By Ronald R. Jordan, Katelyn L. Quynn
Functional and confirmed instructions for launching and transforming into a winning deliberate giving software For deliberate giving officials and improvement employees participants, rfile improvement is a severe a part of the activity. Nonprofit staff needs to create files that take many kinds, together with: distinct proposals describing complex present innovations; advertising fabrics; correspondence to donors, specialist advisors, and employees contributors; indicates; agreements; presentation fabrics; and IRS and tax-related records. This workbook, including the records contained at the accompanying CD-ROM, can assist staff of improvement companies draft, layout, and increase a number of records which can accomplish their organization’s pursuits. The deliberate Giving Workbook incorporates a CD-ROM with 425 records to aid nonprofit improvement employees, mentors, and deliberate giving officials of their jobs. those records function versions, or templates, for use in deliberate giving and improvement. The records are divided into seven different types, with one bankruptcy of the Workbook dedicated to every one form of rfile. The seven different types are: advertising Agreements Correspondence Administrative files shows displays Tax and IRS files deliberate giving officials, improvement pros, nonprofit executives, and specialists will locate the deliberate Giving Workbook to be a necessary device for long term fundraising.
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Additional info for Planned Giving Workbook
Sample text
Newsletters enable charities to focus on a planned gift option or gifts of partial assets. Consider including planned giving articles, ads, and testimonials in a development newsletter that is distributed organization-wide to donors and prospects. Newsletters also can target specific audiences. Segment planned giving prospects into approximate age brackets, and write a newsletter about deferred gift annuities and send it to donors or prospects who are in the 30- to 50-year range, who would be most interested in learning about them.
Like qualifiers, these phrases add nothing to the writing and only serve to cloud the message, which, for planned giving purposes, may already be confusing. Example: In order to transfer the stock . . Suggestion: To transfer stock . . Be Careful with “Th” Words: A number of words that begin with “th” can detract from the writing. Such words are used routinely to begin sentences, but they might appear anywhere. Words like this, that, these, and those create problems since they should refer to something that immediately preceded and that is in the reader’s mind.
Donors and nonprofits also should avoid using overly restrictive language that may prevent a recipient from being selected. Instead, restrictions should be expressed in the form of preferences.