Tom Hull, North Caroline Bar Association Foundation Lorrie K. Albert, Allegheny County Bar...
-
Upload
gillian-hicks -
Category
Documents
-
view
216 -
download
0
Transcript of Tom Hull, North Caroline Bar Association Foundation Lorrie K. Albert, Allegheny County Bar...
Tom Hull, North Caroline Bar Association Foundation
Lorrie K. Albert, Allegheny County Bar Foundation
PLANNED GIVING PART II: A PRACTICAL GUIDE TO IMPLEMENTING YOUR PROGRAM
Planned Giving: Six Easy Steps: Alternative MethodsState vs. Metro Bar Foundation
Allegheny County Bar
Foundation
1 . Education/ Volunteers 1. Education 2. Gain Board Commitment/Action 2. Develop Gift Acceptance Policy
Plan/Establish Legacy Society 3. Recruit Planned Giving Committee 3. Hire Consultant/Action Plan 4. Develop Written Case for Support/ 4. Develop Gift Giving Guide/
Marketing materials, etc. Marketing materials, etc.
Establish Legacy Society 5. Develop Gift Acceptance Policy 5. Educate Board/gain support/
Recruit PG Committee 6. Target Key Prospects 6. Target Key Prospects
BASIC GIFT VEHICLES– HOW MUCH DO YOU NEED TO KNOW
OVERCOMING FEAR – HOW TO ASK
USE OF EXPERTS
USE OF VOLUNTEERS/CONSULTANTS
Education:
Gain Board Commitment
• Formal Action to establish Program
• Monetary/Staff Commitment/Budget
• Board Education
• Expectations
MARKETING MATERIALS Develop written Case for Support
Produce simple PR/Educational Materials – Tom – show and tellPG Newsletter
Create a Gift Giving Guide – Lorrie – show and tell
MARKETING MATERIALS
•Develop Case For Support
•Produce simple PR/Education Materials
•Create a Gift Giving Guide
TARGET KEY PROSPECTS
• Where to look• Association/Foundation /Past Presidents• Longtime donors• Fellows
Wealth Management Systems • Moves Management information
Other Resources:• • Planned Giving Design Center: www.pgdc.com • • Partnership for Philanthropic Planning: http://pppnet.org/ • • Sample Documents
• National Conference of Bar Foundations Resource Library: • http://www.ncbf.org/
• http://www.pppnet.org/resource/ready-gg.html
• http://www.pppnet.org/resource/model_docs.html