Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
MarketSmart Words That Work: The Phrases That Encourage Planned GivingMarketSmart
What if you knew exactly which words would inspire your donors to carry out more planned giving?
Here's what you'll learn;
->Which types of donor stories will elicit the most favorable response from your planned giving prospects
->Which donor demographic is more responsive to bequest giving marketing
->Which words you should avoid to maximize legacy gift disclosures
->The right way to talk about the benefits of planned giving
->The motivational effects of tax benefits on charitable interest
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
According to research of giving patterns since 1966 compiled by the Giving USA Foundation, only bequests averaged an increase during recessionary periods. All
other types of giving either remained static or reported declines.
But is your planned giving program getting its fair share of the marketing budget?
We scoured the internet to find the following awesome information. And, although we can’t take credit for the research, we can take credit for the pretty charts!
So feel free to share this report with colleagues and friends (including your board). And when you’re ready to engage in serious marketing to find hidden gifts, generate
leads and cultivate relationships, we hope you’ll reach out to us: http://imarketsmart.com/contact-us
After all, our mission is to help further your mission.
ENJOY THE REPORT!
How to Avoid Fundraising’s Quiet Killer: Donor AttritionAggregage
It doesn't take an industry professional to know that nonprofits highly depend on donations. The marketing emails, events, and website design are meant to attract new donors, when what we should be doing is trying to keep the donors we have. Teach a man donor acquisition and he'll get donations for the day--teach a man donor retention and he'll get donations for a lifetime. John Jay Wilkinson, CEO and founder of Firespring, and learn how to get donations for a lifetime. In this session, Jay will help us learn how to step off of the donor acquisition treadmill and rev up donor retention. Six out of ten donors give only once, but this doesn’t have to be your reality. Jay will help us understand how a 10% increase in donor retention will more than double the lifetime value of a donor and minimize our reliance on producing constant appeals for new donors.
MarketSmart Words That Work: The Phrases That Encourage Planned GivingMarketSmart
What if you knew exactly which words would inspire your donors to carry out more planned giving?
Here's what you'll learn;
->Which types of donor stories will elicit the most favorable response from your planned giving prospects
->Which donor demographic is more responsive to bequest giving marketing
->Which words you should avoid to maximize legacy gift disclosures
->The right way to talk about the benefits of planned giving
->The motivational effects of tax benefits on charitable interest
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
According to research of giving patterns since 1966 compiled by the Giving USA Foundation, only bequests averaged an increase during recessionary periods. All
other types of giving either remained static or reported declines.
But is your planned giving program getting its fair share of the marketing budget?
We scoured the internet to find the following awesome information. And, although we can’t take credit for the research, we can take credit for the pretty charts!
So feel free to share this report with colleagues and friends (including your board). And when you’re ready to engage in serious marketing to find hidden gifts, generate
leads and cultivate relationships, we hope you’ll reach out to us: http://imarketsmart.com/contact-us
After all, our mission is to help further your mission.
ENJOY THE REPORT!
How to Avoid Fundraising’s Quiet Killer: Donor AttritionAggregage
It doesn't take an industry professional to know that nonprofits highly depend on donations. The marketing emails, events, and website design are meant to attract new donors, when what we should be doing is trying to keep the donors we have. Teach a man donor acquisition and he'll get donations for the day--teach a man donor retention and he'll get donations for a lifetime. John Jay Wilkinson, CEO and founder of Firespring, and learn how to get donations for a lifetime. In this session, Jay will help us learn how to step off of the donor acquisition treadmill and rev up donor retention. Six out of ten donors give only once, but this doesn’t have to be your reality. Jay will help us understand how a 10% increase in donor retention will more than double the lifetime value of a donor and minimize our reliance on producing constant appeals for new donors.
One of the fastest ways to grow your fundraising efforts is through peer-to-peer fundraising. Let your donors fundraise for you! Provide your donors with the tools they need to share your cause and how they can relate with their personal network.
Webinar presented in Jan \'09 by Direct Response Solutions explores current trends in annual giving and examines ways to meet the challenges annual programs are facing in 2009.
14 Things Your Website Needs for Effective Fundraising in 2014Abila
Rich Dietz, Founder of Nonprofit R+D – Technology training for Nonprofit Professionals and Jamy Squillace, Director of Product Management, Abila, discuss the importance of the content on your website and increasing fundraising efforts.
This presentation is intended to aid you in getting the most out of your fundraising efforts in 2014. Our fundraising experts, Rich and Jamy, 14 things you can do this year to drive fundraising success. Topics include donor engagement, social media usage, and online fundraising.
Presenters
Rich Dietz, Founder of Nonprofit R+D – Technology training for Nonprofit Professionals
Jamy Squillace, Director of Product Management, Abila
Digging Deeper Into Donor Preferences | AFPFC 2016Abila
At the 2015 AFP International Fundraising Conference, Abila debuted its Donor Engagement Study, diving into the disconnect between nonprofit best practices and donor preferences. We wanted to take that study one step further with our 2016 Donor Engagement Study, digging deeper into donor engagement preferences specifically around content, recognition, events, and volunteering. This session was a special sneak preview of the results, where we shared key findings and insights into how donors want to be engaged and what activities nonprofits are doing that drive them away.
Full study available: www.abila.com/DonorLoyaltyStudy
Speakers:
Rich Dietz, Director of Fundraising Strategy
Tad Druart, VP of Marketing
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Learning Outcomes
-Making a case for donor relations in the quest to renew first-time supporters
-Introducing key terms you need to know
-Defining the value of relationship building
-Identifying steps to a strong donor relations program
-Providing names and sources for more information
Natural philanthropy: How the natural origins of donor motivations drive powe...Russell James
Charitable giving is not a modern invention of the industrialized world. It is a natural behavior as old as humankind. In this presentation, Professor James reviews scientific research from a range of disciplines to uncover the natural origins of philanthropy and translates these scientific concepts into effective fundraising strategies. Be prepared to see how theory and science can produce powerful, practical, real-world fundraising success.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
How to Create an Effective Legacy Case Statement to Get More GiftsBloomerang
https://bloomerang.co/resources/webinars/
Lori Kranczer will review why the legacy case statement is the foundation to your legacy program, how it shapes your communications and how to draft an effective one for your organization.
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
One of the fastest ways to grow your fundraising efforts is through peer-to-peer fundraising. Let your donors fundraise for you! Provide your donors with the tools they need to share your cause and how they can relate with their personal network.
Webinar presented in Jan \'09 by Direct Response Solutions explores current trends in annual giving and examines ways to meet the challenges annual programs are facing in 2009.
14 Things Your Website Needs for Effective Fundraising in 2014Abila
Rich Dietz, Founder of Nonprofit R+D – Technology training for Nonprofit Professionals and Jamy Squillace, Director of Product Management, Abila, discuss the importance of the content on your website and increasing fundraising efforts.
This presentation is intended to aid you in getting the most out of your fundraising efforts in 2014. Our fundraising experts, Rich and Jamy, 14 things you can do this year to drive fundraising success. Topics include donor engagement, social media usage, and online fundraising.
Presenters
Rich Dietz, Founder of Nonprofit R+D – Technology training for Nonprofit Professionals
Jamy Squillace, Director of Product Management, Abila
Digging Deeper Into Donor Preferences | AFPFC 2016Abila
At the 2015 AFP International Fundraising Conference, Abila debuted its Donor Engagement Study, diving into the disconnect between nonprofit best practices and donor preferences. We wanted to take that study one step further with our 2016 Donor Engagement Study, digging deeper into donor engagement preferences specifically around content, recognition, events, and volunteering. This session was a special sneak preview of the results, where we shared key findings and insights into how donors want to be engaged and what activities nonprofits are doing that drive them away.
Full study available: www.abila.com/DonorLoyaltyStudy
Speakers:
Rich Dietz, Director of Fundraising Strategy
Tad Druart, VP of Marketing
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Learning Outcomes
-Making a case for donor relations in the quest to renew first-time supporters
-Introducing key terms you need to know
-Defining the value of relationship building
-Identifying steps to a strong donor relations program
-Providing names and sources for more information
Natural philanthropy: How the natural origins of donor motivations drive powe...Russell James
Charitable giving is not a modern invention of the industrialized world. It is a natural behavior as old as humankind. In this presentation, Professor James reviews scientific research from a range of disciplines to uncover the natural origins of philanthropy and translates these scientific concepts into effective fundraising strategies. Be prepared to see how theory and science can produce powerful, practical, real-world fundraising success.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
How to Create an Effective Legacy Case Statement to Get More GiftsBloomerang
https://bloomerang.co/resources/webinars/
Lori Kranczer will review why the legacy case statement is the foundation to your legacy program, how it shapes your communications and how to draft an effective one for your organization.
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
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.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.
Resuscitating Your Budget: Moving Donors to GiveRobert Croft
Recruiting new donors can cost up to 3-10 times more than keeping the donors you have. How do you keep donors loyal to your cause and get them to give even more? How many times should you ask donors to give? What are the reasons donors stop giving? Join us as we address these questions and more!
Giving is powerful. But it's also complex. This presentation looks at some of the stats of the philanthropic sector as well as some science behind giving, fundraising, and marketing for causes.
Ethnic groups have their own societal and philanthropic objectives and they are not always comparable to those of our traditional donors. Philanthropy means more than giving money. African-Americans, Asian-Americans and Hispanic-Heritage-Americans are ready to take their place as major contributors in society, but many organizations do not yet know how to effectively engage their interest. By understanding giving traditions among these emergent charitable groups you will be able to promote the most appropriate giving vehicles, know how to assess and revise your engagement strategies to welcome non-traditional donors into your donor ranks and how to use the right recognition vehicles that will empower these up-and-coming philanthropists.
Industry articles and this presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2010.
Delivering Micro-Credentials in Technical and Vocational Education and TrainingAG2 Design
Explore how micro-credentials are transforming Technical and Vocational Education and Training (TVET) with this comprehensive slide deck. Discover what micro-credentials are, their importance in TVET, the advantages they offer, and the insights from industry experts. Additionally, learn about the top software applications available for creating and managing micro-credentials. This presentation also includes valuable resources and a discussion on the future of these specialised certifications.
For more detailed information on delivering micro-credentials in TVET, visit this https://tvettrainer.com/delivering-micro-credentials-in-tvet/
Normal Labour/ Stages of Labour/ Mechanism of LabourWasim Ak
Normal labor is also termed spontaneous labor, defined as the natural physiological process through which the fetus, placenta, and membranes are expelled from the uterus through the birth canal at term (37 to 42 weeks
Thinking of getting a dog? Be aware that breeds like Pit Bulls, Rottweilers, and German Shepherds can be loyal and dangerous. Proper training and socialization are crucial to preventing aggressive behaviors. Ensure safety by understanding their needs and always supervising interactions. Stay safe, and enjoy your furry friends!
How to Build a Module in Odoo 17 Using the Scaffold MethodCeline George
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
Acetabularia Information For Class 9 .docxvaibhavrinwa19
Acetabularia acetabulum is a single-celled green alga that in its vegetative state is morphologically differentiated into a basal rhizoid and an axially elongated stalk, which bears whorls of branching hairs. The single diploid nucleus resides in the rhizoid.
Macroeconomics- Movie Location
This will be used as part of your Personal Professional Portfolio once graded.
Objective:
Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
Unit 8 - Information and Communication Technology (Paper I).pdfThiyagu K
This slides describes the basic concepts of ICT, basics of Email, Emerging Technology and Digital Initiatives in Education. This presentations aligns with the UGC Paper I syllabus.
Safalta Digital marketing institute in Noida, provide complete applications that encompass a huge range of virtual advertising and marketing additives, which includes search engine optimization, virtual communication advertising, pay-per-click on marketing, content material advertising, internet analytics, and greater. These university courses are designed for students who possess a comprehensive understanding of virtual marketing strategies and attributes.Safalta Digital Marketing Institute in Noida is a first choice for young individuals or students who are looking to start their careers in the field of digital advertising. The institute gives specialized courses designed and certification.
for beginners, providing thorough training in areas such as SEO, digital communication marketing, and PPC training in Noida. After finishing the program, students receive the certifications recognised by top different universitie, setting a strong foundation for a successful career in digital marketing.
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...
WEBINAR: Planned Giving on One Hour Per Week
1. A Planned Giving Program in One Hour per Week April 6, 2011 Wells Fargo Private Bank provides financial services and products through Wells Fargo Bank, N.A. and its affiliates. Wells Fargo & Company cannot provide tax advice. Please consult your professional tax advisor to determine how this information may apply to your own situation. Dan Harris Senior Vice President, Regional Manager Wells Fargo Philanthropic Services 720-947-6775 [email_address]
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7. Gift Planning Program 1. The active solicitation of planned gifts. 2. Any efforts undertaken in the process of marketing, cultivating, designing, facilitating, and stewarding gifts to charitable organizations.
8. 2009 charitable giving Total = $303.75 billion Source: Giving USA Foundation ™ / Giving USA 2010 Why? Individuals $227.4 75% Foundations $38.4 13% Bequests $23.8 8% Corporations $14.1 5%
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15. Percentage of respondents who have created a planned gift: Campbell, 2007: ~8% PPP, 2001: ~11% Iceberg (Direct Mail), 2007: ~17% Percentage of respondents who would consider leaving a PG: Iceberg (Direct Mail), 2007: ~18% Campbell, 2007: ~31% Why Planned Giving?
16. TRUE or FALSE? Most Planned Gifts are Bequests and Beneficiary Designations TRUE: 80% (Partnership for Philanthropic Planning 2001 survey)
17. Bequest used as Vehicle: PPP (survey of donors), 2001 : ~80% Iceberg (survey of nonprofits), 2007 : 90% to 100% Bank of America (High Net-Worth Philanthropy), 2008: Vehicles used by High Net-Worth Households: Bequest 55.9% Donor-Advised Fund 20.6% Charitable Trust 17.3% Foundation 13.9% Charitable Gift Annuity 8.4% TRUE: Bequests & Beneficiary Designations
18. TRUE or FALSE? Most people tell the charity about the planned gift. FALSE: 67% Don’t Tell (Partnership for Philanthropic Planning 2001 survey)
19. Percentage who have informed charity: Iceberg (Direct Mail), 2007: ~8% PPP, 2001: ~33% Stelter/Selzer (age 40+), 2008: ~36% Myth: Most People will Tell You
20. Charitable Bequests are made mostly by WEALTHY people FALSE: At time of bequest commitment, 58% of bequest donors had income of less than $75,000. (Partnership for Philanthropic Planning 2001 survey) TRUE or FALSE?
21. Partnership for Philanthropic Planning, 2001 : Income at time of bequest commitment: <$20k 11% $20-34.9 12% $35-49.9 13% $50-74.9 22% $75-99.9 14% $100-124.9 12% $125-149.9 5% $150-174.9 4% $175+ 8% Median: $60.4 / Mean: $75.9 Myth: Only Wealthy People 58%
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23. Charitable Bequests are made mostly by OLDER people FALSE (Partnership for Philanthropic Planning 2001 survey) TRUE or FALSE?
24. PPP, 2001 : Age at time of bequest commitment: 18-34 3% 35-44 14% 45-54 26% 55-64 22% 65-74 20% 75+ 15% Mean age: 58 Myth: Only Older People Campbell & Company, 2007 : Has charity named in will: <30 0.7% 30-40 8.9% 40-50 28.1% 50-60 21.9% 60-70 20.6% 70-80 11.0% 80+ 8.9% 65% 60% Conclusion: Don’t limit marketing only to older people.
25. People give primarily to reduce taxes FALSE (Partnership for Philanthropic Planning 2001 survey) TRUE or FALSE?
26. Motivation PPP, 2001 : Desire to support the charity 97% The ultimate use of gift by the charity 82% Desire to reduce taxes 35% Long-range estate / planning issues 35% Create a lasting memorial for self or loved one 33% FALSE
27. Motivation for Wealthy Donors Bank of America, 2008 : Give Back to Community 81% Support Same Orgs / Causes Annually 71% Social Beliefs 70% Moved at How Gift Can Make a Difference 67% Feel Financially Secure 65% Political / Philosophical Beliefs 59% Remedy Issues Affecting Me Personally 58% Religious Beliefs 51% Being Asked 48% Public Recognition 5% Conclusion: Your mission, and how you share it, is essential. FALSE
28. Leaving money to charity in your estate plan requires hiring an attorney FALSE: Beneficiary Designations do not require an attorney. TRUE or FALSE?
29. The Best indicator that a person is likely to leave a bequest is their WEALTH FALSE: The best predictor is LOYALTY Source: Samuel D. Caldwell , President, The Planned Giving Company. “The Old Gray Mare Ain’t What She Used to Be: The Revolution in Planned Giving Marketing.” 2007, 2008 TRUE or FALSE?
31. Which Donors are the best planned giving prospects? Answer: those who are loyal. Next Question: How do you measure loyalty? Loyalty
32. The PRIMARY way that donors hear about gift planning options is at a Face-to-Face Meeting with a representative of the charity FALSE TRUE or FALSE?
33. How Learned About PPP, 2001 : How Donors First Learned about Gift Options The Charity through its published materials 34% A legal or financial advisor 21% Family or Friends 20% The Charity through an individual visit 11% Speaker at a financial planning seminar 8% General knowledge / self 7% Another donor 6% Other 6% Don’t Know / no answer 9% Conclusion: Telling your constituents about PG is essential.
34. For the INITIAL contact to discuss estate gifts to a charity, Most People Prefer to schedule a Face-to-Face Meeting with someone from the charity TRUE or FALSE?
35. Stelter / Selzer Survey, 2008 : Preferences for INITIAL CONTACT about including a nonprofit in their estate: Send Information in Mail 42% Call Personally on Phone 8% Work Through Advisor 8% Contact By Email 6% Arrange in-person Meeting 3% Not Sure 39% When Respondent HAS NO WILL IN PLACE: Send Information in Mail 67% FALSE: Donors Prefer Face-to-Face?
44. One Hour Per Week 7. Leave-A-Legacy: Advertisement
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46. One Hour Per Week 8. List donors who have given in each of last three years (or more), or otherwise are loyal donors . ● Make a schedule to call them ● Send LAL brochure with next communication 9. Make a list your senior or most loyal volunteers . Send a thank you letter with LAL brochure.
47. One Hour Per Week 10. Write an article for your newsletter or website. Discuss your org’s need for long-term funding. Include: “ Have you ever considered an estate gift to (your org)? A charitable bequest provides an opportunity to give something back to your community, helping our programs and services long into the future. We would be honored by your support. Please feel free to contact (name and contact info) with any questions. Thank you for your confidence in our efforts.”
51. Dan Harris Senior Vice President, Regional Manager Wells Fargo Philanthropic Services 720-947-6775 [email_address] Questions? Please Email or Call With Additional Questions! See accompanying paper for list of resources.
Editor's Notes
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JACK and DAN
Assumption: Room host will provide introductions. Additionally, Jack and Dan will provide brief introductions of their respective organizations, as appropriate.