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The Art Of Planned Giving

Author: Douglas E. White
Publisher: Wiley
ISBN: 9780471298465
Size: 69.19 MB
Format: PDF, ePub, Docs
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"A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.

Managingnonprofits Org

Author: Ben Hecht
Publisher: John Wiley & Sons
ISBN: 0471228028
Size: 25.14 MB
Format: PDF, ePub
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Nonprofit managers have been slow to embrace the digital age. Although technology has transformed the face of the for-profit sector and how it operates, nonprofit use of technology to improve internal functioning and to change the way services are delivered is almost nonexistent. These limitations actually have opened the door for for-profits to "compete" successfully for traditional nonprofit business, such as moving people from welfare to work. ManagingNonprofits.org is both a call to action and a roadmap for change. Each chapter defines an element of Dynamic Management and identifies "digital hotspots" or places within that element, and the nonprofit's implementation of that element, where digital issues will most likely arise and need to be addressed. In addition, at the end of each chapter, Maxims of Dynamic Management or core truths that the authors have found helpful to follow in their day-to-day experience as nonprofit leaders in bringing Dynamic Management to their organization are provided. Finally, the authors highlight the experience of various nonprofit and for-profit organizations that have successfully made elements of Dynamic Management a reality in their organizations.

Improving The Economy Efficiency And Effectiveness Of Not For Profits

Author: Rob Reider
Publisher: John Wiley & Sons
ISBN: 0471053562
Size: 30.78 MB
Format: PDF, Kindle
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MISSION ACCOMPLISHED As not-for-profits must increasingly achieve greater results withless resources, they are continually seeking ways to use suchscarce resources with more economy, with greater efficiency ofprocesses and people within their organizations, and with increasedeffectiveness of results in order to further their missions.Whether used alone or together with other tools such asbenchmarking, activity-based management, and flexible budgeting,the operational review is the tool best used to perform anevaluation of these crucial three e's-economy, efficiency, andeffectiveness. This book shows not-for-profit managers whyconducting an operational review can be beneficial, explains thetools and personnel needed to conduct the review, and shows indetail how to conduct a review of operations in each area. Itincludes case study materials for a social service agency, a museumoperation, an arts organization, a community service agency, and acollege business office. Here is accessible, comprehensive coverageof: * How to approach an operational review, judge its results, andmake recommendations to management * How to position your not-for-profit organization more effectivelyin the competitive world of funding, personnel, resources, andservice results * How to identify and implement best practices within funding andoperational constraints in all areas of the not-for-profit'soperations in an organized program of continuing improvements . . . and much more, including extensive exhibits, forms, workingtools, checklists, and examples for conducting an operationalreview throughout all functions of a not-for-profit organization.Executive directors, outside auditors, CPAs, manage-mentconsultants, boards, fund-raising executives, and all othersinvolved in the not-for-profit's operations will learn to get themost for their mission from this indispensable book.

The Nonprofit Manager S Resource Directory

Author: Ronald A. Landskroner
Publisher: John Wiley & Sons
ISBN: 0471273325
Size: 52.28 MB
Format: PDF, Mobi
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A newly revised and updated edition of the ultimate resource for nonprofit managers If you're a nonprofit manager, you probably spend a good deal of your time tracking down hard-to-find answers to complicated questions. The Nonprofit Manager's Resource Directory, Second Edition provides instant answers to all your questions concerning nonprofit-oriented product and service providers, Internet sites, funding sources, publications, support and advocacy groups, and much more. If you need help finding volunteers, understanding new legislation, or writing grant proposals, help has arrived. This new, updated edition features expanded coverage of important issues and even more answers to all your nonprofit questions. Revised to keep vital information up to the minute, The Nonprofit Manager's Resource Directory, Second Edition: * Contains more than 2,000 detailed listings of both nonprofit and for-profit resources, products, and services * Supplies complete details on everything from assistance and support groups to software vendors and Internet servers, management consultants to list marketers * Provides information on all kinds of free and low-cost products available to nonprofits * Features an entirely new section on international issues * Plus: 10 bonus sections available only on CD-ROM The Nonprofit Manager's Resource Directory, Second Edition has the information you need to keep your nonprofit alive and well in these challenging times. Topics include: * Accountability and Ethics * Assessment and Evaluation * Financial Management * General Management * Governance * Human Resource Management * Information Technology * International Third Sector * Leadership * Legal Issues * Marketing and Communications * Nonprofit Sector Overview * Organizational Dynamics and Design * Philanthropy * Professional Development * Resource Development * Social Entrepreneurship * Strategic Planning * Volunteerism

Invest In Charity

Author: Ron Jordan
Publisher: John Wiley & Sons
ISBN: 0471217379
Size: 11.75 MB
Format: PDF, Mobi
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A Complete Guide to Personal Philanthropy Are you one of the newly wealthy with an interest in "giving back" . . . an heir to money you'd like to share with a favorite cause . . . or simply someone who would like to do good in your community? There are more opportunities than ever for people of every financial station to make a difference through charitable giving. But how do you choose among the many options available, and how do you know which type of gift is best for you? Invest in Charity: A Donor's Guide to Charitable Giving will teach you everything you need to know to devise and follow an effective charitable giving plan. It explains how to find the right charity; understand the tax, estate, and financial considerations; and select a gift-whether it's a one-time cash gift or a lifelong annuity. Covering everything from researching the legitimacy of a nonprofit organization to navigating the tax and estate laws that apply to you, this guide will help you make your bequest with complete confidence that it's right for your charity and for you.

Financial Management For Nonprofit Organizations

Author: Jo Ann Hankin
Publisher: John Wiley & Sons
ISBN: 9780471168423
Size: 66.87 MB
Format: PDF
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This cash management and investment handbook for nonprofit managers helps managers from diverse backgrounds learn to manage their organization's money. It examines traditional treasury functions including banking and cash flow and explores investment management and strategies for managing excess cash, endowment, and long-term (planned) gifts. It also examines financial management strategies that impact cash flow, including borrowing, risk management, benchmarking, and long-term planning. Addresses the needs of all types and sizes of organizations, from small religious groups and community social service agencies to major cultural institutions and colleges and universities. Includes a diskette with spreadsheet solutions to common financial management problems, such as interest rate calculations, basic yield calculations, financial rations and more.

Nonprofit Boards That Work

Author: Maureen K. Robinson
Publisher: John Wiley & Sons
ISBN: 047115119X
Size: 66.15 MB
Format: PDF, ePub
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Praise for Nonprofit Boards That Work "This book offers a refreshing and candid look at the challenges of nonprofit boards. It moves away from theoretical frameworks to take you inside the real world of nonprofit organizations. . . . A must for any executive director who needs reassurance that building effective boards is tough work, but well worth the effort."-Sherry Rockey, Executive Director, International Women's Media Foundation "Maureen Robinson is uniquely qualified to help us understand the issues related to boards that are effective, those that are not, and why. It is certain that board members, potential board members, and executive directors who read this book will better understand their roles and responsibilities, and will be better able to avoid common pitfalls. As a result, the impact of their efforts on those whom their organizations exist to serve will be enhanced."-Ron Burkard, Executive Director, World Neighbors As more than 10 million people in the United States alone say yes to board service, they also expect to see their time and talents used effectively. This invaluable book presents a straightforward approach to understanding the role of the board, tailoring its work to meet the needs of specific organizations, and creating a culture of board productivity that makes participation rewarding for board members as well as the organizations they serve. Nonprofit Boards That Work: * Distinguishes between theory and practice and encourages boards to explore how they genuinely add value to the work of the organization * Goes beyond the hows and whys of nonprofit governance to provide frank advice and real-world examples of what works, what doesn't, what requires a miracle, and what can be achieved through diligent and deliberate effort * Offers practical yet flexible strategies that can be tried by any nonprofit board, whatever its current effectiveness . . . and much more to guide nonprofit organizations and their boards toward accomplishing the goals they seek.

High Impact Philanthropy

Author: Kay Sprinkel Grace
Publisher: Wiley
ISBN:
Size: 79.69 MB
Format: PDF, ePub, Docs
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High Praise for High Impact Philanthropy "Successful navigation through today's changing world of philanthropy requires greater understanding by nonprofits and donors. High Impact Philanthropy meets this need."-Roberta W. Gutman, Executive Director, Motorola Foundation "At a time when the terrain of American philanthropy is so rapidly shifting in new and unprecedented ways, this bright and focused analysis stands as a beacon of innovative thinking for donors and community organizers alike. By sketching in bold strokes the case for more effective collaborative giving, this book may well help transform our communities in the twenty-first century."-Peter deCourcy Hero,President, Community Foundation Silicon Valley "High Impact Philanthropy provides a thoughtful analysis of how venture philanthropy is changing the way nonprofits run and how philanthropists give. Important parallels are made to the business world, demonstrating how nonprofits and donors can both benefit from putting their business hats on and running their organizations and giving programs like businesses."-Jan D'Alessandro Wadsworth, Vice President, AOL Foundation "High Impact Philanthropy is an effective and articulate guide to planning a major gifts strategy, soliciting major gifts from individuals in a personable and efficient manner, and integrating this essential task into the very structure of a nonprofit organization."-Claude Rosenberg, Founder, New Tithing Group

The Strategic Board

Author: Mark Light
Publisher: Wiley
ISBN:
Size: 54.85 MB
Format: PDF, ePub
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A SIMPLE, PRACTICAL PLAN FOR BUILDING A GREAT, EFFECTIVE BOARD Every nonprofit board wants to be great. But the reality is, few are. It's one of the great puzzles of governance. How do you mold highly talented individuals with diverse backgrounds, limited time, and no governance expertise into an effective board? The Strategic Board provides the answer. Drawing on more than twenty years of nonprofit experience, Mark Light outlines a practical model that overcomes the built-in deficiencies of nonprofit boards and guides them to strategic effectiveness. The Strategic Board(TM) model of governance is a step-by-step, easy-to-implement, multilevel course of action that enables a board to craft a comprehensive Governance Plan(TM) that: * Develops a Leadership Plan that determines "Where to go tomorrow?" * Creates a Delegation Plan that specifies "Who does what?" * Follows through with a Management Plan that decides "What gets done today?" * Puts in place a Vigilance Plan to answer the question "Did it happen?" The Strategic Board approach doesn't dictate the answers. Rather, it makes sure you ask all the right questions as you outline your goals and focus on achieving them. It's a uniquely flexible blueprint for better functioning that will at last connect your board's work about where you go tomorrow with your staff's work on what gets done today. Every nonprofit board dreams of greatness. Here are the tools to achieve it.