Your SlideShare is downloading. ×
Ngh Foundation Legacy Program Jan 2008
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Introducing the official SlideShare app

Stunning, full-screen experience for iPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Ngh Foundation Legacy Program Jan 2008

467
views

Published on

Feel free to revise and use this presentation to advance your legacy program.

Feel free to revise and use this presentation to advance your legacy program.


0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
467
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • Transcript

    • 1. NGH Foundation Legacy Program 2008 Helen DeBoer-Daggett Director of Development
    • 2. The Profile of a Donor
      • Caring Canadians, Involved Canadians
      • 85% Cdns gave $$ to charity
      • 10% of the Cdn donors (2.2 M) gave $870+
      • $400 - average donation per Cdn
      • 4% of Cdns made a bequest
      • in their will to charity
    • 3. Top Reasons Why Canadians Give
    • 4.  
    • 5.  
    • 6. Encouraging Canadians to Give
      • 34% give in response to being asked
      • Donors who plan ahead give more than those who don’t plan
      • If they give repeatedly to the same charity, they give more than those who vary their giving
    • 7. Why Give? Value to the Donor?
        • Memorialize a loved
        • Doing good - community support
        • Have a relationship/grateful patient
        • Meets their personal needs/goals
        • Creative tax solutions
    • 8.
      • “ Don’t ask me for another donation until I’m satisfied with the last donation I sent you!”
      • Thanks!. P. Burke, Author
      • What is the donor looking for?
      • Prompt Receipting/Correspondence
      • Indicate how the gift will be used
      • Show measurable results – Annual Report
    • 9. Traditional Fundraising Pyramid Legacy Giving Major Giving Annual Giving
    • 10. Today’s Fundraising Approach Annual Giving Legacy Giving Major Giving
    • 11. Legacy Giving…the gift of a lifetime now or in your will planning
      • Who is listed in your will?
        • Family… Loved ones…
      • … .but there’s one more …estate tax Canada Revenue Agency
    • 12. NGH Foundation Legacy Program
      • 54 Bequest donations received since 1997
      • Average bequest amount: $30 to $50 K
      • Funds are used to purchase medical equipment/hospital upgrades/renovations
      • Recognition
          • “ The Estate of John & Mary Donor”
        • is honoured on the main donor wall
    • 13. CRA - charitable tax benefit ...allows you to choose how to give back to your community
      • The Bequest
        • Children/Family
        • Loved Ones – Friends
        • charity
      • Contingent Bequest
        • If all pass away…o ther friends, charities
    • 14. Legacy Giving at NGH
    • 15. Bequest Giving and Averages
    • 16. Legacy Fund
      • An Endowment Fund
        • … Savings account
      • 90/10 NGH Legacy Gift Rule
        • 90% is used immediately
        • 10% is put in the Legacy Fund as an investment…
          • the interest is used each year
    • 17. Why build a Legacy Fund?
      • Donors as prudent investors
        • They want their legacies to live on
            • … .year after year
      • OR
      • Donors want funds used immediately
    • 18. What kind of Legacy do you want to leave? Give your estate to your children and loved ones but consider giving a portion to charity by creating a charity child.
    • 19. Do you have a Charity Child? The charity child: giving to causes that are dear to your heart in your estate planning.
    • 20. Will Clausing 90/10 Rule
      • I give to the Norfolk General Hospital Foundation, Simcoe, Ontario
      • ____% percent of the residue (or a specific amount) of my estate
      • to be used if practical and possible as determined by the Board of Directors of the Norfolk General Hospital Foundation from time to time.
    • 21. Will Clausing – Invest $$$ - Legacy Fund
      • 1. I give to the Norfolk General Hospital Foundation, Simcoe, Ontario
      • ____% percent of the residue (or a specific amount) of my estate
      • to be endowed and used if practical and possible as determined by the Board of Directors of the Norfolk General Hospital Foundation from time to time.
    • 22. Will Clausing… Use $$$ Now
      • 1. I give to the Norfolk General Hospital Foundation, Simcoe, Ontario
      • 2. __% percent of the residue (or a specific amount) of my estate
      • 3. as an outright gift and used if practical and possible as determined by the Board of Directors of the Norfolk General Hospital Foundation from time to time.
    • 23. Ways to remember NGH Foundation in our will planning
      • Visit your lawyer/advisor
        • Make a will
        • add a Codicil to an existing will
        • Gift of stock to charity in will
        • 4. RRSP Beneficiary – a charity
        • 5. Life Insurance Beneficiary – a charity
    • 24. Join the Legacy Circle
      • How?
        • Advise the Foundation of your legacy gift
      • Honoured on the Legacy Donor Wall
      • Certificate of Appreciation
      • Legacy Circle Pin
      • Document your legacy story –
      • a tradition of caring and a spirit of giving
    • 25. Question & Answer Period
      • Thank you
      • Helen DeBoer-Daggett
      • Director of Development
      • Norfolk General Hospital Foundation
      • 365 West Street, Simcoe, ON N3Y 1T7
      • [email_address] 519-426-0130 x 1454
      • www.ngh.on.ca