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Five Steps To Planned Giving Success

Five Steps To Planned Giving Success. 2013 United Way Southern Institute Conference. Today’s Objectives. Participants Will Be Able To Take The Five Steps: Explain the three types of planned gifts Segment their prospects into three pools

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Five Steps To Planned Giving Success

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  1. Five Steps To Planned Giving Success 2013 United Way Southern Institute Conference

  2. Today’s Objectives • Participants Will Be Able To Take The Five Steps: • Explain the three types of planned gifts • Segment their prospects into three pools • Rank their prospects to determine those with the highest immediate return • Articulate the case for making a planned/endowment gift • Engage prospects in the planned giving conversation

  3. Definition Of Planned Giving • Planned Giving Is A Technique For Giving Assets . • The gift can be made now or later. • A planned gift requires the services of a financial or estate planning professional. • A planned gift can be made for any purpose but most often planned gifts are placed in United Way endowment funds.

  4. What’s In Estates?

  5. What is an Endowment? “A fund where the principal is maintained intact and invested to create a source of income for United Way’s mission.” Principal Income United Way United Way of America

  6. Three Ways To Hold Endowment Funds 1 2 Within United Way United Way Foundation Created by United Way 3 United Way Community Foundation United Way of America

  7. Three Types Of Planned Gifts: • GIFTS THAT HELP TODAY: Stock, Real Estate • GIFTS THAT HELP TOMORROW: Bequests (Wills, Retirement Plans, Life Insurance) • GIFTS THAT RETURN AN INCOME: Split Interest (Charitable Gift Annuity, Charitable Remainder Trusts) UW_Template_022704

  8. Gifts That Help Today (Two Benefits For Giving Appreciated Assets) Income tax deduction on market value 2. Avoid capital gains Stock Calculator: http://apps.unitedway.org/stock

  9. Gifts That Help Tomorrow Will, Life Insurance, Retirement Plan Donor United Way Family

  10. Gifts That Return An Income Remainder Value Future Interest Gift Donor Income Present Interest

  11. Three Planned Giving Prospect Pools • Leaders • Board and Volunteer leaders • Leadership /Tocqueville • One-on-one contact • “Endow or Perpetuate” Their Annual Gift • Transformational • High Wealth Individuals • Corporations • Foundations • Outright Gift • Endowment Campaign • Loyal • Long-Term • Loyal Contributors • Direct Mail • Bequests and Gift Annuities

  12. Rank Your Prospects3=High; 2=Medium; 3=Low • ProspectCapacityAccessInterestTotal • Mary Smith 3 1 1 5 • Bob Green 2 3 2 7 • Jane Doe 2 2 2 6

  13. Case For Planned Gift • Provides Growth Not Possible Through Annual Campaign • High Return On Investment (ROI) • Enhances Annual Campaign • Donors Like Choices http://bcove.me/uvfxjezv VOLUNTEER INTERVIEWS: http://bcove.me/fs474ww2 http://bcove.me/ahlft4yp

  14. Engaging Prospects In The Planned Giving Conversation • How Did You Get Involved With United Way? • Why Have You Continued To Invest In United Way Over The Years? • Where Does United Way Rank In Your Giving Priorities? • Have You Ever Considered Making A Planned Gift To United Way?

  15. Questions

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