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You are here > Home > Reading Lists > Health Administration Books > Conducting a Successful Major Gifts & Planned Giving Program

Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource
Kent E. Dove

Hardcover: 576 pages
ISBN 0787957070
9780787957070
Jossey-Bass
March 2002
(click the button below for the very best available price)

Conducting a Successful Major Gifts and Planned Giving Program -- the fifth volume in the groundbreaking Dove on Fundraising Series--is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization.

Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving options. This book provides these discussions and resources:

  • Building Your Program.

  • Identifying, Researching, and Rating Major Gift Prospects.

  • Cultivating and Soliciting Major Gifts.

  • Securing Lead Gifts (Rodney P. Kirsch, Martin W. Shell).

  • Connecting Major Gifts and Planned Giving.

  • Implementing a Planned Giving Program.

  • Marketing Planned Gifts.

  • Understanding the Gift Options and Tax Consequences.

  • Outright Gifts.

  • Life Income Gifts.

  • Bequests and Remainder Interests.

  • New and Advanced Planned Giving Techniques.

  • Nonprofit Key Word Search.

  • Estimating Net Worth.

  • Web-Based Research.

  • Research Profile Formats.

  • How to Close the Gift.

  • Letter Proposal.

  • Full Proposal.

  • Wills Seminar Program System.

  • Planned Giving Strategic Plan.

  • Gift Acceptance Policies.

  • Gift Agreement Templates.

  • Planned Giving Newsletters.

  • Sample Planned Giving Brochures.

  • Guide to Giving.

  • Personal Financial Planner.

  • Planned Giving Honor Roll.

  • Rules Regarding Charitable Tax Deductions.

  • Templates for Drafting Trusts.

  • Sample Charitable Lead Trust.

  • References.

  • Index.

"This book presents innovative concepts for bringing major gifts and planned giving together for donors. Using these methods and techniques will position every nonprofit organization for success in major gift fundraising and the establishment of a planned giving program." — Eugene R. Tempel, executive director, The Center on Philanthropy, Indiana University

Kent Dove, one of America's most successful and respected fundraisers, is Senior Adviser and Executive Director, Campaign Planning, for the Indiana University Foundation. He has served on the educational fundraising committee of the Council for Advancement and Support of Education (CASE) as well as on the board of directors of the Association of Fundraising Professionals (formerly NSFRE).

(information from the publisher)

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