The Manual
PlannedGiving.com is widely regarded as the #1 sample policy and procedures manual for
promoting and accepting non-cash gifts. The manual is easy to read, accurate and
authoritative. It is available on 3.5" diskettes as a word-processing document in MS Word
format*. The document can be easily personalized throughout with the name of your non-profit
organization, and readily adapted to the needs of each charity.

The PlannedGiving.com software is a unique 50 page desk manual document which includes
the following for each major type of planned gift:

  • suggested policies and procedures
  • marketing concepts
  • tax issues and
  • graphic or pictorial illustrations.

These features are combined in one policy manual in order to place each gift vehicle in proper
perspective for board members, volunteers, staff and others.

*Microsoft Word for Windows is required to edit and print the manual.
The Author


T. Joseph McKay
About the Manual & the Author
The author of the manual,
T. Joseph McKay, JD, CPA,
CLU
Joe McKay is a planned giving consultant based in Detroit, MI. Since the start of his
development career in 1986, he has served as the planned giving officer for nationally
recognized higher education and healthcare organizations, including the:   

  • LDS Foundation at Brigham Young University (BYU)
  • University of New Mexico (UNM) Foundation as Associate Director of Development and
    Director of Trusts and Bequests
  • Baylor College of Medicine as the Senior Director of Gift Planning
  • Catholic Healthcare West as the Vice President for Fund Development, overseeing five
    regional planned giving officers serving 40+ hospitals and 23 fundraising foundations,
    and
  • Henry Ford Health System as Director of Gift Planning in a "boutique" development office
    serving donors in Southeastern Michigan.

Earlier at BYU he was a key participant in the working group that developed a unique policy
manual format incorporating marketing concepts, and tax issues along with the policies and
procedures and graphic illustrations for each type of planned giving vehicle. This format later
became the hallmark of the PlannedGiving.com Policy Manual.

Joe is a frequent speaker on development topics, including "Gift Acceptance Policy Manual:
Powerful Tool to Mobilize Planned Giving While Minimizing Risk" which he first presented at the
Ninth National Conference on Planned Giving in Chicago. He is a member of the Planned
Giving Roundtable of Southeastern Michigan and is the past president of the Planned Giving
Council of Houston.