{"product_id":"9781938077852","title":"Getting Started in Charitable Gift Planning: Your Guide to Planned Giving","description":"\u003cp\u003eAs fundraisers, we can attend classes, seminars, or conferences and gain knowledge in a new area of fundraising. But implementing strategic ideas and turning them into useful programs can be daunting. \u003cstrong\u003e\u003cem\u003eGetting Started in Charitable Gift Planning: Your Guide to Planned Giving\u003c\/em\u003e\u003c\/strong\u003e covers the steps needed to move an organization from one that has focused on annual and major giving to one that can include gift planning and have it serve as an integrated component of its development program.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eTip:\u003c\/strong\u003e Be sure to pick up the companion \u003cstrong\u003e\u003cem\u003eGetting Started in Charitable Gift Planning: The Resource Book\u003c\/em\u003e\u003c\/strong\u003e which includes basic tools and templates to create the infrastructure necessary to start a gift planning program.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eVeteran gift planning experts Brian M. Sagrestano and Robert E. Wahlers provide fundraisers and nonprofits with the basics of how to identify gift planning prospects and opportunities, have the gift planning conversation, and steward gift planning donors. They also define the different gift planning tools and how to apply them to particular prospect situations. Whether meeting with donors or their professional advisors, fundraisers need the ability to speak the same language and understand the core concepts.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cem\u003eGetting Started in Charitable Gift Planning\u003c\/em\u003e\u003c\/strong\u003e will guide you as you start your journey to building a great gift planning program. The authors show you how to set the stage to drive the evolution of your program, starting with the basics of building infrastructure, working with prospects, and marketing your program. They guide you in adding the components of a stage-two gift planning program, which assists your prospects and donors in meeting personal planning objectives while supporting your nonprofit. And when you are ready, you will add philanthropic planning to create a stage-three program, which involves helping your prospects and donors integrate their philanthropy into their overall tax, estate, and financial planning using complex assets and all of the tools in the gift planning toolbox.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eAbout CharityChannel Press \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eCharityChannel Press is the publishing arm of CharityChannel. Many of the sector’s most experienced, knowledgeable practitioners are part of the CharityChannel professional community.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eTable of Contents \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIntroduction\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart One—Getting Started in Gift Planning \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter One: Getting Started in Gift Planning\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Two: Are You Ready for Gift Planning?\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Two—Infrastructure \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Three: Culture of Donor-focused Gift Planning\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Four: Your Role in Gift Planning\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Five: Performance Goals\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Six: The Role of Your Board\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Seven: The Role of Volunteers\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Eight: The Role of Professional Advisors\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Three—Prospect Interaction \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Nine: Identifying Gift Planning Prospects\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Ten: Approaching Your Prospects\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Eleven: Soliciting Prospects\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Twelve: Concierge Stewardship\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Four—Marketing Gift Planning \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Thirteen: Marketing in a Donor-focused Way\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Fourteen: Marketing to Everyone\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Fifteen: Marketing to Identified Prospects Without Major Capacity\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Sixteen: Marketing to Major and Principal Prospects\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Five—Helpful Tips from the Field \u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eChapter Seventeen: Sector-specific Gift Planning Tips\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eEpilogue: The Time Is Now\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e","brand":"CharityChannel Press","offers":[{"title":"Default Title","offer_id":47040411599088,"sku":"9781938077852","price":49.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0737\/7593\/9824\/files\/9781938077852_p0.jpg?v=1763662557","url":"https:\/\/shop-qa.barnesandnoble.com\/products\/9781938077852","provider":"Barnes \u0026 Noble (DEV)","version":"1.0","type":"link"}