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PLANNED GIVING MADE EASY

PLANNED GIVING MADE EASY. Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting. Key Points. Relationships Patience Persistence No need to be an expert Organizational mission. Agenda. Why Planned Gifts? Groundwork

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PLANNED GIVING MADE EASY

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  1. PLANNED GIVING MADE EASY Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting

  2. Key Points • Relationships • Patience • Persistence • No need to be an expert • Organizational mission

  3. Agenda • Why Planned Gifts? • Groundwork • What are Planned Gifts? • Where to Focus • Marketing/Asking • When a Gift is Made

  4. Can You Afford Not to Have a Planned Giving Program? • Intergenerational transfer of wealth • Builds reserves

  5. Turning Taboos on Their Heads • Reflects values and priorities • Helps family and friends • Social justice framework

  6. Before You Start, Consider: • Base of donors • Case for support • Organizational leaders’ support

  7. Foundation for Planned Giving Program • Policies • Bequest language • Leaders make gifts • Legacy society • Advisors

  8. Types of Estate Gifts • Bequests: Wills and Trusts • Beneficiary designations • Personal property • Life income gifts

  9. Types of Estate Gifts • Bequests: Wills and Trusts • Beneficiary designations • Personal property • Life income gifts

  10. Focus on Bequests & Beneficiary Designations • 80-90% of planned gifts are bequests • Easy for donors to understand and execute • Don’t require expertise • Easy to receive gifts

  11. Spreading the Word • Existing communications • Simple flyer or brochure • Direct mail • Face to face meetings

  12. “I Can’t Talk About That!” • “You’re obviously committed to our work. . .” • “We’re asking all of our longtime supporters. . .” • “I’m curious. Where do we fall in your priorities?”

  13. “I Can’t Talk About That!” • “I’ve remembered (name) in my estate. . . .” • “Your annual gifts make a big difference now. Have you thought about making a difference in the future?”

  14. If a Donor Says. . . • “I’ll think about it.” • “I need to take care of my family.” • “Will you help me find a lawyer?”

  15. When a Donor Makes a Gift • Special thank you • Call or visit • Invitations to events • Cultivate regularly

  16. When a Gift “Matures” • Attorney, executor, trustee • Condolence letter • Remove from mailing list • Ticklers • Check for restrictions • Newsletter article

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