Belmont University (Nashville, TN) 08/17/2011
Apr 22, 2015
Belmont University (Nashville, TN)08/17/2011
Family Capital v Cash
Disposable Income
Disposable Income = Gross Income – Personal Taxes
ie. Consumption + Saving= Disposable Income
Discretionary Income
Gross income - Taxes - Necessities=Discretionary Incomeie. AGI – Lifestyle – Dependents=Discretionary Income
Season of Margin (Age 47-67)
The Lost Generation
Summary of SSA’s 2011 Annual ReportChart D—OASI, DI, and HI Trust Fund Ratios(Assets as a percentage of annual cost)http://www.ssa.gov/OACT/TRSUM/index.html
Societal Shift
gainfully employed v. greedfully entitled
Discretionary Income Dilemma
Income?
1961
2000
2011
2026
48M Citizens(1925-1947)
81M “Boomers”(1948-1960)
38M “X’ers”(1965-1983)
Cash v. Capital Cultivation
Mission
Human
Capacity
Financial
Edifying Short-term Support…Insuring Long-term
Sustainability…
SHORT-TERM DILEMMA:CULTIVATION OF HUMAN ENDOWMENT
2 Responsibilities of Advancement:
1,000 Donors 10%/yr=1,100 Donor Households
and/or1,000 Donors @$1,100/yr=$1,100,000 Support
Attrition Rate @20%/yr
1,000 Donors 20%/yr=800 Donors
and/or$1,000,000 Support=$800,000
LONG-TERM SOLUTION:CAPITALIZATION OF HUMAN ENDOWMENT
2 Opportunities for Advancement:
Gifts of Capital
and/or
Gifts of Estates
$10,000,000 Capital @10%=$1,000,000
Institution Individual
Addressing the Market Place
Institution
Giver
Fundraising
Qualified
Limited
Wants
Individual
Investor
Service
Everyone
Complete
Win-Win
Agenda
Approach
Audience
Access
Attitude
Ask
Conversation for All Seasons
Protection
Problems
Property
Posterity
Providence
Perceived Needs
Stick Figures, Boxes, and Arrows
Strategic Alliances