商品詳細

This text aims to help non-profit professionals to understand exactly what planned giving is, whether or not they should be doing it, how to get started with it, and what to do with it once it's part of their programme. Continuous contact is needed with lawyers, accountants, financial planners, consultants, and wealthy donors and this guide shows professionals how to successfully maintain these communications while still keeping their own organization's goals in mind. The accompanying diskette has more than 240 sample forms, documents, checklists, marketing pieces and more that can be adapted to suit the needs of the reader.