This guide is an overview of deferred giving techniques and best practices for those who are planning to launch a formal program or just looking for new ideas. Developed in partnership with the National Association of Independent Schools, this guide was written by a seasoned professional who understands the constraints on independent school time and budgets. Other topics in this series are:
Douglas R. Gortner is the director of development at The Putney School. After working as an international underwriter, a trust officer and a commercial banker, he started his development career by launching deferred giving programs at Deerfield Academy and, later, at the Chicago Symphony Orchestra. Since 1991, he has served as director of development and alumni affairs at the University of Toronto (graduate school), executive director of the McMichael Canadian Art Foundation and director of advancement at a small day-boarding school in Pennsylvania.
Published: 2005 Format: Book (PDF file)