Planned Giving and Endowments for Nonprofits
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Planned Giving and Endowments for Nonprofits



A presentation that explores the basic information that nonprofit executives need to know to start a planned giving program, as well as discuss the long-term advantages of creating an endowment.

A presentation that explores the basic information that nonprofit executives need to know to start a planned giving program, as well as discuss the long-term advantages of creating an endowment.



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    Planned Giving and Endowments for Nonprofits Planned Giving and Endowments for Nonprofits Presentation Transcript

    • Planned Giving & Endowments: Have No Fear! The EHL Consulting Group @EHLConsultGrp #nonprofitPHL
    • The EHL Consulting Group, Inc.• More than 20 years of experience in… – Fundraising & Campaign Management – Strategic Planning – Leadership Development – Nonprofit Business Planning – Creating Innovative Campaigns – Donor Research & Stewardship• We have worked with over 400+ nonprofit organizations.
    • What is Planned Giving?A planned gift is any major charitable contribution, made during the lifetime or at death as part of a donor’s overall financial and/or estate plan.
    • Why Planned Giving?• Charitable bequests accounted for $23 billion of giving in 2011 (Giving USA 2011)• Competition for charitable dollars• Strengthen donor connections• Identify new donors• Ensure organization’s longevity
    • Donor Motivation• Make an impact• Create a legacy for self/others• Want to do more• Leave the world in a better place• Unable to make a meaningful gift at the present time
    • Types of Planned Gifts• Cash• Real estate• Life insurance• Trusts/Annuities• Partnership interests• Appreciated securities or stocks• Personal property, such as artwork• Retirement plans, such as 401K or an IRA
    • Bequests• Commonly executed through a will• Can be made with a specific gift of cash or property, or a percentage of the remainder of an estate
    • How to Do It: Sample Bequest Language“I give to YOUR AGENCY, a nonprofit 501(c)(3) corporation, located in Philadelphia, Pennsylvania, organized and existing under the laws of the Commonwealth of Pennsylvania, the sum of $_______ [or ______% of the rest, residue and remainder of my estate] to be used for its general purpose.”
    • Planned Giving Marketing Strategies• Create a plan and stick to it• Consistent and coordinated promotion• Personal contact is best• Branding and materials• Use your Board! Planned Giving
    • Who is a Prospect?• Do NOT pigeonhole: Prospects come in all ages, levels of affluence, situations and objectives• Build on long-term relationships• Current planned gift donors• Annual fund donors• Board, volunteers and staff
    • Planned Giving & Endowments: A Perfect Match• Represents “big” thinking• Long-term implications & benefits• Associated with stability in the future• Well-suited to donors who have been cultivated over many years
    • What is an Endowment?• An endowment is a fund of assets that is restricted to the nonprofit• Only the interest earned from the fund can be spent, not the principal amount• Typically, only a portion of the interest or earnings from the endowment (5%) is spent on an annual basis
    • Common Endowment Myths1. You have to manage your nonprofit’s endowment all by yourself.2. Your nonprofit must have $1 million to start an endowment.3. In general, donors do not like to give to endowments because they want to see immediate impact.
    • “I don’t have time to fundraise for my organization’s endowment.”• You don’t have time not to!• Endowments provide long-term financial sustainability• Endowment campaigns are equally as important as annual or major gift campaigns• If you’re not going after endowment gifts, your competitors are!
    • Prioritize Planned Giving & Building Your Endowment• Prioritize internally• Recruit and educate Board members• Identify and educate major gift donors• Market planned giving• Share a list of endowment naming gift opportunities • Great for programs and/or scholarships • Create an endowment page on website
    • Final Thoughts + Q&A Planned Giving and Endowment Building should be important parts in any nonprofits’ fundraising plan, and can be integrated strategically to ensure appropriate R.O.I.• Questions? Comments?
    • For More Information:Our website: www.ehlconsulting.comFacebook: @EHLConsultGrp
    • Copyright © J. Lansing Sylvia 2013 All Rights Reserved.No part of this presentation or associateddocumentation may be reproduced without written consent from the author.