By: Angela McIntyreNMP 650- Leading Change for Nonprofit Organization Professor Jeff GreimNovember 14, 2013

There are no theories in NMP 661- Planned Gifts Principals and

Techniques. The Class focuses more on implementation of Planned

Giving.

Phase 1: Feasibility Phase 2: Preparation Phase 3: Marketing Phase 4: Cultivation Phase 5: Acquisition Phase 6: Stewardship

Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc

Framework in Planned Giving:

Planned Giving Framework is through Donor Relations.

How are were going to identify , cultivate, and solicitate donors to be part of the planned giving program through a framework for planned giving?

Framework in Planned Giving Continues :

We can identify a donor for Planned Giving by selecting donor prospects by:

•Increase Donations•Donating over a period of time•Elderly•Involved with the Nonprofit organization

Source: Schoenhals, Roger. (1999). First Steps in Planned Giving. WA: Planned Giving Today.

Framework in Planned Giving Continues :

We can cultivate a donor by:•Building relationships with donors through facebook, face to face visits, meetings, discussions on the internet, twitter, or other social media techniques.•By following through with prospects and learning about prospects and donors likes and dislikes•Building awareness of the cause to the prospect that has expressed interest in the nonprofit organization and/or planned giving program.

Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

Framework in Planned Giving Continues :

We can solicitate a donor by:•Direct Mail Solicitation- Use Direct Mail to survey new and old donors to find out new methods to keep the donors or get new donors to do the planned giving program. •Telephone Solicitation- Use Phonathons for solicitations.•Commemorative Gifts Solicitation-These are memorial gifts that individuals give to provide financial assistance. •Special Event Sponsorship-Is a way for a nonprofit organization to find donor prospects that they might not have meant without the special events.

Source:Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

Insurance Policies Bequests Estate Outright Gift of Cash Outright Gift of Appreciated property Bargain Sale Charitable Remainder Trust Gift Annuity Pooled Income Fund Charitable Lead TrustSource: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen

Publishers, Inc.

Outline for Planned Giving Options

Fundraising Pyramid of Giving

Source: Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc

Planned Gifts

Major Gifts

Annual Gifts

Having a solid foundation at a nonprofit organization will be essential when putting together a successful planned giving program.

Primary Learning Objectives:

#3: Develop a thorough understanding of the various technical, functional, and operational areas of a nonprofit organization and be able to apply this knowledge to organizational practice and planning.

#7: Analyze, design, implement, maintain, and evaluate problems/solutions in the key nonprofit functional areas including fundraising, planning, financial management, board governance, volunteer management, and information management.

#8: Demonstrate knowledge of the role and function of financial literacy and stewardship in the effective oversight and management of nonprofit organization resources.

Turnitin Statement:

“I submit that this paper is entirely my own work and agree that it may be submitted to Turnitin for the purpose of checking for plagiarism and further that it may be maintained on the Turnitin database in order to check for future plagiarism”.

Reference Page :

Barrett, Richard (2002). Planned Giving Essentials. MD: Aspen Publishers, Inc.

Schoenhals, Roger. (1999). First Steps in Planned Giving. WA: Planned Giving Today.