Slideshow transcript
Slide 1: New options for how people can give
Slide 2: PERSPECTIVE: What Assets are Given? What Assets are Owned? Cash Gifts Cash 80% 91% Other Other Asset Other Cash Assets Gifts Assets
Slide 3: Gift Funnel
Slide 4: Creative Giving—Thinking Beyond • Vehicles – Cars, trucks – RVs – Boats • Collectibles • Gold, silver, jewelry • Business Inventory • Stock in a company • Real Estate • Timeshares
Slide 5: Gift Flow Process Handle In House (cash/stock) Donor Issue iDonate.com (planning/non cash) Receipt Due Diligence! Acceptance Donor
Slide 6: iDonate.com • Turn-key solution – iDonate.com facilitates gift – beginning to end – iDonate.com handles aministrative end – iDonate.com provides expertise • Personalized iDonate.com website
Slide 7: Communicate the Message
Slide 8: Capture Non-Cash Gifts
Slide 9: How it works • Donor completes online donation form • iDonate.com assesses gift opportunity • iDonate.com provides information to donor how to transfer the asset • iDonate.com receipts donor • iDonate.com liquidates the asset • Funds are put into Charity Fund
Slide 10: Expertise for the most complex gifts Appreciated Property $3,500,000 Buyer Negotiate 1% Ed & Edie Ed & Edie LimitedPartners Jones LP Control Gen.Partner 60% LP Int. 20% LP Int. 20% LP Int. Jones Ed & Edie Jones DAF & Family Unitrust At $700,000 $700,000 Death $2,100,000 Ed & Edie for Life Charities/Ministries/Church/etc.
Slide 12: Decide to Begin Today! • Sign up for your personal website – Subscribe to iDonate.com – www.iDonate.com • Set up charity fund – Application online at www.servantchristian.com • Communicate / Market – Brochures, newsletters, receipt inserts • Major Donors – Donor Forums – One on one meetings



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