Developing a Strategic Planned Giving Program Workshop
Learn how to effectively establish and promote a planned giving program from scratch at the Hive Workshop on August 4, 2020. Discover strategies for identifying resources, securing initial gifts, and setting the stage for successful gift acceptance. Gain insights on defining planned giving, engaging donors, and equipping staff for long-term success.
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Presentation Transcript
Starting a Planned Starting a Planned Giving Program Giving Program from Scratch from Scratch The Hive Workshop - August 4, 2020
Objectives: Identify the resources you need to effectively and confidently promote planned gifts How to prioritize your time and resources especially when PG is not all you do How to secure the first gifts The Hive Workshop - August 4, 2020
Why a Planned Giving Program? How we re defining planned giving Hope is not a strategy Average value of bequests Impact on engagement/annual fund The Hive Workshop - August 4, 2020
Setting the Stage Gift Acceptance Policies Internal and Board Buy-in Key elements Statement of values Current gifts Legacy gifts Conditions and agreements Acknowledgment The Hive Workshop - August 4, 2020
Setting the Stage What kind of gifts Bequests Gifts from Retirement Accounts CGA s when should you get your own license? Real Estate Other The Hive Workshop - August 4, 2020
Setting the Stage Equipping Staff Roles Capacity Building Equipping Board Roles Capacity Building Legacy Society? The Hive Workshop - August 4, 2020
Technical Resources Marketing Software: Planning/Technical CSM/Donor Management Legal and Accounting The Hive Workshop - August 4, 2020
Identifying Prospects FOUNDER(S) BOARD CURRENT AND FORMER EXISTING DONORS The Hive Workshop - August 4, 2020
Marketing Marketing Letter to key prospects inviting them to be founding members Website & Social Media Response Forms Launch event The Hive Workshop - August 4, 2020
Messaging Messaging Should be about the giver Leave a Legacy Avoid language that leads prospect to hear Your Impending Death
Questions? The Hive Workshop - August 4, 2020
Resources Professional Networking Resources: Technical: Software/Planning San Diego Planned Giving Partnership: sdpgp.org PG Calc: pgcalc.com Also a great resource for webinars & Marketing AFP San Diego Chapter: community.afpnet.org/afpcasandiegochapter/home Crescendo: crescendointeractive.com Alsoa great resource for webinars and marketing North County Philanthropy Council: ncphilanthropy.org National Association of Charitable Gift Planners: charitablegiftplanners.org -- CGP Link Online Community, National Conference on Planned Giving and many other resources The Hive: leichtag.org/the-hive Miscellaneous: Marketing Resources: IRS.gov Stelter: stelter.com American Council on Gift Annuities: acga-web.org PlannedGiving.com Legacy.com -- for obituaries/ decedents Pentera -- Pentera.com Planned Giving Design Center: pgdc.com The Hive Workshop - August 4, 2020
Thank You! Thank You! LINDA SPUCK, CTFA Principal Linda Spuck Consulting linda@philanthropyguidance.com JEREMY PEARL, J.D., LL.M. Executive Vice President and Chief Financial Officer Jewish Community Foundation Jeremy@jcfsandiego.org The Hive Workshop - August 4, 2020
