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Hawai‘i Legacy Giving Campaign Nonprofit Partnership Meeting February 10, 2016 Planned Giving – It is Easier than You Think Cara Mazzei, Senior Philanthropy Officer •

Why? o What is Planned Giving Anyway? o Opportunity

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Get Started! o What Might a Legacy Donor Look Like? o Capacity & Connection & Loyalty o This is a marathon not a dash  Moves Management Stages  Not one size fits all approach o The Tools You Need to Get Started  Internal infrastructure  Gift acceptance policy  Tracking gifts/Documentation • Finding what is relevant/meaningful for your organization o Basic Dos & Don’ts o Basic Legacy Giving Terms o Best Practices & Ethical Standards

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Ways Donors Can Give? o Gifts at a Glance  Outright Bequests  Retirement Accounts o Approach – How to Start the Conversation/Making the Ask  Developing your case for support o Leveraging your organizations existing resources  Newsletters, Website, etc.

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Partnering – You Don’t Have to be an Expert! o Who can you tap to help? o Board, volunteers, staff, professional advisors, HCF, consultants

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Legacy Donors: Prospects for Life Martha Hanson, Associate Director of Philanthropy •

Legacy Donors o They can always change their minds. o Stewardship is key to keeping them engaged o Treat them like major donors because they will be if you do.

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How will you steward your Legacy Donors? o External stewardship  Thank them personally, timely, and often  Recognize them  Engage them  Report to them  Create a Legacy Society to help accomplish these points o Internal stewardship – are you able to meet their wishes?  Confidentiality  Anonymity  Communication preferences  Record-keeping  Prepared to see that the gift is used as the donor wishes o Know your donors. Be creative.

Resources: • • • •

Planned Giving Toolkit Donor Bill of Rights: http://www.afpnet.org/files/ContentDocuments/DonorBillofRights.pdf Donor Centered Fundraising by Penelope Burk Effective Donor Relations by Janet Hedrick

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