Innovations in Gift Planning: A Bequest Challenge Case Study

Dianne Armstrong
 
A successful gift planning program focuses on growing and maintaining the bequest intent pipeline for future estate and planned gifts.  
This session will start with a case study of Planned Parenthood Federation of America’s successful bequest intent pipeline and estates-in-probate program and how this foundation provided the base for the development team to position the program to reach new heights through a bequest challenge. Planned Parenthood’s Second Century Campaign now includes a $20,000,000 Bequest Challenge incentive fund that has to date resulted in the documentation of more than $300,000,000 in future bequests.The session will continue with a discussion of the underpinnings of legacy challenges and what to consider in developing or accepting a legacy challenge campaign with special emphasis on unique factors when working in a national organization with separately incorporated affiliates and a constantly evolving donor base.
      
Learning Objectives:
1. Review what attributes in development and planned giving shops contribute to a vibrant bequest intent and estates-in-probate program
2. Highlights of the Planned Parenthood Bequest Challenge—from early decision-making to the mechanics of the challenge itself  
3. Overview of many of the preparations and policy considerations needed to engage in this type of effort.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
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