2018 NCDC Conference & Exposition

In this session, participants will learn how to find their donors who have donor-advised fund accounts and how to make it easy for donors to give gifts from their accounts. They will also learn how to engage with these donors.

Objectives
1. Learn how donor-advised fund account donors give strategically, actively and using numerous methods
2. Learn how to engage your donors with donor-advised fund accounts
3. Learn how to inspire donors to instruct their giving account to distribute the money more often to your nonprofit

“Leaving a bequest is an amazing act of philanthropy. But it is the one way of giving which combines both passion (on the difference it can make) and logic ( I need to make my Will for my family and/or other inheritors).  The latter is so easy to delay. Part I and Part II of this topic are based on global research, and will take an in-depth focus on key issues:

When are prospects most loyal to their parish, diocese, national or international Catholic community. Does this loyalty match with patterns to make or update a Will?  

What is the best call to action to ensure a legacy to their part of the Catholic Church?

Who are the best bequest voices to communicate both messages: passion and the importance of a Will?    

Who do they really believe in?

Are tax benefits and planned giving tools (CRTs CLTs CGAs etc) a primary call to action or a secondary   one?  

And which communication channels ensure your success?

As we enter a time of baby boomer bequests are they searching for very different information than previous generations?

With 1 in 3 aged over 55 considering a planned gift this is an opportunity we need to grab NOW 

See description in Part I

This session addresses marketing basics for any planned giving program, as well as the data & results of studies that should drive your decision making. The presentation will include the Sharpe Gift Matrix™ & how to use it to identify the types of gifts most appropriate—and most likely--for different types of donors based on identifiable characteristics. Learn who your best PG prospects are, when they make their final and operative gift decisions and the types of marketing that tends to work best. This presentation will utilize 50 years of proprietary studies of what has worked and why. It will also discuss why certain types of efforts work better than others.

Objectives
1. Understand who makes planned gifts and their characteristics
2. Learn when key planned gift decisions are made
3. Be better prepared to ask for the right gifts from the right people based on PG research studies

           

“ESTATE PLANNING: SIMPLE STEPS TO SUCCESS!” If your organization doesn’t have an Estate Planning Program or Legacy Society, then you really need to consider them soon. They’re easy to set up. They’re important for the strength and growth of your organization. And if you’re not receiving these bequests, someone else is! Take a look at these basic facts and you’ll see why you need an Estate Program/Legacy Society. Simply stated, estate planning work obtains the gifts; legacy society work keeps and grows the gifts! The largest gifts to an organization, any organization, come through estate bequests! THE AVERAGE UNSOLICITED BEQUEST IS $35,000; THE AVERAGE SOLICITED BEQUEST IS 200,000! LARGER BEQUESTS COME THROUGH ACTIVE SOLICITATION. 90% of estate gifts are given through simple bequests. From 1998 to 2052, a minimum of $41 trillion will be transferred from one generation to the next. (Scherisch, 2000) Of 20,000 donors over age 50, less than 9% have an estate plan. (James, 2006) Here are some simple steps: - Talk to your Director about forming or strengthening an Estate Planning/Legacy Society. - Educate yourself about the simple basics; the lawyers know the rest. - Recruit a leadership committee of five, ten or twenty passionate people. - Ask the leadership committee to take the step of naming your organization in their wills. Once they’ve indicated you’re in their wills, you have a Legacy Society! A Legacy Society is simply a group of people who’ve indicated that you’re remembered in their wills. - For the Estate Planning Program, do at least the following: 1) Send three letter mailings and brochures per year with a postcard to let you know if you’re in their will. Always put your organization’s legal name in easy to find places. 2) Hold one or two estate planning workshops per year. 3) Talk about your Estate Program/Legacy Society at every board or committee meeting and every event possible. 4) Make sure an ad for Estate Bequests and your legal name is in every communication sent out by your organization. - For the Legacy Society, do at least the following: 1) Mail personal cards on all birthdays and anniversaries. 2) Have a Legacy Society social or soiree or appreciation once or twice a year. 3) At each appreciation, let donors know of your future plans and solicit their feedback. 4) Consider Active Solicitation or Outreach for the largest bequests!

Objectives
1. Review Estate Planning/Legacy Societies
2. Provide simple how-tos for Estate Planning/Legacy Societies
3. Provide Q&A and discussion