PPT-Planned and Endowment Giving

Marketing Planned Gifts Philip M Purcell JD Ball State University Foundation ppurcellbsuedu Copyright 2012All rights reserved Finding Needles in a Haystack Marketing Planned Giving The Lost Symbol. Overview and Magnitude. Russell James, J.D., Ph.D., CFP®. Director of Graduate Studies in Charitable Planning Texas Tech University. Planned giving: Any charitable giving other than a simple, immediate gift of money to charity. Often involves tax and legal planning.. decades. -.  . set . in the context of other . data. Dr Bev Botting. Head of Research and Statistics. Archbishops’ Council. 1924. 90 years ago, what was the average annual contribution to the church on the basis of the Electoral Roll?. 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. Thomas P. Holland, Ph.D., Professor. UGA Institute for Nonprofit Organizations. Kelly . . C. Holloway. , Attorney. Fortson, Bentley & Griffin. What is Planned Giving?. A planned gift is a donor’s commitment to contribute assets in such a way that the organization does not expect to have use of the donor’s gift until some time in the future. Usually, the donor reserves use and enjoyment of the assets for a lifetime or a series of lifetimes (spouse or children).. 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?. 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. . 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?. 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. 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. 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). 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. .