Planned Giving Essentials: A Step by Step Guide to Success

by Richard D. Barrett

Book Overview

A guide for volunteers and professionals in non-profit organizations to the history and current trends in fund raising. Among the topics is how planned giving fits into a total fund-raising plan, how... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 0834209004
• ISBN13: 9780834209008
• Release Date: February 1997
• Publisher: Aspen Publishers
• Length: 166 Pages
• Weight: 1.00 lbs.
• Dimensions: 0.5" x 8.7" x 11.2"

Customer Reviews

A Great Place to Start

I used the acid test for considering how well written a technical book is about my business - I gave it to my wife when she asked me some questions one day. I have had this book on my shelf for several months and found it extremely valuable in doing some quick general research and in exploring a variety of concepts dealing with planned giving. Written for the small shop (in my opinion) that needs to develop a planned giving program, this is a well-written and easily read book covering A to Z.Topics start with what is planned giving, move through defining and discussing philanthropy, setting up a planned giving program (first steps), pitfalls to avoid, marketing planned giving and even sample gift instruments. These are but a few of the chapters in what I think is an excellent starting point for someone new to planned gifts and how to promote them (or even a pro looking for some fresh ideas).Ah yes, my wife. For her, this was a bit of a liberating experience - she now has a good grasp of what I do. She can converse with friends about the business of planned giving very comfortably with a much better understanding of the basics.