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How to Get a Planned Gifts Program Up and Running 2nd Edition by Scott Stevenson 9781118704226 1118704223

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How to Get a Planned Gifts Program Up and Running Second Edition Scott C. Stevenson Digital Instant Download

Author(s): Scott C. Stevenson
ISBN(s): 9781118704226, 1118704223
File Details: PDF, 27.95 MB
Year: 2013
Language: english
SKU: EB-4306060 Category: Tag:

How to Get a Planned Gifts Program Up and Running 2nd Edition by Scott Stevenson – Ebook PDF Instant Download/Delivery: 9781118704226, 1118704223

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Product details:

ISBN 10: 1118704223

ISBN 13: 9781118704226

Author: Scott C. Stevenson

Originally published by Stevenson, Inc., this is a step-by-step guide for launching effective planned gifts programs. Readers will learn how to plan and set goals, identify prospects, build mailing lists, involve volunteers, publicize planned gifts, build awareness, recognize donors, and more.

Important topics covered include:

  • Estate gift modeling
  • Advisory councils
  • Testimonials
  • Deferred payments
  • Promoting bequests
  • Planned gift expectancies
  • Cultivating agents of wealth
  • Building prospect lists
  • Accepting life insurance
  • Planned gift ambassadors
  • Challenge gifts
  • Intention forms
  • Endowment donors
  • Planned gifts newsletters
  • Planned giving marketing plans
  • Estate donors

Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.

Table of contents:

  1. Getting Started: Planning, Setting Goals

  2. Prospect Identification, Building a List

  3. Involve Volunteers, Nurture a Planned Gifts Committee

  4. Planned Gifts Options to Offer

  5. Meeting One-on-One

  6. Planned Gifts Newsletter & Other Printed Communications

  7. Strategies for Marketing Planned Gifts

  8. Identify, Nurture Agents of Wealth

  9. Publicize Planned Gifts, Build Awareness

  10. Online Strategies

  11. Recognition and Stewardship Measures

  12. Planned Gift Forms, Policy Issues and Samples

  13. Appendix: Resources for the Planned Gifts Professional

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Tags: Scott Stevenson, Planned, Program, Running