Download 92 Strategies for Marketing Planned Gifts by Scott C. Stevenson PDF

By Scott C. Stevenson

Initially released via Stevenson, Inc., this functional source assists nonprofit leaders and pros in studying new and higher methods of selecting, cultivating, and effectively soliciting extra deliberate presents. as well as actionable counsel and strategies, this source presents examples from different charities and nonprofit enterprises in addition to worthy kinds and brochures.

Important issues coated include:

  • Strategies for selling bequests
  • Incorporating deliberate giving into capital campaigns
  • Developing deliberate giving advertising and marketing 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


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Extra info for 92 Strategies for Marketing Planned Gifts

Example text

The advancement of religion, as a charitable activity, frequently pertains to collateral activities of churches. For example, charitable organizations of this nature may maintain church buildings, monuments, or cemeteries; distribute religious literature; or supplement salaries. These organizations may conduct programs unique to a particular religion, operate a retreat center, or maintain a religious radio or television station. The advancement of education, as a charitable activity, includes providing student assistance; advancing knowledge through research; or disseminating knowledge by means of publications, seminars, lectures, and the like.

Thus, to qualify as an exempt entity, the organization must satisfy the appropriate primary purpose test. Indeed, the primary purpose test may determine whether a nonprofit organization can qualify as any type of exempt organization. Because they are so popular, charitable organizations will be discussed first. The federal tax law uses the term charitable in two ways. The broader definition encompasses all organizations that are eligible to receive deductible contributions. Used this way, charitable includes entities that are religious, educational, scientific, and the like, as well as certain fraternal, cemetery, and veterans’ organizations.

Organizations that test for public safety are eligible for tax-exempt status as charitable organizations. This type of charitable organization, however, is ineligible to receive contributions that are deductible as charitable gifts. ONGOING CONTROVERSIES It would be highly misleading to suggest that these categories of tax-exempt charitable entities are nicely discrete and definable. That is certainly not the case; like much of the law in general, matters in these contexts are in constant flux, even turmoil.

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