The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL...
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Transcript of The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL...
![Page 1: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/1.jpg)
The ART of Cultivation
![Page 2: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/2.jpg)
Steve HubbardDirector of Planned GivingEdmundite MissionsSelma, [email protected], ext. 222
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A Act Responsibly
![Page 4: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/4.jpg)
R Respond to the Donor’s Needs
![Page 5: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/5.jpg)
T Take the Time to Listen
![Page 6: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/6.jpg)
Donor #1
![Page 7: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/7.jpg)
Joe ZBronx, NY
![Page 8: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/8.jpg)
Joe’s Expressed Goals:
1. Consolidate all retirement accounts into one one account at a local bank2. Wanted assistance with his will3. Wanted help in trying to deal with his best friend who Joe had given $100,000 without any terms of repayment4. Wanted help in getting his cable repaired
![Page 9: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/9.jpg)
What We Did For Joe:
1. Established a friendship with Joe2. Consolidated all retirement accounts into one account at his local bank- Joe’s main objective3. Suggested a way for Joe to deal with a personal issue involving a close friend4. Fixed his cable
![Page 10: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/10.jpg)
What Joe Did For The Missions:
1. Gifted the Missions with a Charitable Gift Annuity for $10,0002. Received two inquiries on referral from Joe re: annuities3. Included in his will4. Continued regular giving5. Created a friendship with cable co.
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Donor #2
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Cathy BSan Jose, CA
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Cathy’s Expressed Goals:
1. Interest in a Charitable Gift Annuity in a large amount2. Interest in education3. Interest in friendship
![Page 14: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/14.jpg)
What We Did For Cathy:
1. Explained in detail how Charitable Gift Annuities work2. Talked about the importance of education3. Talked about my family4. Listened to Cathy-about her husband5. Checked in with Cathy quarterly6. Invited Cathy to Selma and to stay with me
![Page 15: The ART of Cultivation. Steve Hubbard Director of Planned Giving Edmundite Missions Selma, AL steveh@edmunditemissions.org 334-872-2359, ext. 222.](https://reader036.fdocuments.in/reader036/viewer/2022062304/56649e7a5503460f94b79cfc/html5/thumbnails/15.jpg)
What Cathy Did For The Missions:
1. Created a lasting personal friendship2. Cathy has assured us of a large Charitable Gift Annuity3. Continued regular giving4. More red blood oranges
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Summary Comments:1. Treat a donor as a family member2. Listen3. Understand what a donor is asking4. To the extent possible, follow up on the small things5. Realize that often a small donor will provide for you in their estate