3 Simple Planned Giving Tips To Start Using Now for your nonprofit organization. Quick and easy tips that will help you get organized and focused. Raphael Magana Director of Development at Oxford York Sunderland, Director of Programs, Chairman of Legislative Affairs and Public Relations for the Beverly Hills Navy League of the U.S.

1. Raphael Magana
Development Director at
Oxford York Sunderland
www.raphaelmagana.com

2. CONNECTION
Smart development professionals recognize the
essential of connecting with professionals in the
community. Build stronger relationships with
accountants, estate planners, financial
planners, attorneys, bankers, real estate
agents, stockbrokers, and other professionals
within your community.

3. ANNOUNCEMENT
We are all connected by our community in
which we live in. Professionals mentioned, may
have policies in place within their organizations
of contributing and engaging in community
service. This is a perfect opportunity to
announce your nonprofit cause to these
associations within your community and
engage community network associations.

4. TRUST
Trust is fundamental to all relationships. Trust is
a two-way street. Associating with community
members that are in good standing with the
community can be beneficial both ways. One
must recognize that it can add or take away
depending on whom you associate. Connect
with individuals that will be meaningful to you
and your organization and cultivate that
relationship for years to come.

5. BOTTOM LINE
Start enhancing your message and communicating
with your community building the relationships
within your arms reach. If you are ready to take
your planned giving to the next level we suggest
joining your local chapter Partnership for
Philanthropic Planning they offer a great
opportunity to network with planned giving
professionals and cover topics from bequest,
charitable gift annuities and more.

6. Partnership for Philanthropic
Planning, originally created in
1988 as the National Committee
on Planned Giving (NCPG), the
Partnership for Philanthropic
Planning (PPP) is a 501(c)(3)
public charity whose mission is
to help people and organizations
create charitable giving
experiences that are the most
meaningful in achieving both
charitable mission and the
philanthropic, financial, family
and personal goals of the donor.
Raphael Magana, is Director of
Development at Oxford York
Sunderland. Co-Chair of the
Sierra Club Angeles Chapter
Fundraising Leadership
Committee & Director of Programs
at the Navy League of the U.S
Beverly Hills Council. Lives in Los
Angeles, CA & frequents
Washington.
www.RaphaelMagana.com
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