Planned Giving

{What?}

 Secure Major Gifts through GivingPoint

For many nonprofits the most difficult fundraising task is securing major gifts.  An inordinate amount of staff time is dedicated to necessary annual tasks such as event planning, new donor acquisition and securing annual gifts to meet budgets.  This leaves very little time to devote to the critical task of appropriately indentifying, cultivating and eventually securing major gifts from dedicated donors. 

GivingPoint has developed services that allow your organization to capitalize on the success of your sustained donor efforts and capture major gift opportunities that present themselves.  It begins with scientific data mining methods to appropriately identify those individuals most readily willing and able to make a major gift commitment.  We then implement proven cultivation techniques with specific donor “moves” aimed at upgrading donors into major categories.  Where appropriate, we expand your major donors’ giving opportunities through the introduction of gift planning for bequests, charitable gift annuities, charitable trusts, as well as more complex gift plans.

Gift Planning Creates Donor Opportunities

Gift Planning is a donor resource that opens tremendous opportunities for individuals who support your organization.  In contrast to current gifts such as cash, stock or real estate whose primary residual benefit includes tax incentives, gift plans often include lifetime income benefits as well as tax reduction incentives.  Some allow for the delay or planned progression of inheritance; a concept embraced by many wealth owners. 

{Why?}

A sound major gift program with the ability to develop gift plans gives your dedicated, consistent donors greater giving opportunities, keeps your organization’s fundraising program competitive in the nonprofit market and helps you plan for long-term sustainability.

{How?}

To assist you in developing a new, or to enhance your current major gift program, GivingPoint has developed a “hand’s on” service designed to help you get the most out of your efforts.  Components include cultivation training in critical areas such as marketing, prospecting, and “getting the appointment” as well as the technical aspects of designing and facilitating major gifts or the best gift plan for your donor’s situation. 

{What’s in it for me?}

A simple donor data assessment will help decide what the best level of service is for you.  Following an assessment of your current major gift capacity, a customized plan of work identifying areas designated for improvement and areas of strength positioned for the next level will be developed and will become our map to success.

(Service outline & descriptions and “most appropriate for” text here)

{Bonus…..and another thing…….}

GivingPoint Stands by You in the Field

{What?}

The most important aspect of any concept is how it will be put into practice.  GivingPoint minimizes your “theory to practice” time by supporting you in the field with gift planning facilitation packages.  Choose the level right for you and receive complete support in three critical areas of major gift acquisition:  1. Identifying Prospects 2. Marketing  3. Cultivating Prospects  4. Gift Facilitation.

Our service includes:

Identifying Prospects

• Proper data mining techniques
• Evaluation of propensity and capacity to give

 Marketing

•  Brochure templates
• Original, timely articles for publication in your newsletter or on your website
• Case studies for targeted mailings,

 Prospect Cultivation  

• Making the Call
• Purposeful Appointments
• The Interview
• Information is Power

 Gift Facilitation

•  Data Gathering
• Proposal Design & Presentation
• The Details: donor intent forms, pledge agreements, gift plan illustrations and contracts

 {Why?}

 GivingPoint is committed to your fundraising success…………

 Annual Giving versus Planned Giving

* Annual Giving                                                                                   * Planned Giving

* “All or Nothing”                                                                                 * “Something for Everyone”

* Simple                                                                                               * Simple to Complex

* Current                                                                                              * Current or Deffered

* Well-Known                                                                                     * Lesser Known

* Strict Requirements                                                                       * Flexibility

* Few Options                                                                                    * Many Options

Common Types of Planned Giving

* Bequest                                                                                           * Life Estate Reserved

* Charitable Gift Annuity                                                                  * Pooled Income Fund

* Charitable Remainder                                                                 * Trust Bargain Sale

* Charitable Lead Trust                                                                       

“Planned Giving programs, when set up correctly, provide future income to the nonprofit.”