Planned Giving Essentials: A Step by Step Guide to Success (2nd Edition)
Amazon: “I used the acid test for considering how well written a technical book is about my business – I gave it to my wife when she asked me some questions one day. I have had this book on my shelf for several months and found it extremely valuable in doing some quick general research and in exploring a variety of concepts dealing with planned giving. Written for the small shop (in my opinion) that needs to develop a planned giving program, this is a well-written and easily read book covering A to Z.Topics start with what is planned giving, move through defining and discussing philanthropy, setting up a planned giving program (first steps), pitfalls to avoid, marketing planned giving and even sample gift instruments. These are but a few of the chapters in what I think is an excellent starting point for someone new to planned gifts and how to promote them (or even a pro looking for some fresh ideas).Ah yes, my wife. For her, this was a bit of a liberating experience – she now has a good grasp of what I do. She can converse with friends about the business of planned giving very comfortably with a much better understanding of the basics.”
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