Charitable gift planning is the process of cultivating, designing, facilitating, and stewarding gifts to charitable organizations. The terms "planned giving", "deferred giving", and "gift planning" are often used synonymously, and for most purposes have the same meaning.
Our library recieves the National Committee on Planned Giving's (NCPG) quarterly publication, The Journal of Gift Planning, and we have several books and articles on this subject, for example:
- Berkheiser, Nina P. "Plan Ahead: How to Market Your Planned Gifts Program". Advancing Philanthropy vol. 13 (May-June 2006) p. 28-30.
- Finney, Cathy. "A Lapsed Attempt: Are You Going Dark on Your Donors?" NonProfit Times vol. 21 (15 January 2007) p. 10.
- Henze, Lawrence. "Planned Giving and Your Integrated Fundraising Program". Advancing Philanthropy vol. 15 (July-August 2008) p. 49-51.
- Howard, Leslie. "Ten Steps to an Effective Planned Giving Program". Advancing Philanthropy vol. 15 (May-June 2008) p. 67-8.
- Stelter, Larry. How to Raise Planned Gifts By Mail. Medfield, MA: Emerson & Church. 2008.
The Chronicle of Philanthropy offers a listing of conferences and workshops from around the country, including those on planned giving (select the term "planned giving" from the subject menu).
To see more titles, do a subject search for "planned giving" in the Catalog of Nonoprofit Literature, our library catalog. Or visit our Frequently Asked Question "Where can I find information or a class on planned giving?"
Comments