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The Five Ws of
							Presented	by:		
			Aquane(a	J.	Be(s,	Esq.
The Five Ws of
Planned Giving
The Five Ws of
Planned Giving
Who is
involved in a
Planned
Giving
program?
What is
Planned
Giving?
When should
you start a...
Nonprofit:
•  Leaders
•  Directors
•  Staff
•  Donors
•  Members
•  Volunteers &
Supporters
Who is involved in a
Planned G...
A gift given to a
501(c)(3) nonprofit by
an individual:
•  Wills - Bequests
•  Life Insurance
•  Retirement Accounts
•  St...
•  Now
•  Today
•  Soon
•  Immediately
•  Yesterday
When should you start a
Planned Giving program?
	
WHEN?
•  Regular donors
•  Believers in your
mission & work
•  Supporters who
would like to give
a larger gift in the
future.
WH...
•  Fund an endowment
•  Additional fundraiser
•  Sustain projects and
programs
•  Build a foundation
for generations to
co...
HOW?
	Bonus: How to start a
Planned Giving Program
•  Get information from a professional to
set up a planned giving progr...
©	Copyright	2016.	All	rights	reserved.	
	Aquane(a	J.	Be(s,	J.D.		
www.abe/slaw.com	
The Law Office of Aquanetta J. Betts, ...
Law Office of
Aquanetta J. Betts, LLC
10451 Mill Run Circle, Suite 400
Owings Mills, MD 21117
(410) 701-0127
Website: www....
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The Five Ws of Planned Giving

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The Five Ws of Planned Giving

  1. 1. The Five Ws of Presented by: Aquane(a J. Be(s, Esq.
  2. 2. The Five Ws of Planned Giving
  3. 3. The Five Ws of Planned Giving Who is involved in a Planned Giving program? What is Planned Giving? When should you start a Planned Giving program? Where do Planned Giving gifts come from? Why should your organization have a Planned Giving Program?
  4. 4. Nonprofit: •  Leaders •  Directors •  Staff •  Donors •  Members •  Volunteers & Supporters Who is involved in a Planned Giving program? WHO?
  5. 5. A gift given to a 501(c)(3) nonprofit by an individual: •  Wills - Bequests •  Life Insurance •  Retirement Accounts •  Stocks / Annuities •  Real Estate What is Planned Giving? WHAT?
  6. 6. •  Now •  Today •  Soon •  Immediately •  Yesterday When should you start a Planned Giving program? WHEN?
  7. 7. •  Regular donors •  Believers in your mission & work •  Supporters who would like to give a larger gift in the future. WHERE? Where do Planned Giving gifts come from?
  8. 8. •  Fund an endowment •  Additional fundraiser •  Sustain projects and programs •  Build a foundation for generations to come. Why should your organization have a Planned Giving Program? WHY?
  9. 9. HOW? Bonus: How to start a Planned Giving Program •  Get information from a professional to set up a planned giving program. •  Inform your board of directors, trustees, staff and other leaders about planned giving. •  Have professionals conduct seminars about estate planning and invite your donors, members and supporters. •  Market your program to donors, supporters, members and friends.
  10. 10. © Copyright 2016. All rights reserved. Aquane(a J. Be(s, J.D. www.abe/slaw.com The Law Office of Aquanetta J. Betts, LLC congratulates ____________________________________________________________ for attending The Five Ws of Planned Giving Presentation on This ____________ day of __________________________, 20 _______. The Five Ws of
  11. 11. Law Office of Aquanetta J. Betts, LLC 10451 Mill Run Circle, Suite 400 Owings Mills, MD 21117 (410) 701-0127 Website: www.abettslaw.com Blog: www.abettslawblog.com The Five Ws of Planned Giving © Copyright 2016. All Rights Reserved. Aquanetta J. Betts, J.D. This information is for informational purposes only. No legal advice has been provided, and no attorney/client relationship has been formed until a Retainer Agreement has been signed. Law Office of Aquanetta J. Betts Connect with us on: •  Facebook •  Twitter •  Instagram •  Google+ •  Pinterest Like us on Facebook The Five Ws of

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