Fundraising event
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PowerpointChapter7FundsfromtheGreatBeyond.pptxFunds from the Great Beyond: Bequests and Legacy Gifts
Chapter 7
How to Get Bequests and Legacy Gifts
Leave a Family Legacy
Simple Inheritance Doesn’t Have to Be Complicated
First Steps Toward Attracting Gifts
Legacy Giving Arrangements
Developing a Planned Giving Program
First steps require that a Planned Giving Program be developed by the organization. The Board of Directors will approve this plan
A Development Officer needs to be trained to approach donors about giving
Do your mission and goals appeal to a particular type of person?
You must indicate how the money will be spent; Are donors interested in leaving money for a sports program or a new addition to your agency?
Do donors object to their money being left for operating funds or do they want a special project in their name?
The Howell Family Case
As the Executive Director of the Coastal Hospice Program you are aware that many families want to give back when a loved one passes on. They are grateful for the excellent care and compassion demonstrated by the staff in the final hours of a family member’s life. Mr. Howell has recently lost his 80 year old mother who was cared for in the Hospice Program for the last year. The Howell’s own the local Buick dealership and they are well known for their generosity and community mindedness. You are in need of additional space in your facility as the need grows for more hospice care for seniors in your region. You would like to approach the Howell family for a donation but you want to be prepared to answer questions and offer a plan that is acceptable to them since you would like to request a major gift.
Develop an appeal to the Howell family. How would you approach them? Would you use a letter, telephone call, individual meeting? Read through the possible approaches and select one to develop thoroughly. Answer in one page or less and send to the Assignment area this week.
Gifts should be made specifically to your agency through a living trust or donor’s will
Development Meaningful Ways to Recognize Legacy Donors
Use specially designed cards for donors to use to let others know they have made a donation in their honor; for condolences or for congratulatory issues
Create an online giving program for donations
Send thank-you letters to the donors and also offer to notify family members on their behalf
List names of donors in the annual report or newsletter of the agency
Establish an ongoing fund in the donor’s name
Reference for Power points
Bray, Ilona (2016). Effective Fundraising for Nonprofits, 5th Edition, Nolo, CA.
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