The document outlines seven ways to ensure an insurance program for a charity is successful and sustainable. It recommends setting ground rules for the program, getting expert advice from organizations like the Canadian Association of Gift Planners, carefully vetting charity partners and professional advisors, focusing marketing efforts on targeted donor prospects, prioritizing stewardship of existing donor relationships, and knowing when to decline certain offers. The overall goal is to start and run an insurance program that benefits the charity rather than becoming a burden.

1. Seven ways to ensure your insurance program doesn’t kill you(Canadian) Ann Rosenfield, CFRE (developed with Ruth D’Souza) (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

2. 7 Ways to Success Are you thinking of starting an insurance program but not sure where to begin? Is your insurance program running you (instead of the other way around)? Do you have tough questions about an insurance policy and not sure who to ask? (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

3. We are under the cone of silence (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

4. Starting an insurance program Getting off on the right foot (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

5. Way #1 Set the ground rules Recommended rules Minimum amount Paid off within a given, short, period Donor agreement Managing communications (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

6. Way #2 Get help Ensure you have reliable, unbiased, advice Canadian Association of Gift Planners (CAGP)- $290+tax (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

7. CAGP Planforgifts.com (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

8. CAGP A Charitable Guide to Planning Giving Website DeWayne Osbourn (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

9. CAGP Planned Giving for Canadians (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

10. Way #3 Not so fast with the charity partner Three hard questions Does the fundraiser know what they’re talking about? Does the charity has access to appropriate infrastructure? Does the charity have the infrastructure to manage a 30 year relationship? (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

11. Way #3 Not so fast with the professional advisor Three hard questions How does the advisor get paid? What is in it for them to “volunteer?” Do you have the expertise to ensure the donor and charities interest are protected? (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

12. Running your program Don’t let your program run you (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

13. Way #4 How to grow How will you market? Who will you target? Consortium Ads Free Wills Month Free Wills Program (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

14. Free Wills Month Could be adapted to Life Insurance (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

15. Free Wills Program Could be adapted to life insurance (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

16. Way #4 How to grow How will you market? Consortium Ads Free Wills Month Free Wills Program Mail/Phone Collective Forum (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

17. Collective Forum This approach has also been tried in Ottawa with good results (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

18. Way #5 Who will you target? Under 70 years old Strong data >= $100 single donation < $5,000 single donation 3 or more gifts Multi-affiliated (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

19. Way #5 Who will you target? Over 70 years old Weak data Event participants In memory/In celebration donors Lottery/raffle ticket purchasers Auction donor/buyer Gift in kind donor (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

20. Way #6 Stewardship (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

21. Way #7 Don’t be afraid to say “No, thank you.” Decline an offer Cash in a policy on premium offset (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

22. Recap Are you thinking of starting an insurance program but not sure where to begin? Set the ground rules Get help - CAGP Not so fast with the charity partner/professional advisors Is your insurance program running you (instead of the other way around)? Do you have tough questions about an insurance policy and not sure who to ask? (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

23. Recap Are you thinking of starting an insurance program but not sure where to begin? Is your insurance program running you (instead of the other way around)? How to grow - Marketing Who will you target? Stewardship Don’t be afraid to say “No, thank you” Do you have tough questions about an insurance policy and not sure who to ask? (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

24. Thank you! arosenfield@woodgreen.org (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE

25. More resources (c) 2011 Ruth D'Souza and Ann Rosenfield, CFRE