Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

Conducting a Successful Major Gifts and Planned Giving Program — the fifth volume in the groundbreaking Dove on Fundraising Series —is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real–world examples.

Preface. The Authors. Introduction. PART ONE: PLANNING AND IMPLEMENTING YOURMAJOR GIFTS AND PLANNED GIVING PROGRAM. Tables, Figures, and Exhibits in Part One. Building Your Program. 1 Identifying, Researching, and Rating Major Gift Prospects. 2 Cultivating and Soliciting Major Gifts. 3 Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell). 4 Connecting Major Gifts and Planned Giving. 5 Implementing a Planned Giving Program. 6 Marketing Planned Gifts: Understanding the Gift Options and Tax Consequences. 7 Outright Gifts. 8 Life Income Gifts. 9 Bequests and Remainder Interests. 10 New and Advanced Planned Giving Techniques. PART TWO: THE MAJOR GIFTS ANDPLANNED GIVING RESOURCE GUIDE. Resource Guide Contents. 1 Nonprofit Key Word Search. 2 Estimating Net Worth. 3 Web–Based Research. 4 Research Profile Formats. 5 How to Close the Gift. 6 Letter Proposal. 7 Full Proposal. 8 Wills Seminar Program System. 9 Planned Giving Strategic Plan. 10 Gift Acceptance Policies. 11 Gift Agreement Templates. 12 Planned Giving Newsletters. 13 Sample Planned Giving Brochures. 14 Guide to Giving. 15 Personal Financial Planner. 16 Planned Giving Honor Roll. 17 Rules Regarding Charitable Tax Deductions. 18 Templates for Drafting Trusts. 19 Sample Charitable Lead Trust. References. Index.

Kent E. Dove , one of America′s most successful and respected fundraisers, is Senior Adviser and Executive Director, Campaign Planning, for the Indiana University Foundation. He has served on the educational fundraising committee of the Council for Advancement and Support of Education (CASE) as well as on the board of directors of the Association of Fundraising Professionals (formerly NSFRE). He is the author or coauthor of Conducting a Successful Capital Campaign , 2nd Edition (1999), Conducting a Successful Fundraising Program (2001), Conducting a Successful Annual Giving Program (2001), and Conducting a Successful Development Services Program (2001) all from Jossey–Bass. Thomas W. Herbert is Executive Director of Development and Alumni Programs at the Indiana University College of Arts and Sciences.