Maria Semple
&
Tony Martignetti, Esq.
January 30, 2012
• What is Planned Giving
• Why have a Planned Giving program
• Revocable planned gifts
• Prospects for revocable gifts
• I...
A method of charitable giving that
involves the donor’s consideration of
their retirement plan and family estate
plan, and...
• Individual giving dominates
• Helps you build endowment
• Complement to Major Giving
• Complement to Annual Giving
• It’...
Your donor can take it back
-- But, very valuable to your program
• Charitable bequests
• Living trusts
• Beneficiary desi...
• Crazy simple
• Ordinary people
• Most popular
• May be property or cash
• Unlikely to be revealed
• Never ask for substa...
• Would get remainder
• OK not to reveal
• Receive cash or property
• Kan't claim deduction
• Simple transfer to you
ThePr...
• Life Insurance
• Retirement plans
-- IRA, 401(k), 403(b), Small Employer Pension
(SEP), SIMPLE IRA
• Commercial annuitie...
√ What Planned Giving is 
√ Why have a program
√ Revocable planned gifts
• Prospects for revocable gifts  
TheProspectFind...
• Consistent donors
• 55 and over
• Have a living trust
-- check your checks: “Trustee”; “TEE”; “Revocable
Trust”; “Revoca...
Donor
donor’s
death
Nonprofit
lifetime income
cash, stock, 
real estate?
planned
    gift
Charitable Remainder Annuity 
Trust (CRAT)
• Fixed income for life or 
years
• Fixed percentage
• Valued once
• Can't add ...
• Fixed income for life
• Can't add more
o Can create more gift annuities
• Bearish or uncertain donor
• Risk averse
• Wan...
• Love your work
• 65 and over
• Need more income
• Own appreciated assets
o but cash works
• Own real estate (remainder t...
• They love your work
• Age and giving history are meaningful
55 and over
-- consistent donors
-- ignore gift size
• Women...
√ What Planned Giving is
√ Why have a program
√ Revocable planned gifts
√ Prospects for revocable gifts
• Useful websites ...
Real Property
http://www.mycentraljersey.com and use Data Universe for
free info on NJ property assessments
http://www.zil...
Useful Websites
Prospect Research & Planned Giving
Appreciated Securities
http://www.10kwizard.com Fee-based information o...
Useful Websites
Prospect Research & Planned Giving
Donations to other organizations
http://www.iwave.com Fee-based, with i...
Yacht Ownership
http://www.boatinfoworld.com Free and fee-based portions to this
website.
Plane Ownership
http://registry....
WealthEngine http://www.wealthengine.com
Blackbaud http://www.blackbaud.com
DonorScape http://www.donorscape.com
TheProspe...
√ What is Planned Giving
√ Why have a Planned Giving program
√ Revocable planned gifts
√ Prospects for revocable gifts
√ I...
Maria
• theprospectfinder.com
• Facebook: The Prospect Finder LLC
• Sign up for Free monthly research tips by texting
PROS...
Upcoming SlideShare
Loading in …5
×

Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving

1,125 views

Published on

A planned giving presentation for Community Works 2012 written by Maria Semple and Tony Martignetti. The presentation was on January 30, 2012.

Published in: Business, Economy & Finance
  • Be the first to comment

Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving

  1. 1. Maria Semple & Tony Martignetti, Esq. January 30, 2012
  2. 2. • What is Planned Giving • Why have a Planned Giving program • Revocable planned gifts • Prospects for revocable gifts • Irrevocable planned gifts • Prospects for irrevocable gifts • Useful websites for research • Let’s keep in touch TheProspectFinder.com TonyMartignetti.com 2
  3. 3. A method of charitable giving that involves the donor’s consideration of their retirement plan and family estate plan, and Usually means cash to a nonprofit at the donor’s death TheProspectFinder.com TonyMartignetti.com 3
  4. 4. • Individual giving dominates • Helps you build endowment • Complement to Major Giving • Complement to Annual Giving • It’s not only for the wealthy • Helps you through recessions TheProspectFinder.com TonyMartignetti.com 4
  5. 5. Your donor can take it back -- But, very valuable to your program • Charitable bequests • Living trusts • Beneficiary designations Stewardship critical TheProspectFinder.com TonyMartignetti.com 5
  6. 6. • Crazy simple • Ordinary people • Most popular • May be property or cash • Unlikely to be revealed • Never ask for substantiation • It's revocable, but valuable • Tax deduction to the estate? • Your residual may be substantial TheProspectFinder.com TonyMartignetti.com 6
  7. 7. • Would get remainder • OK not to reveal • Receive cash or property • Kan't claim deduction • Simple transfer to you TheProspectFinder.com TonyMartignetti.com 7
  8. 8. • Life Insurance • Retirement plans -- IRA, 401(k), 403(b), Small Employer Pension (SEP), SIMPLE IRA • Commercial annuities • Bank and brokerage accounts • Any asset with a beneficiary designation or -- Payable on death (POD) or -- Transfer on death (TOD)     TheProspectFinder.com TonyMartignetti.com 8
  9. 9. √ What Planned Giving is  √ Why have a program √ Revocable planned gifts • Prospects for revocable gifts   TheProspectFinder.com TonyMartignetti.com 9
  10. 10. • Consistent donors • 55 and over • Have a living trust -- check your checks: “Trustee”; “TEE”; “Revocable Trust”; “Revocable Living Trust” •Have a financial asset with death benefit -- your face-to-face meetings are valuable research • Internal data -- important to capture information TheProspectFinder.com TonyMartignetti.com 10
  11. 11. Donor donor’s death Nonprofit lifetime income cash, stock,  real estate? planned     gift
  12. 12. Charitable Remainder Annuity  Trust (CRAT) • Fixed income for life or  years • Fixed percentage • Valued once • Can't add more • Bearish or uncertain donor • Risk averse • Wants certainty • Help multiple charities  Charitable Remainder  Unitrust (CRUT) • Variable income for life or  years • Fixed percentage • Revalued annually • Add more to it • Bullish donor • Risk taker • Wants growth • Help multiple charities  TheProspectFinder.com TonyMartignetti.com 12
  13. 13. • Fixed income for life • Can't add more o Can create more gift annuities • Bearish or uncertain donor • Risk averse • Wants certainty • Help one charity • Big web of regulation by states TheProspectFinder.com TonyMartignetti.com 13
  14. 14. • Love your work • 65 and over • Need more income • Own appreciated assets o but cash works • Own real estate (remainder trusts) • Can part with at least $750K (remainder trusts) • Can part with as little as $5K (gift annuities) • Stay tuned for Maria TheProspectFinder.com TonyMartignetti.com 14
  15. 15. • They love your work • Age and giving history are meaningful 55 and over -- consistent donors -- ignore gift size • Women in philanthropy, especially Planned Giving • Single, widowed, heirless • Look to your board for leadership • Review your Major Donor list • Review your Annual Fund donors TheProspectFinder.com TonyMartignetti.com 15
  16. 16. √ What Planned Giving is √ Why have a program √ Revocable planned gifts √ Prospects for revocable gifts • Useful websites for research TheProspectFinder.com TonyMartignetti.com 16
  17. 17. Real Property http://www.mycentraljersey.com and use Data Universe for free info on NJ property assessments http://www.zillow.com provides free market values http://www.dataquick.com Fee-based, also available thru WealthEngine Useful Websites Prospect Research & Planned Giving
  18. 18. Useful Websites Prospect Research & Planned Giving Appreciated Securities http://www.10kwizard.com Fee-based information on corporate insiders http://www.sec.gov Free government website to research corporate insiders Business Ownership http://www.referenceusa.com Fee-based resource available for FREE via most libraries.
  19. 19. Useful Websites Prospect Research & Planned Giving Donations to other organizations http://www.iwave.com Fee-based, with info on individuals. Search pass is available to test. http://www.nozasearch.com Free and Fee-based with info on individuals. Search pass is available to test.
  20. 20. Yacht Ownership http://www.boatinfoworld.com Free and fee-based portions to this website. Plane Ownership http://registry.faa.gov/aircraftinquiry/Name_Inquiry.aspx Free TheProspectFinder.com TonyMartignetti.com 20
  21. 21. WealthEngine http://www.wealthengine.com Blackbaud http://www.blackbaud.com DonorScape http://www.donorscape.com TheProspectFinder.com TonyMartignetti.com 21
  22. 22. √ What is Planned Giving √ Why have a Planned Giving program √ Revocable planned gifts √ Prospects for revocable gifts √ Irrevocable planned gifts √ Prospects for irrevocable gifts √ Useful websites for research •Let’s keep in touch TheProspectFinder.com TonyMartignetti.com 22
  23. 23. Maria • theprospectfinder.com • Facebook: The Prospect Finder LLC • Sign up for Free monthly research tips by texting PROSPECT to 22828. Tony • tonymartignetti.com • Facebook: Tony Martignetti Nonprofit Radio TheProspectFinder.com TonyMartignetti.com 23

×