A planned giving presentation for Community Works 2012 written by Maria Semple and Tony Martignetti. The presentation was on January 30, 2012.

1. Maria Semple
&
Tony Martignetti, Esq.
January 30, 2012

2. • What is Planned Giving
• Why have a Planned Giving program
• Revocable planned gifts
• Prospects for revocable gifts
• Irrevocable planned gifts
• Prospects for irrevocable gifts
• Useful websites for research
• Let’s keep in touch
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3. A method of charitable giving that
involves the donor’s consideration of
their retirement plan and family estate
plan, and
Usually means cash to a nonprofit at
the donor’s death
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4. • Individual giving dominates
• Helps you build endowment
• Complement to Major Giving
• Complement to Annual Giving
• It’s not only for the wealthy
• Helps you through recessions
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5. Your donor can take it back
-- But, very valuable to your program
• Charitable bequests
• Living trusts
• Beneficiary designations
Stewardship critical
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6. • Crazy simple
• Ordinary people
• Most popular
• May be property or cash
• Unlikely to be revealed
• Never ask for substantiation
• It's revocable, but valuable
• Tax deduction to the estate?
• Your residual may be substantial
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7. • Would get remainder
• OK not to reveal
• Receive cash or property
• Kan't claim deduction
• Simple transfer to you
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8. • Life Insurance
• Retirement plans
-- IRA, 401(k), 403(b), Small Employer Pension
(SEP), SIMPLE IRA
• Commercial annuities
• Bank and brokerage accounts
• Any asset with a beneficiary designation or
-- Payable on death (POD) or
-- Transfer on death (TOD)
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9. √ What Planned Giving is
√ Why have a program
√ Revocable planned gifts
• Prospects for revocable gifts
TheProspectFinder.com TonyMartignetti.com
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10. • Consistent donors
• 55 and over
• Have a living trust
-- check your checks: “Trustee”; “TEE”; “Revocable
Trust”; “Revocable Living Trust”
•Have a financial asset with death benefit
-- your face-to-face meetings are valuable
research
• Internal data
-- important to capture information
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11. Donor
donor’s
death
Nonprofit
lifetime income
cash, stock,
real estate?
planned
gift

12. Charitable Remainder Annuity
Trust (CRAT)
• Fixed income for life or
years
• Fixed percentage
• Valued once
• Can't add more
• Bearish or uncertain donor
• Risk averse
• Wants certainty
• Help multiple charities
Charitable Remainder
Unitrust (CRUT)
• Variable income for life or
years
• Fixed percentage
• Revalued annually
• Add more to it
• Bullish donor
• Risk taker
• Wants growth
• Help multiple charities
TheProspectFinder.com TonyMartignetti.com
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13. • Fixed income for life
• Can't add more
o Can create more gift annuities
• Bearish or uncertain donor
• Risk averse
• Wants certainty
• Help one charity
• Big web of regulation by states
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14. • Love your work
• 65 and over
• Need more income
• Own appreciated assets
o but cash works
• Own real estate (remainder trusts)
• Can part with at least $750K (remainder trusts)
• Can part with as little as $5K (gift annuities)
• Stay tuned for Maria
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15. • They love your work
• Age and giving history are meaningful
55 and over
-- consistent donors
-- ignore gift size
• Women in philanthropy, especially Planned Giving
• Single, widowed, heirless
• Look to your board for leadership
• Review your Major Donor list
• Review your Annual Fund donors
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16. √ What Planned Giving is
√ Why have a program
√ Revocable planned gifts
√ Prospects for revocable gifts
• Useful websites for research
TheProspectFinder.com TonyMartignetti.com
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17. Real Property
http://www.mycentraljersey.com and use Data Universe for
free info on NJ property assessments
http://www.zillow.com provides free market values
http://www.dataquick.com Fee-based, also available thru
WealthEngine
Useful Websites
Prospect Research & Planned Giving

18. Useful Websites
Prospect Research & Planned Giving
Appreciated Securities
http://www.10kwizard.com Fee-based information on
corporate insiders
http://www.sec.gov Free government website to research
corporate insiders
Business Ownership
http://www.referenceusa.com Fee-based resource
available for FREE via most libraries.

19. Useful Websites
Prospect Research & Planned Giving
Donations to other organizations
http://www.iwave.com Fee-based, with info on individuals.
Search pass is available to test.
http://www.nozasearch.com Free and Fee-based with info
on individuals. Search pass is available to test.

20. Yacht Ownership
http://www.boatinfoworld.com Free and fee-based portions to this
website.
Plane Ownership
http://registry.faa.gov/aircraftinquiry/Name_Inquiry.aspx
Free
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21. WealthEngine http://www.wealthengine.com
Blackbaud http://www.blackbaud.com
DonorScape http://www.donorscape.com
TheProspectFinder.com TonyMartignetti.com
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22. √ What is Planned Giving
√ Why have a Planned Giving program
√ Revocable planned gifts
√ Prospects for revocable gifts
√ Irrevocable planned gifts
√ Prospects for irrevocable gifts
√ Useful websites for research
•Let’s keep in touch
TheProspectFinder.com TonyMartignetti.com
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23. Maria
• theprospectfinder.com
• Facebook: The Prospect Finder LLC
• Sign up for Free monthly research tips by texting
PROSPECT to 22828.
Tony
• tonymartignetti.com
• Facebook: Tony Martignetti Nonprofit Radio
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