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What’s your plan?
Implementing a legacy donor program
Lisa M. Chmiola, CFRE HAIS – June 11, 2015 @houdatlisa
#HAISlegacy
11223344
FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEU
FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FE
2424
2020
1717
1414
1111
77
55
22
Donor Base
Board Support
Strategic Plan
Gift Acceptance Policy
Staffing
Communication Pl...
Prospecting
• Existing legacy donors
– Why did they give?
– Who else do they know?
• Loyal donors/Volunteer leadership
– W...
Documentation
• When possible, document donor gifts
– Confirms their wishes
– Gives permission to be listed
• What to incl...
Documentation
• Additional file materials can include
– Copies of will/trust, beneficiary designations,
insurance policies...
Objections
“But I plan to
leave funds to
my family.”
“I don’t have a
large amount of
assets.”
“I don’t want the
publicity.”
Communications Plan
• How?
• Inquiry
response plan?
• Process for
realized gifts?
Stewardship
• Visits
• Communication
– Mailings
– Emails
– Social Media
• Events
• Volunteer Engagement
How else are you s...
Discussion
• What is the biggest challenge you face
when it comes to planned giving?
• What is the first step you are goin...
Additional Resources
• Professional Associations/Conferences
– Association of Fundraising Professionals
– Planned Giving C...
Questions?
Lisa.Chmiola@st-agnes.org
(713) 219-5466
@houdatlisa (www.twitter.com/houdatlisa)
What's your plan? Implementing a legacy donor program (#HAISlegacy)
What's your plan? Implementing a legacy donor program (#HAISlegacy)
What's your plan? Implementing a legacy donor program (#HAISlegacy)
What's your plan? Implementing a legacy donor program (#HAISlegacy)
What's your plan? Implementing a legacy donor program (#HAISlegacy)
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What's your plan? Implementing a legacy donor program (#HAISlegacy)

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Presentation to Houston Association of Independent Schools on June 11, 2015 on implementing a planned giving/legacy donor program

Published in: Government & Nonprofit
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What's your plan? Implementing a legacy donor program (#HAISlegacy)

  1. 1. What’s your plan? Implementing a legacy donor program Lisa M. Chmiola, CFRE HAIS – June 11, 2015 @houdatlisa #HAISlegacy
  2. 2. 11223344
  3. 3. FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEU FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FE
  4. 4. 2424 2020 1717 1414 1111 77 55 22 Donor Base Board Support Strategic Plan Gift Acceptance Policy Staffing Communication Plan History Patience CheerCheer SilenceSilenceLoseLoseWinWin BooBoo
  5. 5. Prospecting • Existing legacy donors – Why did they give? – Who else do they know? • Loyal donors/Volunteer leadership – Why do they give? – Have they thought about continuing this beyond their lifetime? • Younger donors – Retirement/insurance beneficiaries – “They haven’t asked (me).” • YOU!
  6. 6. Documentation • When possible, document donor gifts – Confirms their wishes – Gives permission to be listed • What to include – Contact information – Gift type & current value – Gift designation – Option for anonymity
  7. 7. Documentation • Additional file materials can include – Copies of will/trust, beneficiary designations, insurance policies – Endowment agreements – Correspondence with donor(s) • Storage – Fireproof – Electronic (back up!) – Access
  8. 8. Objections “But I plan to leave funds to my family.” “I don’t have a large amount of assets.” “I don’t want the publicity.”
  9. 9. Communications Plan • How? • Inquiry response plan? • Process for realized gifts?
  10. 10. Stewardship • Visits • Communication – Mailings – Emails – Social Media • Events • Volunteer Engagement How else are you stewarding donors?
  11. 11. Discussion • What is the biggest challenge you face when it comes to planned giving? • What is the first step you are going to take in your organization to move your program forward?
  12. 12. Additional Resources • Professional Associations/Conferences – Association of Fundraising Professionals – Planned Giving Council of Houston – Partnership for Philanthropic Planning • PG Marketing Vendors (webinars & workshops) • Dr. Russell James’ research – Book: Visual Planned Giving • Networking with colleagues
  13. 13. Questions? Lisa.Chmiola@st-agnes.org (713) 219-5466 @houdatlisa (www.twitter.com/houdatlisa)

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