASY MONEY AND HOW TO LIE WITH STATISTICS -- USING THE RIGHT QUESTIONS -- IMPORTANT POINTS TO CONSIDER -- AFTERWORD -- RESOURCES -- GLOSSARY -- ENDNOTES -- ACKNOWLEDGMENTS -- ABOUT THE AUTHOR -- INDEX.. - WHAT PREDICTS SUCCESS? -- IMPORTANT POINTS TO CONSIDER -- Chapter Seven: Step 1: Setting the Stage for Legacy Gifts -- SETTING THE STAGE -- 1. IDENTIFY YOUR PROSPECTS FOR BEQUEST GIFTS -- 2. DOCUMENT AND REPORT YOUR PAST EXPERIENCE WITH LEGACY GIFTS -- 3. ASSESS AND DESCRIBE YOUR POTENTIAL -- 4. BUILD A CASE STATEMENT WITH THE HELP OF LOYAL DONORS -- 5. DESCRIBE YOUR INITIAL INTERNAL OBJECTIVES -- 6. IDENTIFY HIDDEN QUESTIONS -- 7. DESCRIBE HOW LEGACY GIFTS FIT INTO YOUR FUTURE -- 8. EDUCATE, INFORM, AND ENGAGE YOUR BOARD -- IMPORTANT POINTS TO CONSIDER -- Chapter Eight: Step 2: Building Trust and Credibility -- CREATE A GIFT POLICY: BOTH STRATEGIC AND PRACTICAL AT ONCE -- HIDDEN QUESTIONS: IT'S TIME TO RESPOND -- WHAT THEMES DO YOU SEE? -- HOW AND WHEN WILL YOU SPEND THE MONEY? -- THERE CAN BE HAPPY ENDINGS -- ENDOWMENT = PERMANENT -- IMPORTANT POINTS TO CONSIDER -- Chapter Nine: Step 3: The Tipping Point -- 1. UNDERSTANDING YOUR PROGRESS AND POTENTIAL -- 2. TELLING YOUR STORY -- 3. SELECTING THE RIGHT TOOLS -- 4. MEASURING AND TRACKING YOUR SUCCESS: METRICS AND LOGIC MODEL -- IMPORTANT POINTS TO CONSIDER -- Chapter Ten: Step 4: Putting It to Work: Going Public -- FINALIZE YOUR CASE FOR A LEGACY GIFT -- DEFINE THE ROLE FOR LEGACY GIFTS FOR YOUR NONPROFIT -- TACTICS YOU CAN USE -- IMPORTANT POINTS TO CONSIDER -- PART THREE -- Chapter Eleven: Integrating Legacy Gifts into Daily Work -- RECOGNIZING LEGACY GIFTS -- KEEP GOOD RECORDS -- START USING LEGACY MESSAGES TODAY -- OPPORTUNITIES FOR LEGACY GIFT CONNECTIONS -- MEASURING RESULTS AND KEEPING ON TRACK -- IMPORTANT POINTS TO CONSIDER -- Chapter Twelve: Gift Tools -- WHAT GIFT TOOLS ARE FOR YOUR ORGANIZATION? -- COMMON PLANNED GIFT TOOLS -- IMPORTANT POINTS TO CONSIDER -- Chapter Thirteen: Advisors Moving to Center Stage -- FOR NONPROFITS: WORKING WITH ADVISORS -- FOR ADVISORS: ADVISORS ARE IMPORTANT.. - The 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 Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
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| Emner | |
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| ISBN | 9780470608708
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