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Author: David Valinsky
Publisher: Emerson & Church, Publishers
ISBN: 9781889102290
Category : Social Science
Languages : en
Pages : 116
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Book Description
Never in history has there been more money on the table for your organization than right now.Members of the Greatest Generation are in their 80s and 90s, and as they pass away theyre collectively leaving billions of dollars to charitable organizations throughout the United States.And their preferred vehicle for giving this money is the simple bequest I give and bequeath to.If at this very moment youre not marketing your bequest program with G force, youre missing perhaps the greatest opportunity in the history of fundraising.To borrow a phrase from a Greatest Generation song, Now is the hour. Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and sustain it, how to market the program to the correct audiences, and exactly what to do when responses start to come in.Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can quickly adapt. Theres a brochure you can use to introduce your program, a case for support that explains to prospective donors the merits of leaving a bequest, and a tasteful letter and folder that welcomes bequest donors to the Bequest Society and describes its various features and benefits.Additionally, youll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.Raising Money through Bequests is a timely and refreshingly uncomplicated book that can have a prodigious impact on your organizations financial security.
Author: David Valinsky
Publisher: Emerson & Church, Publishers
ISBN: 9781889102290
Category : Social Science
Languages : en
Pages : 116
Get Book Here
Book Description
Never in history has there been more money on the table for your organization than right now.Members of the Greatest Generation are in their 80s and 90s, and as they pass away theyre collectively leaving billions of dollars to charitable organizations throughout the United States.And their preferred vehicle for giving this money is the simple bequest I give and bequeath to.If at this very moment youre not marketing your bequest program with G force, youre missing perhaps the greatest opportunity in the history of fundraising.To borrow a phrase from a Greatest Generation song, Now is the hour. Raising Money through Bequests lays out step by step how to establish a bequest program, how to work within your organization to strengthen and sustain it, how to market the program to the correct audiences, and exactly what to do when responses start to come in.Further, authors David Valinsky and Melanie Boyd supply plenty of sample materials you can quickly adapt. Theres a brochure you can use to introduce your program, a case for support that explains to prospective donors the merits of leaving a bequest, and a tasteful letter and folder that welcomes bequest donors to the Bequest Society and describes its various features and benefits.Additionally, youll find sample bequest language to offer your donors, a sample agenda for a special gathering to introduce your bequest program, and even a list of possible names for your bequest society.Raising Money through Bequests is a timely and refreshingly uncomplicated book that can have a prodigious impact on your organizations financial security.
Author: Daniel W. Vecchitto
Publisher:
ISBN:
Category : Charities
Languages : en
Pages : 196
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Book Description
Author: Alicia H. Munnell
Publisher: Rowman & Littlefield
ISBN: 9780815758921
Category : Business & Economics
Languages : en
Pages : 444
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Book Description
Despite the recent downturn in the stock market, the 1990s boom and the shift to defined contribution plans mean that more individuals will have significant wealth upon retirement. How they use that wealth will determine not only their own well-being, but also the living standards of their children, the resources available to philanthropies, and the level of investment capital in the economy. This volume explores the reasons why people save, how they decide to allocate their wealth once they retire, and how givers select their beneficiaries. It also assesses the extent to which the estate tax and annuitization of retirement wealth affects the amount and nature of wealth transfers. Finally, it looks at the impact of wealth transfers––first on the amount of aggregate saving and capital accumulation, and then on the distribution of wealth among households. Several conclusions emerge. First, gifts and bequests are important; they may account for about half of total wealth in America. Second, rich people make most of the wealth transfers. They are thoughtful about how much they pay in taxes and how they dispose of their wealth. They care about philanthropic causes and view their charitable contributions as more than a way to avoid paying estate taxes. Third, most nonrich people probably have some lexicographic preferences about the disposition of their wealth; they want to ensure they have adequate resources to take care of their own needs, and if money is left over, they would like it to go to their children. Fourth, little support has emerged for the pure altruistic model of bequests. Fifth, institutions matter. In the case of the rich, the estate tax probably reduces saving and increases bequests to charity. In the case of the nonrich, the shift to defined contribution plans will at a minimum mean that they have more wealth in their hands when they die, and therefore they will leave larger accidental bequests. It might also increase their interest in lea
Author: Kevin Johnson
Publisher: John Wiley & Sons
ISBN: 0470608722
Category : Business & Economics
Languages : en
Pages : 338
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Book Description
The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals. Praise for The Power of Legacy and Planned Gifts "Kevin Johnson has done a great job making clear the process and the implications of a bequest to a charity. A nonprofit's workers and its donors will be well served in reading this book." —Bill Gates, Sr., author, Showing Up for Life "Regardless of the size, vintage, or mission of your organization, you can use this book. If this is the part of fundraising you have been avoiding, Kevin's sensible advice can get your team started and get results sooner than you think." —Joan Flanagan, fundraiser, Center for New Community, and author, Successful Fundraising "Bequests are the key for small and medium-sized charities to survive and thrive. Kevin clearly shows how board and staff can easily develop the comfort and confidence to build effective relations with donors, and help them tell their stories and express their deepest values through bequests. Oh, that we all had this book years ago!" —Roger Ellison, vice president for planned giving, West Texas Rehabilitation Center Foundation "Kevin's insights into donor motivation and the richness of our story have resulted in a substantial increase in planned gifts to our organization." —Karlene McCabe, executive director, Greenbelt Land Trust Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Author: Stephen Pidgeon
Publisher:
ISBN: 9781784820008
Category : Benefactors
Languages : en
Pages : 0
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Book Description
Small donors are at least as important to charitable organizations as large donors, and the author presents ideas and procedures to reward them and gain their ongoing support.
Author: Larry Stelter
Publisher: Emerson & Church, Publishers
ISBN: 9781889102337
Category : Business & Economics
Languages : en
Pages : 116
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Book Description
Author: Michael J. Rosen
Publisher: John Wiley & Sons
ISBN: 0470915331
Category : Business & Economics
Languages : en
Pages : 390
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Book Description
A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.
Author: Jill Ritchie
Publisher: Papillon Press
ISBN: 0958443475
Category : Business & Economics
Languages : en
Pages : 143
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Book Description
Packed with resources and tips, Fundraising from UK donors, is an invaluable guide to anyone, anywhere wanting to raise money from the UK. Jill Ritchie has over three decades of experience in fundraising and has specialised in raising money in the UK for global universities, non-profit organisations and faith based entities for more than 20 years. She shares her wealth of experience in this accessible and reader-friendly guide – her 28th book. Fundraising from UK donors covers an array of funding sources: individuals, the wealthy, trusts, bequests, events and many more. She also demystifies the requirement for a UK-based charity partner and explains Gift Aid (whereby the UK Government adds to individual donors’ gifts).
Author: Ronald R. Jordan
Publisher: John Wiley & Sons
ISBN: 0470480823
Category : Business & Economics
Languages : en
Pages : 851
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Book Description
Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition 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. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Author: Kim Klein
Publisher: John Wiley & Sons
ISBN: 1119209781
Category : Business & Economics
Languages : en
Pages : 452
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Book Description
The bible of grassroots fundraising, updated with the latest tools and methods Fundraising for Social Change is the preeminent guide to securing funding, with a specific focus on progressive nonprofit organizations with budgets under $5 million. Used by nonprofits nationally and internationally, this book provides a soup-to-nuts prescription for building, maintaining, and expanding an individual donor program. Author Kim Klein is a recognized authority on all aspects of fundraising, and this book distills her decades of expertise into fundraising strategies that work. This updated seventh edition includes new information on the impact of generational change, using social media effectively, multi-channel fundraising, and more, including expanded discussion on retaining donors and on legacy giving. Widely considered the 'bible of grassroots fundraising,' this practically-grounded guide is an invaluable resource for anyone who has to raise money for important causes. A strong, sustainable fundraising strategy must possess certain characteristics. You need people who are willing to ask and realistic goals. You need to gather data and use it to improve results, and you need to translate your ideas in to language donors will understand. A robust individual donor program creates stable and long-term cash flow, and this book shows you how to structure your fundraising appropriately no matter how tight your initial budget. Develop and maintain a large base of individual donors Utilize strategies that pay off sooner rather than later Expand your reach and get your message out to the donor pool Translate traditional fundraising methods into strategies that work for social justice organizations with little or no front money Basing your fundraising strategy on the contributions of individual donors may feel like herding cats—but it's the best way for your organization to maintain maximum freedom to pursue the mission that matters. A robust, organized, planned approach can help you reach your goals sooner, and Fundraising for Social Change is the field guide for putting it all together to make big things happen.
