Practical and proven guidelines for launching and growinga successful planned giving programFor planned giving officers and development staff members, documentdevelopment is a critical part of the job. Nonprofit employees mustcreate documents that take many forms, including: detailedproposals describing complicated gift options; marketing materials;correspondence to donors, professional advisors, and staff members;exhibits; agreements; presentation materials; and IRS andtax-related documents. This workbook, together with the documentscontained on the accompanying CD-ROM, will help employees ofdevelopment organizations draft, design, and develop a variety ofdocuments that can accomplish their organization's goals.The Planned Giving Workbook contains a CD-ROM with 425 documents toassist nonprofit development staff, mentors, and planned givingofficers in their jobs. These documents serve as models, ortemplates, to be used in planned giving and development. Thedocuments are divided into seven categories, with one chapter ofthe Workbook devoted to each type of document. The seven categoriesare:* Marketing* Agreements* Correspondence* Administrative Documents* Exhibits* Presentations* Tax and IRS DocumentsPlanned giving officers, development professionals, nonprofitexecutives, and consultants will find the Planned Giving Workbookto be a vital tool for long-term fundraising.

Preface.Acknowledgments.Introduction to the planned giving workbook.Types of Documents.Communicate a Message for a Purpose.Know the Audience and Be Responsive to It.Use Outlining.Develop a First Draft.Bring Others into the Process.Manage Documents to Meet Deadlines.Design an Effective Document.Take Advantage of Desktop Publishing.Use Language Correctly and Effectively.Conclusion.Chapter 1: Marketing Materials.Introduction.Documents.Guide to Charitable Gift Planning.Newsletters.Planned Giving Columns in Donor Publications.Conventional Advertisements.Buckslips.Use of a Buckslip.Testimonial Advertisements.Planned Giving Pieces in Local Newspapers.Response Form.Fact Sheets.Conclusion.Chapter 2: Preparing Agreements.Introduction.Documents.Endowed Naming Opportunities.Creating an Endowed Fund.Scholarship Funds.Financing Endowed Funds.Current-Use Awards.Fund Description.Mechanics of an Endowed Fund Description.Fund Descriptions for Specific Purposes.Life Income Gift Agreements.Real Estate.Nontraditional Assets.Conclusion.Chapter 3: Correspondence.Introduction.Documents.Preparation.Research.Organizing Documents.First Draft.Revision.Conclusion.Chapter 4 Administrative Documents.Introduction.Documents.Internal Documents.External Forms.Conclusion.Chapter 5 Exhibits.Introduction.Documents.Purposes.Types of Exhibits.Using Exhibits.Troubleshooting.Conclusion.Chapter 6: Planned Giving Presentations.Introduction.Documents.Presentation Formats.Anticipating the Audience.Presentations to Nontechnical Audiences.Presentations to Technical Audiences.Audio-Visual Materials.Presentation Formats.Speaking Skills.Testimonials.Follow-Up.Conclusion.Chapter 7: IRS Forms and Documents.Introduction.Documents.Charitable Remainder Annuity Trusts.Charitable Remainder Unitrusts.Pooled Income Funds.Conclusion.Appendix (and CD-ROM).Index.