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LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th , 2013

LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th , 2013. Gary MacDonald. Session # 1 - Landscape. Perspective. Your World. 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?. 4 types of Givers.

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LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th , 2013

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  1. LEAVE A LEGACYEVENT FOR THE NON-PROFIT SECTORMay 30th, 2013

  2. Gary MacDonald

  3. Session # 1 - Landscape

  4. Perspective

  5. Your World 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?

  6. 4 types of Givers • Tippers • Buyers • Donors • Investors

  7. New Perspective

  8. Missing Below the Water Line Urgency & Gifts

  9. Urgency “The Window” 65+ Civic Generation (Born before or during WW2)

  10. 15 Billion over next 15 years Anticipated in Legacy gifts in Canada

  11. Average Legacy Gift – $20,000Compare$35 yearly direct mail gift X 571 Years = $20,0001 – $20,000 in Will

  12. Requires PatienceNot Instant Gratification

  13. Session # 2 -Opportunity

  14. Table Talk Do you have a, ”Jacqueline Murphy” who supports your organization?

  15. Suggestions to Identify# 1 Age. 65+ (40 – 50 good prospects for tip of iceberg)

  16. Suggestions to Identify# 2 Hit Parade Top 10 list Deeply committed to your cause Has faith and trust in the organization Loves vision with impact evident

  17. Suggestions to Identify# 3 Open to Bequest

  18. Suggestions to Identify# 4 Family Comes First

  19. Ask Preparing the staff, board and volunteers

  20. Session # 5 Now What? People Resources Training Partnerships Warning / Caution First Steps

  21. People - Volunteer Driven Selecting the right volunteers (Criteria) Character Listener Connector Committed to a legacy gift personally Knows little about planned giving Not a current financial planner

  22. Resources Printed Material Video’s Online Resources List of approved Lawyers & Financial Advisors Business Card with Volunteer’s Name Other?...

  23. Training • Volunteer is selected and screened • Should be aware of the organization • Coached in articulating the impact clearly • Give volunteer access to Leave a Legacy Group for networking and support.

  24. Partnerships • Southeastern Ontario monthly meetings • Access to other charities and partners to ask questions • Leave a Legacy National Website • Other partnerships…

  25. Warning / Caution • Be aware of undue influence with the potential donor • Directing someone to a specific partner (Lawyer or Advisor) • Directing someone to a specific product (I.E. ONLY insurance)

  26. First Steps • Start with yourself • Board • Staff (when appropriate) • Volunteers and former board members • Build legacy giving into all communications (I.E. Have you considered) • Focus on narrative (stories) and get coached is needed. Remember that your sharing impact not process. • Add to your web site and include legal name and charity #

  27. Q & A

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