How to Get a Planned Gifts Program Up and Running, Second Edition By
2013 | 60 Pages | ISBN: 1118691679 | PDF | 28 MB
Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.Important topics covered include:Estate gift modelingAdvisory councilsTestimonialsDeferred paymentsPromoting bequestsPlanned gift expectanciesCultivating agents of wealthBuilding prospect listsAccepting life insurancePlanned gift ambassadorsChallenge giftsIntention formsEndowment donorsPlanned gifts newslettersPlanned giving marketing plansEstate donorsPlease note that some content featured in the original version of this title has been removed in this published version due to permissions issues.Content: Chapter 1 Getting Started: Planning, Setting Goals (pages 5-12): Chapter 2 Prospect Identification, Building a List (pages 13-16): Chapter 3 Involve Volunteers, Nurture a Planned Gifts Committee (pages 17-21): Chapter 4 Planned Gifts Options to Offer (pages 22-29): Chapter 5 Meeting One?on?One (pages 30-36): Chapter 6 Planned Gifts Newsletter & Other Printed Communications (pages 37-40): Chapter 7 Strategies for Marketing Planned Gifts (pages 41-45): Chapter 8 Identify, Nurture Agents of Wealth (pages 46-47): Chapter 9 Publicize Planned Gifts, Build Awareness (pages 48-49): Chapter 10 Online Strategies (pages 50-51): Chapter 11 Recognition and Stewardship Measures (pages 52-54): Chapter 12 Planned Gift Forms, Policy Issues and Samples (pages 55-59):