PPT-Stewarding Planned Gifts and Engaging Planned Giving Donors

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. o. f a Lifetime. Who, When, What, How & How Long. Objectives. Who Makes Planned Gifts?. When Key Decisions Are Made. How to Raise the Topic?. What Types of Marketing Work?. Identify Timeframe Involved. 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).. 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. March 2016. Laurie Jarrett Rogers. lcjr@me.com. Donor Retention. Story Telling and Donor Retention… . Go hand in hand. No coincidence that these are two hottest topics in NP research and focus. Donor Retention. entrusted into the. congregation’s care. By God. By God’s people. Stewarding that which has been entrusted into . the congregation’s care. “Stewardship” in the development world. Congregational size and congregational history are major factors in this area. P. resentation for the VT Department of Libraries . by Christine Graham. Fall 2015. Concepts. Basic rules and methods of fundraising apply to all types of organizations. Like most things, your fundraising will benefit from:. Clark Moore . Sources of Support . CORPORATE . SUPPORT. DIGITAL (ONLINE) FUNDRAISING . DIRECT MAIL (FOR ANNUAL GIVING, MEMBERSHIP, ETC.) . EARNED INCOME (CONTRACTS, ETC.) . GRANTS . MAJOR GIFTS. SPECIAL EVENTS. 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.. 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?. 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. ARNAB ACHARYA, MELISA MARTINEZ ALVAREZ, JOSEPHINE BORGHI, LEONDARO . Arregoces. and CATHARINE . pitt. . Work in Progress. Tlaxcala , . mexico. THIS PRSENTATION. INTRODUCTION: Aid giving in general.