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. 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. August 11, 2015. Agenda. Endowment Background. Office of Investments. Asset Allocation. Beta Factors. Capital Market Research. Manager Selection. Ongoing Due Diligence. Termination Decision. Recent Activity. 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. 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. 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. . 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. Duncan Laing . 7 November 2013. Local Authority Property Association Conference New Plymouth. Introduction. What is endowment land?. How to establish . if land is endowment. Sale of endowment land. Statutory requirements. 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. . Lunch-n-Learn : Endowment & Investment Accounting Presented By: EIA Team March 29, 2012 Terminology Highlights A True endowment (TE) is a transfer of money or property donated to the University whose donor has stipulated the fund principal must remain inviolate and only the payout may be expended or alternatively reinvested. This allows for the donation to have an impact over a longer period of time than if it were spent for current use all at once. Aspiration: Resilience and Human Flourishing in Older Lives . Prince Endowment Research . GSSW Gerontology Initiative . Six Resiliency Research Areas/Four Research Teams. Behavioral health of residents and families (Team #1).