Prepared by Lorraine del PradoMay 1, 2018

THE MULTIFARIOUS ROLES OF A PLANNED GIVING PROFESSIONAL

A SUPERHERO CALLING:

1. Fearless Collector of Competencies

1. Fearless Collector of CompetenciesCHARITABLE PLANNING

v Knowledge of the tax law of charitable giving

v Basic understanding of tax, financial and estate planning concepts, issues and concerns

v Ability to illustrate the tax and financial benefits of various charitable scenarios

v Keeping current with regulatory developments

v Firm grasp of ethics in fundraising

1. Fearless Collector of CompetenciesMISC:

v Mastering the case for long-term support

v Understanding policies relating to gift acceptance, investments, endowments, counting and recognition, etc.

v Knowing the limits of professional competencies and where to get additional help

v Possessing generational competencies

v Emotional and social intelligence

2. Appreciative Connector

2. Appreciative Connector

v Knowing what moves you, telling your story and making your own commitment first

v Enabling supporters of all generations and social classes to be philanthropists

v Ability adapt language and messages to donors, professional advisors and internal leaders

3. Master of Deep Discovery

3. Master of Deep Discovery

Discovering a supporter’s

v Heritage, life journey and important lessons

v Hopes, fears and aspirations

v Philanthropic motivations and desired outcomes

v Tax, financial and estate planning concerns

v How they wish to provide for loved ones

4. Partner in the Donor’s Search for Meaning

4. Partner in the Donor’s Search for Meaning

v Witnessing donors’ quest for purpose and significance

v Exposing them to the various options for positively transforming lives for generations

v Honoring how they wish to be remembered

5. Storyteller and Documentarian

5. Storyteller and Documentarian

v Honoring the lives, lessons and values of previous generations through various media

v Keeping good documentation of donor interactions

6. Orchestrator of Charitable Plans

6. Orchestrator of Charitable Plans

v Harnessing problem-solving applications of charitable strategies

v Acting as donor’s liaison with charity

v Ability to partner with other fundraisers to present blended gift opportunities

6. Orchestrator of Charitable Plans

v Interfacing with donor’s tax, legal and financial advisors

v Engaging donor’s family in philanthropic plan and charity

v Engaging internal partners to enable suitable recognition

7. Student of Gerontology

7. Student of Gerontology

v Learning the social, cultural, psychological, cognitive and biological aspects of aging

v Navigating seniors’ paradoxical tasks of:• Preserving control in a world

where all control is being lost.

• Creating a legacy in a world where time is running out.

- David Solie

7. Student of Gerontology

v Understanding the signs of diminishing capacity

v Inspiring our own aging process with great models of aging gracefully

8. Activist and Advocate

8. Activist and Advocate

vResisting transactional fundraising and non-donor-centered practices

vProtecting donors from potential financial abuse

vEnforcing donor intent

vWitnessing and defending donors’ charitable estate plan

9. Colleague and Mentor

9. Colleague and Mentor

vExchanging best practices and resources with colleagues

vHelping other fundraising colleagues make planned giving their business

vVolunteering to mentor and guide emerging planned giving professionals

10. Agent of Compassion, Justice and Progress

10. Agent of Compassion, Justice and Progress

vCreating a safety net for public benefit organizations and protecting their future

vEnabling donors to create legacies that positively transform countless lives

10. Agent of Compassion, Justice and Progress

vHelping inculcate humanitarian values in family members and succeeding generations

vInspiring the greater community with the power and feasibility of planned gifts

Questions, Discussion

Lorraine del PradoDel Prado Philanthropy

www.delpradophilanthropy.com

lorraine@delpradophilanthropy.com

(206) 236-6474