Endowment and Planned Giving Campaigning

Endowment and Planned Giving Campaigning

By Tom Wilson Major Gifts Guru

If you're in Sacramento, California this week, come join me for a presentation on comprehensive campaigning.

How do some of these universities come up with a $600 million campaign? A billion dollar campaign?

They count everything.

• Annual fund during the 5 to 8 year duration of the campaign

Building project(s)

Endowment projects

Planned estate giving including irrevocable and revocable gift instruments

At my session on March 11 I'll talk about endowment camapigning and its challenges and the importance of including planned estate giving in every campaign.

Don't be scared by the terms planned gifts or deferred gifts. 89% of all future gifts are by way of simple bequest. Every major gift officer can learn the basic terminology and start marketing basic planned estate gifts such as wills and IRA residual benificiary status.

Planned estate gifts have always been important in comprehensive campaigns. Now, with this economic downturn and giving uncertainly planned giving is a must for every major gifts shop. People still need to determine where their assets go when they die.

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