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The ART of Cultivation

The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222. A Act Responsibly. R Respond to the Donor’s Needs. T Take the Time to Listen. Donor #1. Joe Z Bronx, NY. Joe’s Expressed Goals :

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The ART of Cultivation

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  1. The ART of Cultivation

  2. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222

  3. A Act Responsibly

  4. R Respond to the Donor’s Needs

  5. TTake the Time to Listen

  6. Donor #1

  7. Joe Z Bronx, NY

  8. Joe’s Expressed Goals: Consolidate all retirement accounts into one one account at a local bank Wanted assistance with his will Wanted help in trying to deal with his best friend who Joe had given $100,000 without any terms of repayment 4. Wanted help in getting his cable repaired

  9. What We Did For Joe: Established a friendship with Joe Consolidated all retirement accounts into one account at his local bank- Joe’s main objective Suggested a way for Joe to deal with a personal issue involving a close friend 4. Fixed his cable

  10. What Joe Did For The Missions: Gifted the Missions with a Charitable Gift Annuity for $10,000 Received two inquiries on referral from Joe re: annuities Included in his will Continued regular giving Created a friendship with cable co.

  11. Donor #2

  12. Cathy B San Jose, CA

  13. Cathy’s Expressed Goals: Interest in a Charitable Gift Annuity in a large amount Interest in education 3. Interest in friendship

  14. What We Did For Cathy: Explained in detail how Charitable Gift Annuities work Talked about the importance of education Talked about my family Listened to Cathy-about her husband Checked in with Cathy quarterly 6. Invited Cathy to Selma and to stay with me

  15. What Cathy Did For The Missions: Created a lasting personal friendship Cathy has assured us of a large Charitable Gift Annuity Continued regular giving 4. More red blood oranges

  16. Summary Comments: • Treat a donor as a family member • 2. Listen • Understand what a donor is asking • To the extent possible, follow up on • the small things • 5. Realize that often a small donor will • provide for you in their estate

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