This document outlines strategies for starting, surging, and sustaining a planned giving program. It recommends focusing on donor needs through personalized meetings to understand their financial objectives, such as decreasing taxes or passing on appreciated assets. Workshops should be crafted based on the target population's relevant needs. A financial fitness plan should identify current strategies, execution timing, and involved parties. Samples and inspiration, like a video, can provide guidance on creating a successful planned giving program.

1. Steps to
Start, Surge & Sustain
Planned Giving
Presented for: 2015 NAYDO Conference
Friday April 24 th
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What’s Up?
Strategies for Success
Financial Literacy Month (April)
National Estate Awareness Week (Oct. 19th-25th)
- Uncover needs of branch & community
- Create a customized Financial Fitness Plan
- Adopt post-event cultivation strategies

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Inside the Mind: Planned Giving
Dr. Russell James, Texas Tech University
- Use visual autobiography (reconfigure messages, i.e. Y Story)
- Forget the term “bequests”; it reminds people of mortality—people
will postpone these conversations
- Adopt annual strategies to heighten awareness & ease fear

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Understand Donor Needs
- Start with your board (prototype)
- Appropriate staff member coordinates face-to-face meeting
Conversational & warm ≠ transactional script
• Age
• Married, divorce, windowed (length)
• Children, grandchildren (ages)
• Will (recently reviewed)
• Preferences: day of week, time of day, location (for session)

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Define Donor Objectives
- Uncover within face-to-face meeting
• Decrease income taxes
• Increase income
• Pass on appreciated assets to heir or others
• Provide income for his/her life or another with the
remainder interest passing to a charity
• Charity receiving income for a certain # of years
• Avoidance of capital gains tax

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Craft Workshops
- Define target population
- Identify relevant needs of target population
- Draft session details from feedback
- Narrow the topical focus
- Contact partners (space, presenters, resources, etc.)

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Pre-Planning: Financial Fitness Plan
- Do you need to start, surge or sustain planned giving?
- Write down current planned giving strategies.
- Identify when you execute planned giving strategies.
- Who do you involve in planned giving strategies?

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Create a Financial Fitness Plan
- Who is the target?
- What is the goal? (S.M.A.R.T.)
- When will you execute?
- Where will you execute?
- How will you execute
Less is
more

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Samples & Inspiration
- Handout (see 2014 Planned Giving Strategy)
- Video: Shannon Hawkins
Click here: https://www.youtube.com/watch?v=Tc1FL5F1UgA
- Social Media (see handout)

10. Questions?
tycely@tycelywilliams.com
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