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Welcome, |
eNewsletter
| March 2004 |
Welcome to the second issue of
the Planned Giving Pulse. This
month's issue is sponsored by
Legacy Leaders, a planned giving
firm located in Virginia,
Orlando, and Toronto. We thank
them for their support and
invite other interested sponsors
to contact the Editor at
editor@plannedgivingpulse.com
Staying on top of current trends
and challenges is important to
us, so we frequently feature
guest authors. In addition,
anyone interested in serving as
a member of the Editorial Board
is invited to contact the
Editor.
"Man can find meaning in life
only through devoting himself to
society." - Albert Einstein
(1879 - 1955)
Suggestions for future story
topics are always welcome. We
hope you enjoy this issue.
Leanne Hitchcock
Editor
Planned Giving Pulse
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Editorial |
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To
Err is
Human... |
Welcome
to the
second
issue of
the
Planned
Giving
Pulse.
This
month's
issue is
sponsored
by
Legacy
Leaders,
a
planned
giving
firm
located
in
Virginia,
Orlando,
and
Toronto.
We thank
them for
their
support
and
invite
other
interested
sponsors
to
contact
the
Editor
at
editor@plannedgivingpulse.com
In the
January
issue we
featured
a story
on Will
and
Estate
Planning,
"How to
Minimize
Family
Upheaval
and
Avoid
Having
Your
Will
Contested."
Although
we
strive
for
accuracy
in our
stories,
it
appears
that
some of
the
information
in the
article
may have
been
misleading.
In any
case, we
always
recommend
that you
have
your
financial
advisor
and
lawyer
review
your
particular
situation. |
Read
on...
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2003 ACGA
Survey: What
Does It Mean For
You and Your
Organization? |
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Trends
in Gift
Annuity
Rates by
John
Elbare,
MBA, CFP. |
We asked
John
Elbare,
MBA, CFP,
founder
of
Florida
Philanthropic
Advisors,
LLC to
give
some
context
to the
recent
ACGA
Survey
Results.
John has
over 25
years of
experience
in
non-profit
management
and
fundraising.
He has
specialized
in major
and
planned
gift
fundraising
for the
last 15
years,
serving
as a
major
gift
officer
and
planned
giving
director
for the
University
of South
Florida,
as CEO
for two
fundraising
foundations,
and as a
financial
planner.
The ACGA
survey
is
reprinted
following
John's
article
for your
interest
and
information. |
To read
more
about
Trends
in Gift
Annuity
Rates
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Goodbye
Donor Pyramid,
Hello Cyclical
Fundraising. |
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Rethinking
Planned
Giving
by
Judith
Nichols,
Ph.D.,
CFRE |
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For as
long as
I can
remember,
development
practitioners
have
assumed
that our
best
prospects
for
planned
gifts
were
mature
individuals.
We
preached
the
donor
pyramid:
a linear
form of
donor
growth
and
education.
The
thinking
goes
like
this: a
prospect
makes
his or
her
first
gift to
your
organization
and,
hopefully,
moves on
to an
annual
gift
commitment.
If the
not for
profit
nurtures
the
relationship
and the
donor
continues
to
respond,
over
time the
gifts
become
larger
and,
ultimately,
the
organization
will
receive
a
bequest
or life
income
arrangement.
This
scenario
makes a
lot of
sense to
everyone
and, if
we are
talking
about
gifts
from our
current
audience
of
mature
donors
(individuals
born
during
the
first
half of
the
twentieth
century),
it is
usually
the
appropriate
scenario
to
follow.
However,
it may
not
serve
the next
generation
- known
as the
Baby
Boom
(born
from
1946 -
1964)
who are
currently
approaching
or in
mid-
life. |
Full
Story
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Planned
Giving as the
Golden Arrow of
Philanthropy. |
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Trends
in the
Planned
Giving
Marketplace
by Terry
Burton |
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Planned
Giving
may have
become
the
golden
arrow of
the
modern
day
fundraiser.
As the
baby
boomer
generation
shifts
into
retirement
mode we
are
witness
to an
enormous
transfer
of
wealth
from one
generation
to the
next.
The
planned
gift, be
it as a
bequest
or in
some
other
form,
has
emerged
as the
type of
donation
that can
create a
win-win
scenario
for both
the
donor
and the
recipient. |
To read
more for
Trends
in the
Planned
Giving
Marketplace
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Philanthropic
Relativity |
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Influences
on
Giving,
Volunteering
Vary by
Region
Says New
Study |
02.20.04
--
Depending
on where
Americans
live in
the
U.S.,
different
factors
influence
the rate
at which
they
give and
volunteer,
says a
new
study.
In the
Northeast,
households
with a
volunteer
in the
family
give
twice as
much to
nonprofits
as do
those
with no
volunteers,
says a
study by
Independent
Sector,
a
national
membership
and
advocacy
group
for
nonprofits. |
Read
More
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Planned Giving Pulse · 1750 Tysons Blvd.
· 4th Floor · McLean · VA
· 22102
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