PPT-Planned Giving

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. 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?. 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).. 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. John Perris . Finance Committee Chairperson. Church . Norms . require each . Parish . to undertake a renewal of its . Planned Giving Program every . 3 years. 2010. 2011. Difference. Envelopes. 139,700. 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. 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?. 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. Regularly. - . First day of the . week I Corinthians 16:1-2. Individually. . - I . Corinthians . 16:1-2 . ". As God hath . prospered” . I Corinthians 16:2. Purposefully, not haphazardly . 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. A Quality Improvement Program at the Foundation for Health Care Quality. . Hospital Name. Date . of Presentation. Disclosures. The speakers have no conflicts of interest to disclose. Support from:.