Services - Planned Giving

Fund Development Innovations, like a growing number of organizations, realizes the importance of their elder donors for their client’s financial future and have developed approaches that are more in line with their specific needs and interests.

The importance of these donors is reflected in the fact that during the first half of the 21st century, upwards of $41 trillion will be transferred through their estates. Of this amount, charities could potentially receive from $1.5 to $25 trillion.

The “valuing the donor more than the donation” approach is based on a respect for each individual donor and his needs. In order for the long--term value of the donor/charity partnership to be realized, there must first be an appreciation of the need for a carefully cultivated relationship. This relationship occurs over the donor’s entire involvement with an organization and not just during the period when he can “produce cash.”

The “elder donor” program includes 10 basic steps and is based on “valuing the donor more than the donation.” Such a program helps integrate all components of the fund-raising program; major gifts, planned giving and direct marketing, while focusing on the life cycle and needs of the donor.

Successes

Generated four estate-planning based gifts for the 50th anniversary campaign of MAP International in the six-and-seven-figure range, including the campaign’s largest gift at $1.4 million.

Designed new planned giving promotional materials and organized a $3 million endowment campaign at World Neighbors in Oklahoma City.

Introduced the “Leave a Legacy” initiative to Jewish Voice International, which strengthened their planned giving program.

With Robert Sharpe Jr., developed an “elder donor” strategy at Food for the Hungry. This approach included developing strategies which were consistent with a donor’s life cycle.