Starting or Enhancing a Planned GIving Program
Planned Giving is a great way to start and build your nonprofit
organization's Endowment Fund without interfering with other fundraising efforts.
We can show your nonprofit how to use planned giving to increase your endowment.
We can help you develop marketing techniques, acquaint your donors with
a wide variety of planned giving instruments, and help your volunteers cultivate
and solicit planned and deferred gifts for your endowment.
Over the past 25 years we have spent in fundraising, this has become one
of the specialties of Philanthropy Solutions, LLC. We have taken more then
$50 million in planned gifts for our clients, and have built more than 250
endowment programs in nonprofit organizations throughout Michigan.
Let us show you how to build an endowment fund easily and effectively using
wills, gift annuities, life insurance and a variety of charitable trusts.
Let us write your gift policies and procedures and coach you in your marketing
efforts. This is one of our specialties within the fundraising profession.
There are four very simple but powerful reasons why there is an unusually
good match between planned gifts and the nonprofit organiztion's endowment
fund.
1. Using planned and deferred gifts for endowment keeps donors from becoming
confunsed over what you need.
2. Using planned gifts for endowment allows the cash gifts to go to operations
3. You can say to every donor, "We'll never use up your gift to the
endowment fund, but we will use it year in and year out. We will take just
as good care of your gift of assets as you would have, by investing them
and using only a part of each year's appreciation." That's a strong
selling point.
4. Both planned gifts and endowment are for the long term. Capital assets
of the donor go to capital assets of the nonprofit. A very appropriate fit.
Why use Planned Gifts for building your endowment fund?
#1
Want to be inspired? Want to know how
wonderfully SIMPLE asking for major gifts is:
"Mega Gifts " by
Jerrold Panas
Tells who gives mega gifts and who gets them and why.
From the fundraiser who set the standard and who makes it look easy.
From Pluribus Press, 1984 and later eds.
#2
Here is a more "nuts and bolts" book
that gives more of the inside workings of a major gift :
"The Art of Asking: How to Ask
for Philanthropic Gifts " by
Paul H. Schneiter
Tells how to ask for money and get it. Lots of practical
tips on how to go about cultivating, visiting with people, and making the
"ask."
From Fund Raising
Institute, 1985
and later eds.
Here's major help for major donors who
want to give intelligently and are not afraid to do their homework.
"Before You Give Another Dime " by
Robert F. Sharpe, Sr.
A masterful resource written by the first "guru"
of planned giving, the one who taught most planned giving specialists practicing
in the field today. For people who want to give more effectively.
From Thomas Nelson Publ, Nashville, 1979 and later eds.
ARTICLE:
"Seven Signs for Success in Nonprofit Fundraising "
Here's an article on how nonprofit boards
can make better decisions regarding the organization's fundraising infrastructure
and program.
This article is absolutely FREE! just for the asking
What do you think prompts individuals
to become donors?
Phone 734-484-2166
or send an email to
johnfike@philanthropysolutions.com
for more information about how your organization can develop a more effective
Planned Giving effort.
