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

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How to Do Planned Giving When Planned Giving Isnt 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. - PowerPoint PPT Presentation

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Planned Giving Program

Presentation by:John C. Scibek, CSPGSenior Director, Planned GivingFred Hutchinson Cancer Research Center

How to Do Planned Giving When Planned Giving Isnt All You Do1What 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.2What Planned Giving IsntNot only for those with wealthy donors - millionaire next door. Doesnt require staff with tax and legal credentials. Dont have to offer the full menu of planned giving.3

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2011 contributions: $298.42 billion by source of contributions(in billions of dollars all figures are rounded)Source: Giving USA 20122011 contributions: $298.42 billion by type of recipient organization(in billions of dollars all figures are rounded)Source: Giving USA 2012It would be great if I could increase my current income.I receive no income from some of my assets. Can I make them more productive?Are there methods to avoid probate without a complex estate plan?Im worried about running out of money after I retire.

Adapted from Robert F. Sharpe, Jr.

The Presence and Timing of Charitable Estate Planning: New Research Findings Russell N. James, III, JD, PhD, CFPDirector of Graduate Studies in Charitable Planning at Texas Tech UniversityTotal Estate ValueAnnual Giving Multiple