280 likes | 386 Views
LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th , 2013. Gary MacDonald. Session # 1 - Landscape. Perspective. Your World. 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?. 4 types of Givers.
E N D
Your World 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?
4 types of Givers • Tippers • Buyers • Donors • Investors
Missing Below the Water Line Urgency & Gifts
Urgency “The Window” 65+ Civic Generation (Born before or during WW2)
15 Billion over next 15 years Anticipated in Legacy gifts in Canada
Average Legacy Gift – $20,000Compare$35 yearly direct mail gift X 571 Years = $20,0001 – $20,000 in Will
Table Talk Do you have a, ”Jacqueline Murphy” who supports your organization?
Suggestions to Identify# 1 Age. 65+ (40 – 50 good prospects for tip of iceberg)
Suggestions to Identify# 2 Hit Parade Top 10 list Deeply committed to your cause Has faith and trust in the organization Loves vision with impact evident
Suggestions to Identify# 3 Open to Bequest
Suggestions to Identify# 4 Family Comes First
Ask Preparing the staff, board and volunteers
Session # 5 Now What? People Resources Training Partnerships Warning / Caution First Steps
People - Volunteer Driven Selecting the right volunteers (Criteria) Character Listener Connector Committed to a legacy gift personally Knows little about planned giving Not a current financial planner
Resources Printed Material Video’s Online Resources List of approved Lawyers & Financial Advisors Business Card with Volunteer’s Name Other?...
Training • Volunteer is selected and screened • Should be aware of the organization • Coached in articulating the impact clearly • Give volunteer access to Leave a Legacy Group for networking and support.
Partnerships • Southeastern Ontario monthly meetings • Access to other charities and partners to ask questions • Leave a Legacy National Website • Other partnerships…
Warning / Caution • Be aware of undue influence with the potential donor • Directing someone to a specific partner (Lawyer or Advisor) • Directing someone to a specific product (I.E. ONLY insurance)
First Steps • Start with yourself • Board • Staff (when appropriate) • Volunteers and former board members • Build legacy giving into all communications (I.E. Have you considered) • Focus on narrative (stories) and get coached is needed. Remember that your sharing impact not process. • Add to your web site and include legal name and charity #