Diapositive 1

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Professional training Medium and long-term
financing Endowment Funds and Planned Giving
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Financial development plan
Long term
Planned giving
Medium term

• Bequests
• Insurances
• Annuities

Endowment fund
Short term
Annual campaign
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Donor pyramid
Factors
PLANNED GIVING
Commitment

• Bequests
• Insurances
• Annuities

Investment Involvement Interest Informatio
n Identification

• MAJOR GIFTS
• Major Gifts Program
• Major Fundraising Campaign
• Endowment fund

Progression

• ANNUAL CAMPAIGN
• Face-to-face
• Telemarketing
• Drect mail
• Door-to-door
• Special events

Introduction
Annual campaign face-to-face telemarketing
direct mail door-to-door and special events
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Donor pyramid
5 donors
PLANNED GIVING
10 donors
ENDOWMENT FUND
100 donors
ANNUAL CAMPAIGN

• Out of 100 donors contributing to an annual
  fundraising campaign, 10 will create an endowment
  fund with the organization and of these 10
  donors, 5 will participate in a planned giving
  program.
• When an annual-campaign donor initiates the
  process of creating an endowment fund, it is
  important to flag the donors name and eliminate
  his name from the annual campaign.

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Endowment fund

• The capital paid is capitalized in perpetuity.
• Only the revenue from the investment is
  distributed to the charitable organization,
  according to the donors wishes.
• The basic capital suggested is 2,500 or 500 per
  year for 5 years. (This basic amount may be quite
  high.)
• The endowment fund bears the name of the donor or
  the family, or is named in memory of someone dear
  to the donor or the donating family.
• After a period of 5 years, the donor who
  contributed the capital will once again be
  invited to inject capital into this fund. (The
  donor is not obliged to add more money, but will
  be invited to do so on the 6th, 11th, 16th year
  and so on.)
• This same donor may, through a bequest, add a
  final injection of capital to the endowment
  fund, or change the name of the fund.

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• Once a year, the organization is informed of the
  interest earned on the investments, and
  distributes the revenue to the charitable
  organization according to the wishes of all
  endowment fund holders.

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• Each donor or creator of an endowment fund will
  have a file containing all the information
  concerning it
• in a folder in a filing cabinet
• on a computer file

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Operating these funds
All the money from the various endowment funds
are invested together to reap the benefits of
higher volume and optimize the return on average
assets.
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Endowment Funds and Planned Giving Committee
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Operating these funds
YES

• It is necessary to have a committee responsible
  for investments.
• It is mandatory to have an official policy on
  investing the funds.

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Planned Giving
Canadians preferences
A third of insurance policy donors change their
original beneficiary for a charitable
organization.
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Planned Giving
Profile of prospective donors
Bequests

• between 60 and 72 years of age
• single
• widowed, with no children
• secular priests

NEVER
solicit a person who suffers from dementia
EXERCICE CAUTION
with a person who has limited autonomy
This is where we can distinguish the real
fundraising professionals
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Planned Giving
Profile of prospective donors

• Women aged 30 to 45
• professional, middle or upper management, owner
  of small to medium-sized business, partner
• non-smokers
• single

Insurance policies

• Men aged 30 to 40
• professional, middle or upper management, owner
  of small to medium-sized business, partner
• non-smokers
• single

Dont forget the children of donors who are loyal
to your cause.
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Planned Giving
Profile of prospective donors
Annual annuity

• Men or women
• 55 or over
• single
• widowed with no children
• married with children

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Planned Giving
New insurance policy
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Planned Giving
Life annuities
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