Planned Giving: Management, Marketing & Law
By Ronald R. Jordan and Katelyn L. Quynn
372 pages. Published by John Wiley and Sons 1-800-263-1590.
Although it deals with legal and tax aspects that are distinctly American, this book is nonetheless a practical guide to augment your existing planned giving library. Planned Giving and development officers who wish to create, administer and market a gift planning program will find much to sink their teeth into. Written from the perspective of the professional doing the job on a day-to-day basis, the book is divided into six parts: building a development program; marketing a planning giving program; planned giving assets; deferred gifts; planned giving's related disciplines; and planned giving in context.
Notable sections include strategies to start-up new programs and development techniques for established ones, and ethical issues such as how much development practitioners should be involved in donors' financial decisions and how much money is too much.
Drawing on their extensive legal backgrounds, Jordan and Quynn distill complicated materials to make the ins and outs of planned giving simple to digest. Resplendent in real-life examples, the step-by-step guide comes complete with a user friendly disk translating theory into practice. Featuring over 140 sample documents, forms, agreements, checklists, donor letters, and promotional materials that can be customized to meet a number of user requirements, Planned Giving: Management, Marketing, and Law is a keeper.
Buy the book: (1999 2nd Edition)
Canada: buy through Amazon.ca: CDN$121.12
International: buy through Amazon.com: US$195.00
