Preface.

Acknowledgments.

Part 1: Background Issues.

Chapter 1: Planned Giving in a Small Charity: The First Year.

Chapter 2: Planned Giving and the Charity.

Part 2: Getting Started.

Chapter 3: Mobilizing the Nonprofit Organization's Leadership, Boards, and Volunteers.

Chapter 4: An Operational Plan for a Small Nonprofit Organization's Planned Giving Program.

Chapter 5: Gift Acceptance Policies for a Planned Giving Program.

Chapter 6: Managing Time: Planned Giving in a Small Charity.

Part 3: Planned Gifts.

Chapter 7: Bequests and the Bequest Society.

Chapter 8: Endowed Funds and Current Use Awards.

Chapter 9: Basic Life Income Gifts: Charitable Gift Annuities, Deferred Gift Annuities, and Pooled Income Funds.

Chapter 10: Trusts.

Part 4 Gifts of Assets Other Than Cash.

Chapter 11: Gifts of Securities.

Chapter 12: Gifts of Real Estate.

Chapter 13: Gifts of Tangible Personal Property.

Chapter 14: Gifts of Life Insurance and Retirement Plan Assets.

Part 5: Working with Donors.

Chapter 15: The Planned Giving Prospect.

Chapter 16: Solicitation Strategies.

Chapter 17: Ethics and Planned Giving.

Part 6: Marketing.

Chapter 18: Marketing Planned Giving in Small Nonprofit Organizations.

Chapter 19: Marketing to Professional Advisors.

Part 7: Planned Giving and Taxes.

Chapter 20: Tax Consequences of Charitable Gifts.

Index.