RONALD R. JORDAN has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving. KATELYN L. QUYNN is Director of Mas-sachusetts General Hospital s planned giving program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving.

"Planned Giving for Small Nonprofits is a great book." (CharityChannel.com, June 2003)

• 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.

RONALD R. JORDAN has worked for nonprofit organizations for over twenty-five years. He has served as Director of Planned Giving at Boston University and New Mexico State University (NMSU). At NMSU and other educational institutions, he has taught courses in financial planning, consumer economics, federal income taxation, and estate planning. He consults with nonprofit organizations in the fields of development and planned giving. KATELYN L. QUYNN is Director of Mas-sachusetts General Hospital s planned giving program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving.

"Planned Giving for Small Nonprofits is a great book." (CharityChannel.com, June 2003)

• 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.