How to get a planned gifts program up and running.

• Other Authors: Stevenson, Scott C. (Editor)
• Format: eBook
• Language: English
• Published: Sioux City, Iowa : Stevenson, Inc., [2011]
• Edition: 2nd edition.
• Subjects: Deferred giving > Handbooks, manuals, etc.; Fund raising > Handbooks, manuals, etc.; Deferred giving.; Fund raising.; Electronic books.; Handbooks and manuals.

Table of Contents:

• 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.