1 / 16

PLANNED GIVING MADE EASY

PLANNED GIVING MADE EASY. Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting. Key Points. Relationships Patience Persistence No need to be an expert Organizational mission. Agenda. Why Planned Gifts? Groundwork

georgia-robertson
Télécharger la présentation

PLANNED GIVING MADE EASY

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. PLANNED GIVING MADE EASY Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting

  2. Key Points • Relationships • Patience • Persistence • No need to be an expert • Organizational mission

  3. Agenda • Why Planned Gifts? • Groundwork • What are Planned Gifts? • Where to Focus • Marketing/Asking • When a Gift is Made

  4. Can You Afford Not to Have a Planned Giving Program? • Intergenerational transfer of wealth • Builds reserves

  5. Turning Taboos on Their Heads • Reflects values and priorities • Helps family and friends • Social justice framework

  6. Before You Start, Consider: • Base of donors • Case for support • Organizational leaders’ support

  7. Foundation for Planned Giving Program • Policies • Bequest language • Leaders make gifts • Legacy society • Advisors

  8. Types of Estate Gifts • Bequests: Wills and Trusts • Beneficiary designations • Personal property • Life income gifts

  9. Types of Estate Gifts • Bequests: Wills and Trusts • Beneficiary designations • Personal property • Life income gifts

  10. Focus on Bequests & Beneficiary Designations • 80-90% of planned gifts are bequests • Easy for donors to understand and execute • Don’t require expertise • Easy to receive gifts

  11. Spreading the Word • Existing communications • Simple flyer or brochure • Direct mail • Face to face meetings

  12. “I Can’t Talk About That!” • “You’re obviously committed to our work. . .” • “We’re asking all of our longtime supporters. . .” • “I’m curious. Where do we fall in your priorities?”

  13. “I Can’t Talk About That!” • “I’ve remembered (name) in my estate. . . .” • “Your annual gifts make a big difference now. Have you thought about making a difference in the future?”

  14. If a Donor Says. . . • “I’ll think about it.” • “I need to take care of my family.” • “Will you help me find a lawyer?”

  15. When a Donor Makes a Gift • Special thank you • Call or visit • Invitations to events • Cultivate regularly

  16. When a Gift “Matures” • Attorney, executor, trustee • Condolence letter • Remove from mailing list • Ticklers • Check for restrictions • Newsletter article

More Related