Planned Giving Is a Team Sport Planned Giving
- Slides: 7
Planned Giving Is a Team Sport Planned Giving Day September 26, 2019 Presenters: Alan Pratt, CEP, CAP, Pratt Legacy Advisors Stephanie Ellis-Smith, CAP, Phila Engaged Giving Lijun He, Ph. D, Northwestern Mutual Janell Johnson, CSPG, Village Theatre CE CREDITS AVAILABLE: CPA-CPE, CFP-CE, CFRE, CLE
Professional affiliation: poll
Donor motivations: poll
Estate designations: poll
The Philanthropic Conversation AKA…A Donor-Centered Conversation �It’s not all about your organization �Giver’s Story �Giver’s Family/Legacy Heritage �Giver’s Advisor(s) �Giver’s Values � “Who and Why” versus “What and How”
These exercises will help your giver’s identify their core values and what life experiences help shape what’s important to their legacy. Values Exercise Lifetime Experiences Worksheet
Know Your Client/Donor Client ▪ Development Director ▪ CPAs ▪ Non-Profit CEO ▪ Wealth Advisors ▪ Advancement Director ▪ Insurance Professionals ▪ Planned Giving Director ▪ Fiduciaries ▪ Major Gifts Director ▪ Bankers ▪ Capital Campaign Chair WILLS ILITs TRUSTS GRITs LLCs GRATs GSTs IDGTs QPRTs DYNASTY TRUSTS The Philanthropic Conversation Local Ai. P Chapter C. A. P. Designation Estate Planning Council Planned Giving Council deliverables Attorneys deliverables ▪ Gifts of Cash Private Foundations Gifts of Stock DAFs Gifts of Real Estate CGAs Gifts of Other Assets CRTs Testamentary Gifts CLTs
