PPT-Primer Section III : Irrevocable Planned Gifts

Charitable Gift Annuities LIFE INSURANCE CHARITABLE TRUSTS Suzanne Zolfo cspg 2013 Western Regional Planned Giving Conference Party at 600 if you stay awake Very common irrevocable planned gift. for Libraries. Prepared by Christine Graham . The Perfect Recipient of a Planned Gift. When people plan a lifetime gift, they usually want:. A. long history and a familiar cause. A. ssured continuity. Kathleen . Diemer. , CFRE. NCGPC Luncheon . December 9, 2015. Special Recognition. The Kathleen . Diemer. Presentation Disclaimer. Our Work is Changing. The Way We Were. Say Goodbye to Tchotchkes. Say Hello to Technology. 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. . 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.. 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. 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. Spiritual Gifts. . 1 1 Corinthians 2:14 . The person without the Spirit does not accept the things that come from the Spirit of God but considers them foolishness, and cannot understand them because they are discerned only through the Spirit.. Spiritual Gifts. . 1 1 Corinthians 2:14 . The person without the Spirit does not accept the things that come from the Spirit of God but considers them foolishness, and cannot understand them because they are discerned only through the Spirit.. Viken Mikaelian, CEO. PlannedGiving.Com. 1. If you’re not asking your prospects for planned . gifts. . … someone . else is.. Eventually that “someone else” will steal your . ca. $. h. . gifts, too.. 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. 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. .