Resources

Philanthropy in America: A History (2011)
Book
By:
Olivier Zunc
More than just a planned giving manual, Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language.
Planned Giving in a Nutshell (2010)
Book
By:
Craig C. Wruck
More than just a planned giving manual, Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language.
Fundraising Management: Analysis, Planning and Practice (2009)
Book
By:
Adrian Sargeant and Elain Jay
This comprehensive introduction to fundraising management provides a thorough grounding in the principles underpinning professional practice. Much more than a ‘how-to’ guide, the book critically examines the key issues in fundraising policy, planning and implementation, and introduces the most important management tools available to the modern fundraiser
The Worldwide Fundraiser's Handbook: A Resource Mobilisation Guide for NHOS and Community Organisations (2009)
Book
By:
Michael Norton
This comprehensive introduction to fundraising management provides a thorough grounding in the principles underpinning professional practice. Much more than a ‘how-to’ guide, the book critically examines the key issues in fundraising policy, planning and implementation, and introduces the most important management tools available to the modern fundraiser
Fundraising for Dummies (2010)
Book
By:
John Muntz and Katherine Murray
Fundraising For Dummies , 3rd Edition shows you how to take advantage of the latest strategies and resources available for raising money through everything from special events to online donations, in both good and bad economic times. The authors teach you how to market your organization using the most up–to–date tools and technologies available through the Internet. This expanded edition also offers information about philanthropy and tax law.
The Guide to UK Company Giving 2011-12 (2011)
Book
By:
Denise Lillya
The Guide to UK Company Giving includes details of around 600 companies in the UK that give a combined total of £800m in cash donations to voluntary and community organisations. Also included is information on in-kind support, employee-led support and community contributions.
The Power of Legacy and Planned Gifts: How Nonprofits and Donors Work Together to Change the World (2010)
Book
By:
Kevin Johnson
The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real–world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi–stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals
Twenty catalytic investment to grow the social investment market (2011)
Report
Nesta, Panahpur and UnLtd
The Big Society Finance Fund has supported the development of 20 pilot capital-raisings by social investment intermediaries. This exemplar portfolio, set out in detail in this publication, was chosen to...
Financial Planners as Catalysts for Social Investment (2012)
Report
Nesta
This report is focused on understanding how social investment opportunities may be considered by the segment of the UK wealth management sector that provides regulated investment advice to retail clients...
The UK Social Investment Market: The Current Landscape and a Framework for Investor Decision Making (2012)
Report
Cambridge Associates
While the UK market is often considered a leader in the social investment space, UK institutional investors often struggle to define the context in which to evaluate and move forward...

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