The Salvation Army Southern Territory Human Resources Conference 2014 Creating Connections Building for the Future Together Monday, April 28 Paul Curnow Territorial 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 Visibility Print and Broadcast Media Social Media Special Events Christmas Kettle Bellringing Angel Tree Emergency Disaster Services

Creating Connections – Building for the Future Together Volunteers Advisory Board and Women’s Auxiliary Christmas – Bellringing – Angel Tree Emergency Disaster Services Fundraising – Partnership Councils Social Services Life Skills/Family Skills/Tutoring/GED/Bible Studies/Recreational/Educational/Social

Creating Connections – Building for the Future Together Gifts and Monies Bellringing Reusable Household Items - ARC Direct Mail/Direct Marketing United Way/Combined Federal Campaign Social Media/Online Giving Resource Development Planned Giving

Creating Connections – Building for the Future Together Resource Development Territorial Program Thirty Nine Professionals in Nine Divisions We raised more than $29,000,000 last year Individuals, Foundations, Corporations Raise monies for Corps and Area Commands

Creating Connections – Building for the Future Together CRD Partnering with Human Resources Resource Development and Planned Giving Hiring Process – 75 professional positions Hiring Process Partner 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

James Smithson 100,000 Gold Sovereigns $500,000 in 1838 $12,500,000 in 2013 Governed by a trust agreement The __________ Institution

Creating Connections – Building for the Future Together Among Donors ($500+) with an Estate Plan Family Status % indicating a charitable estate plan No Offspring50.0% Children Only17.1% Grandchildren9.8%

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 Offspring Last Annual Volunteer Hours Average Annual Giving Average Estate Giving Estate Gift Multiple No Children32.6 (6.6)$3,576$44, Children Only25.4 (7.1)$1,316$6, Grandchildren23.2 (2.1)$1,497$4, Total24.3 (1.8)$1,691$8,5825.1

U.S. Over 50 Population 14 * Donors giving $500+ per year, weighted nationally representative 2006 sample

Gift Annuity - Contractual Agreement Fixed Payments for Life 1 Life or 2 Lives (Spouse, Sibling, other) Secured by Charity Assets Amoritization of Capital Gains Income Tax Deduction Tax-Free Portion of Income Asset removed from the Estate Creating Connections – Building for the Future Together

Age Rate % % % % % Gift Annuity Rates

Susan Green - Age 75 Property $20,000 Deduct $8,852. Save $2,921. Principal $20, % Annuity One Life Payout $1,160. Tax-free $ Charity $20,000 After two lives, property to charity. Charitable 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

Estate Charity - Legacy of Love - May Save Taxes - Legacy of Love - May Save Taxes Principal to Family Principal to Family -Benefit Children -Nephews/Nieces -Benefit Children -Nephews/Nieces Will or Trust

Creating Connections – Building for the Future Together Building for the Future We Know: When our staff do what we train them to do, and They stay with us, we build better relationships with Individuals, Foundations, Corporations And Raise More Money

Creating Connections – Building for the Future Together Donor Stories Individual – Memphis, TN Foundation – Lubbock TX Corporations – FedEx – EDS Stewardship – FL Donor Advisory Board Member – KY Opportunity – TN Couple

Creating Connections – Building for the Future Together Partners in Ministry And Building for the Future