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. August 11, 2015. Agenda. Endowment Background. Office of Investments. Asset Allocation. Beta Factors. Capital Market Research. Manager Selection. Ongoing Due Diligence. Termination Decision. Recent Activity. . Disclaimer. This presentation is designed to provide an overview of certain charitable gift instruments. It is not intended to provide legal, tax, investment, or other professional advice. Please obtain the services of a competent attorney or other professional advisor when developing your own charitable giving plans.. 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?. The Acorn Endowment is an . investment. fund that will give off an . annual dividend to help offset some of Acorn’s yearly expenditures.. Why does Acorn Need an Endowment Fund?. Acorn School is a . Budget Authority Training 2014 - 2015. Endowments. Endowments are established through the Office of University Advancement with a donor’s gift and a signed endowment agreement which has been approved by the Board of Regents. . 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. Finance Division Information Exchange. May 28, 2015. Endowment Overview. 700 true and quasi-endowment accounts comprise over 90% of a $600 million long-term investment pool. Investment Pool. (Assets by Type). 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. Planet Philanthropy . 2015. June 7-9, . 2015. The . Hyatt Regency in Jacksonville, . Florida. Jonathan . Gudema. , . Esq., . Principal. , Planned Giving Advisors . LLC. What we’ll cover today. Why. 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. Effect. Past. Expected. Future. Alternative. Nearby additional. Relevant Observed. Current. Multiple Alternative. Our choices . and our satisfaction . are driven by the . comparisons . we . make . Behavioral Economics Concepts. 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.