starting a bequest program from scratch€¦ · starting a bequest program from scratch anne peedom...

Bequests: Planning for the Future

Starting a Bequest Program from Scratch

Anne PeedomManager, Planned GivingMacquarie University

Room 218Thursday, 24th February 2011 12:05 – 1:05 pm


A story in pictures…


In the beginning…A beautiful setting…

Cutting-edge technology…


A vibrant campus life…

…and innovative research


…and the only university to have it’s own train station.


A story in pictures…

Development = Fundraising


…and an invitation.

A clear vision…


• Approx.12,200 over 60.• Approx. 6,600 with contact details.

…and 140,000 alumni.


Now to our strategy…

Our first goal: Launch the Bequest Society

1. Confirm the Launch event elements and timeline2. Confirm the Bequest Society name and Patron3. Develop the Bequest literature4. Develop the webpage5. Determine Bequest status categories…


• Bequest:– Realised– Pending– Confirmed– Intending– Considering

• Integrated with our software


Determine the Launch event elements and timeline…

• Venue and catering• Speakers and briefs• Photography• Invitations• Commemorative pin

for Founding Patrons


Confirm the Bequest Society name and Patron…

The Honourable Dr John F Lincoln, AM


Develop the Bequest literature…


What are your key messages?1. High level endorsement of the Bequest Program


Key message2. Why I made a Bequest to Macquarie University


Key message3. Bequest options


Key message4. How your Bequest will help


Key message5. How a Bequest helped me


Key message6. A call to action


Develop the webpage


The Big Day, 20 October 2009


1964


2011


The Follow-up…• Thank you for coming

– Direction to Launch photos and website.– Have you had a chance to review the bequest material?

• To apologies– Sorry you weren’t able to attend, here is the material we made

available at the Launch.• Deceased discovered/RTS

– Research and database updates.• Web uploads

– Photos


Our program of events…Sculpture Park Tour


Macquarie University Hospital Tour


“Conspiracies of the Egyptian Palace” Lecture


Music on Winter Sundays – Sunday Roast


The Annual Bequestors’ Lunch


Bequest Promotion in the Newsletter…


Stewardship…


Reporting…• Our bequest pipeline

– The “Holy Grail”– Commenced in spreadsheet format– Now automated through our software


Generating bequest leads…• Annual Appeal• ‘Stay In Touch’ fly-sheet with the newsletter• more…


Policies and Procedures…• In consultation with:

– Legal Counsel– Research Office– Scholarship Office– Academic Staff

• To determine documentationfor Fellowships, Conditions of Scholarships, Prizes, etc. resulting from Bequests.


John Lincoln Oral History Project…


Mrs Joan Lincoln

The Lincoln Building


Our story so far…


Next Chapter – Continuing development…

• Maintain our current strategy and add:– Finding ‘lost’ alumni and ex-staff– Benchmarking– Engaging with key influencers (financial planners, legal advisors)– Integration with 50th Anniversary celebrations in 2014

Major SponsorsConference Partner Principal Sponsor

National Corporate Partner

Media Supporters

National Corporate Partner

National Principal Sponsorp p

FIA Corporate Supporter

Awards Sponsors

starting a bequest program from scratch€¦ · starting a bequest program from scratch anne peedom...

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