Purpose Of This Session Appreciating role of “relationships” Review motivator’s that get contributors on bus Discover important role that “VISION” plays Better appreciate the role of “Stewarding Donors” Learn key elements to engage donors to consider the ultimate gift

Questions? How would you describe your specific role within your Chapter? Is there one word you could use to describe your role? What is the biggest obstacle to carrying out your role? How do you presently use Teammates Mission and Vision Statement?

Who Is On Your Donor Bus? Those who believe in the Mission of TeamMates Those who understand the Core Values of TeamMates Those who believe that TeamMates can accomplish its stated Vision

What Motivated Them To Get On The Bus? Was it something they experienced? Was it something that someone close to them experienced? Was it something that was shared with them? Someone asked them to consider engagement?

What Keeps Them On The Bus? Engagement Cultivation Thanks Information Appreciation Thanks Information Encouragement

Where Is The Bus Going? Specific Project Ask Initial Connection Major Gift Ask Ultimate Gift Ask They Buy Into Vision Initial Connection Initial Contribution Annual Contributor Engagement

Fueling Bus To Reach Destination Increasing number of initial contributors Increase amount from present contributors Increase specific and major gifts being asked for Encouraging the ultimate gift

Different Types of Planned Gifts Simple Bequest! Simple Bequest! Simple Bequest! IRA’s Life Insurance Gift Annuity – For Those Over 65 Charitable Remainder Trusts – Eliminate Capital Gains Tax Donor Advised Fund – For Those Wanting To Pass Charitable Values On To Children

What Has Proved Most Valuable What one concept or idea can you put to use? What do you believe could help you accomplish Vision What might you need help accomplishing? What other questions do you have?

Questions?