A Simple Planned Giving Program

Recipe for Cooking up a Simple Planned Giving Program Michael J. Montgomery Montgomery Consulting, Inc. Lawrence Technological University AFP Detroit/Leave a Legacy Development Day 2011

A Very Simple Planned Giving Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Planned Giving doesn’t need to be so complex! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Measuring the depth of your Prospect Pool for Planned Giving: A Practical Guide ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Get basic tools in place before beginning to promote Planned Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

1. Sample Bequest Language ,[object Object],[object Object],[object Object],[object Object]

2. Gifts of Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

3. Gifts from Retirement Accounts ,[object Object],[object Object],[object Object],[object Object],[object Object]

4. Brokerage Account for Accepting Securities ,[object Object],[object Object],[object Object]

5. Basic / Interim Gift Policies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

6. “Off the shelf” PG Options: Balancing Simplicity, Risk and Relevance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

6a. Pooled Income Fund (external) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

6b.Charitable Gift Annuity Program (external) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

6c.Charitable Remainder Trust (packaged) ,[object Object],[object Object],[object Object],[object Object]

How to promote (once you know what you will proactively promote) ,[object Object],[object Object],[object Object],[object Object],[object Object]

An appealing message for prospects new to Planned Giving -- Endow your gift ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A series of PG stories or messages ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Evaluation/Next Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Michael J. Montgomery ,[object Object],[object Object],[object Object],[object Object],[object Object]

A Simple Planned Giving Program

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