Planned Giving and Endowment Management

 
 
Planned giving, according to many seasoned advancement professionals, is the next frontier of philanthropy. While many institutions have had great success, the “industry” of planned giving continues to be somewhat of a mystery to many colleges and universities, hospitals, community foundations, churches, social agencies, and other nonprofit organizations.
 
Nonprofit organizations are becoming more dependent on income from their endowed sources. Planning gifts are the best vehicles to build consistent endowment growth.
 
The materials we offer are designed to help in the development of trustees, professionals and volunteers with an interest in planned giving.
 
The most comprehensive fund management tools for advancement professionals. Our materials will ensure the future planned giving success of your organization.
 
A small college in western Pennsylvania that had been active in planned giving for some thirty years reported success, yet fewer than 2% of its alumni and friends, in a population base of 17,000, had included the school in a will, trust, annuity or other form of planned gift. This same school estimated that its expectancy pool, defined as the estimated value of future bequests, the value of recorded charitable trusts, gift annuities, pooled income funds, death benefit value of life insurance policies and other like instruments, of future gifts was in the range of $15 to $23 million. In other words, 2% of the constituency base planned to make future contributions of $15 to $23 million. What might this expectancy pool be if the school could enlist 4%, 6% or even 10% of its constituency in some form of planned gift instrument?
 
Planned gifts offer the greatest source of endowment development, and endowment development offers the most significant opportunity for financial stability within non-profit organizations. Typically, charitable institutions in search of gift income reach for direct mail, telemarketing, donor clubs and special events. “Donor fatigue” is often the result of this plethora of activity rather than increased contributions.
 
Our materials are designed for Educational Institutions, Community Foundations, Healthcare Facilities, Religious Organizations and those interested in building and managing endowments funds. These materials are merely guides which are to serve as an encouragement to each organization to begin the orderly process in developing a consistent planned giving program.