Development of a broad-based Endowment and Planned Giving campaign.
Planning and producing prospect
and professional advisor seminars.
-
Meetings in public facilities and parlor
meetings
-
Building continuing education credit meetings
for professionals
-
Visiting law and accounting firms for educational
presentations
Development and implementation of planned
giving administrative systems.
-
Designing systems or coordinating planned
giving payout and accounting systems with the finance systems
already in place
-
Establishing an effective donor recognition
and gift acknowledgment program
-
Making financial systems responsive to state
and IRS regulations
Identification and cultivation
of prospective donors.
-
Developing lists of known prospects and
rating capacity
-
Working one-to-one with prospects and/or
their professional advisors
-
Determining criteria for identifying unknown
prospects through direct mail, print media, public meetings
and ongoing events.
Drafting of planned giving instruments
for review by prospects’ professional advisors.
-
Serving as the principal resource for lawyers,
accountants and financial planners who seek guidance and support
in designing and preparing gift instruments
-
Producing an inventory of gift instruments
that will be proprietary to the program
-
Reviewing instruments prepared by professional
advisors for their clients that are intended to affect a planned
gift for the organization.
Calculating the economic impact
of planned gifts for prospects and their professional advisors.
-
Providing written calculations of tax deductions,
income tax implications, estate planning opportunities and anticipated
economic results
-
Serving as a resource to professional advisors
seeking planned giving information and calculations for their
clients.
Training and guidance of lay and
professional leadership in identifying, cultivating and working
with donors and their advisors.
-
Assistance in evaluating proposed membership
on a planned giving committee
-
Ongoing training of committee members, Board
members and certain staff professionals in the identification,
cultivation and solicitation process
-
Accompanying lay and professional leadership
to meetings with prospects and their professional advisors and
managing the solicitation.
Writing and designing planned
giving collateral materials including brochures, articles and
direct mail pieces.
-
Developing a consistent theme for planned
giving materials in light of ongoing marketing of the organization’s
programs and community services.
-
Coordinating all planned giving materials
with the organization’s marketing efforts
-
Preparing proprietary planned giving materials
for the organization.
Consultation in the investment
of planned giving funds.
-
Advising on asset allocation and tax management
issues that affect the efficiency of planned gifts
-
Advising on post-gift income tax implications
to donors resulting from the form of investments
-
Measuring time horizons, particularly with
charitable remainder trusts and charitable gift annuities to
determine appropriate investment strategies
-
Assistance in identifying appropriate investment
manage
|
