Embed Size (px)
Citation preview
What’s your plan? Implementing a legacy donor program
Lisa M. Chmiola, CFRE HAIS – June 11, 2015 @houdatlisa #HAISlegacy
11223344
FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FE
FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FEUD FAMILY FE
2424
2020
1717
1414
1111
77
55
22
Donor Base
Board Support
Strategic Plan
Gift Acceptance Policy
Staffing
Communication Plan
History
Patience
CheerCheer SilenceSilenceLoseLoseWinWin BooBoo
Prospecting• Existing legacy donors
– Why did they give?– Who else do they know?
• Loyal donors/Volunteer leadership– Why do they give? – Have they thought about continuing this beyond their
lifetime?
• Younger donors– Retirement/insurance beneficiaries– “They haven’t asked (me).”
• YOU!
Documentation
• When possible, document donor gifts– Confirms their wishes– Gives permission to be listed
• What to include– Contact information– Gift type & current value– Gift designation – Option for anonymity
Documentation
• Additional file materials can include– Copies of will/trust, beneficiary designations,
insurance policies– Endowment agreements– Correspondence with donor(s)
• Storage– Fireproof– Electronic (back up!)– Access
Objections
“But I plan to leave funds to my family.”
“I don’t have a large amount of assets.”
“I don’t want the publicity.”
Communications Plan
• How?
• Inquiry response plan?
• Process for realized gifts?
Stewardship
• Visits• Communication
– Mailings– Emails– Social Media
• Events• Volunteer Engagement
How else are you stewarding donors?
Discussion
• What is the biggest challenge you face when it comes to planned giving?
• What is the first step you are going to take in your organization to move your program forward?
Additional Resources
• Professional Associations/Conferences– Association of Fundraising Professionals– Planned Giving Council of Houston– Partnership for Philanthropic Planning
• PG Marketing Vendors (webinars & workshops)
• Dr. Russell James’ research– Book: Visual Planned Giving
• Networking with colleagues
