What would you do if someone gave your organization a submarine? If your first response to this question isn't, "Our Gift Policy Says..." then this roundtable will be essential for you. While the focus of this document is on Planned Giving, it also has huge implications for your annual fund and capital campaign giving. In addition, if someone wants to continue their annual gift into perpetuity after they die, do you have a vehicle for making that possible? Endowments often get a bad rap, but that is because they aren't managed using best practices. In this roundtable, we will also highlight why you need Endowment By-Laws and what should be included.
Whether you call them planned gifts, legacy gifts, or estate gifts, they don't just fall out of the sky. They take a great deal of thought, intentionality, and follow-through to ensure not only that they are done, but that they are done correctly. Did you know that 70% of estate plans fail to pay out the way the donor intended? So, if you aren't communicating with your donors about leaving gifts and leaving them correctly, you may not want, or be able to actually receive those that fall out of the sky. In addition, most donors simply think about leaving a church or charity "in their Will." During this roundtable, we will learn how your communication is critical to sparking their creativity and maximizing gift ideas and options.
When giving is down, even if it is part of an annual cycle like summer vacations, anxiety rises. The temptations is to write a letter announcing the deep crisis, and the need for an influx of cash NOW. Learn why this approach is ultimately self-defeating, and what to do instead.
Donors fall into three categories: Annual Fund, Capital Gifts, and Legacy. The biggest bang for their buck comes in one of these categories. Legacy or Planned Giving donors are a special kind of person. They can see into the future and they have truly caught your vision, but knowing who they are and "where" to find them can be difficult. It is critical to add components to your program that help you identify them, while also allowing them to self-identify. During this roundtable, we will discuss these components.