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Vol 23 No 4 April/May 2018

Book of the Month

Cover of Williams, Mortimer and Sunnucks: Executors, Administrators and Probate

Williams, Mortimer and Sunnucks: Executors, Administrators and Probate

Edited by: Alexander Learmonth, Charlotte Ford, Julia Clark, John Ross Martyn
Price: £295.00

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Williams published

Planned Giving 3rd ed

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ISBN13: 9780471449508
ISBN: 0471449504
Published: December 2003
Publisher: John Wiley & Sons Ltd
Format: Hardback;CD-ROM
Price: Out of print

The Third Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. Unlike other areas of fundraising, planned giving brings fundraising professionals into contact with lawyers, accountants, financial planners, consultants, and wealthy donors. Planned Giving empowers fundraising professionals with the ability to speak the same language as donors and their advisors while still keeping their own organization's goals in mind.

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Preface. Acknowledgments. PART ONE: GETTING STARTED. Chapter One. What is Planned Giving? Chapter Two. Inside the Development Office. Chapter Three. Mobilizing the Nonprofit's Leadership. Chapter Four. An Operational Plan for a Planned Giving Program. PART TWO: MANAGING A PLANNED GIVING PROGRAM. Chapter Five. Hiring Staff. Chapter Six. Increased Management Responsibilities in the Development Office. Chapter Seven. Measuring Performance for Planned and Major Gift Staff. Chapter Eight. Managing Time in Planned Giving. Chapter Nine. Evaluating a Planned Giving Program. Chapter Ten. Working with Nondevelopment Staff. PART THREE: MANAGING DONORS AND PROSPECTS. Chapter Eleven. The PLanned Prospect. Chapter Twelve. Working with Donors. Chapter Thirten. Solicitation Strategies. Chapter Fourteen. Planned Giving and Major Gifts. Chapter Fifteen. Negotiating the Gift of a Lifetime. Chapter Sixteen. Women as Planned Giving Donors. Chapter Seventeen. Family Ph ilanthropy: Issues and Solutions. PART FOUR: MARKETING. Chapter Eighteen. Drafting Planned Giving Documents. Chapter Nineteen. Printed Materials and Publications for Donors and Prospects. Chapter Twenty. Marketing the Non-Economic Benefits of Philanthropy. Chapter Twenty-One. Making Planned Giving Presentations. Chapter Twenty-Two. Marketing Planned Giving to Professionals Advisors. PART FIVE: PLANNED GIFTS. Chapter Twenty-Three. Charitable Gift Annuities and Deferred Gift Annuities. Chapter Twenty-Four: Pooled Income Funds. Chapter Twenty-Five: Trusts. Chapter Twenty-Six: Private Foundations, Supporting Organizations, and Donor-Advised Funds. Chapter Twenty-Seven: Endowed Funds. Chapter Twenty-Eight: Endowed Chairs. PART SIX: ASSETS. Chapter Thirty: Gifts of Securities. Chapter Thirty-One: Gifts of Real Estate. Chapter Thirty-Two: Conversation Easements. Chapter Thirty-Three: Gifts of Tangible Personal Property. Chapter Thirty-Four: Gifts of Major Collections. Chapter Thirty-Five: Gifts of Life Insurance. Chapter Thirty-Six: Gift of Nontraditional Assets. PART SEVEN: PLANNED GIVING RELATED DISCIPLINES. Chapter Thirty-Seven: The Tax Consequences of Charitable Gifts. Chapter Thirty-Eight: Estate Planning and Planned Giving. Chapter Thirty-Nine: Financial Planning for the Development Professional. Chapter Forty: Retirement Planning and Planned Giving. Chapter Forty-One: Long-Term Healthcare Insurance and Planned Giving. PART EIGHT: POLICIES AND PROCEDURES. Chapter Forty-Two: Gift Acceptance Policies. Chapter Forty-Three: Policies and Procedures for Naming Opportunities. Chapter Forty-Four: Nonprofit Investment Policies and Procedures. Chapter Forty-Five: Administering a Nonprofit Bequest Program. Chapter Forty-Six: Financial Accounting Standards Board Rules 116 and 117: Application to Development Programs. PART NINE: PLANNED GIVING PROGRAMS ON LOCATION. Chapter Forty-Seven: Planned Giving in a Small or One-Person Organization. Chapter Forty-Eight: Planned Giving at Educational Institutions. Chapter Forty-