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Planned Giving

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Virginia Rural Health Association
Virginia Rural Health Association

This course is designed to help nonprofit organizations learn to how to create and direct their planned giving efforts, beginning with a general overview of what is viewed by many nonprofits as a very complex subject.

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PLANNED GIVING LAYING THE GROUNDWORK FOR FUTURE GIFTS November 17, 2009
The Curtis Group ,[object Object],[object Object],[object Object],[object Object]
The Curtis Group ,[object Object],[object Object],[object Object]
Giving Institute: Leading Consultants to Nonprofits ,[object Object],[object Object],[object Object]
2008 Charitable Giving Total = $307.65 billion ($ in billions) Individuals $229.28 75% Foundations $41.21 13% Bequests $22.66 7% Corporations $14.50 5% Source: Giving USA 2009
Importance of Individual Giving ,[object Object],[object Object],[object Object],[object Object]
What Is Planned Giving? ,[object Object],[object Object]
About Planned Giving ,[object Object],[object Object],[object Object],[object Object]
Who Makes Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Makes Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Makes Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Makes Planned Gifts? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Makes Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planned Gifts: Bequests Are Key ,[object Object],[object Object],[object Object]
Board’s Role in Planned Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Board’s Role in Planned Giving ,[object Object],[object Object],[object Object],[object Object],[object Object]
Reaching Potential Donors ,[object Object],[object Object],[object Object],[object Object]
Planned Giving Steps to Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planned Giving Steps to Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planned Giving Steps to Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planned Giving Steps to Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planned Giving Summary ,[object Object],[object Object],[object Object],[object Object]
[object Object]

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Planned Giving

  • 1. PLANNED GIVING LAYING THE GROUNDWORK FOR FUTURE GIFTS November 17, 2009
  • 2.
  • 3.
  • 4.
  • 5. 2008 Charitable Giving Total = $307.65 billion ($ in billions) Individuals $229.28 75% Foundations $41.21 13% Bequests $22.66 7% Corporations $14.50 5% Source: Giving USA 2009
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.