1. 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

2. 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

3. BASIC GIFT VEHICLES – HOW MUCH DO YOU NEED TO KNOW OVERCOMING FEAR – HOW TO ASK USE OF EXPERTS USE OF VOLUNTEERS/CONSULTANTS Education:

4. Gain Board Commitment Formal Action to establish Program Monetary/Staff Commitment/Budget Board Education Expectations

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

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

7. 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

12. TARGET KEY PROSPECTS Where to look Association/Foundation /Past Presidents Longtime donors Fellows Wealth Management Systems Moves Management information

13. Other Resources: Planned Giving Design Center: www.pgdc.comwww.pgdc.com Partnership for Philanthropic Planning: http://pppnet.org/http://pppnet.org/ Sample Documents National Conference of Bar Foundations Resource Library: http://www.ncbf.org/ http://www.pppnet.org/resource/ready-gg.html http://www.pppnet.org/resource/model_docs.html

14. Q & A TIME COMMITMENT BUDGET BOARD PARTICIPATION