Planned Giving

RONALD R. JORDAN has worked for nonprofit organizations for over 25 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.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-Nine: Planned Giving in Healthcare Organizations.Chapter Fifty: Health Insurance Portability and Accountability Act (HIPAA): Raising.Chapter Fifty-One: Planned Giving in Large, Established Arts Organizations.Chapter Fifty-Two: Ethics and Planned Giving.Chapter Fifty-Three: Planned Giving and Capital Campaigns.Chapter Fifty-Four: Stewardship and Planned Gifts.Chapter Fifty-Five: Institutionally Related Foundations.Chapter Fifty-Six: Outside Asset Managers: Policies and Procedures.Glossary.Appendix: CD-ROM Documentation.Index.