Donor-Centered Planned Gift Marketing :(AFP Fund Development Series) ( The AFP/Wiley Fund Development Series )

Publication subTitle :(AFP Fund Development Series)

Publication series :The AFP/Wiley Fund Development Series

Author: Michael J. Rosen  

Publisher: John Wiley & Sons Inc‎

Publication year: 2010

E-ISBN: 9780470915318

P-ISBN(Paperback): 9780470581582

P-ISBN(Hardback):  9780470581582

Subject: F2 Economic Planning and Management

Language: ENG

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Description

A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously

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.

  • Full of useful and proven tips you can implement for immediate results
  • Offers practical tools including forms and checklists
  • Includes a worksheet to help organizations calculate their planned giving potential

Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.

Chapter

Contents

pp.:  6 – 13

Foreword

pp.:  13 – 17

Preface

pp.:  17 – 23

Acknowledgments

pp.:  23 – 29

Chapter 2: Identify Who Makes Planned Gifts

pp.:  35 – 59

Chapter 3: Identify What Motivates Planned Gift Donors

pp.:  59 – 93

Chapter 4: Educate and Cultivate Planned Gift Prospects

pp.:  93 – 123

Chapter 5: Educate and Cultivate Professional Advisors

pp.:  123 – 191

Chapter 6: The Ask

pp.:  191 – 219

Chapter 7: Stewardship

pp.:  219 – 267

Chapter 8: Getting Started

pp.:  267 – 287

Appendix A: Planned Gift Program Potential Worksheet

pp.:  287 – 311

Appendix B: Bequest Confirmation Form

pp.:  311 – 317

Appendix C: Sample Internal Case for Donor-Centered Philanthropic Planning: GPD Academy

pp.:  317 – 319

Appendix D: Cost to Raise a Planned Gift Dollar Worksheet

pp.:  319 – 325

Notes

pp.:  325 – 329

Glossary

pp.:  329 – 339

References

pp.:  339 – 347

About the Author

pp.:  347 – 355

AFP Code of Ethical Principles and Standards

pp.:  355 – 359

A Donor Bill of Rights

pp.:  359 – 361

Model Standars of Practice for the Charitable Gift Planner

pp.:  361 – 363

Index

pp.:  363 – 365

LastPages

pp.:  365 – 382

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