Demystifying Planned Giving

Demystifying Planned Giving Support Center for Nonprofit Management Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors February 17, 2011

Our Objective ,[object Object]

Where We’re Headed ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What is Planned Giving ,[object Object],[object Object]

Why Have A Planned Giving Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Who Can Benefit From Planned Giving: Nonprofits with . . . ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Who Can Benefit From Planned Giving: Nonprofits with . . . ,[object Object],[object Object],[object Object],[object Object],[object Object]

Who Are The Best Prospects for Planned Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Who Are The Best Prospects for Planned Giving ,[object Object],[object Object],[object Object],[object Object]

Looking at Prospects, Avoid Sexism ,[object Object],[object Object]

How is Planned Giving Done ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Living Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Life Insurance Beneficiary ,[object Object],[object Object],[object Object],[object Object]

Other Beneficiary Designations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Marketing Revocable Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object]

Irrevocable Gifts That Pay Life Income Donor donor’s death Nonprofit lifetime income cash, stock, real estate planned gift

The Life Income Gifts (aka love those acronyms) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Remainder Annuity Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Remainder Unitrust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Gift Annuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Pooled Income Fund ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Would a Donor Make a Life Income Gift ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Marketing Irrevocable Gifts That Pay Life Income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Irrevocable Gifts That Don’t Pay Life Income ,[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable IRA Rollover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Retained Life Estate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bequests That Are Legally Binding ,[object Object],[object Object],[object Object],[object Object]

Life Insurance Ownership--Nonprofit Owns Policy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Premiums On Life Insurance Paid To Nonprofit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Lead Trust Donor income Nonprofit close of trust cash, stock, real estate Lead Trust Heirs

Charitable Lead Trusts Fixed or Variable Income To Nonprofit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Stewardship Through Your Recognition Society • Thank ALL your planned gift donors • Call it something iconic and meaningful • Don’t ask for proof of bequests • Special preferences that won’t break you • Special invitations • An annual lunch, reception or trip

How Do You Talk About It ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

We Have Seen . . . ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

PLEASE, PLEASE ,[object Object],[object Object],[object Object],[object Object]

Demystifying Planned Giving

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