Copyright Marts & Lundy YOUR PLANNED GIVING PROGRAM, Such As It Is? NYSAIS June 20, 2011

2 TODAY’S PG TOPICS NOMENCLATURE & THRESHOLD DEFINITIONS PRIMARY VEHICLES & CURRICULUM RESOURCES NEEDED MEASURING RESULTS

3 WHAT IS IT? Planned Giving or Deferred Giving or Gift Planning or __________? Common PG Characteristics: –Smart vs. “Painless” –Multi-step vs. “Complicated” –Doorway to larger gift –Donor Benefits Back Burner Resident

4 PRIMARY VEHICLES Appreciated Assets –Securities, Real Estate, Retirement Plans Bequests “Retained” Benefits –Remainder Trusts –Lead Trusts –Gift Annuities

5 CURRICULUM A modicum of promotion One donor at a time –Interests, devotion, loyalty –Financial circumstances –Timing Leadership Stewardship & legacy societies

6 RESOURCES? Estate Planning & Tax Expert? Staffing FTEs? Publications? Website? Time? THREE A’s: AWARENESS, ATTENTION, and ASSESSMENT

7 MEASUREMENT The right sort of goals –A.I.M.S. –Long range and intermediate –Leadership-owned –Multi-faceted Calendar & check-points Analysis & adjustment

8 RIGHT NOW Set Up Your Own Planned Gift Put Together the “Top 25” PG Prospect Portfolio Launch a Mini-Series Documentary of One PG Donor Talk to Your Board About PG Impact & Annual Goals

Copyright Marts & Lundy YOUR PLANNED GIVING PROGRAM, Such As It Is? NYSAIS June 20, 2011