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MODULES:

Week 1:
Introduction

Week 2, Module 1:
Grant Research

Week 3, Module 2:
Proposal Writing

Week 4, Module 3:
Capital Campaigns

Week 5, Module 4:
Major Donors

Week 6:
Planning for
Fundraising

Module 5:
Annual & Direct
Appeals

Module 6:
Special Events

Module 8:
Corporate
Partnerships

Module 9:
Social Enterprise

Module 10:
Online Donations

Module 11:
The Board's Role
in Fundraising

Blackboard

Fundraising Principles and Practices
Module 7: Planned Giving
Soliciting the Deferred Gift

Required Readings:

  • Seltzer, Chapter 12

Required online readings:

Optional readings:

Competencies:

  • describe how planned giving differs from other forms of philanthropy
  • determine when, to whom, and how to ask for a bequest
  • identify outside counsel in your area
  • explain the relative advantages and disadvantages of planned giving for the giver and the recipient
  • define the different types of planned giving
  • outline the steps for organizing a planned giving effort

    Demonstration of Competencies:

  • (a) locate and interview one professional in your area who assists individuals in preparing bequests (e.g. an attorney, banker, planned giving specialist or financial counselor); you may conduct this interview by phone or e-mail if there is no one in your area who does such work
    OR
  • (b) join a listserv on planned giving or review its archives and post a summary of a recent discussion
    AND
  • (b) identify your own strengths and limits in planned gift solicitation
  • (c) post at least one interesting fact or piece of information you've discovered about planned giving

    Useful Links:

    American Council on Gift Annuities

    European Association for Planned Giving (EAPG)

    National Committee on Planned Giving

    Canadian Association of Gift Planners

    Gift Planning (CharityVillage)

    PGCalc: Planned Giving Information

    Annuity Trust Calculator (Auburn University Alumni Association)

    Tiger Tables (software for calculating charitable gift annuities)

    Charitable Gift Annuity Test (Heifer International Foundation)

    Planned Giving (Internet Nonprofit Center)

    The Planned Giving Design Center

    Premier Administration, LLC

    Planned Giving Resources

    Planned Giving Today

    Charitable Trust & Estate Planning (Henry & Associates)

    The Planned Giving Web Letter

    PG-Coach (John Elbare, Florida Philanthropic Advisors)

    Trusts & Estates

    GIFT-PL, Non-Profit Gift Planners listserv (Archives)

    Examples of charitable annuities:

    Example of a Charitable Annuity Trust, Green Mountain College (Vermont).
    Ways of Giving, Cuyahoga Valley Environmental Education Center (Ohio).

    World Learning's giving page

    Bibliography:

  • Barrett, Richard & Molly Ware, Planned Giving Essentials: A Step by Step Guide to Success, Aspen Publishers: Gaithersburg, MD
  • Dove, Kent; Allan Spears & Tom Herbert, Conducting a Successful Major Gifts and Planned Giving Program, Jossey-Bass: San Francisco 2002.
  • Fithian, Scott, Values-Based Estate Planning, Wiley: New York 2000.
  • Jordan, Ronald & Katelyn Quynn, Planned Giving for Small Nonprofits, Wiley: New York 2002.
  • Jordan, Ronald & Katelyn Quynn, Planned Giving Workbook: Management, Marketing and Law, Second Edition, Wiley: New York 2002.
  • Jordan, Ronald & Katelyn Quynn, Invest in Charity: A Donor's Guide to Charitable Planned Giving, Wiley: New York 2001.
  • Minton, Frank, Gift Annuities: How They Work and Why Donors Like Them, Planned Giving Today, 2002. You can read short excerpts from this book on Blackboard, Course Documents: Planned Giving folder [PDF].
  • Schmeling, David, Planned Giving for the One Person Development Office: Taking the First Steps, Second Edition, Deferred Giving Services: Wheaton, IL 1998.
  • Sharpe, Robert, Planned Giving Simplified, Wiley: New York 1999.
  • Thornton, Grant, Planned Giving, National Center for Nonprofit Boards: Washington, DC 1999.
  • White, Douglas, The Art of Planned Giving, Wiley: New York 1998.



    Go to online conference: Blackboard





    URL: http://www.sover.net/~paulven/sit/planned.html