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Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving

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A planned giving presentation for Community Works 2012 written by Maria Semple and Tony Martignetti. The presentation was on January 30, 2012.

A planned giving presentation for Community Works 2012 written by Maria Semple and Tony Martignetti. The presentation was on January 30, 2012.

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Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving Presentation Transcript

  • Maria Semple & Tony Martignetti, Esq.   January 30, 2012
      • What is Planned Giving
      • Why have a Planned Giving program
      • Revocable planned gifts
      • Prospects for revocable gifts
      • Irrevocable planned gifts
      • Prospects for irrevocable gifts
      • Useful websites for research
      • Let’s keep in touch
    TheProspectFinder.com TonyMartignetti.com
    • A method of charitable giving that involves the donor ’ s consideration of their retirement plan and family estate plan, and 
    •  
    • Usually means cash to a nonprofit at the donor ’ s death
    TheProspectFinder.com TonyMartignetti.com
    • • Individual giving dominates
    •  
    • • Helps you build endowment
    •  
    • • Complement to Major Giving
    •  
    • • Complement to Annual Giving
    •  
    • • It ’ s not only for the wealthy
    •  
    • • Helps you through recessions
    TheProspectFinder.com TonyMartignetti.com
    • Your donor can take it back
    •   -- But, very valuable to your program
    •   
    •   • Charitable bequests 
    •   • Living trusts
    •   • Beneficiary designations
    •  
    •   Stewardship critical
    TheProspectFinder.com TonyMartignetti.com
    • • Crazy simple
    • • Ordinary people
    • • Most popular
    • • May be property or cash
    • • Unlikely to be revealed
    • • Never ask for substantiation
    • • It's revocable, but valuable
    • • Tax deduction to the estate?
    • • Your residual may be substantial
    TheProspectFinder.com TonyMartignetti.com
    • • Would get remainder
    • • OK not to reveal
    • • Receive cash or property
    • • Kan't claim deduction
    • • Simple transfer to you
    TheProspectFinder.com TonyMartignetti.com
    •  
    • • Life Insurance
    •  
    • • Retirement plans
    •   -- IRA, 401(k), 403(b), Small Employer Pension (SEP), SIMPLE IRA
    •  
    • • Commercial annuities
    •  
    • • Bank and brokerage accounts
    •  
    • • Any asset with a beneficiary designation or
    •     -- Payable on death (POD) or
    •     -- Transfer on death (TOD)
    •  
    •  
    TheProspectFinder.com TonyMartignetti.com
    • √ What Planned Giving is 
    • √ Why have a program
    • √ Revocable planned gifts
    • • Prospects for revocable gifts 
    TheProspectFinder.com TonyMartignetti.com
    •  
    • • Consistent donors
    • • 55 and over
    •  
    • • Have a living trust
    •     -- check your checks: “Trustee”; “TEE”; “Revocable Trust”; “Revocable Living Trust”
    • • Have a financial asset with death benefit
    •     -- your face-to-face meetings are valuable research
    •  
    • • Internal data
    •    -- important to capture information
    •  
    TheProspectFinder.com TonyMartignetti.com
  • Donor donor’ s death Nonprofit lifetime income cash, stock, real estate? planned gift
    • Charitable Remainder Annuity Trust (CRAT)
      • Fixed income for life or years
      • Fixed percentage
      • Valued once
      • Can't add more
      • Bearish or uncertain donor
      • Risk averse
      • Wants certainty
      • Help multiple charities
    • Charitable Remainder Unitrust (CRUT)
      • Variable income for life or years
      • Fixed percentage
      • Revalued annually
      • Add more to it
      • Bullish donor
      • Risk taker
      • Wants growth
      • Help multiple charities
    TheProspectFinder.com TonyMartignetti.com
      • Fixed income for life
      • Can't add more
        • Can create more gift annuities
      • Bearish or uncertain donor
      • Risk averse
      • Wants certainty
      • Help one charity
      • Big web of regulation by states
    TheProspectFinder.com TonyMartignetti.com
      • Love your work
      • 65 and over
      • Need more income
      • Own appreciated assets
        • but cash works
      • Own real estate (remainder trusts)
      • Can part with at least $750K (remainder trusts)
      • Can part with as little as $5K (gift annuities)
      • Stay tuned for Maria
    TheProspectFinder.com TonyMartignetti.com
    • • They love your work
    • • Age and giving history are meaningful
    •   55 and over
    •   -- consistent donors
    •   -- ignore gift size
    • • Women in philanthropy, especially Planned Giving
    • • Single, widowed, heirless
    • • Look to your board for leadership
    • • Review your Major Donor list
    • • Review your Annual Fund donors
    •  
    TheProspectFinder.com TonyMartignetti.com
    • √ What Planned Giving is 
    • √ Why have a program
    • √ Revocable planned gifts
    • √ Prospects for revocable gifts
    • • Useful websites for research
    TheProspectFinder.com TonyMartignetti.com
  • Real Property http://www.mycentraljersey.com and use Data Universe for free info on NJ property assessments   http://www.zillow.com provides free market values   http://www.dataquick.com Fee-based, also available thru WealthEngine Useful Websites Prospect Research & Planned Giving
  • Useful Websites Prospect Research & Planned Giving Appreciated Securities http://www.10kwizard.com  Fee-based information on corporate insiders   http://www.sec.gov   Free government website to research corporate insiders   Business Ownership http://www.referenceusa.com   Fee-based resource available for FREE via most libraries.    
  • Useful Websites Prospect Research & Planned Giving Donations to other organizations   http://www.iwave.com Fee-based, with info on individuals.  Search pass is available to test. http://www.nozasearch.com   Free and Fee-based with info on individuals.  Search pass is available to test.
    • Yacht Ownership
    • http://www.boatinfoworld.com   Free and fee-based portions to this website.
    •  
    • Plane Ownership
    • http://registry.faa.gov/aircraftinquiry/Name_Inquiry.aspx
    • Free
    TheProspectFinder.com TonyMartignetti.com
    • WealthEngine http://www.wealthengine.com
    • Blackbaud http://www.blackbaud.com
    • DonorScape  http://www.donorscape.com
    TheProspectFinder.com TonyMartignetti.com
      • √ What is Planned Giving
      • √ Why have a Planned Giving program
      • √ Revocable planned gifts
      • √ Prospects for revocable gifts
      • √ Irrevocable planned gifts
      • √ Prospects for irrevocable gifts
      • √ Useful websites for research
      • Let’s keep in touch
    TheProspectFinder.com TonyMartignetti.com
    • Maria
      • theprospectfinder.com
      • Facebook:  The Prospect Finder LLC
      • Sign up for Free monthly research tips by texting PROSPECT to 22828.
    •  
    • Tony
      • tonymartignetti.com
      • Facebook: Tony Martignetti Nonprofit Radio
    TheProspectFinder.com TonyMartignetti.com