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
Top Related