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How to Do Planned Giving When Planned Giving Isn’t All You Do

How to Do Planned Giving When Planned Giving Isn’t All You Do. Presentation by: John C. Scibek, CSPG Senior Director, Planned Giving Fred Hutchinson Cancer Research Center. What Is Planned Giving?. Gifts that require planning - legal instrument. Giving from wealth not just income.

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How to Do Planned Giving When Planned Giving Isn’t All You Do

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  1. How to Do Planned Giving When Planned Giving Isn’t All You Do Presentation by: John C. Scibek, CSPGSenior Director, Planned GivingFred Hutchinson Cancer Research Center

  2. What Is Planned Giving? • Gifts that require planning - legal instrument. • Giving from wealth not just income. • Gifts include: • Appreciated securities bonds. • Bequests from wills and trusts. • Beneficiary designations in life insurance policies, investment, retirement, and banking accounts. • Real estate and business ownership interests.

  3. What Planned Giving Isn’t • Not only for those with wealthy donors - “millionaire next door.” • Doesn’t require staff with tax and legal credentials. • Don’t have to offer the full “menu” of planned giving.

  4. 2011 contributions: $298.42 billion by source of contributions (in billions of dollars – all figures are rounded) Source: Giving USA 2012

  5. 2011 contributions: $298.42 billion by type of recipient organization (in billions of dollars – all figures are rounded) Source: Giving USA 2012

  6. “It would be great if I could increase my current income.” “Are there methods to avoid probate without a complex estate plan?” “I receive no income from some of my assets. Can I make them more productive?” “I’m worried about running out of money after I retire.”

  7. Adapted from Robert F. Sharpe, Jr.

  8. “The Presence and Timing of Charitable Estate Planning: New Research Findings” Russell N. James, III, JD, PhD, CFP® Director of Graduate Studies in Charitable Planning at Texas Tech University

  9. Segment your hottestplanned giving prospects • Select those with the highest loyalty. • Refine by financial engagement: • High annual giving, low cumulative. • High cumulative giving, low annual • High annual giving and high cumulative.

  10. Thank You! John C. Scibek, CSPGSenior DirectorPlanned GivingFred Hutchinson Cancer Research CenterMail Stop J5-200 PO Box 19024Seattle, WA 98(206) 667-2878 jscibek@fhcrc.org

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