the art of planned giving understanding donors and the culture of giving wiley nonprofit law finance and management series

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The Art Of Planned Giving

Author : Douglas E. White
ISBN : 0471298468
Genre : Business & Economics
File Size : 28. 47 MB
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"A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.

Managingnonprofits Org

Author : Ben Hecht
ISBN : 9780471228028
Genre : Business & Economics
File Size : 25. 46 MB
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Nonprofit managers have been slow to embrace the digital age.Although technology has transformed the face of the for-profitsector and how it operates, nonprofit use of technology to improveinternal functioning and to change the way services are deliveredis almost nonexistent. These limitations actually have opened thedoor for for-profits to "compete" successfully for traditionalnonprofit business, such as moving people from welfare towork. is both a call to action and a roadmap forchange. Each chapter defines an element of Dynamic Management andidentifies "digital hotspots" or places within that element, andthe nonprofit's implementation of that element, where digitalissues will most likely arise and need to be addressed. Inaddition, at the end of each chapter, Maxims of Dynamic Managementor core truths that the authors have found helpful to follow intheir day-to-day experience as nonprofit leaders in bringingDynamic Management to their organization are provided. Finally, theauthors highlight the experience of various nonprofit andfor-profit organizations that have successfully made elements ofDynamic Management a reality in their organizations.

Improving The Economy Efficiency And Effectiveness Of Not For Profits

Author : Rob Reider
ISBN : 9780471053569
Genre : Business & Economics
File Size : 34. 66 MB
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MISSION ACCOMPLISHED As not-for-profits must increasingly achieve greater results with less resources, they are continually seeking ways to use such scarce resources with more economy, with greater efficiency of processes and people within their organizations, and with increased effectiveness of results in order to further their missions. Whether used alone or together with other tools such as benchmarking, activity-based management, and flexible budgeting, the operational review is the tool best used to perform an evaluation of these crucial three e's-economy, efficiency, and effectiveness. This book shows not-for-profit managers why conducting an operational review can be beneficial, explains the tools and personnel needed to conduct the review, and shows in detail how to conduct a review of operations in each area. It includes case study materials for a social service agency, a museum operation, an arts organization, a community service agency, and a college business office. Here is accessible, comprehensive coverage of: * How to approach an operational review, judge its results, and make recommendations to management * How to position your not-for-profit organization more effectively in the competitive world of funding, personnel, resources, and service results * How to identify and implement best practices within funding and operational constraints in all areas of the not-for-profit's operations in an organized program of continuing improvements . . . and much more, including extensive exhibits, forms, working tools, checklists, and examples for conducting an operational review throughout all functions of a not-for-profit organization. Executive directors, outside auditors, CPAs, manage-ment consultants, boards, fund-raising executives, and all others involved in the not-for-profit's operations will learn to get the most for their mission from this indispensable book.

The Nonprofit Manager S Resource Directory

Author : Ronald A. Landskroner
ISBN : 9780471273325
Genre : Business & Economics
File Size : 57. 75 MB
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A newly revised and updated edition of the ultimate resource fornonprofit managers If you're a nonprofit manager, you probably spend a good deal ofyour time tracking down hard-to-find answers to complicatedquestions. The Nonprofit Manager's Resource Directory, SecondEdition provides instant answers to all your questions concerningnonprofit-oriented product and service providers, Internet sites,funding sources, publications, support and advocacy groups, andmuch more. If you need help finding volunteers, understanding newlegislation, or writing grant proposals, help has arrived. Thisnew, updated edition features expanded coverage of important issuesand even more answers to all your nonprofit questions. Revised to keep vital information up to the minute, The NonprofitManager's Resource Directory, Second Edition: * Contains more than 2,000 detailed listings of both nonprofit andfor-profit resources, products, and services * Supplies complete details on everything from assistance andsupport groups to software vendors and Internet servers, managementconsultants to list marketers * Provides information on all kinds of free and low-cost productsavailable to nonprofits * Features an entirely new section on international issues * Plus: 10 bonus sections available only on CD-ROM The Nonprofit Manager's Resource Directory, Second Edition has theinformation you need to keep your nonprofit alive and well in thesechallenging times. Topics include: * Accountability and Ethics * Assessment and Evaluation * Financial Management * General Management * Governance * Human Resource Management * Information Technology * International Third Sector * Leadership * Legal Issues * Marketing and Communications * Nonprofit Sector Overview * Organizational Dynamics and Design * Philanthropy * Professional Development * Resource Development * Social Entrepreneurship * Strategic Planning * Volunteerism

Invest In Charity

Author : Ron Jordan
ISBN : 9780471217374
Genre : Business & Economics
File Size : 73. 6 MB
Format : PDF, Mobi
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A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back". . . an heir to money you'd like to share with a favorite cause .. . or simply someone who would like to do good in your community?There are more opportunities than ever for people of everyfinancial station to make a difference through charitable giving.But how do you choose among the many options available, and how doyou know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teachyou everything you need to know to devise and follow an effectivecharitable giving plan. It explains how to find the right charity;understand the tax, estate, and financial considerations; andselect a gift-whether it's a one-time cash gift or a lifelongannuity. Covering everything from researching the legitimacy of anonprofit organization to navigating the tax and estate laws thatapply to you, this guide will help you make your bequest withcomplete confidence that it's right for your charity and for you.

Financial Management For Nonprofit Organizations

Author : Jo Ann Hankin
ISBN : 0471168424
Genre : Business & Economics
File Size : 85. 53 MB
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This cash management and investment handbook for nonprofit managers helps managers from diverse backgrounds learn to manage their organization's money. It examines traditional treasury functions including banking and cash flow and explores investment management and strategies for managing excess cash, endowment, and long-term (planned) gifts. It also examines financial management strategies that impact cash flow, including borrowing, risk management, benchmarking, and long-term planning. Addresses the needs of all types and sizes of organizations, from small religious groups and community social service agencies to major cultural institutions and colleges and universities. Includes a diskette with spreadsheet solutions to common financial management problems, such as interest rate calculations, basic yield calculations, financial rations and more.

Planned Giving Management Marketing And Law

Author : Ronald R. Jordan
ISBN : PSU:000053802149
Genre : Business & Economics
File Size : 79. 13 MB
Format : PDF, Docs
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Unlike other areas of fund-raising, planned giving brings fund-raising professionals into contact with lawyers, accountants, financial planners, consultants, and wealthy donors. They need to be able to speak the same language as the donors and their advisors while still keeping their own organization's goals in mind. This book can help them address these and other vital issues related to starting, marketing, administering, and expanding a planned giving program. This book is supplemented annually.

Advancing Philanthropy

Author :
ISBN : UVA:X030297685
Genre : Fund raising
File Size : 73. 75 MB
Format : PDF
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The Strategic Board

Author : Mark Light
ISBN : UOM:39015053369347
Genre : Business & Economics
File Size : 43. 88 MB
Format : PDF
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A SIMPLE, PRACTICAL PLAN FOR BUILDING A GREAT, EFFECTIVE BOARD Every nonprofit board wants to be great. But the reality is, few are. It's one of the great puzzles of governance. How do you mold highly talented individuals with diverse backgrounds, limited time, and no governance expertise into an effective board? The Strategic Board provides the answer. Drawing on more than twenty years of nonprofit experience, Mark Light outlines a practical model that overcomes the built-in deficiencies of nonprofit boards and guides them to strategic effectiveness. The Strategic Board(TM) model of governance is a step-by-step, easy-to-implement, multilevel course of action that enables a board to craft a comprehensive Governance Plan(TM) that: * Develops a Leadership Plan that determines "Where to go tomorrow?" * Creates a Delegation Plan that specifies "Who does what?" * Follows through with a Management Plan that decides "What gets done today?" * Puts in place a Vigilance Plan to answer the question "Did it happen?" The Strategic Board approach doesn't dictate the answers. Rather, it makes sure you ask all the right questions as you outline your goals and focus on achieving them. It's a uniquely flexible blueprint for better functioning that will at last connect your board's work about where you go tomorrow with your staff's work on what gets done today. Every nonprofit board dreams of greatness. Here are the tools to achieve it.

High Impact Philanthropy

Author : Kay Sprinkel Grace
ISBN : UOM:39015053383157
Genre : Business & Economics
File Size : 80. 87 MB
Format : PDF, Kindle
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High Praise for High Impact Philanthropy "Successful navigation through today's changing world of philanthropy requires greater understanding by nonprofits and donors. High Impact Philanthropy meets this need."-Roberta W. Gutman, Executive Director, Motorola Foundation "At a time when the terrain of American philanthropy is so rapidly shifting in new and unprecedented ways, this bright and focused analysis stands as a beacon of innovative thinking for donors and community organizers alike. By sketching in bold strokes the case for more effective collaborative giving, this book may well help transform our communities in the twenty-first century."-Peter deCourcy Hero,President, Community Foundation Silicon Valley "High Impact Philanthropy provides a thoughtful analysis of how venture philanthropy is changing the way nonprofits run and how philanthropists give. Important parallels are made to the business world, demonstrating how nonprofits and donors can both benefit from putting their business hats on and running their organizations and giving programs like businesses."-Jan D'Alessandro Wadsworth, Vice President, AOL Foundation "High Impact Philanthropy is an effective and articulate guide to planning a major gifts strategy, soliciting major gifts from individuals in a personable and efficient manner, and integrating this essential task into the very structure of a nonprofit organization."-Claude Rosenberg, Founder, New Tithing Group

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