Jim and Mimi, Part 2: Preparing for the Meeting
How do you best prepare for the conversation the Dean has asked you to have with Jim and Mimi? Part 2 of 3.
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Mid-Career
Who Said it?
Who said “Philanthropy can be a key part of your overall wealth management plan?"
A. President of Princeton in address to donors
B. Warren Buffet
C. Goldman Sachs and Co. promotional material
D. Cleveland Clinic promotional material
The Answer:
C. Goldman Sachs and Co.
This quote from Goldman Sachs materials in 2009 was the first time that they overtly promoted philanthropy as a planning strategy.
A UPI Gift from Judy and Gloria's Art Collection
Judy Johnson and Gloria Swanson have been together for 30 years, and they live on 50 acres of property Judy purchased 17 years ago in the foothills of the Colorado Rockies. Judy purchased the property for $29,000 and built a great contemporary style home, in which she has invested $335,000. Her total investment in the property is $364,000.
A Sticky Situation: The Solution
There are many examples of heirs being surprised by charitable gifts and challenging the legitimacy of these gifts, accusing the organization of exerting undue influence. Help avoid potential problems for your organization.
A Sticky Situation
As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?
The Major Donor Visit Strategy
Often, the best way to have a productive visit is to have a written plan. Here are some ideas:
Prospect Research for Small Shops with Cecilia Hogan
Cecilia Hogan has been leading the prospect research effort at the University of Puget Sound for 20 years. Listen to her speak about prospect research and how smaller organizations can incorporate a little bit of research into their fundraising program to maximize their major gifts.
Have You Heard This?
Are you asking big enough questions? Have you heard the following from any of your donors or prospects recently?
What Would You Most Like to Pass On?
A recent poll asked people with wealth to rank seven items in order of importance. The question was: “What would you MOST like your heirs to inherit from you?”
Why Use An Asset to Give a Gift? ANSWER
The Answer:
A., B., C. and D are ALL true.
There are lots of great reasons donors give assets and here are just 4 of them.