Planned Giving Basics: The Why, the Who and the How

by Carol Weisman

A Common Sense Guide to Planned Giving — Sure-fire techniques to land a legacy gift This book is written for you • You are a board member or staff person of a nonprofit organization that will need money for decades to come. • You need guidelines on the nuts and the right time to start a planned giving program for your organization, the people to ask, the best time to make a call, the way to set up a meeting, the precise words to use, and the most effective way to say them. • You are uncomfortable asking for a major or capital gift, much less a gift after the donor dies. • You are a volunteer who wants to focus on the future growth of a nonprofit about whom you care deeply. • You are a nonprofit executive who is an expert in your field, such as cancer in dogs, early childhood education, hematology, civil rights, or substance abuse, but are new to planned giving. • You are a development professional who has deep but narrow experience in such areas as grant writing, special events, or annual fund gifts, and you want to develop a wider range of knowledge. • You have no idea what is involved in a planned giving initiative.

200 pages, Kindle Edition

Published November 12, 2018