June 27, 2002 | Read Time: 1 minute
Planned Giving for Small Nonprofits
by Ronald R. Jordan and Katelyn Quynn
Directors of development at small nonprofit organizations often wear many hats and rarely have expertise in planned giving, the authors say. This book provides a step-by-step guide to understanding and establishing a planned-giving program.
Mr. Jordan, former director of New Mexico State University’s planned-giving program, and Ms. Quynn, director of development for Massachusetts General Hospital’s planned- and major-gift program, explain how organizations with understaffed development programs can manage the analysis, commitment, and staff and volunteer support necessary to execute a successful planned-giving campaign.
The book concentrates on seven central aspects of managing a planned-giving program: background issues, getting started, planned gifts, gifts of assets other than cash, working with donors, marketing, and planned giving and taxes. Topics covered include how to mobilize an organization’s leadership, endowed funds, deferred-gift annuities and charitable remainder trusts, gifts of securities and real estate, and soliciation strategies—all described from the perspective of the organization with limited resources.
Publisher: John Wiley & Sons, 1 Wiley Drive, Somerset, N.J. 08875; (800) 225-5945; fax (800) 597-3299; http://www.wiley.com; 323 pages; $39.95; I.S.B.N. 0-471-21209-1.
