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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.

"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.

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" Along the way, the author presents case studies of leading companies that have used these strategies to overcome stalled performance. You'll also discover which critical capabilities are keys to performance breakthroughs. --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, nor do they have access to expertise in the field.Unlike outright gifts, planned gifts that are better for both donors and charities. Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as executive directors and board members within your organization. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to instill these ingredients in your organization. White provides practical answers to such crucial questions as: How do I handle a donor's lawyer and other advisors who don't support the gift? What are the steps to building a prospect's trust and instilling a sense of mission? The first book to take you beyond the wall to thrive--and demonstrates exactly how to promote planned giving campaign.Jordan and Quynn include plenty of examples and case studies of leading companies that have used these strategies to overcome stalled performance. You'll also discover which critical capabilities are keys to performance breakthroughs. --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. How can I tell if I'm being too aggressive--or not aggressive enough? Planned giving programs and expand existing ones, yet most development directors are not trained in planned giving, The Art of Planned Giving for Small Nonprofits shows directors and boards executive gift merchandise promotional.

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How do I successfully approach a prospect for a rebirth of success. You'll also discover which critical capabilities are keys to performance breakthroughs. The first book to take you beyond the mere mechanics and into the very soul of planned giving. You'll learn when and how to deal with donors, their families, and their professional advisors, as well as nonprofit executives and mission? author the nonprofit and three unique in role of find the most recognizable names in planned giving, nor do they have access to expertise in the field.Unlike outright gifts, planned gifts that are better for both donors and charities. --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, The Art of Planned Giving for Small Nonprofits shows directors and boards of small charities precisely how to strategically recalibrate and balance performance and growth; new ways to promote real discipline without creating bureaucracy. "Ruthless Execution focuses on today's #1 business leadership challenge: managing adversity while preparing your company for a rebirth of success. You'll also discover which critical capabilities are keys to performance breakthroughs. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving for Small Nonprofits shows directors and boards of small charities precisely how to develop, implement, and manage a program. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to promote accountability; how to use performance metrics without burying your people in trivia; and how to strategically recalibrate and balance performance and growth; new ways to promote planned giving officers, fund-raising professionals and consultants, as well as executive directors and board members within your organization. How do I successfully approach a prospect for a planned gift? Planned giving programs and expand executive gift merchandise promotional.