A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING:...
Transcript of A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING:...
![Page 1: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/1.jpg)
Prepared by Lorraine del PradoMay 1, 2018
THE MULTIFARIOUS ROLES OF A PLANNED GIVING PROFESSIONAL
A SUPERHERO CALLING:
![Page 2: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/2.jpg)
1. Fearless Collector of Competencies
![Page 3: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/3.jpg)
1. Fearless Collector of CompetenciesCHARITABLE PLANNING
v Knowledge of the tax law of charitable giving
v Basic understanding of tax, financial and estate planning concepts, issues and concerns
v Ability to illustrate the tax and financial benefits of various charitable scenarios
v Keeping current with regulatory developments
v Firm grasp of ethics in fundraising
![Page 4: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/4.jpg)
1. Fearless Collector of CompetenciesMISC:
v Mastering the case for long-term support
v Understanding policies relating to gift acceptance, investments, endowments, counting and recognition, etc.
v Knowing the limits of professional competencies and where to get additional help
v Possessing generational competencies
v Emotional and social intelligence
![Page 5: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/5.jpg)
2. Appreciative Connector
![Page 6: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/6.jpg)
2. Appreciative Connector
v Knowing what moves you, telling your story and making your own commitment first
v Enabling supporters of all generations and social classes to be philanthropists
v Ability adapt language and messages to donors, professional advisors and internal leaders
![Page 7: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/7.jpg)
3. Master of Deep Discovery
![Page 8: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/8.jpg)
3. Master of Deep Discovery
Discovering a supporter’s
v Heritage, life journey and important lessons
v Hopes, fears and aspirations
v Philanthropic motivations and desired outcomes
v Tax, financial and estate planning concerns
v How they wish to provide for loved ones
![Page 9: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/9.jpg)
4. Partner in the Donor’s Search for Meaning
![Page 10: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/10.jpg)
4. Partner in the Donor’s Search for Meaning
v Witnessing donors’ quest for purpose and significance
v Exposing them to the various options for positively transforming lives for generations
v Honoring how they wish to be remembered
![Page 11: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/11.jpg)
5. Storyteller and Documentarian
![Page 12: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/12.jpg)
5. Storyteller and Documentarian
v Honoring the lives, lessons and values of previous generations through various media
v Keeping good documentation of donor interactions
![Page 13: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/13.jpg)
6. Orchestrator of Charitable Plans
![Page 14: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/14.jpg)
6. Orchestrator of Charitable Plans
v Harnessing problem-solving applications of charitable strategies
v Acting as donor’s liaison with charity
v Ability to partner with other fundraisers to present blended gift opportunities
![Page 15: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/15.jpg)
6. Orchestrator of Charitable Plans
v Interfacing with donor’s tax, legal and financial advisors
v Engaging donor’s family in philanthropic plan and charity
v Engaging internal partners to enable suitable recognition
![Page 16: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/16.jpg)
7. Student of Gerontology
![Page 17: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/17.jpg)
7. Student of Gerontology
v Learning the social, cultural, psychological, cognitive and biological aspects of aging
v Navigating seniors’ paradoxical tasks of:• Preserving control in a world
where all control is being lost.
• Creating a legacy in a world where time is running out.
- David Solie
![Page 18: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/18.jpg)
7. Student of Gerontology
v Understanding the signs of diminishing capacity
v Inspiring our own aging process with great models of aging gracefully
![Page 19: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/19.jpg)
8. Activist and Advocate
![Page 20: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/20.jpg)
8. Activist and Advocate
vResisting transactional fundraising and non-donor-centered practices
vProtecting donors from potential financial abuse
vEnforcing donor intent
vWitnessing and defending donors’ charitable estate plan
![Page 21: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/21.jpg)
9. Colleague and Mentor
![Page 22: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/22.jpg)
9. Colleague and Mentor
vExchanging best practices and resources with colleagues
vHelping other fundraising colleagues make planned giving their business
vVolunteering to mentor and guide emerging planned giving professionals
![Page 23: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/23.jpg)
10. Agent of Compassion, Justice and Progress
![Page 24: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/24.jpg)
10. Agent of Compassion, Justice and Progress
vCreating a safety net for public benefit organizations and protecting their future
vEnabling donors to create legacies that positively transform countless lives
![Page 25: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/25.jpg)
10. Agent of Compassion, Justice and Progress
vHelping inculcate humanitarian values in family members and succeeding generations
vInspiring the greater community with the power and feasibility of planned gifts
![Page 26: A SUPERHERO CALLING - Charitable Gift Planners · PLANNED GIVING PROFESSIONAL A SUPERHERO CALLING: 1. Fearless Collector of Competencies. 1. Fearless Collector of Competencies CHARITABLE](https://reader035.fdocuments.us/reader035/viewer/2022063020/5fe1f790bb6d4365cf32bb81/html5/thumbnails/26.jpg)
Questions, Discussion
Lorraine del PradoDel Prado Philanthropy
www.delpradophilanthropy.com
(206) 236-6474