Getting Started in Charitable Gift Planning

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



Introduction



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