By Scott C. Stevenson
Initially released by means of Stevenson, Inc., this useful source assists nonprofit leaders and pros in researching new and higher methods of picking out, cultivating, and effectively soliciting extra deliberate presents. as well as actionable counsel and methods, this source offers examples from different charities and nonprofit corporations in addition to important varieties and brochures.
Important subject matters lined include:
- Strategies for selling bequests
- Incorporating deliberate giving into capital campaigns
- Developing deliberate giving advertising plans
- Acquiring testimonials
- Identifying deliberate reward expectancies
- Planning guidebooks
- Attracting deliberate gifts
- Life assurance gifts
- Residual bequests
- Preserving deliberate present expectancies
- Prospect management
- Referral forms
- Donor/prospect communication
- Employee giving
Read or Download 92 Strategies for Marketing Planned Gifts PDF
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Extra resources for 92 Strategies for Marketing Planned Gifts
For example, donated land or works of art that must be used for a specific purpose, be preserved and not be sold, may be presented separately from permanent endowment funds, which are assets that are donated with the stipulation that they be invested to provide the not-for-profit organization with a perma nent source of income. Temporarily restricted net assets may also be distinguished into more than one line item. For example, temporarily restricted net assets may fall into several different types that may be disclosed as separate line items in the financial statements (or detailed in the notes to the financial statements) such as the following: (a) support of particular operat ing activities, (b) investment for a specified term, (c) use in a specified period, or (d) acquisition of long-lived assets.
These taxes are just as much an obligation as the salaries. On a modified cash basis, it is not necessary for the organization to have a complex set of books to record all obligations and receivables. In small and medium-sized not-for-profit organi zations, it is sufficient to keep the records on the cash basis and then at the end of the month tally up the unpaid bills and the uncollected receivables and either record these formally in the books through journal entries or record them through a worksheet in the manner described above.
For example, most investments held by not-for-profit organizations are reported on the statement of financial position at fair value. Other assets, such as property, plant, and equipment, are reported on the statement of financial position at their historical cost, reduced by accumulated depreciation or amortization, where applicable. GAAP provides reporting entities, including not-for-profit organizations, with the option to report many financial assets and liabilities at their fair value. This option is described in Chapter 29.
92 Strategies for Marketing Planned Gifts by Scott C. Stevenson
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