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Planned Giving Simplified

Robert F. Sharpe

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Description for Planned Giving Simplified Hardcover. This resource is a down-to-earth introduction to the complex philanthropy of planned giving. The book illustrates that successful planned giving depends on a nonprofit organization's understanding of the field of development, as well as its commitment to building long-term relationships with donors. Series: AFP/Wiley Fund Development Series. Num Pages: 240 pages, Illustrations, forms. BIC Classification: JKSN1; KFF; KJMV1. Category: (P) Professional & Vocational; (UP) Postgraduate, Research & Scholarly; (UU) Undergraduate. Dimension: 234 x 159 x 22. Weight in Grams: 491.
Planned Giving Simplified

A down-to-earth introduction to planned giving by a leading pioneerin the field.

In this groundbreaking book, charitable gift planning expert RobertF. Sharpe, Sr., demystifies the complex world of planned giving fornot-for-profit managers. He provides a detailed blueprint forstarting and building a successful planned giving program, anddevelops a rational framework for managing the subtle interplay oflegal, administrative, and interpersonal factors involved in theplanned giving process.

Central to Sharpe's proven approach is his controversial definitionof the effective charitable gift planner as being not so much afund raiser as an expert ... Read moreat helping potential benefactors satisfy adeeply felt emotional need. Rather than soliciting or closing onplanned gifts, the planner's primary focus should be on formingrelationships with donors and providing them with the means andopportunity to fulfill their desire to do good.

Using compelling case studies, Sharpe demonstrates his approach inaction. He identifies the various types of planned gifts and takesyou inside the hearts and minds of the planned givers themselves,revealing their primary motivations and overarching concerns. Hethen guides you, step-by-step, through the entire planned givingprocess, and concludes with a clear delineation of theorganizational structures required to sustain a planned givingprogram.

Praise for Planned Giving Simplified

"This book is a must for all who are serious about establishing ormaintaining a successful gift planning program for theirinstitution." --Nancy L. Perazelli, CFRE Gift Planning Officer,Drake University, Des Moines, Iowa.

"In his own inimitable style, Bob Sharpe has done an admirable jobof describing the planned giving process in an easy-to-understandmanner. Woven throughout is the emphasis on the important humanrelationship between the donor and the charitable gift planner."--Walter T. Weaver, III Director, Finance Support Division, BoyScouts of America.

"Robert F. Sharpe, Sr., has provided a comprehensive road map ofthe world of planned giving. He guides [readers] to the desireddestination without unnecessary detours along the way. His bookwill be a valuable addition to the libraries of not onlynot-for-profit professionals, but also 'givers' who seek a betterunderstanding of the many routes available to them in their giftplanning." --Joseph H. Powell President Emeritus and SeniorConsultant, Baptist Memorial Health Care Corporation.

"The name Bob Sharpe is synonymous with planned giving. I don'tknow of anybody who knows more about it and who can better conveyits importance." --Reverend Dr. Arthur Caliandro Pastor, MarbleCollegiate Church, New York City.

"I really like [this book]. It is . . . elegantly simple, direct,and forthright. . . . very enjoyable." --Thomas W. Cullinan, JDExecutive Director of Gift Planning, University of Maryland. Show Less

Product Details

Format

Hardback

Publication date

1998

Publisher

John Wiley and Sons Ltd United States

Number of pages

240

Condition

New

Series

AFP/Wiley Fund Development Series

Number of Pages

240

Place of Publication

New York, United States

ISBN

9780471166740

SKU

V9780471166740

Shipping Time

Usually ships in 7 to 11 working days

Ref

99-50

About Robert F. Sharpe

ROBERT F. SHARPE, Sr., is the founder of Robert F. Sharpe & Company, a leading planned giving consulting firm based in Memphis, Tennessee. He is founder and Director of the National Planned Giving Institute at the College of William and Mary and a regular contributor to the planned giving literature.

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Robert F. Sharpe

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