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How to Do Planned Giving When Planned Giving Isn’t All You Do. Presentation by: John C. Scibek, CSPG Senior Director, Planned Giving Fred Hutchinson Cancer Research Center. What Is Planned Giving?. Gifts that require planning - legal instrument. Giving from wealth not just income.

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how to do planned giving when planned giving isn t all you do

How to Do Planned Giving When Planned Giving Isn’t All You Do

Presentation by:

John C. Scibek, CSPGSenior Director, Planned GivingFred Hutchinson Cancer Research Center

slide2

What Is Planned Giving?

  • Gifts that require planning - legal instrument.
  • Giving from wealth not just income.
  • Gifts include:
    • Appreciated securities bonds.
    • Bequests from wills and trusts.
    • Beneficiary designations in life insurance policies, investment, retirement, and banking accounts.
    • Real estate and business ownership interests.
slide3

What Planned Giving Isn’t

  • Not only for those with wealthy donors - “millionaire next door.”
  • Doesn’t require staff with tax and legal credentials.
  • Don’t have to offer the full “menu” of planned giving.
slide8

2011 contributions: $298.42 billion

by source of contributions

(in billions of dollars – all figures are rounded)

Source: Giving USA 2012

slide9

2011 contributions: $298.42 billion

by type of recipient organization

(in billions of dollars – all figures are rounded)

Source: Giving USA 2012

slide10

“It would be great if I could increase my current income.”

“Are there methods to avoid probate without a complex estate plan?”

“I receive no income from some of my assets. Can I make them more productive?”

“I’m worried about running out of money after I retire.”

slide20

“The Presence and Timing of Charitable Estate Planning: New Research Findings”

Russell N. James, III, JD, PhD, CFP®

Director of Graduate Studies in Charitable Planning at Texas Tech University

slide21

Segment your hottestplanned giving prospects

  • Select those with the highest loyalty.
  • Refine by financial engagement:
    • High annual giving, low cumulative.
    • High cumulative giving, low annual
    • High annual giving and high cumulative.
slide31

Thank You!

John C. Scibek, CSPGSenior DirectorPlanned GivingFred Hutchinson Cancer

Research CenterMail Stop J5-200

PO Box 19024Seattle, WA 98(206) 667-2878 jscibek@fhcrc.org