The Salvation Army Southern Territory Human Resources Conference 2014 Creating Connections Building...
Transcript of The Salvation Army Southern Territory Human Resources Conference 2014 Creating Connections Building...
The Salvation Army Southern Territory
Human Resources Conference 2014Creating Connections Building for the Future TogetherMonday, April 28
Paul CurnowTerritorial Development Director
Peter Witherell Territorial Planned Giving Director
Monday
Creating Connections – Building for the Future Together
The Purpose of Community Relations and Development is to:
Raise Visibility, Volunteers and Resources To
Enable the Ministry of The Salvation Army
Creating Connections – Building for the Future Together
VisibilityPrint and Broadcast Media
Social MediaSpecial Events
ChristmasKettle Bellringing
Angel TreeEmergency Disaster Services
Creating Connections – Building for the Future Together
VolunteersAdvisory Board and Women’s Auxiliary
Christmas – Bellringing – Angel TreeEmergency Disaster Services
Fundraising – Partnership CouncilsSocial Services
Life Skills/Family Skills/Tutoring/GED/Bible Studies/Recreational/Educational/Social
Creating Connections – Building for the Future Together
Gifts and MoniesBellringing
Reusable Household Items - ARCDirect Mail/Direct Marketing
United Way/Combined Federal CampaignSocial Media/Online Giving
Resource DevelopmentPlanned Giving
Creating Connections – Building for the Future Together
Resource DevelopmentTerritorial Program
Thirty Nine Professionals in Nine DivisionsWe raised more than $29,000,000 last year
Individuals, Foundations, CorporationsRaise monies for Corps and Area Commands
Creating Connections – Building for the Future Together
CRD Partnering with Human Resources
Resource Development and Planned GivingHiring Process – 75 professional positions
Hiring ProcessPartner with HR and Carr and Associates
Marketing/Chemistry Interviews/Final Interviews
The Kroc Gift• Funding local needs• Funding capital projects• Funding your health care costs / pension
Staffing for THQ & the Field• Selective process – 34 professionals• Technical expertise• Relationship skills• Ministry skills
Creating Connections – Building for the Future Together
Development Process
• The donor file – Self Identification• Board Members• Professional Advisors• Corp Referrals
2013 Total Production = $___,051,225
Creating Connections – Building for the Future Together
Creating Connections – Building for the Future Together
James Smithson
100,000 Gold Sovereigns$500,000 in 1838$12,500,000 in 2013Governed by a trust agreementThe __________ Institution
Creating Connections – Building for the Future Together
Among Donors ($500+) with an Estate Plan
Luke 10:2
• The Harvest is plentiful… but the workers are few
• Specialized staff• Highly trained• Divine Appointments
Creating Connections – Building for the Future Together
U.S. Over 50 Population
14
* Donors giving $500+ per year, weighted nationally representative 2006 sample
Gift Annuity - Contractual Agreement Fixed Payments for Life1 Life or 2 Lives (Spouse, Sibling, other)Secured by Charity AssetsAmoritization of Capital Gains Income Tax DeductionTax-Free Portion of IncomeAsset removed from the Estate
Creating Connections – Building for the Future Together
AgeAge Rate Rate 70 5.1% 75 5.8% 80 6.8% 85 7.8% 90 9.0%
Gift Annuity RatesGift Annuity Rates
Susan Green - Age 75Susan Green - Age 75
Property$20,000
Deduct $8,852. Save $2,921.
Principal$20,000
5.8% Annuity
One Life
Payout $1,160. Tax-free $899.00.
Charity$20,000
After two lives, property to charity.
Charitable Gift AnnuityCharitable Gift Annuity
Will or Trust - Protect Loved Ones
Ensure your wishes are carried out
Preserve lifetime flexibility
Can change your mind
Charitable tax deduction
Charitable purpose – A Legacy
Creating Connections – Building for the Future Together
EstateEstate
CharityCharity
- Legacy of Love- May Save Taxes
- Legacy of Love- May Save Taxes
Principalto FamilyPrincipalto Family
-Benefit Children-Nephews/Nieces
-Benefit Children-Nephews/Nieces
Will or TrustWill or Trust
Creating Connections – Building for the Future Together
Building for the FutureWe Know:
When our staff do what we train them to do, andThey stay with us, we build better relationships with
Individuals, Foundations, CorporationsAnd
Raise More Money
Creating Connections – Building for the Future Together
Donor StoriesIndividual – Memphis, TNFoundation – Lubbock TX
Corporations – FedEx – EDSStewardship – FL Donor
Advisory Board Member – KY Opportunity – TN Couple
Creating Connections – Building for the Future Together
Partners in MinistryAnd
Building for the Future