Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource

Synopsis

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.

Excerpt

This is the fifth book in a five-volume, foundational series about fundraising. the series, completed over the past thirty months, concludes with a focus on the most important gifts a nonprofit organization receives—major gifts and planned gifts.

In this book new thinking about the critical intersection, the clear interdependence, between major gifts and planned giving is affirmed, and ways for every nonprofit to enter into an integrated major gifts and planned giving environment are outlined.

My career has been spent working in the major gifts area, but I am not an attorney and do not profess deep knowledge of the intricacies of planned giving vehicles and techniques. To address these matters I am pleased to introduce two Indiana University colleagues who are more than qualified. Alan M. Spears is executive director of the Office of Major Gifts and Planned Giving Services at the Indiana University Foundation (IUF), and Thomas W. Herbert is executive director of development and alumni programs at the Indiana University College of Arts and Sciences. Both are extraordinary professionals. Someone once said to me, “so you have six lawyers in your planned giving office,” and I replied, “No, I have six professional fundraisers who happen to also have law degrees.” Alan and Tom are two of those fundraisers who are also lawyers. As you read the pages that follow, you'll come to know both, too, as consummate fundraising professionals with enormous knowledge and command of the law as it pertains to planned giving options . . .

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