1. November 6, 2014
Carol E. Drewes, Individual and Legacy Giving Officer
RENEWAL & GROWTH: LEGACY GIVING
AT
TRINITY REPERTORY COMPANY

2. Overview: Trinity Rep
Endowment
1963: Theater established
1963-1999: Endowment fund (interest-bearing bank account) stands at $500,000 in
1999
1999: Received grant includes $750,000 challenge grant from Doris Duke
Foundation;
matching funds raised from:
• Individual donors via endowment campaign (letters and personal asks)
• “My Fair Milton” event (April 2000) honoring founding board member Milton
Stanzler
• Stanzler Society established to honor donors to the endowment
2001: Endowment moved to Rhode Island Foundation
2006: Trinity Repertory Company Board of Trustees establishes formal bequest
acceptance policy
2010: Public Launch of Theater for Every Generation Campaign
2011-2014: Renewed Legacy Giving Program results in $1.8M in newly
documented planned gifts, increased cash giving to endowment, and
completion/establishment of four named funds
11/6/20142
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

3. Legacy Program renewal 2011-14:
WHY?
Negatives:
 Stanzler Society dormant and ambiguously defined
 No Current Materials
 Two incomplete named funds
 One pending documentation
Positives:
 Organization-wide Strategic Plan in place
 Active Campaign with working committee and consultants in
place
 Development Department Staff Changes
(newer Director, new major gift officer, five other experienced
staff;
management committed to .5FTE for planned giving review and
expansion)
11/6/20143
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

4. Legacy program renewal: HOW?
Staffing Commitment Management commitment to .5FTE to renew planned giving efforts
enabled below actions with support of TRC development and marketing teams and TRC board
of trustees
Society Review: split membership to two
Endowment Society: Encourage current Endowment gifts; expand potential Stanzler Society
base
Stanzler Society: Encourage and Honor future (Planned) gifts with a focus on documenting
existing donors
Existing Membership Review
New Materials
(Brochure, Forms, Letters, Reports) in consultation w/Partners in Philanthropy and Rhode Island
Foundation
Increased Communications
Documentation Ongoing efforts to encourage Stanzler members to document results in 2011
Pending PG completed, seven existing Stanzler members documented and six new members
added and documented
Staff Membership (1) in RI Chapter of Partnership in Philanthropic Planning
Bi-Monthly Meetings provide Information, Networking and Mentoring
Participation in National Conference Fall 2013 (tuition scholarship & stipend)
Online resources 11/6/20144
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

5. Current Legacy Societies
Definitions and Benefits
Stanzler Society
Who: Donors who have informed us that Trinity Rep is
in their estate plans
Benefits:
 Invitation to annual Legacy event
 Legacy Report
 Listing in show programs, on our web site and at
special philanthropy events (upon documentation of
PG)
 Legacy Society Lapel Pin (given upon documentation
of PG)
11/6/20145
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

6. Current Legacy Societies
Definitions and Benefits
Endowment Society
Who: Donors to the Endowment Fund
Levels of Membership and Benefits:
Temporary – donors with 1-4 years of endowment giving, under $10,000
 Invitation to annual Legacy event
 Legacy Report
 Listing in show programs
Permanent – donors with 5+ years of endowment giving OR $10,000 or
more total giving receive the benefits listed above, plus:
 Listing on our web site and at legacy events.
 Legacy Society Lapel Pin
 Individually named funds may be established within Trinity Rep’s
endowment with single or collective gifts totaling at least $10,000.
Named Fund contacts receive RI Foundation fund performance report
annually.
11/6/20146
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

7. Legacy Giving at Trinity Rep
TODAY
 Endowment currently valued at $2.4 million
and provides over $100K in operating revenue to TRC each year
Bequests received since 7/1/2011 $63,072
Non-Bequest gifts since 7/1/2011 $134,189
 Current documented Planned Gifts over $2 million
Documented since 2011: $1.8M
Documented prior to 2011: $300K
 Summer 2014 Legacy Review
Updated brochure and forms
Refined benefits
Expanded coding in database
Continue .5 FTE and Legacy Program
11/6/20147
Renewal & Growth:
Legacy Giving at Trinity Repertory Company

8. Resources for successful legacy
giving
Rhode Island Foundation www.rifoundation.org/
Partnership for Philanthropic Planning (PPP)
RI: www.pppri.org/ National: www.pppnet.org/
Partners in Philanthropy www.partnersinphilanthropy.com/index.html
Association of Fundraising Professionals www.afpri.org/
Creating a Guide So Your Loved Ones Can Go On Living!
www.ebookbakery.com/harris-rosen.html
Activate Legacy http://activatelegacy.com/
Personal Legacy Advisors www.personallegacyadvisors.com/
Ethical Will Guidebook and Life Legacy Cards
YOUR BOARD for contacts, professional expertise and leadership giving
YOUR DONORS and CLIENTS for contacts, professional expertise and stories
of meaningful experiences with your organization
11/6/20148
Renewal & Growth:
Legacy Giving at Trinity Repertory Company