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How to Get a Planned Gifts Program Up and Running

Scott C. Stevenson (Edited by), . MGR (Author)

9781118691670, Wiley

Paperback / softback, published 9 July 2013

64 pages
27.9 x 22 x 0.3 cm, 0.173 kg

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 modeling
  • Advisory councils
  • Testimonials
  • Deferred payments
  • Promoting bequests
  • Planned gift expectancies
  • Cultivating agents of wealth
  • Building prospect lists
  • Accepting life insurance
  • Planned gift ambassadors
  • Challenge gifts
  • Intention forms
  • Endowment donors
  • Planned gifts newsletters
  • Planned giving marketing plans
  • Estate donors

Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.

Getting Started: Planning, Setting Goals

Prospect Identification, Building a List

Involve Volunteers, Nurture a Planned Gifts Committee

Planned Gifts Options to Offer

Meeting One-on-One

Planned Gifts Newsletter & Other Printed Communications

Strategies for Marketing Planned Gifts

Identify, Nurture Agents of Wealth

Publicize Planned Gifts, Build Awareness

Online Strategies

Recognition and Stewardship Measures

Planned Gift Forms, Policy Issues and Samples

Appendix: Resources for the Planned Gifts Professional

Subject Areas: Business & management [KJ]
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