Tom Hull, North Caroline Bar Association Foundation Lorrie K. Albert, Allegheny County Bar Foundation PLANNED GIVING PART II: A PRACTICAL GUIDE TO IMPLEMENTING.

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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 Methods State vs. Metro Bar Foundation Allegheny County Bar Foundation 1.Education/ Volunteers1. Education 2.Gain Board Commitment/Action 2. Develop Gift Acceptance Policy Plan/Establish Legacy Society 3. Recruit Planned Giving Committee3.Hire Consultant/Action Plan 4. Develop Written Case for Support/4.Develop Gift Giving Guide/ Marketing materials, etc. Establish Legacy Society 5. Develop Gift Acceptance Policy 5. Educate Board/gain support/ Recruit PG Committee 6.Target Key Prospects6.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

RECRUIT HELP -Establish Planned Giving Committee -Hire Consultant -ACTION PLAN

GIFT POLICY NCBF Document Bank How to Develop Volunteers Specific Issues to Consider

MARKETING MATERIALS Develop written Case for Support Produce simple PR/Educational Materials – Tom – show and tell PG 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: Partnership for Philanthropic Planning: Sample Documents National Conference of Bar Foundations Resource Library:

Q & A TIME COMMITMENT BUDGET BOARD PARTICIPATION