Planned Giving Workbook

Practical and proven guidelines for launching and growing a successful planned giving program For planned giving officers and development staff members, document development is a critical part of the job. Nonprofit employees must create documents that take many forms, including: detailed proposals describing complicated gift options; marketing materials; correspondence to donors, professional advisors, and staff members; exhibits; agreements; presentation materials; and IRS and tax-related documents. This workbook, together with the documents contained on the accompanying CD-ROM, will help employees of development organizations draft, design, and develop a variety of docu…