LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th, 2013.

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Presentation transcript:

LEAVE A LEGACY EVENT FOR THE NON-PROFIT SECTOR May 30 th, 2013

Gary MacDonald

Session # 1 - Landscape

Perspective

Your World 82,000 Registered Charities In Canada Plus 80,000 Not Registered Expenses Up & Government Funding Shrinking What are your challenges?

4 types of Givers Tippers Buyers Donors Investors

New Perspective

Missing Below the Water Line Urgency & Gifts

Urgency “The Window” 65+ Civic Generation ( Born before or during WW2)

15 Billion over next 15 years Anticipated in Legacy gifts in Canada

Average Legacy Gift – $20,000 Compare $35 yearly direct mail gift X 571 Years = $20,000 1 – $20,000 in Will

Requires Patience Not Instant Gratification

Session # 2 - Opportunity

Table Talk Do you have a, ”Jacqueline Murphy” who supports your organization?

Suggestions to Identify # 1 Age. 65+ (40 – 50 good prospects for tip of iceberg)

Suggestions to Identify # 2 Hit Parade Top 10 list Deeply committed to your cause Has faith and trust in the organization Loves vision with impact evident

Suggestions to Identify # 3 Open to Bequest

Suggestions to Identify # 4 Family Comes First

Ask Preparing the staff, board and volunteers

Session # 5 Now What? People Resources Training Partnerships Warning / Caution First Steps

People - Volunteer Driven Selecting the right volunteers (Criteria) Character Listener Connector Committed to a legacy gift personally Knows little about planned giving Not a current financial planner

Resources Printed Material Video’s Online Resources List of approved Lawyers & Financial Advisors Business Card with Volunteer’s Name Other?...

Training Volunteer is selected and screened Should be aware of the organization Coached in articulating the impact clearly Give volunteer access to Leave a Legacy Group for networking and support.

Partnerships Southeastern Ontario monthly meetings Access to other charities and partners to ask questions Leave a Legacy National Website Other partnerships…

Warning / Caution Be aware of undue influence with the potential donor Directing someone to a specific partner (Lawyer or Advisor) Directing someone to a specific product (I.E. ONLY insurance)

First Steps Start with yourself Board Staff (when appropriate) Volunteers and former board members Build legacy giving into all communications (I.E. Have you considered) Focus on narrative (stories) and get coached is needed. Remember that your sharing impact not process. Add to your web site and include legal name and charity #

Q & A