Keys to Establishing a
Planned Giving Program

December 19, 2013
Your Presenter:
Jeff Jowdy
•Founder and president of Lighthouse
Counsel.
•25 years of nonprofit leadership
experience.
•Gr...
What is planned giving and why is
it important?
Planned giving…
•Can be current and future
•Doesn’t have to be complicated...
Giving USA
Giving USA
Familiar Names in Planned Giving
Benjamin Franklin
John Harvard
Types of Planned Gifts
Gifts of appreciated assets
Life insurance policies
Retirement plans
Bequests
Life Income Arrangeme...
When is the right time to establish
a program?
When an organization has a track record for success
• 10 years
• Outcomes
•...
What needs to be in place?
Board commitment
Staff commitment
Policies
What needs to be in place?
Staffing
•Shared responsibility with development staff
•Dedicated planned giving professional
•...
What needs to be in place?
Policies
•Kinds of vehicles you will offer
•Gift acceptance policies
•Endowment policies
• Payo...
How do we market planned giving?
Planned Giving Outreach
•Personal visit
•Web
•Print
•Newsletters (print and web)
•Courses...
How do we market planned giving?
Identifying Prospects
•Past and current donors
•Planned giving donors
•Board and former b...
Resources
Partnership for Philanthropic Planning
Association of Fundraising Professionals
CASE
The Sharp Group (Joe Chicke...
Questions?
Thank you!

Jeff Jowdy
706.543.0865
Jeff@LighthouseCounsel.com

Find us on:
Next Webinar

10/22 – 1pm
Keith Curtis
Recruiting and Building a
Strong Board
https:bloomerang.co/resources/webinars
Keys To Establishing a Planned Giving Program
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Keys To Establishing a Planned Giving Program

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Planned giving can provide your nonprofit and your donors with a valuable resource that can help undergird your financial stability. Join us for this webinar where you will discover the keys to establishing a planned giving program.

You will learn:

* When is the right time to establish program?
* What needs to be in place for a planned giving program?
* How do we market planned giving?

About Jeff Jowdy:

Jeff Jowdy is founder and president of Lighthouse Counsel, a consulting firm serving nonprofit clients in board development, fundraising, strategic planning, and communications. The firm will soon be celebrating its 15th anniversary.

Jeff has more than 25 years of nonprofit leadership experience. He is a graduate of the University of Georgia’s Grady College of Journalism and Mass Communication and also studied Speech Communication on the graduate level at the university. He received a master’s degree in Human Resource Management from Troy University.

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Keys To Establishing a Planned Giving Program

  1. 1. Keys to Establishing a Planned Giving Program December 19, 2013
  2. 2. Your Presenter: Jeff Jowdy •Founder and president of Lighthouse Counsel. •25 years of nonprofit leadership experience. •Graduate of the University of Georgia’s Grady College of Journalism and Mass Communication. •Received a master’s degree in Human Resource Management from Troy University.
  3. 3. What is planned giving and why is it important? Planned giving… •Can be current and future •Doesn’t have to be complicated •Can be at any age •Does not compete with other gifts
  4. 4. Giving USA
  5. 5. Giving USA
  6. 6. Familiar Names in Planned Giving Benjamin Franklin John Harvard
  7. 7. Types of Planned Gifts Gifts of appreciated assets Life insurance policies Retirement plans Bequests Life Income Arrangements •Pooled Income Fund •Charitable Gift Annuity •Charitable Trust Wealth replacement trusts Life estate agreements
  8. 8. When is the right time to establish a program? When an organization has a track record for success • 10 years • Outcomes • Strategic plans • Stable leadership • Donor base
  9. 9. What needs to be in place? Board commitment Staff commitment Policies
  10. 10. What needs to be in place? Staffing •Shared responsibility with development staff •Dedicated planned giving professional •Coordinate with volunteer resources (ie: planned giving advisory committee)
  11. 11. What needs to be in place? Policies •Kinds of vehicles you will offer •Gift acceptance policies •Endowment policies • Payout • Investment management
  12. 12. How do we market planned giving? Planned Giving Outreach •Personal visit •Web •Print •Newsletters (print and web) •Courses (print, web, in-person) •Planned giving recognition society
  13. 13. How do we market planned giving? Identifying Prospects •Past and current donors •Planned giving donors •Board and former board •Volunteers •Professional advisor •Single, and no grandchildren
  14. 14. Resources Partnership for Philanthropic Planning Association of Fundraising Professionals CASE The Sharp Group (Joe Chickey)
  15. 15. Questions?
  16. 16. Thank you! Jeff Jowdy 706.543.0865 Jeff@LighthouseCounsel.com Find us on:
  17. 17. Next Webinar 10/22 – 1pm Keith Curtis Recruiting and Building a Strong Board https:bloomerang.co/resources/webinars

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