Integrated gift planning the walmart way
-
Upload
good-works -
Category
Business
-
view
187 -
download
1
description
Transcript of Integrated gift planning the walmart way
![Page 1: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/1.jpg)
Integrated Gift Planning the Wal-
Mart Wayhow to use multi-media to promote
bequests without breaking the budget
Boyd McBride, CFREJose Van Herpt, CFRE
CAGP 2013 National Conference
![Page 2: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/2.jpg)
Your Presenters
Boyd McBride, CFRE, AFP Ottawa Outstanding Fundraising Executive, launched Canadian Red Cross’ legacy giving program 1990, worked on SOS Canada’s for last 12 years
Jose Van Herpt, CFRE, Good Works Principal & Chief Counsel, AFP, CAGP, advisor to numerous charities on legacy giving / marketing
![Page 3: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/3.jpg)
Our Theme Today …Legacy Promotion Works
• This is worth doing.• You can do it.• You can do it without big
expense.• You can start next week.• You will see results soon.• The money will follow.
![Page 4: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/4.jpg)
This is worth doing
![Page 5: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/5.jpg)
This is worth doing
2002/03
2003/04
2004/05
2005/06
2006/07
2007/08
2008/09
2009/10
2010/11
2011/12
2012/13
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
0
20
40
60
80
100
120
140
Legacies # of Expectants
![Page 6: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/6.jpg)
Eight Things You Can Do
That Won’t Cost a Dollar
![Page 7: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/7.jpg)
#1: Use Your Website
![Page 8: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/8.jpg)
1. Use Your Website (cont.)Leave a Legacy
Planned Giving: an Overview The Wilms continue their gift of love to the children of Africa A personal story from a long time volunteer (Maria Virjee)Legacy Giving – the Pain and the Gain (My personal story of the death of a legacy giver)
Wills & Bequests (Headline: Your ultimate gift: a bequest to orphaned children )
Why you should consider giving through your Will
Life Insurance - present and after life Questions and Answers about Life Insurance The two basic options
Remainder Trusts
![Page 9: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/9.jpg)
#2: Use Your Direct Mail
![Page 10: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/10.jpg)
#3: Use Your Annual Report
![Page 11: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/11.jpg)
#4: Managing InquiriesLetters you’ll need:– ‘Thank you for your
inquiry – can we talk?’
– ‘Thank you for letting us know you’ve already made a planned gift – can we talk?’
– ‘Thank you for your interest and your specific question(s) – can we talk?’ Maria Virjee – The
face of legacy giving for SOS Canada
![Page 12: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/12.jpg)
#5: Frequently Asked Questions
Make sure staff know who to connect inquiries to.
Equip all staff and key volunteers with a fact sheet and answers to FAQs.
![Page 13: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/13.jpg)
#6: Allied Professionals
![Page 14: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/14.jpg)
#7: Create a Club
![Page 15: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/15.jpg)
#8: Talk about it
![Page 16: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/16.jpg)
So what are you doing?
That is not costing you moneyThat you have a sense is working well
![Page 17: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/17.jpg)
It pays to be talking about this
![Page 18: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/18.jpg)
Things You Can Do with Money
![Page 19: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/19.jpg)
Mail Package
![Page 20: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/20.jpg)
SOS Love Story “If you love children as I
do, I sincerely hope you will give careful consideration to making a legacy gift to SOS … Even a small portion of your estate can give children a home, warmth, happiness, a good education and medical care – and most importantly, an SOS mother who will raise them until adulthood.”
![Page 21: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/21.jpg)
Newsletter Options
![Page 22: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/22.jpg)
Cultivation / Stewardship ToolsPromotional Brochure
![Page 23: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/23.jpg)
Cultivation/Stewardship Tools
![Page 24: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/24.jpg)
Toolkit of Copy
• Donor testimonials• Donor profiles• Stories of success• Newsletter articles• How gifts help• Vision• Ad copy• Long / short
versions
![Page 25: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/25.jpg)
So what are you doing?
That costs you time AND moneyThat you have a sense is working well
![Page 26: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/26.jpg)
Barriers to Moving Forward
![Page 27: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/27.jpg)
Overcoming Those Barriers
![Page 28: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/28.jpg)
Resources to Check Out
• Canadian Association of Gift Planners (www.cagp-acpdp.org)
• Websites of large charities promoting legacy giving (WWF; UNICEF; Red Cross; United Church; World Vision...)
• AFP’s and Charity Village’s consultant directories • Frank Minton and Lorna Somers’ Planned Giving for
Canadians – the definitive book.• www.neurosciencemarketing.com • www.theagitator.net• www.sofii.org• www.goodworksco.ca• There are others…collect them, find a new one each week,
get outside of your zone.
![Page 29: Integrated gift planning the walmart way](https://reader038.fdocuments.us/reader038/viewer/2022110306/554dce36b4c905cc0e8b457b/html5/thumbnails/29.jpg)
Thank You & Good Luck!
Jose Van Herpt, Good WorksBoyd McBride, SOS Children’s
Villages