1. Charitable Planning and the Rocky Mountain Elk Foundation
State and Regional Chairs 2007
Presented by Jeff Bretherton
Vice President of Gift Planning

2. Development
Donation of money/philanthropic contribution that includes no goods or services in exchange for the gift.

3. What it isn’t Memberships Raffles Product purchases Pass the Hat
Auctions (Live and Silent)

4. What it is
One-on-one or group solicitations (including direct mail) in the following categories:
Annual gifts <$2,500 Per policy unrestricted
Legacy Program is on fire
Major gifts >$2,500 May be restricted
Habitat Partner and Council program
Planned gifts
Trails Society

5. Definition of Development Success Needs to be shared and owned by all
Stable philanthropy to fill budget bucket
Portion of stable banked for the next year
New acquisition and growth every year
By nature this is unstable, Goal-conversion
Start assessing gifts
Build Endowment to $250 million

6. 6 ways to Participate in RMEF Development Efforts
List-maker- Help staff review internal
Matchmaker- Name knower/broker
Contacts- Provided to organization
Door-opener- Response getter/scheduler
Solicitation- Ask for support
Donor- Give generously

7. Development Trends

8. Trends analyzed Major Gifts Total Development 03-04 +178% 04-05 +10.5%% %
Total Development % % % %

9. RMEF Opportunities Wealth Transfer IRA Rollover Legislation
$41 trillion to pass from one generation to the next in 40 years.
IRA Rollover Legislation
Enormous wealth tied up here and could be a source of a large number of gifts. $6.7 trillion in those assets.
Real Estate as a giftable asset
Over 45% of the wealth in this country is held in real estate, yet real estate accounts for only 2% of the charitable gifting that occurs.
Sound of Music Ranch.
Women as Philanthropists
Recognize the tremendous influence women have and give them opportunities to support RMEF.
Professional Advisors

10. Development Tools Charitable Giving Wheel Charitable Factfinder
Professional Advisor Roster