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YOUR PLANNED GIVING PROGRAM, Such As It Is?

YOUR PLANNED GIVING PROGRAM, Such As It Is?. NYSAIS June 20, 2011. TODAY’S PG TOPICS. NOMENCLATURE & THRESHOLD DEFINITIONS PRIMARY VEHICLES & CURRICULUM RESOURCES NEEDED MEASURING RESULTS. WHAT IS IT?. Planned Giving or Deferred Giving or Gift Planning or __________?

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YOUR PLANNED GIVING PROGRAM, Such As It Is?

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  1. YOUR PLANNED GIVING PROGRAM, Such As It Is? NYSAIS June 20, 2011

  2. TODAY’S PG TOPICS • NOMENCLATURE & THRESHOLD DEFINITIONS • PRIMARY VEHICLES & CURRICULUM • RESOURCES NEEDED • MEASURING RESULTS

  3. WHAT IS IT? • Planned Giving or Deferred Giving or Gift Planning or __________? • Common PG Characteristics: • Smart vs. “Painless” • Multi-step vs. “Complicated” • Doorway to larger gift • Donor Benefits • Back Burner Resident

  4. PRIMARY VEHICLES • Appreciated Assets • Securities, Real Estate, Retirement Plans • Bequests • “Retained” Benefits • Remainder Trusts • Lead Trusts • Gift Annuities

  5. CURRICULUM • A modicum of promotion • One donor at a time • Interests, devotion, loyalty • Financial circumstances • Timing • Leadership • Stewardship & legacy societies

  6. RESOURCES? • Estate Planning & Tax Expert? • Staffing FTEs? • Publications? • Website? • Time? • THREE A’s: AWARENESS, ATTENTION, and ASSESSMENT

  7. MEASUREMENT • The right sort of goals • A.I.M.S. • Long range and intermediate • Leadership-owned • Multi-faceted • Calendar & check-points • Analysis & adjustment

  8. RIGHT NOW • Set Up Your Own Planned Gift • Put Together the “Top 25” PG Prospect Portfolio • Launch a Mini-Series Documentary of One PG Donor • Talk to Your Board About PG Impact & Annual Goals

  9. YOUR PLANNED GIVING PROGRAM, Such As It Is? NYSAIS June 20, 2011

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