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At the time Anne made the statement in the box on the
right, she was the executive director of the Olathe
Medical Center Foundation, and that institution was
a participant in our firm's Planned Giving Consortium.
The consortium concept developed after The
NJSG wrote a proposal to a foundation to
fund a planned giving position at a large nonprofit
institution. Many of the larger nonprofits have planned
giving officers full time while the small and middle-sized
agencies do not. When questioning why they didn't employ
such professionals, it became apparent they had bought
into one or more of the three barriers that prevents
them from offering planned gift options to their constituents.
Myth 1: We have to wait decades for a return
on our planned giving investment, until somebody dies.
Reality: If done as it should be-that is, as
a service to donors and as a relationship-building process-the
nonprofit realizes immediate returns in annual gifts!
The planned gift realization comes later, almost as
a bonus.
Myth 2: We need an expensive, lawyer-like character
who knows all the tax angles to do this.
Reality: Many lawyers don't know all the tax
aspects. While there are some very knowledgeable and
successful tax attorneys who are also planned giving
officers,
they are fundraisers first. Prospects still must reach
the point of saying yes to your organization before
the "how" of the gift is examined and determined.
When you reach the point of needing the "how,"
it is then that an expert is needed to work with donors
and their advisors.
Myth 3: The development staff either doesn't
have the time available to do planned giving or feels
unqualified to attempt it.
Reality: This is where the Planned Giving Consortium
service comes in-our company does your planned giving
program for you. We are not selling advice and imprintable
brochures. We have a proven plan and system that the
nonprofit can utilize based on what it needs. And, perhaps
most attractive, because it is a system that can be
customized, it can be done inexpensively. If your organization
is ready for planned giving or if you would just like
to explore the possibilities, give us a call.
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