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Planned Giving

[Recommended Book]

Asking about Asking

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By M. Kent Stroman, CFRE
Mastering the Art of Conversational Fundraising

Do you want to improve the results when you ask for charitable contributions? Have you ever wondered how to get free from assuming how to ask and guessing what to ask? Would you like to employ simple, effective, proven techniques for soliciting contributions and recruiting volunteers  Read more



[Private Vault Tutorial]


Database/Records Management

By Linda Lysakowski, ACFRE
CAPITAL VENTURE, CEO/President

It is important to have the structure of the development office in place before beginning a capital campaign. It is the foundation for any fundraising/development program. The composition of the development office should include:

  • Development Plan
  • Structure — staff & workflow
  • Operations — policies and procedures
  • Systems Management-based upon a database/fundraising software program
  Read more


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4
Average: 4 (1 vote)


[Private Vault Tool]


Development Planning Worksheet

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A worksheet to use for determing the areas of focus for your development staff's strategic plan.  Read more


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[Recommended Book]

Donor-Centered Planned Gift Marketing

2
Average: 2 (2 votes)
By Michael Rosen, CFRE
A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously.

Publisher's Description:

Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort.  Read more



[Recommended Book]

Essential Nonprofit Fundraising Handbook: Getting the Money You Need from Individuals, Businesses, Foundations, and Government Agencies

3.333335
Average: 3.3 (6 votes)
By Linda Lysakowski, ACFRE & Michael Sand, Esq.
Two of America's foremost fundraising experts team up to write a book essential for every fundraiser.

Publisher's Description:

Are you a staff member, a board member or a volunteer of a faith-based, human service, arts, or other nonprofit organization that needs additional funds to accomplish its mission?

Are there not enough hours in the day to raise the money your agency needs?

Do your colleagues not have the expertise or interest to generate the needed dollars?

Do you need a quick source of practical information about ways to raise funds?

Then you need The Essential Nonprofit Fundraising Handbook.   Read more



[Services]

Major, Planned & Deferred Giving Programs

The key to securing a major gift is:

The right person,
Asking the right person,
For the right amount,
At the right time,
In the right way,
For the right reason.


When identifying, cultivating and soliciting major gifts, it is important to remember the L-A-I principal.  Read more



[Tip Sheet]

Making Planned Giving Easier Tips

Your rating: None Average: 2.3 (4 votes)
By Chuck Reynolds, A.B., M.A., CFRE

Welcome to this Tip Sheet to use if your organization is interested in making planned giving a reality. Often we underestimate our capacity to take incremental steps to begin the planned gift process. What research is telling us is that the planned giving area holds great promise for long term growth and yet, perhaps is the most underutilized opportunity for nonprofit organizations. Do not be concerned or stressed about the technicality of a planned gift. There are ways to address this area when the planned gift comes your way.

The 10 steps outlined below should enable your organization to engage the planned giving area. There are a number of ways and vehicles a donor can use to make a planned gift including gift annuities, charitable remainder trusts, insurance and bequests as part of their philanthropic plans. Your priority, however, is cultivation and building a relationship with those committed to your mission.  Read more



[Recommended Book]

Market Planned Giving Online Effectively: A Fundraiser's eHandbook [eBook]

3.5
Average: 3.5 (2 votes)
By Marc Lee, CFRE

Publisher's Description:
 

Do you have planned giving website? How do you know if it really works?

Planned Giving web pages can be a great resource for prospective legacy donors to your organization, but only if they are done right.  Read more



[Tutorial]

Planned Giving Primer

3.333335
Average: 3.3 (3 votes)
By Frank Vidin, CFP

What is a Planned Gift?

There are many technical definitions of planned gifts, including the obvious "any gift that needs planning," but a favorite is "any gift more complex than an outright gift of cash."

By this definition, a planned gift may be:

  • A non-cash outright gift (such as real estate, stocks, or life insurance),
  • A bequest (through will or by beneficiary designation in an IRA, a retirement plan or a life insurance policy), or
  • A deferred gift (such as a charitable gift annuity, a charitable lead or remainder trust or a pooled income fund).

Each of these types of gifts offers unique opportunities for both the charity and the donor. However, they also hold pitfalls and have issues that must be carefully addressed. The sections that follow will provide general information about each type of gift.  Read more



[Recommended Book]

Raise Capital Funds Using the Internet: A Fundraiser's eGuide [eBook]

1.714285
Average: 1.7 (7 votes)
By Marc Lee, CFRE
Publisher's Description:
 

Are you planning a fundraising campaign? Are you in the midst of one?

Learn to use the Internet to increase giving for:

  • Capital Campaigns
  • Special Purpose Campaigns
  • Bricks-And-Mortar Campaigns
  • Special Project Campaigns
  • Renovation & Emergency Campaigns

Raise Capital Funds Using the Internet ebook will help you harness the power of the Web to raise both big gifts and small ones.  Read more



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