Conducting a Successful Major Gifts and Planned Giving Program – A Comprehensive Guide and Resource

<p>Preface.</p>
<p>The Authors.</p>
<p>Introduction.</p>
<p>PART ONE: PLANNING AND IMPLEMENTING YOURMAJOR GIFTS AND PLANNED GIVING PROGRAM.</p>
<p>Tables, Figures, and Exhibits in Part One.</p>
<p>Building Your Program.</p>
<p>1 Identifying, Researching, and Rating Major Gift Prospects.</p>
<p>2 Cultivating and Soliciting Major Gifts.</p>
<p>3 Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell).</p>
<p>4 Connecting Major Gifts and Planned Giving.</p>
<p>5 Implementing a Planned Giving Program.</p>
<p>6 Marketing Planned Gifts: Understanding the Gift Options and Tax Consequences.</p>
<p>7 Outright Gifts.</p>
<p>8 Life Income Gifts.</p>
<p>9 Bequests and Remainder Interests.</p>
<p>10 New and Advanced Planned Giving Techniques.</p>
<p>PART TWO: THE MAJOR GIFTS ANDPLANNED GIVING RESOURCE GUIDE.</p>
<p>Resource Guide Contents.</p>
<p>1 Nonprofit Key Word Search.</p>
<p>2 Estimating Net Worth.</p>
<p>3 Web–Based Research.</p>
<p>4 Research Profile Formats.</p>
<p>5 How to Close the Gift.</p>
<p>6 Letter Proposal.</p>
<p>7 Full Proposal.</p>
<p>8 Wills Seminar Program System.</p>
<p>9 Planned Giving Strategic Plan.</p>
<p>10 Gift Acceptance Policies.</p>
<p>11 Gift Agreement Templates.</p>
<p>12 Planned Giving Newsletters.</p>
<p>13 Sample Planned Giving Brochures.</p>
<p>14 Guide to Giving.</p>
<p>15 Personal Financial Planner.</p>
<p>16 Planned Giving Honor Roll.</p>
<p>17 Rules Regarding Charitable Tax Deductions.</p>
<p>18 Templates for Drafting Trusts.</p>
<p>19 Sample Charitable Lead Trust.</p>
<p>References.</p>
<p>Index.</p>