This document discusses frameworks for planned giving for nonprofit organizations. It outlines six phases of a planned giving program: feasibility, preparation, marketing, cultivation, acquisition, and stewardship. It then discusses identifying, cultivating, and soliciting donors through building relationships using various communication channels. Finally, it provides an outline of different planned giving options like bequests, charitable trusts, and gifts of property and discusses the importance of planned gifts for a successful fundraising pyramid.

1. By: Angela McIntyre
NMP 650- Leading Change for Nonprofit
Organization
Professor Jef f Greim
November 14, 2013

2. There are no theories in NMP 661Planned Gifts Principals and
Techniques.
The Class focuses more on
implementation of Planned Giving.

3. 
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Phase 1: Feasibility
Phase 2: Preparation
Phase 3: Marketing
Phase 4: Cultivation
Phase 5: Acquisition
Phase 6: Stewardship
Source: Barrett, Richard (2002). Planned Giving
Essentials. MD: Aspen Publishers, Inc

4. Framework
in Planned Giving:
Planned Giving Framework is through Donor
Relations.

How
are were going to identify , cultivate, and
solicitate donors to be part of the planned
giving program through a framework for
planned giving?

5. Framework
in Planned Giving Continues :
We can identify a donor for Planned Giving
by selecting donor prospects by:

•Increase Donations
•Donating over a period of time
•Elderly
•Involved with the Nonprofit organization
Source: Schoenhals, Roger. (1999). First Steps in Planned Giving. WA:
Planned Giving Today.

6. Framework

in Planned Giving Continues :
We can cultivate a donor by:
•Building relationships with donors through
facebook, face to face visits, meetings, discussions
on the internet, twitter, or other social media
techniques.
•By following through with prospects and learning
about prospects and donors likes and dislikes
•Building awareness of the cause to the prospect that
has expressed interest in the nonprofit organization
and/or planned giving program.
Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

7. Framework

in Planned Giving Continues :
We can solicitate a donor by:
•Direct Mail Solicitation- Use Direct Mail to survey new
and old donors to find out new methods to keep the
donors or get new donors to do the planned giving
program.
•Telephone Solicitation- Use Phonathons for solicitations.
•Commemorative Gifts Solicitation-These are memorial
gifts that individuals give to provide financial assistance.
•Special Event Sponsorship-Is a way for a nonprofit
organization to find donor prospects that they might not
have meant without the special events.
Source:
Barrett, Richard
(2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

8. Outline for Planned Giving Options
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Insurance Policies
Bequests
Estate
Outright Gift of Cash
Outright Gift of Appreciated property
Bargain Sale
Charitable Remainder Trust
Gift Annuity
Pooled Income Fund
Charitable Lead Trust
Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

9. Fundraising Pyramid of Giving
Having a solid foundation
at a nonprofit organization
will be essential when
putting together a
successful planned giving
program.
Planned
Gifts
Major Gifts
Annual Gifts
Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc

10. Primary
Learning Objectives:
#3: Develop a thorough understanding of the various technical,
functional, and operational areas of a nonprofit organization and
be able to apply this knowledge to organizational practice and
planning.
#7: Analyze, design, implement, maintain, and evaluate
problems/solutions in the key nonprofit functional areas including
fundraising, planning, financial management, board governance,
volunteer management, and information management.
#8: Demonstrate knowledge of the role and function of financial
literacy and stewardship in the effective oversight and
management of nonprofit organization resources.

12. Turnitin Statement:
“I submit that this paper is entirely my own work
and agree that it may be submitted to Turnitin for the
purpose of checking for plagiarism and further that it
may be maintained on the Turnitin database in order
to check for future plagiarism”.

13. Reference Page :
Barrett, Richard (2002). Planned Giving
Essentials. MD: Aspen Publishers, Inc.
Schoenhals, Roger. (1999). First Steps in
Planned Giving. WA: Planned Giving Today.