Copyright Marts & Lundy

YOUR PLANNED GIVING PROGRAM, Such As It Is?

NYSAISJune 20, 2011

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TODAY’S PG TOPICS• NOMENCLATURE & THRESHOLD

DEFINITIONS

• PRIMARY VEHICLES & CURRICULUM

• RESOURCES NEEDED

• MEASURING RESULTS

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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

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PRIMARY VEHICLES• Appreciated Assets

– Securities, Real Estate, Retirement Plans

• Bequests

• “Retained” Benefits– Remainder Trusts– Lead Trusts– Gift Annuities

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CURRICULUM• A modicum of promotion

• One donor at a time– Interests, devotion, loyalty– Financial circumstances– Timing

• Leadership

• Stewardship & legacy societies

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RESOURCES? • Estate Planning & Tax Expert?• Staffing FTEs?• Publications?• Website?• Time?• THREE A’s:

AWARENESS, ATTENTION, and ASSESSMENT

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MEASUREMENT• The right sort of goals

– A.I.M.S.– Long range and intermediate– Leadership-owned– Multi-faceted

• Calendar & check-points

• Analysis & adjustment

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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

Copyright Marts & Lundy

YOUR PLANNED GIVING PROGRAM, Such As It Is?

NYSAISJune 20, 2011