Planned Giving Workbook

Practical and proven guidelines for launching and growing

a successful planned giving program

For planned giving officers and development staff members, document development is a critical part of the job. Nonprofit employees must create documents that take many forms, detailed proposals describing complicated gift options; marketing materials; correspondence to donors, professional advisors, and staff members; exhibits; agreements; presentation materials; and IRS and tax-related documents. This workbook, together with the documents contained on the accompanying CD-ROM, will help employees of development organizations draft, design, and develop a variety of documents that can accomplish their organization's goals.

The Planned Giving Workbook contains a CD-ROM with 425 documents to assist nonprofit development staff, mentors, and planned giving officers in their jobs. These documents serve as models, or templates, to be used in planned giving and development. The documents are divided into seven categories, with one chapter of the Workbook devoted to each type of document. The seven categories

* Marketing

* Agreements

* Correspondence

* Administrative Documents

* Exhibits

* Presentations

* Tax and IRS Documents

Planned giving officers, development professionals, nonprofit executives, and consultants will find the Planned Giving Workbook to be a vital tool for long-term fundraising.