Endowment Development/Planned Giving

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Endowment Development, often referred to as planned giving, generally comes about as a result of an overall strategic planning process.

Benefits

• Establish a way to ensure current operational income.
• Attract stronger financial leadership.
• Uncover major gift contributors for special projects or capital funds.
• Provide an investment program for charitably inclined individuals.
• Allow individuals an opportunity to channel their resources to perpetuate the charitable organizations that have had meaning in their lives.
• Enable organization leadership to plan more effectively for future growth and expansion of services.
• Build in long range stability to assure future generations the heritage of the past.

Program Highlights

The process-oriented and comprehensive Endowment Development Program normally includes several components:

1. An overall Plan of Action and timetable.
2. A Periodic Mail Plan for selected constituents.
3. Education for the Board.
4. Annual Board Social Event for members and spouses.
5. Establishment of a Recognition Club (Heritage Society) for people who qualify for membership by making an outright gift, making or revising an existing will, name the organization as beneficiary of a life insurance policy, or creating a life income arrangement that eventually directs all or a portion of the principal to the Endowment Fund.
6. Personal visitations.
7. Wills or estate planning clinics.
8. An established goal for members and dollars.
9. An effective committee structure.