leave a legacy event for the non-profit sector may 30 th, 2013
TRANSCRIPT
Your World82,000 Registered Charities In Canada
Plus80,000 Not Registered
Expenses Up & Government Funding Shrinking
What are your challenges?
Average Legacy Gift – $20,000
Compare
$35 yearly direct mail gift X 571 Years = $20,000
1 – $20,000 in Will
Suggestions to Identify# 2
Hit Parade• Top 10 list• Deeply committed to your cause• Has faith and trust in the organization• Loves vision with impact evident
People - Volunteer Driven
• Selecting the right volunteers (Criteria)• Character • Listener• Connector• Committed to a legacy gift personally• Knows little about planned giving• Not a current financial planner
Resources
Printed MaterialVideo’s
Online ResourcesList of approved Lawyers & Financial Advisors
Business Card with Volunteer’s NameOther?...
Training• Volunteer is selected and screened• Should be aware of the organization• Coached in articulating the impact clearly• Give volunteer access to Leave a Legacy Group for
networking and support.
Partnerships• Southeastern Ontario monthly meetings• Access to other charities and partners to ask questions• Leave a Legacy National Website• Other partnerships…
Warning / Caution• Be aware of undue influence with the potential donor• Directing someone to a specific partner (Lawyer or Advisor)• Directing someone to a specific product (I.E. ONLY insurance)
First Steps• Start with yourself• Board • Staff (when appropriate)• Volunteers and former board members• Build legacy giving into all communications (I.E. Have you
considered)• Focus on narrative (stories) and get coached is needed. Remember
that your sharing impact not process.• Add to your web site and include legal name and charity #