Proven methods for launching-and growing-a planned giving program Planned Giving for Small Nonprofits provides easy-to-follow guidelines for beginning and sustaining a planned giving program with the limited resources of a small organization. Drawing upon forty years of combined experience in planned giving, expert authors Ronald Jordan and Katelyn Quynn show managers how to achieve the careful analysis, employee commitment, and organizational support necessary to launch a successful program. In addition to step-by-step advice, this helpful guide contains a host of examples and case studies from a wide variety of nonprofits, including educational and religious institutions, healthcare organizations, and cultural associations. The authors break their blueprint for planned giving success into seven key components: * Background Issues * Getting Started * Planned Gifts * Gifts of Assets Other Than Cash * Working with Donors * Marketing * Planned Giving and Taxes Each subject is further analyzed into key subtopics, such as gift acceptance policies, endowed funds, and personal property gifts. Nonprofit managers in all areas will find Jordan and Quynn's authoritative guide an invaluable addition to their professional libraries. Planned Giving For Small Nonprofits Provides Easy-to-follow Guidelines For Beginning And Sustaining A Planned Giving Program With The Limited Resources Of A Small Organization. Drawing Upon Forty Years Of Combined Experience In Planned Giving, Expert Authors Ronald Jordan And Katelyn Quynn Show Managers How To Achieve The Careful Analysis, Employee Commitment, And Organizational Support Necessary To Launch A Successful Program. Planned Giving In A Small Charity: The First Year -- Management Plan -- Education -- Mobilizing The Small Charity's Administration -- Board Of Trustees And Planned Giving -- Creating Or Restructuring Financial Support Areas -- Legal Issues -- Use Of A Planned Giving Consultant -- Establishment Of Gift Vehicles -- Marketing -- Events -- Software -- Gift Crediting -- Planned Giving And The Charity -- Planned Giving From The Organization's Perspective -- Planned Giving Provides Five Decades Of Support -- Planned Giving Programs Are Cost Effective -- Eliminate Competition Among Planned Giving, Annual Giving, And Major Gifts -- Champion The Planned Giving Program -- Clarify Administrative Responsibilities -- Train And Challenge The Nonprofit Staff -- Budget And Staffing -- The Bottom Line -- Mobilizing The Nonprofit Organization's Leadership, Boards, And Volunteers -- President And Chief Executive Officer Of Organization -- Vice President For Development -- Role Of The Board Of Trustees -- Volunteers -- Working With Deans -- Working With Physicians -- Supporting Offices Within The Organization -- Planned Giving Training Programs -- An Operational Plan For A Small Nonprofit Organization's Planned Giving Program -- Planned Giving As A Start-up Business -- Purpose Of The Planned Giving Program -- Goals Of The Program -- Donor Contact -- Identify New Prospects And Solicit Existing Planned Giving Prospects -- Establish A Strong Marketing Effort To Promote Planned Gifts. Ronald R. Jordan And Katelyn L. Quynn. Includes Index. Planned giving programs play an increasingly significant fundraising role at most nonprofit organizations. As a result, donors are becoming more and more familiar with planned giving and expect to find such programs in place at their charities of choice. Now small nonprofits must implement planned giving programs and expand existing ones, yet most development directors are not trained in planned giving, nor do they have access to expertise in the field. Unlike outright gifts, planned gifts often take time to materialize, and, once they occur, they must be administered for years. Planned Giving for Small Nonprofits shows directors and boards of small charities precisely how to promote planned giving within the framework of their available resources, step by step. Written by two of the most recognizable names in planned giving, this easy-to-follow guide demonstrates how organizations with understaffed development programs can manage the careful analysis, commitment, and employee and volunteer support necessary to execute a successful planned giving campaign. Jordan and Quynn include plenty of examples and case studies from nonprofits in all sectors -- educational and religious institutions, healthcare organizations, and cultural associations -- illustrating how to develop, implement, and manage a program. This book is designed to help small charities with understaffed development programs establish a planned giving program. It offers step-by-step coverage of the key issues that must be addressed before a planned giving program can be offered. In addition, it teaches small charities how to expand their programs over time.
