Tom Hull, North Caroline Bar Association Foundation Lorrie K. Albert, Allegheny County Bar Foundation PLANNED GIVING PART II: A PRACTICAL GUIDE TO IMPLEMENTING.

Tom Hull, North Caroline Bar Association Foundation

Lorrie K. Albert, Allegheny County Bar Foundation

PLANNED GIVING PART II: A PRACTICAL GUIDE TO IMPLEMENTING YOUR PROGRAM

Planned Giving: Six Easy Steps: Alternative MethodsState vs. Metro Bar Foundation

  Allegheny County Bar

Foundation

1 . Education/ Volunteers 1. Education 2. Gain Board Commitment/Action 2. Develop Gift Acceptance Policy

Plan/Establish Legacy Society 3. Recruit Planned Giving Committee 3. Hire Consultant/Action Plan 4. Develop Written Case for Support/ 4. Develop Gift Giving Guide/

Marketing materials, etc. Marketing materials, etc.

Establish Legacy Society 5. Develop Gift Acceptance Policy 5. Educate Board/gain support/

Recruit PG Committee 6. Target Key Prospects 6. Target Key Prospects 

BASIC GIFT VEHICLES– HOW MUCH DO YOU NEED TO KNOW

OVERCOMING FEAR – HOW TO ASK

USE OF EXPERTS

USE OF VOLUNTEERS/CONSULTANTS

Education:

Gain Board Commitment

• Formal Action to establish Program

• Monetary/Staff Commitment/Budget

• Board Education

• Expectations

RECRUIT HELP

- Establish Planned Giving Committee

- Hire Consultant

- ACTION PLAN

GIFT POLICY

•NCBF Document Bank

•How to Develop Volunteers

•Specific Issues to Consider

MARKETING MATERIALS Develop written Case for Support

Produce simple PR/Educational Materials – Tom – show and tellPG Newsletter

 Create a Gift Giving Guide – Lorrie – show and tell

MARKETING MATERIALS

•Develop Case For Support

•Produce simple PR/Education Materials

•Create a Gift Giving Guide

TARGET KEY PROSPECTS

• Where to look• Association/Foundation /Past Presidents• Longtime donors• Fellows

Wealth Management Systems • Moves Management information

Other Resources:•  • Planned Giving Design Center: www.pgdc.com •  • Partnership for Philanthropic Planning: http://pppnet.org/ •  • Sample Documents  

• National Conference of Bar Foundations Resource Library: • http://www.ncbf.org/  

• http://www.pppnet.org/resource/ready-gg.html

 • http://www.pppnet.org/resource/model_docs.html

Q & A

TIME COMMITMENTBUDGETBOARD PARTICIPATION