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- THE BEST RETURN ON YOUR INVESTMENT!
- Annual campaign donors are most likely to leave estate gift
- Ideal for endowment building
Planned Giving and the Greatest Generation
- Survived the Great Depression and World War II
- Transfer of wealth between $10 trillion and $42 trillion 2000-2025
- Decisions made 2000 to 2007 during early retirement
- Births in 1930s have fewer assets
Planned Giving
- 1/2 of Americans die without a will or trust
- 80% leave nothing to charity yet have given regularly while alive
- Ask donors what mark they want to leave or what matters to them
- Write your own will!
- Make sure library board, Friends and Foundation members do, too!
- Focus on wills, bequests, life insurance
- Use every opportunity to write a planned giving message -- receipts, annual fund solicitations, etc.
Simple Steps
- Adopt investment policies for Foundation endowment fund
- Kindly remember The (your name here) Library Foundation in your Will?
- Use on letterhead and any printed materials
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