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October 27, 2015

YWCA Planned Gifts/ Endowment Funds Securing Our Future. YWCA USA Fund Development Affinity Group. October 27, 2015. Our Agenda Today. Welcome and Intro PowerPoint Rita Ryder

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October 27, 2015

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  1. YWCA Planned Gifts/ Endowment Funds Securing Our Future YWCA USA Fund Development Affinity Group October 27, 2015

  2. Our Agenda Today Welcome and Intro PowerPoint Rita Ryder Two Local Association Heather Finley, CEO Experiences/Approaches YWCA San Diego County Mary Reardon Johnson, ED YWCA Western Mass Resources for you Rita Q & A , Discussion Everyone

  3. What Are We Talking About? • Planned Gift: A “larger” gift to: • Annual fund/special project • Capital campaign • Endowment fund • Endowment Fund: • Principal intact • Annual distribution to operating fund To

  4. Endowments: What Are Local YWCAs Doing? • 145 (64%) have endowment funds (or Board-restricted funds operating as endowment) • Total funds: $345 million • Size of endowment funds: • Under $100,000: 13% • $100,000 to $1 million: 48% • $1 million-$5 million: 25% • 14 YWCAs (10%) … ½ of total funds

  5. Our Planned Giving CaseIntegrate into Ongoing Communications

  6. Our Most Likely ProspectsFocusing Our Efforts

  7. Our Endowment High Priority Prospects • YWCA Board Members • Board Alumnae…”Emeritus” • Consistent donors, regardless gift size • Major Donors • Long term staff alumni (and current senior staff) • Volunteers, special relationships • Other: age, family, resources, other philanthropic interests

  8. Where There’s a Will, There’s the YWCA!Promoting Your YWCA Endowment • Board Campaign: 100% participation • Add-on to Annual Fund Drives: “Everyone can leave a legacy” • Add-on to Capital Campaigns: “Protect your investment” • Include Endowment messages in all communications, e.g.. website (go to www.ywcabham.org. Click on “Ways to Give” then “Planned Giving”) • Create materials e.g. “Guide to YWCA Planned Giving” • Develop/distribute “Gift Notification/Intent Form” • Create a “legacy society”

  9. Benefits Now and Latter

  10. Phasing In Your Endowment Program As Resources Permit

  11. Let’s Hear From Local Associations • Heather Finlay, CEO YWCA San Diego County • Mary Reardon Johnson, ED YWCA Western Mass • All of you!!

  12. Resources/Tools • Full PowerPoint from this webinar: go to YWCA Intranet: Webinars on Demand”, Nov. 2013 • Endowment/Planned Giving Workshop at the Feb. 3-5 YWCA Leadership and Capacity Building Institute in Palm Springs. Presenter: Beth McCaw, CEO of Washington Women’s Foundation. • Example of a Planned Gift Notification Form • Sample letter for Board Endowment Campaign • Planned Giving Committee Job Description

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