PPT-Endowment Building and Planned Giving

Susannah Weis Frigon CFP Vice President Investor Relations Why Endowments From Your Perspective Perpetual support of mission and vision Reliable quantifiable income stream Ability to handle planned gifts. no problem. . Gwen Fairchild, CAP®. Director of Planned Giving. LSU Foundation. Bequests. #1 Planned Gift to any charity. 90% of planned gifts come from bequests. Includes wills, trusts, living trusts, beneficiary designations such a. Ask for help!. www.ErieGivingPledge.org. Susannah . Weis Frigon, CFP®. VP of Investor Relations. The Erie Community Foundation. sfrigon@eriecommunityfoundation.org. (814) 454-0843. Adam . C. Bratton. Presented by: Elisa M. Smith, CPA/PFS. Presented for: community foundation . of. greater fort . wayne. Presented on: October 7, 2015. OVERVIEW OF PRESENTATION. . Why you NEED a Planned Giving Program/Who Makes Planned Gifts. John Perris . Finance Committee Chairperson. Church . Norms . require each . Parish . to undertake a renewal of its . Planned Giving Program every . 3 years. 2010. 2011. Difference. Envelopes. 139,700. Planned . Giving Program. Presented by: . Dan Pritchard. Director, Planned & Major Gifts. Society of the Little Flower. 630-719-2242. dan.pritchard@littleflower.org. What’s Happening to Planned Giving Officers These Days?. Marketing Planned Gifts. Philip M. Purcell, JD. Ball State University Foundation. ppurcell@bsu.edu. Copyright 2012@All rights reserved.. .. Finding Needles in a Haystack: Marketing Planned Giving. The Lost Symbol?. Making the Ask. Presented by: . Pamela Jones Davidson, J.D.. President of Davidson Gift Design. 2. “. What do you want . YOUR legacy to be?”. The Role of the “Solicitor/Asker”:. . The Essence of Planned Giving. Kathryn W. Miree & Associates, Inc.. What We’ll Cover. We will begin with the role of endowment.. Then, we’ll go through the process of building an endowment in five steps.. Building endowment requires a proactive process.. no problem. . Gwen Fairchild, CAP®. Director of Planned Giving. LSU Foundation. Bequests. #1 Planned Gift to any charity. 90% of planned gifts come from bequests. Includes wills, trusts, living trusts, beneficiary designations such a. Marketing Planned Gifts. Philip M. Purcell, JD. Ball State University Foundation. ppurcell@bsu.edu. Copyright 2012@All rights reserved.. .. Finding Needles in a Haystack: Marketing Planned Giving. The Lost Symbol?. Beginning. Gary W Dodge, . CSPG. Director Planned Giving & Trust Services. General Conference of Seventh-day Adventist. World Church Headquarters. 12501 Old Columbia Pike. Silver Spring, Maryland, USA, 20904. Gary W Dodge. , . CSPG. Director Planned Giving & Trust Services. General Conference of Seventh-day Adventist. World Church Headquarters. 12501 Old Columbia Pike. Silver Spring, Maryland, USA, 20904. Philip M. Purcell, JD. Ball State University Foundation. ppurcell@bsu.edu. Copyright 2012@All rights reserved.. .. The Case for Planned Giving. for your Organization. Source: Urban Institute, National Center for Charitable Statistics, Core Files (2008) in Kennard Wing, Katie L. Roeger, Thomas H. Pollak, The Nonprofit Sector in Brief: Public Charities, Giving and Volunteering, Urban Institute, 2010. & Giving USA 2011. . no problem. . Gwen Fairchild, CAP®. Director of Planned Giving. LSU Foundation. Bequests. #1 Planned Gift to any charity. 90% of planned gifts come from bequests. Includes wills, trusts, living trusts, beneficiary designations such a.