20110816 Presentation @ Belmont University
-
Upload
jack-eyer -
Category
Economy & Finance
-
view
224 -
download
0
description
Transcript of 20110816 Presentation @ Belmont University
![Page 1: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/1.jpg)
Belmont University (Nashville, TN)08/17/2011
![Page 2: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/2.jpg)
Family Capital v Cash
![Page 3: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/3.jpg)
Disposable Income
Disposable Income = Gross Income – Personal Taxes
ie. Consumption + Saving= Disposable Income
![Page 4: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/4.jpg)
Discretionary Income
Gross income - Taxes - Necessities=Discretionary Incomeie. AGI – Lifestyle – Dependents=Discretionary Income
![Page 5: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/5.jpg)
Season of Margin (Age 47-67)
![Page 6: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/6.jpg)
The Lost Generation
![Page 7: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/7.jpg)
Summary of SSA’s 2011 Annual ReportChart D—OASI, DI, and HI Trust Fund Ratios(Assets as a percentage of annual cost)http://www.ssa.gov/OACT/TRSUM/index.html
![Page 8: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/8.jpg)
Societal Shift
gainfully employed v. greedfully entitled
![Page 9: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/9.jpg)
Discretionary Income Dilemma
Income?
1961
2000
2011
2026
48M Citizens(1925-1947)
81M “Boomers”(1948-1960)
38M “X’ers”(1965-1983)
![Page 10: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/10.jpg)
Cash v. Capital Cultivation
![Page 11: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/11.jpg)
Mission
Human
Capacity
Financial
Edifying Short-term Support…Insuring Long-term
Sustainability…
SHORT-TERM DILEMMA:CULTIVATION OF HUMAN ENDOWMENT
2 Responsibilities of Advancement:
1,000 Donors 10%/yr=1,100 Donor Households
and/or1,000 Donors @$1,100/yr=$1,100,000 Support
Attrition Rate @20%/yr
1,000 Donors 20%/yr=800 Donors
and/or$1,000,000 Support=$800,000
LONG-TERM SOLUTION:CAPITALIZATION OF HUMAN ENDOWMENT
2 Opportunities for Advancement:
Gifts of Capital
and/or
Gifts of Estates
$10,000,000 Capital @10%=$1,000,000
Institution Individual
![Page 12: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/12.jpg)
Addressing the Market Place
Institution
Giver
Fundraising
Qualified
Limited
Wants
Individual
Investor
Service
Everyone
Complete
Win-Win
Agenda
Approach
Audience
Access
Attitude
Ask
![Page 13: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/13.jpg)
Conversation for All Seasons
![Page 14: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/14.jpg)
Protection
Problems
Property
Posterity
Providence
Perceived Needs
![Page 15: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/15.jpg)
![Page 16: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/16.jpg)
![Page 17: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/17.jpg)
![Page 18: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/18.jpg)
![Page 19: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/19.jpg)
![Page 20: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/20.jpg)
![Page 21: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/21.jpg)
Stick Figures, Boxes, and Arrows
![Page 22: 20110816 Presentation @ Belmont University](https://reader036.fdocuments.in/reader036/viewer/2022070312/553827444a7959b26f8b46de/html5/thumbnails/22.jpg)
Strategic Alliances