Title Details

Ronald R. Jordan has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving.
KATELYN L. QUYNN is Director of Massachusetts General Hospital’s planned giving program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving.

Preface.

Acknowledgments.

Introduction to the planned giving workbook.

Types of Documents.

Communicate a Message for a Purpose.

Know the Audience and Be Responsive to It.

Use Outlining.

Develop a First Draft.

Bring Others into the Process.

Manage Documents to Meet Deadlines.

Design an Effective Document.

Take Advantage of Desktop Publishing.

Use Language Correctly and Effectively.

Conclusion.

Chapter 1: Marketing Materials.

Introduction.

Documents.

Guide to Charitable Gift Planning.

Newsletters.

Planned Giving Columns in Donor Publications.

Conventional Advertisements.

Buckslips.

Use of a Buckslip.

Testimonial Advertisements.

Planned Giving Pieces in Local Newspapers.

Response Form.

Fact Sheets.

Conclusion.

Chapter 2: Preparing Agreements.

Introduction.

Documents.

Endowed Naming Opportunities.

Creating an Endowed Fund.

Scholarship Funds.

Financing Endowed Funds.

Current-Use Awards.

Fund Description.

Mechanics of an Endowed Fund Description.

Fund Descriptions for Specific Purposes.

Life Income Gift Agreements.

Real Estate.

Nontraditional Assets.

Conclusion.

Chapter 3: Correspondence.

Introduction.

Documents.

Preparation.

Research.

Organizing Documents.

First Draft.

Revision.

Conclusion.

Chapter 4 Administrative Documents.

Introduction.

Documents.

Internal Documents.

External Forms.

Conclusion.

Chapter 5 Exhibits.

Introduction.

Documents.

Purposes.

Types of Exhibits.

Using Exhibits.

Troubleshooting.

Conclusion.

Chapter 6: Planned Giving Presentations.

Introduction.

Documents.

Presentation Formats.

Anticipating the Audience.

Presentations to Nontechnical Audiences.

Presentations to Technical Audiences.

Audio-Visual Materials.

Presentation Formats.

Speaking Skills.

Testimonials.

Follow-Up.

Conclusion.

Chapter 7: IRS Forms and Documents.

Introduction.

Documents.

Charitable Remainder Annuity Trusts.

Charitable Remainder Unitrusts.

Pooled Income Funds.

Conclusion.

Appendix (and CD-ROM).

Index.