Planned Giving 101
5 Steps to Planned Giving
Set Your Goals!
S.M.A.R.T Goals – Specific, Measureable, Attainable, Realistic, Timely
http://topachievement.com/smart.html
Article: 5 Simple Planned Giving Tips To Implement Right Now
http://www.nonprofitpro.com/article/5-simple-planned-giving-tips-implement-right-now/
5 Steps:
Step 1 – Your Tool Box: Identify planned giving program tools every organization should have in place. Finalize your goals for starting or improving your planned giving program.
Sample Bequest Form Link
Gift Agreement, Gift Acceptance Policy and Investment Policy
https://charitablegiftplanners.org/resources/model-planned-giving-policies-and-procedures
Article “Are you Ready for Planned Giving?”
http://www.pppnet.org/resource/ready-gg.html
All You Need for Planned Giving You Learned in Kindergarten (available for purchase)
Workbook for Gift Planners – A complete document from A to Z for planned giving
Prospective Donor – Finding Donors for Bequests
http://nonprofit.about.com/od/fundraising/a/bequestdonors.htm
Step 2 – Type of Gifts
Intro to types of gifts
Intro to types of gifts presentaiton
The Perfect Planned Giving Cheat Sheet and other resources
http://www.plannedgiving.com/index.php/resources-free-downloads
Typical Donor Characteristics Table
http://www.plannedgiving.com/downloads/fd_donorcharactertable.pdf
Speaker: Donor advised funds
Types of gifts summary
Gifts of Ownership Interest
Special Assets Letter of Understanding
Step 3 – The Marketing Plan
Bring your bequest form to share
Board involvement
Media, social media, website
Mailings, forms
Marketing Materials – Planned giving marketing materials under the Leave a Legacy logo that our organization was founded under – Great marketing pieces!
http://www.leavealegacy.org/MediaCenter/index.asp
Marketing Downloads and Tools
http://www.plannedgiving.com/downloads-tools
Step 4 – Asking the Ask
Contacting donors
Making the ask
Questions To Start Gift Planning
Greg Sharkey Bio 2105
Step 5 – Recognizing Donors & Going Forward
Stewardship/resource
Recognition
Legacy/Society/The Club
Gift Acceptance
Saying Thank You