How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Takeaways:
- Best practices to market and solicit planned gifts
- Where to find planned gifts
- How to discover planned gift potential
- Family wealth management options
- Ways to blend personal solicitation and marketing
- 100-day plan-to-execution
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 The global expert services and advisory firm Executive Institutional Advancement Exchange empowers leadership vision for mission advancement. Whether for education, health, business, public service or discovery, the firm provides communication and funding strategies to navigate new levels of accomplishment – empowering leaders who have vision and commitment. |
Rod Miller leads the global expert services firm Executive Institutional Advancement Exchange to bring innovation and insight to empower leadership vision. He has consulted widely and led institutional advancement in higher education and a university health system, and has served as vice president at one of the world’s leading research institutions, Cold Spring Harbor Laboratory in New York. Rod has helped to secure substantial funds and has initiated strategy and execution for campaigns with goal accomplishments of more than $600 million.
