1. Incorporating Planned Giving Into Your Development Plan
Kimberly Jetton, MNM
Director of Planned Giving
Archdiocese of Los Angeles

2. What is Planned Giving?
A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning – Legacy Giving
A method of supporting non-profits and charities that enables donors to make larger gifts than they could make from their income
Source: Plannedgiving.com

3. Now Is the Time 10,000 people a day are turning 65
Largest transfer of wealth over the next years than ever in history
If you don’t ask, someone else will

4. 5 Steps to Planned Gifts Where Do I Start?
Become familiar with Planned Gift Vehicles

5. Planned Giving Vehicles
Bequests in Will or Trust
Appreciated Securities Transfers
Appreciated Stock gifts
Charitable Gift Annuities
Charitable Remainder Trusts
Charitable Lead Trusts
Life Insurance
Retained Life Estate

7. 2. Identify Prime Prospects in your Pipeline
5 Steps to Planned Gifts
2. Identify Prime Prospects in your Pipeline

8. Where are you spending your time?
The largest gifts are at the top
Where are you spending your time?

9. Know Where to Find the Money
Donors are older than many assume
IRS data sheds light on ages of donors
Donors over age 65 give disproportionally large percentage of total

10. Who is Giving? Source: IRS 2013 Age of Taxpayer Number of Donors %
Dollars Deducted (1,000s)
Cume % Deducted
Average donated
<26
382,311 1%
$ ,180
0.50%
100%
$ ,506
26-35
3,491,840
10%
$ ,733,774 6%
$ ,074
35-45
6,998,084
19%
$ ,207,223
13%
94%
$ ,745
45-55
9,247,646
25%
$ ,169,071
22%
81%
$ ,668
55-65
8,638,624
24%
$ ,670,087
26%
58%
$ ,866
>65
7,672,372
21%
$ ,925,982
32%
$ ,202
Total
36,430,877
$ ,706,137
$ ,343
Source: IRS 2013

11. Best Prospects Older, consistent annual donors, regardless of amount
Board members
Major gift donors
Volunteers
Single or Couple with no children

12. Case Study #1 Anti-Defamation League (Denver)
Elderly female annual donor
Sent $5.00 check every year
Left a $250,000 bequest
Source: Bruce DeBoskey

13. Case Study #2 Elinor T. Age 92
No appearance of outward appearance of wealth, no cash flow
No affiliation with the school, but Catholic
Began with a $2,000 annual scholarship
Set up a $500,000 endowment upon death in her daughter and son-in-law’s name

14. Case Study #3 Steve M. 65 years old Single, no children
Attends OLG Parish
No affiliation with the school
Set up Endowment of $2M in assets

15. Start or Reinvigorate a Legacy Society
5 Steps to Planned Gifts
Start or Reinvigorate a Legacy Society

16. Legacy Society
All donors who give to a parish, school or ministry are in the Legacy Society

17. Legacy Society Examples
Start a Legacy Society with Charter Members
Member benefits
List in Annual Report
Pin/Certificate
Special Events
2% Club

18. How to Invite Your Donors to Join
Letter of invitation to your board to become charter members. Include a gift intention form.
Add us to your current life insurance policy as a contingent beneficiary or a percentage.
Use an existing policy for our benefit.
Add a codicil to your will or trust.
IRA beneficiary.
Bequest of stock or property.
Let us know if you have already included us.

19. 5 Steps to Planned Gifts
4. Include Planned Giving information in all of your marketing and mailings

20. Easy Marketing Add a check box on all of your donor cards
Send slips in thank you letters
Include planned giving reminders on your signature
Back of business cards

21. Visit our website for more information – YourLegacySociety.org
Marketing
Join our Legacy Society by including your Parish, School or Ministry in your WILL or TRUST. 
For further information, please contact me today!  Our official legal title is: 
The Catholic Organization, A Corporation Sole for the benefit of: (Your Parish, School or Ministry Name)
Visit our website for more information – YourLegacySociety.org

22. Marketing Include in all Newsletters Bulletins Social Media Posts
Have you remembered….

23. 5. Partnership with Advisors
5 Steps to Planned Gifts
5. Partnership with Advisors

24. Advisor Partners Estate Planning Attorneys Financial Advisors
Accountants/Tax Professionals

25. Professional Partners
Council of Charitable Gift Planners
Estate Planning Seminars
Local Community Foundations
Stelter
Crescendo
Sharpe

26. Questions? Thank You!