PPT-PLANNED GIVING ESSENTIALS

Presented by Elisa M Smith CPAPFS Presented for community foundation of greater fort wayne Presented on October 7 2015 OVERVIEW OF PRESENTATION Why you NEED a Planned Giving ProgramWho Makes Planned Gifts. 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. 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?. 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:. 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.