the power of the narrative in legacy giving the missing piece gary macdonald afp may 21 2014
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"The Power of the Narrative in Legacy Giving ... The Missing Piece“ Gary MacDonald / AFP May 21, 2014. Perspective. The Charity World. 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?.

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the power of the narrative in legacy giving the missing piece gary macdonald afp may 21 2014

"The Power of the Narrativein Legacy Giving ... The Missing Piece“Gary MacDonald / AFP May 21, 2014

the charity world

The Charity 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
4 types of Givers
  • Tippers
  • Buyers
  • Donors
  • Investors
urgency
Urgency

“The Window”

65+

Civic Generation

(Born before or during WW2)

14 billion over next 14 years
14 Billion over next 14 years

Anticipated in Legacy gifts in Canada

Average Legacy Gift – $20,000

2010 legacy poll findings by fraser green
2010 Legacy Poll Findings by Fraser Green
  • % of all adults who have a will?
    • 43%
    • 53%
    • 63%
    • 73%
people volunteer driven

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

resources

Resources

Printed Material

Video’s

Online Resources

List of approved Lawyers & Financial Advisors

Business Card with Volunteer’s Name

Sample Script for Presentation

Other?...

training
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.
partnerships
Partnerships
  • Local “Leave a Legacy” Group or CAGP (Canadian Association of Gift Planners)
  • AFP (Association of Fundraising Professionals)
  • Access to other charities and partners to ask questions
  • Leave a Legacy National Website
  • Other partnerships…
warning caution
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)
first steps
First Steps
  • Start with yourself
  • Board
  • Staff (when appropriate)
  • Volunteers and former board members
  • Build legacy giving into all communications (A testimony of someone who has done it or someone who did and the impact today)
  • Focus on narrative (stories) and get coached is needed. Remember that your sharing impact not product or process.
  • Add to your web site and include legal name and charity #
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