Getting Started in Charitable Gift Planning: Your Guide to Planned Giving (Paperback)

Getting Started in Charitable Gift Planning: Your Guide to Planned Giving By Brian M. Sagrestano, Robert E. Wahlers Cover Image

Getting Started in Charitable Gift Planning: Your Guide to Planned Giving (Paperback)


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As fundraisers, we can attend classes, seminars, or conferences and gain knowledge in a new area of fundraising. But implementing strategic ideas and turning them into useful programs can be daunting. Getting Started in Charitable Gift Planning: Your Guide to Planned Giving covers the steps needed to move an organization from one that has focused on annual and major giving to one that can include gift planning and have it serve as an integrated component of its development program.

Tip: Be sure to pick up the companion Getting Started in Charitable Gift Planning: The Resource Book which includes basic tools and templates to create the infrastructure necessary to start a gift planning program.

Veteran gift planning experts Brian M. Sagrestano and Robert E. Wahlers provide fundraisers and nonprofits with the basics of how to identify gift planning prospects and opportunities, have the gift planning conversation, and steward gift planning donors. They also define the different gift planning tools and how to apply them to particular prospect situations. Whether meeting with donors or their professional advisors, fundraisers need the ability to speak the same language and understand the core concepts.

Getting Started in Charitable Gift Planning will guide you as you start your journey to building a great gift planning program. The authors show you how to set the stage to drive the evolution of your program, starting with the basics of building infrastructure, working with prospects, and marketing your program. They guide you in adding the components of a stage-two gift planning program, which assists your prospects and donors in meeting personal planning objectives while supporting your nonprofit. And when you are ready, you will add philanthropic planning to create a stage-three program, which involves helping your prospects and donors integrate their philanthropy into their overall tax, estate, and financial planning using complex assets and all of the tools in the gift planning toolbox.

About CharityChannel Press

CharityChannel Press is the publishing arm of CharityChannel. Many of the sector's most experienced, knowledgeable practitioners are part of the CharityChannel professional community.

Table of Contents


Part One--Getting Started in Gift Planning

Chapter One: Getting Started in Gift Planning

Chapter Two: Are You Ready for Gift Planning?

Part Two--Infrastructure

Chapter Three: Culture of Donor-focused Gift Planning

Chapter Four: Your Role in Gift Planning

Chapter Five: Performance Goals

Chapter Six: The Role of Your Board

Chapter Seven: The Role of Volunteers

Chapter Eight: The Role of Professional Advisors

Part Three--Prospect Interaction

Chapter Nine: Identifying Gift Planning Prospects

Chapter Ten: Approaching Your Prospects

Chapter Eleven: Soliciting Prospects

Chapter Twelve: Concierge Stewardship

Part Four--Marketing Gift Planning

Chapter Thirteen: Marketing in a Donor-focused Way

Chapter Fourteen: Marketing to Everyone

Chapter Fifteen: Marketing to Identified Prospects Without Major Capacity

Chapter Sixteen: Marketing to Major and Principal Prospects

Part Five--Helpful Tips from the Field

Chapter Seventeen: Sector-specific Gift Planning Tips

Epilogue: The Time Is Now

Product Details ISBN: 9781938077852
ISBN-10: 1938077857
Publisher: Charitychannel LLC
Publication Date: August 27th, 2016
Pages: 158
Language: English