Rose Community Foundation Live On Program

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Slide 1

Rose Community Foundation Live On Program Bequest Relationship Building Betsy A. Mangone Vice President, Philanthropic Services Group The Denver Foundation

Slide 2

Why Bequests are Important-a Review Bequests deliver the best measure of income as a percent of gathering pledges dollars Bequests are savvy People of any methods can leave endowments along these lines making an open door for all to appreciate being givers

Slide 3

Why Bequests are Important-a Review Donors will probably give estates than different sorts of blessings Control resources amid their lifetime Can change inheritance sums relying upon life conditions Bequests will expand your yearly reserve

Slide 4

A Conversation About How to Use the "Contributor Record" Form From the benefactor's point of view Private Confidential From your viewpoint Clarification Planning

Slide 5

Stewardship and Accountability Why stewardship and responsibility are vital for inheritances Ethical reasons Donors are appointing their well deserved advantages for your association Bequests are blessings from the "heart" Practical reasons Increase yearly endowments Maintain inheritance endowments

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Stewardship and Accountability Why stewardship and responsibility are essential for inheritances Financial Reasons Revocable Because givers merit it

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Tools for Keeping Bequests Build connections Visits Correspondence Invitations to occasions Mailing records

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Tools for Keeping Bequests Establish a legacy society Define the general public's motivation Recognition Education Further duty

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Tools for Keeping Bequests Establish a legacy society Set enrollment capabilities Inclusive Exclusive Charter individuals

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Tools for Keeping Bequests Establish a legacy society Name the general public Determine the advantages Annual occasion Publications Personal briefings Gifts

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Tools for Keeping Bequests Donor dividers imperative? Production of individuals names

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Involve the Board part exercises Make an estate Identify inheritance prospects Assist with stewardship of endowment givers Approve the inheritance program arrangement

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A Bequest Advisory Committee What is it? What is the reason? Who ought to be welcome to join? Issues to consider Job portrayals Term limits Financial bolster Meeting plan

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Allocating Time for Relationship Building in a Small Shop FACTS most by far of fruitful inheritance programs in the nation are overseen low maintenance Bequest projects are anything but difficult to oversee

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Allocating Time for Relationship Building in a Small Shop TOOLS 1. Arrange Have an arrangement that incorporates a particular number of hours a week gave to inheritance work—dependably that hours in the meantime Example-Monday mornings from 9-10:30

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Allocating Time for Relationship Building in a Small Shop TOOLS (Con't) 2. Individual Contact Make telephone rings first Send take after correspondence next Send starting correspondence next Review legacy society schedule next

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Allocating Time for Relationship Building in a Small Shop Institutionalize the program Utilize load up and volunteers to take an interest

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The Key to Relationship Building Appreciate, respect and regard your contributors

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