PLANNED GIVING PART II:
A PRACTICAL GUIDE TO
IMPLEMENTING YOUR
PROGRAM
Tom Hull, North Caroline Bar Association
Foundation
Lorrie K. Albert, Allegheny County Bar Foundation
Planned Giving: Six Easy Steps: Alternative Methods
State vs. Metro Bar Foundation
Allegheny County Bar Foundation
1.
Education/ Volunteers
1.
Education
2.
Gain Board Commitment/Action
Plan/Establish Legacy Society
2.
Develop Gift Acceptance Policy
3.
Recruit Planned Giving Committee
3.
Hire Consultant/Action Plan
4.
Develop Written Case for Support/
Marketing materials, etc.
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 Prospects
6.
Target Key Prospects
Education:
BASIC GIFT VEHICLES
– HOW MUCH DO YOU NEED TO KNOW
OVERCOMING FEAR
– HOW TO ASK
USE OF EXPERTS
USE OF VOLUNTEERS/CONSULTANTS
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 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: www.pgdc.com
•
• Partnership for Philanthropic Planning: 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
TIME COMMITMENT
BUDGET
BOARD PARTICIPATION
Q&A