PPT-Planned Giving

Thomas P Holland PhD Professor UGA Institute for Nonprofit Organizations Kelly C Holloway Attorney Fortson Bentley amp Griffin What is Planned Giving A planned gift is a donors commitment to contribute assets in such a way that the organization does not expect to have use of the donors 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. 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. 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. 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?. 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. 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.