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Planned Giving:A Primer
LeadingAge Philanthropy Network
Teleconference
Wednesday, April 15, 2015
12:00 p.m. – 1:00 p.m.
2
Your Presenters
Cedric Richner, CFRE
Co-Founder and Principal
Dan Jenuwine, CFRE
Senior Consultant
3October 22, 2007
3
Objectives
1. Consider the special nature of fundraising at a CCRC.
2. Share the challenges and opportunities of soliciting residents for planned gifts.
3. Present the steps toward creating a top-notch planned giving program.
4October 22, 2007
4
Perspectives
1. Philanthropy is an extension of wellness.
2. Fundraising with seniors requires greater sensitivity than in other contexts.
3. Relationships with residents are central to successful fundraising at retirement communities.
4. Fundraising cannot prop up poor operations.
October 22, 2007
5
Our Philosophy
Fundraising
is about relationships
with people.
6October 22, 2007
6
What is Relationship-Based FR?
Relationship-based fundraising at a CCRC focuses on the relationships between residents, staff, and volunteers, helping residents realize their altruistic potential by offering an opportunity to benefit the community through a gift.
7October 22, 2007
7
Expectations of Residents
• Residents are solicited every day.
• Residents expect fundraisers to be at least as knowledgeable and sensitive about giving as they are.
• Residents expect common means of planned giving to be available to them.
8October 22, 2007
8
Basics of Planned Giving
• Step One:
Adopt Your Policies and Procedures
9October 22, 2007
9
Basics of Planned Giving
• Step Two:
Purchase Your Marketing Materials.
10October 22, 2007
10
Basics of Planned Giving
• Step Three:
Provide Standard Language
11October 22, 2007
11
Basics of Planned Giving
• Step Four:
Form Your Advisory Council
12October 22, 2007
12
Basics of Planned Giving
• Step Five:
Train Your Staff and Volunteers
13October 22, 2007
13
Basics of Planned Giving
• Step Six:
Hold Estate Planning Seminars
14October 22, 2007
14
Basics of Planned Giving
• Step Seven:
Create Your Recognition Society
15October 22, 2007
15
Basics of Planned Giving
• Step Eight:
Segment Your Donors
16October 22, 2007
16
Basics of Planned Giving
• Step Nine:
Make Your Own Bequest
17October 22, 2007
17
Basics of Planned Giving
• Step Ten:
Solicit Your Board(s)
18October 22, 2007
18
Basics of Planned Giving
• Step Eleven:
Solicit Your Residents
19October 22, 2007
19
Basics of Planned Giving
• Step Twelve:
Throw a Party!
20October 22, 2007
20
Questions & Answers
Thank you for participating!
Richner & Richner, LLC
734.213.7704
www.RichnerRichner.com
