The Art of Planned Giving

Author: Douglas E. White
Publisher: Wiley
ISBN: 9780471298465
Format: PDF, ePub, Mobi
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"A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.

ManagingNonprofits org

Author: Ben Hecht
Publisher: John Wiley & Sons
ISBN: 0471228028
Format: PDF, ePub, Docs
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Nonprofit managers have been slow to embrace the digital age. Although technology has transformed the face of the for-profit sector and how it operates, nonprofit use of technology to improve internal functioning and to change the way services are delivered is almost nonexistent. These limitations actually have opened the door for for-profits to "compete" successfully for traditional nonprofit business, such as moving people from welfare to work. ManagingNonprofits.org is both a call to action and a roadmap for change. Each chapter defines an element of Dynamic Management and identifies "digital hotspots" or places within that element, and the nonprofit's implementation of that element, where digital issues will most likely arise and need to be addressed. In addition, at the end of each chapter, Maxims of Dynamic Management or core truths that the authors have found helpful to follow in their day-to-day experience as nonprofit leaders in bringing Dynamic Management to their organization are provided. Finally, the authors highlight the experience of various nonprofit and for-profit organizations that have successfully made elements of Dynamic Management a reality in their organizations.

Improving the Economy Efficiency and Effectiveness of Not for Profits

Author: Rob Reider
Publisher: John Wiley & Sons
ISBN: 0471053562
Format: PDF, Docs
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MISSION ACCOMPLISHED As not-for-profits must increasingly achieve greater results withless resources, they are continually seeking ways to use suchscarce resources with more economy, with greater efficiency ofprocesses and people within their organizations, and with increasedeffectiveness of results in order to further their missions.Whether used alone or together with other tools such asbenchmarking, activity-based management, and flexible budgeting,the operational review is the tool best used to perform anevaluation of these crucial three e's-economy, efficiency, andeffectiveness. This book shows not-for-profit managers whyconducting an operational review can be beneficial, explains thetools and personnel needed to conduct the review, and shows indetail how to conduct a review of operations in each area. Itincludes case study materials for a social service agency, a museumoperation, an arts organization, a community service agency, and acollege business office. Here is accessible, comprehensive coverageof: * How to approach an operational review, judge its results, andmake recommendations to management * How to position your not-for-profit organization more effectivelyin the competitive world of funding, personnel, resources, andservice results * How to identify and implement best practices within funding andoperational constraints in all areas of the not-for-profit'soperations in an organized program of continuing improvements . . . and much more, including extensive exhibits, forms, workingtools, checklists, and examples for conducting an operationalreview throughout all functions of a not-for-profit organization.Executive directors, outside auditors, CPAs, manage-mentconsultants, boards, fund-raising executives, and all othersinvolved in the not-for-profit's operations will learn to get themost for their mission from this indispensable book.

The Nonprofit Manager s Resource Directory

Author: Ronald A. Landskroner
Publisher: John Wiley & Sons
ISBN: 0471273325
Format: PDF
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A newly revised and updated edition of the ultimate resource for nonprofit managers If you're a nonprofit manager, you probably spend a good deal of your time tracking down hard-to-find answers to complicated questions. The Nonprofit Manager's Resource Directory, Second Edition provides instant answers to all your questions concerning nonprofit-oriented product and service providers, Internet sites, funding sources, publications, support and advocacy groups, and much more. If you need help finding volunteers, understanding new legislation, or writing grant proposals, help has arrived. This new, updated edition features expanded coverage of important issues and even more answers to all your nonprofit questions. Revised to keep vital information up to the minute, The Nonprofit Manager's Resource Directory, Second Edition: * Contains more than 2,000 detailed listings of both nonprofit and for-profit resources, products, and services * Supplies complete details on everything from assistance and support groups to software vendors and Internet servers, management consultants to list marketers * Provides information on all kinds of free and low-cost products available to nonprofits * Features an entirely new section on international issues * Plus: 10 bonus sections available only on CD-ROM The Nonprofit Manager's Resource Directory, Second Edition has the information you need to keep your nonprofit alive and well in these challenging times. Topics include: * Accountability and Ethics * Assessment and Evaluation * Financial Management * General Management * Governance * Human Resource Management * Information Technology * International Third Sector * Leadership * Legal Issues * Marketing and Communications * Nonprofit Sector Overview * Organizational Dynamics and Design * Philanthropy * Professional Development * Resource Development * Social Entrepreneurship * Strategic Planning * Volunteerism

Invest in Charity

Author: Ron Jordan
Publisher: John Wiley & Sons
ISBN: 0471217379
Format: PDF, ePub, Mobi
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A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back" . . . an heir to money you'd like to share with a favorite cause . . . or simply someone who would like to do good in your community? There are more opportunities than ever for people of every financial station to make a difference through charitable giving. But how do you choose among the many options available, and how do you know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teach you everything you need to know to devise and follow an effective charitable giving plan. It explains how to find the right charity; understand the tax, estate, and financial considerations; and select a gift-whether it's a one-time cash gift or a lifelong annuity. Covering everything from researching the legitimacy of a nonprofit organization to navigating the tax and estate laws that apply to you, this guide will help you make your bequest with complete confidence that it's right for your charity and for you.

Nonprofit Boards That Work

Author: Maureen K. Robinson
Publisher: John Wiley & Sons
ISBN: 047115119X
Format: PDF, ePub, Mobi
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Praise for Nonprofit Boards That Work "This book offers a refreshing and candid look at the challenges of nonprofit boards. It moves away from theoretical frameworks to take you inside the real world of nonprofit organizations. . . . A must for any executive director who needs reassurance that building effective boards is tough work, but well worth the effort."-Sherry Rockey, Executive Director, International Women's Media Foundation "Maureen Robinson is uniquely qualified to help us understand the issues related to boards that are effective, those that are not, and why. It is certain that board members, potential board members, and executive directors who read this book will better understand their roles and responsibilities, and will be better able to avoid common pitfalls. As a result, the impact of their efforts on those whom their organizations exist to serve will be enhanced."-Ron Burkard, Executive Director, World Neighbors As more than 10 million people in the United States alone say yes to board service, they also expect to see their time and talents used effectively. This invaluable book presents a straightforward approach to understanding the role of the board, tailoring its work to meet the needs of specific organizations, and creating a culture of board productivity that makes participation rewarding for board members as well as the organizations they serve. Nonprofit Boards That Work: * Distinguishes between theory and practice and encourages boards to explore how they genuinely add value to the work of the organization * Goes beyond the hows and whys of nonprofit governance to provide frank advice and real-world examples of what works, what doesn't, what requires a miracle, and what can be achieved through diligent and deliberate effort * Offers practical yet flexible strategies that can be tried by any nonprofit board, whatever its current effectiveness . . . and much more to guide nonprofit organizations and their boards toward accomplishing the goals they seek.

The Strategic Board

Author: Mark Light
Publisher: Wiley
ISBN:
Format: PDF
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A SIMPLE, PRACTICAL PLAN FOR BUILDING A GREAT, EFFECTIVE BOARD Every nonprofit board wants to be great. But the reality is, few are. It's one of the great puzzles of governance. How do you mold highly talented individuals with diverse backgrounds, limited time, and no governance expertise into an effective board? The Strategic Board provides the answer. Drawing on more than twenty years of nonprofit experience, Mark Light outlines a practical model that overcomes the built-in deficiencies of nonprofit boards and guides them to strategic effectiveness. The Strategic Board(TM) model of governance is a step-by-step, easy-to-implement, multilevel course of action that enables a board to craft a comprehensive Governance Plan(TM) that: * Develops a Leadership Plan that determines "Where to go tomorrow?" * Creates a Delegation Plan that specifies "Who does what?" * Follows through with a Management Plan that decides "What gets done today?" * Puts in place a Vigilance Plan to answer the question "Did it happen?" The Strategic Board approach doesn't dictate the answers. Rather, it makes sure you ask all the right questions as you outline your goals and focus on achieving them. It's a uniquely flexible blueprint for better functioning that will at last connect your board's work about where you go tomorrow with your staff's work on what gets done today. Every nonprofit board dreams of greatness. Here are the tools to achieve it.

Planned Giving Simplified

Author: Robert F. Sharpe
Publisher: Wiley
ISBN: 9780471166740
Format: PDF, ePub
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Planned Giving Simplified A down-to-earth introduction to planned giving by a leading pioneer in the field. In this groundbreaking book, charitable gift planning expert Robert F. Sharpe, Sr., demystifies the complex world of planned giving for not-for-profit managers. He provides a detailed blueprint for starting and building a successful planned giving program, and develops a rational framework for managing the subtle interplay of legal, administrative, and interpersonal factors involved in the planned giving process. Central to Sharpe's proven approach is his controversial definition of the effective charitable gift planner as being not so much a fund raiser as an expert at helping potential benefactors satisfy a deeply felt emotional need. Rather than soliciting or closing on planned gifts, the planner's primary focus should be on forming relationships with donors and providing them with the means and opportunity to fulfill their desire to do good. Using compelling case studies, Sharpe demonstrates his approach in action. He identifies the various types of planned gifts and takes you inside the hearts and minds of the planned givers themselves, revealing their primary motivations and overarching concerns. He then guides you, step-by-step, through the entire planned giving process, and concludes with a clear delineation of the organizational structures required to sustain a planned giving program. Praise for Planned Giving Simplified "This book is a must for all who are serious about establishing or maintaining a successful gift planning program for their institution." --Nancy L. Perazelli, CFRE Gift Planning Officer, Drake University, Des Moines, Iowa. "In his own inimitable style, Bob Sharpe has done an admirable job of describing the planned giving process in an easy-to-understand manner. Woven throughout is the emphasis on the important human relationship between the donor and the charitable gift planner." --Walter T. Weaver, III Director, Finance Support Division, Boy Scouts of America. "Robert F. Sharpe, Sr., has provided a comprehensive road map of the world of planned giving. He guides [readers] to the desired destination without unnecessary detours along the way. His book will be a valuable addition to the libraries of not only not-for-profit professionals, but also 'givers' who seek a better understanding of the many routes available to them in their gift planning." --Joseph H. Powell President Emeritus and Senior Consultant, Baptist Memorial Health Care Corporation. "The name Bob Sharpe is synonymous with planned giving. I don't know of anybody who knows more about it and who can better convey its importance." --Reverend Dr. Arthur Caliandro Pastor, Marble Collegiate Church, New York City. "I really like [this book]. It is . . . elegantly simple, direct, and forthright. . . . very enjoyable." --Thomas W. Cullinan, JD Executive Director of Gift Planning, University of Maryland.

Planned Giving for Small Nonprofits

Author: Ronald R. Jordan
Publisher: John Wiley & Sons
ISBN: 0471421111
Format: PDF, ePub, Docs
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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.