New fundraising--donate non cash

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New options for how people can give

Transcript of New fundraising--donate non cash

New options for how people can give

PERSPECTIVE:

Cash

OtherAssets

Cash Gifts

Other AssetGifts

What Assets are Given? What Assets are Owned?

80%Cash

91% OtherAssets

Gift Funnel

Creative Giving—Thinking Beyond• Vehicles

– Cars, trucks– RVs– Boats

• Collectibles• Gold, silver, jewelry• Business Inventory• Stock in a company• Real Estate• Timeshares

Donor Issue

Handle In House(cash/stock)

iDonate.com(planning/non cash)

Donor

DueDiligence!

Acceptance

Receipt

Gift Flow Process

iDonate.com• Turn-key solution

– iDonate.com facilitates gift – beginning to end– iDonate.com handles aministrative end– iDonate.com provides expertise

• Personalized iDonate.com website

Communicate the Message

Capture Non-Cash Gifts

How it works• Donor completes online donation form • iDonate.com assesses gift opportunity• iDonate.com provides information to donor how

to transfer the asset• iDonate.com receipts donor• iDonate.com liquidates the asset• Funds are put into Charity Fund

60% LP Int.

Appreciated Property$3,500,000

Jones LPEd & Edie

Gen.Partner

1%

Control

Ed & EdieLimitedPartners

JonesDAF

$700,000

Jones Unitrust

$2,100,000

Ed & Edie& Family$700,000

20% LP Int. 20% LP Int.

Charities/Ministries/Church/etc. Ed & Edie for Life

AtDeath

Buyer

Negotiate

Expertise for the most complex gifts

Decide to Begin Today!• Sign up for your personal website

– Subscribe to iDonate.com – www.iDonate.com

• Set up charity fund – Application online at www.servantchristian.com

• Communicate / Market– Brochures, newsletters, receipt inserts

• Major Donors– Donor Forums– One on one meetings