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Demystifying  Planned Giving Support Center for  Nonprofit Management Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors February 17, 2011
Our Objective ,[object Object]
Where We’re Headed ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Planned Giving ,[object Object],[object Object]
Why Have A Planned Giving Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Can Benefit From Planned Giving: Nonprofits with . . . ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Can Benefit From Planned Giving: Nonprofits with . . . ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects for Planned Giving  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects for Planned Giving ,[object Object],[object Object],[object Object],[object Object]
Looking at Prospects, Avoid Sexism ,[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How is Planned Giving Done ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Living Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Life Insurance Beneficiary ,[object Object],[object Object],[object Object],[object Object]
Other Beneficiary Designations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Marketing Revocable Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Gifts That Pay Life Income Donor donor’s death Nonprofit lifetime income cash, stock, real estate planned gift
The Life Income Gifts (aka love those acronyms) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Remainder Annuity Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Remainder Unitrust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Gift Annuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Gifts That Pay Life Income Donor donor’s death Nonprofit lifetime income cash, stock, real estate planned gift
Pooled Income Fund ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Would a Donor Make a Life Income Gift ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Marketing Irrevocable Gifts That Pay Life Income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Gifts That Don’t Pay Life Income ,[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable IRA Rollover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Retained Life Estate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Bequests That Are  Legally Binding ,[object Object],[object Object],[object Object],[object Object]
Life Insurance Ownership--Nonprofit Owns Policy  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Premiums On Life Insurance Paid To Nonprofit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Lead Trust Donor income Nonprofit close of trust cash, stock, real estate Lead Trust Heirs
Charitable Lead Trusts Fixed or Variable Income To Nonprofit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Stewardship Through Your Recognition Society •  Thank ALL your planned gift donors •  Call it something iconic and meaningful •  Don’t ask for proof of bequests •  Special preferences that won’t break you •  Special invitations •  An annual lunch, reception or trip
How Do You Talk About It ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Objective ,[object Object]
We Have Seen . . . ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PLEASE, PLEASE ,[object Object],[object Object],[object Object],[object Object]

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Demystifying Planned Giving

  • 1. Demystifying Planned Giving Support Center for Nonprofit Management Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors February 17, 2011
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  • 20. Irrevocable Gifts That Pay Life Income Donor donor’s death Nonprofit lifetime income cash, stock, real estate planned gift
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  • 25. Irrevocable Gifts That Pay Life Income Donor donor’s death Nonprofit lifetime income cash, stock, real estate planned gift
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  • 36. Charitable Lead Trust Donor income Nonprofit close of trust cash, stock, real estate Lead Trust Heirs
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  • 39. Stewardship Through Your Recognition Society • Thank ALL your planned gift donors • Call it something iconic and meaningful • Don’t ask for proof of bequests • Special preferences that won’t break you • Special invitations • An annual lunch, reception or trip
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