Whether you’re a veteran planned giving officer or a beginner you won’t want to miss this stimulating panel discussion on the best practices to get big results in your planned giving program.

The panel, to be moderated by Patton McDowell, President, Patton McDowell and Associates will feature panelists:

Linda Reynolds, Managing Director of Development, Marketing and Sales, Children’s Theatre of Charlotte, and winner of AFP Charlotte’s 2011 Outstanding Professional Fundraising Executive award.

Kimberly Mize, Director of Stewardship, Christ Episcopal Church, Charlotte. With Kimberly’s guidance Christ Church has reached almost 100 estate gift commitments in a year and a half years.

Peter Flur, President and CEO of sniglets, inc., long-standing Children’s Theatre board member and chair of the Theatre’s major gifts effort. 

When: Thursday, October 20, 2011

11:30 – Noon – Registration  and Networking

Noon – 1:30 – Panel Discussion  and Lunch

Where: Myers Park Country  Club, 2415 Roswell Avenue, Charlotte, NC

Cost: $25.00/ per person  includes lunch

Registration Link    Registration Deadline:  Monday, October 17, 2011

Planned giving: Lessons from the dead

by Ret Boney, Philanthropy Journal

Planned giving can appear out of reach to many nonprofits, but it’s more manageable than you think: Get over your fears, create the right context for the donor, be worthy of the gift and ask.  Read More

Lubo’s Dream – Wake Foresters and a Lost Boy wage ‘peace through education’ for the new Sudan

CHARLOTTE – When the Lost Boys of Sudan fled for their lives, away from torched huts and murdered parents, dodging government militia from Khartoum, swimming deep underwater to avoid the unblinking gaze of crocodiles, inching past lions in thorn-tree scrublands and suffering such thirst that at times urine sufficed for water, Phillips Bragg (’93) knew nothing of their plight. He finds it astonishing that in 1991 he was busy choosing his English major at Wake Forest while Lost Boy James Lubo Mijak was struggling to survive in a southern Sudan camp for displaced persons called Pochalla.  Read More

J. William Gray

Hunton & Williams LLP

What has been your most meaningful/memorable experience with Wing Haven?

Can you talk more about why that is important to you?

Tell me more about your experience as a volunteer with Discover Place.

What are some of the values or principles that are most important to you?

What is important to you in terms of the impact of your gift?

We want to make sure we can honor your wishes for your planned gift. Can you tell me more about what you have in mind?

What would inspire you to make an estate gift to Theatre Charlotte?

You’ve been a loyal donor to the Blumenthal Performing Arts center for many years. Since you are so committed to our organization, we wanted to get your feedback on a planned giving program we are launching. There are three areas that we want to focus on growing endowment funds to support….. (Outreach to Underserved, New Works Fund and our educational Institute.) Would you be willing to let us know if you find these priorities to be inspiring?

Several donors have made gifts in honor of a parent or a spouse on the occasion of their birthday, wedding anniversary – or even a colleague on the occasion of their retirement. This is particularly meaningful for those donors who may otherwise have all they could ever need. Is there some one in your life you would consider honoring in this way?

Is there someone you would like to thank, remember or recognize with a planned gift made in their honor? A favorite teacher, professor, friend, coach or mentor?

Would you be willing to meet with me and Chris McLeod who works with arts and culture organizations at Foundation For The Carolinas to explore how you might make a planned gift? Chris can be helpful to you in exploring various ways you can make a planned gift. Of course you will need to discuss this with your attorney and financial advisor, but by meeting with Chris first, you may be able to reduce your legal fees.

One of donors has shared with us that they believed they could best demonstrate (express or communicate) their values to their children by making a planned gift to The Levine Museum of the New South.

Would you be willing to let us write a short article about your gift in our next newsletter? We would like to highlight your gift and reasons for making such a commitment with the hope that it will inspire others to consider their own legacies and planned gifts.

Mr. and Mrs. Barber, residents of Charlotte for 50 years before their deaths in 2005 and 2007 respectively, were the most humble, unassuming and gentle people you could ever meet. Mr. Barber, a World War II Marine veteran, worked for Ford Motor Co. his entire career and Mrs. Barber was a homemaker and active volunteer with the Charlotte Nature Museum and Discovery Place. Mr. Barber was an avid golfer and even played in the Holy Angels annual golf tournament at the age of 94.  They both loved the outdoors from bird watching to camping at the beach to canoeing. Whenever they could, they would work with children to teach them about the simple pleasures of nature.

In the early 1960’s the Barber’s became aware of Holy Angels through the writings of the late Kays Gary, of The Charlotte Observer. Kays wrote powerful articles about the work of the Sisters of Mercy to care for children with severe developmental disabilities and the ultimate establishment of Holy Angels, Inc. The Barber’s became donors to Holy Angels, contributing $5.00 at Christmas time.  They visited often in the 1960’s and continued to give annually. Mr. Barber told us in 2006 that they agreed in the 1960’s if they had any money left over (at their death) that they would give it to Holy Angels. While the Barber’s never had children of their own, they knew that they wanted to support the children of Holy Angels. Mr. Barber said “Holy Angels gives them a life, an opportunity to live. That greatly impresses me.”

In 2000, Mr. Barber told us that they had established a Family Trust to leave the bulk of their estate to Holy Angels. We were stunned with how the Barber’s had planned and invested their entire life. Mr. Barber was a savvy investor, taking great pride in seeing his nest-egg grow. Little did we know, that in 2009, two years after Mr. Barber’s death,  their estate gift to us would become the single largest gift we have ever received. The Barber’s wish was that the dollar value of their gift remain anonymous.

While over the years Holy Angels has received many planned gifts, the gift from Mr. and Mrs. Barber is one that is truly special and the epitome of a true “planned gift.”  It is obvious that the Barber’s were motivated by the Mission of Holy Angels and they held on to this motivation for over 40 years. They felt a sense of pride in our work. Their gift was well planned and it required considerable time and effort, especially by Mr. Barber, to make sure that they were good stewards of their financial assets. We could always tell that they believed anything worth doing was worth doing well.

The Barber’s wanted to leave a lasting legacy for Holy Angels. They were convinced throughout years and years of annual giving, that their planned gift would make a lasting difference for us. We could see that they both had a real sense of fulfillment and that they knew they had made the right decision to leave their estate to Holy Angels. The Barber’s clearly told us to use the gift wherever it would do the most good. Some of their gift will be placed in our endowment fund and some will be reserved for program expansion. Also, in recognition of the Barber’s love of the outdoors, especially anything associated with the water and boating, we plan to name our new boat dock at Camp Hope The Barber Pier. Camp Hope is Holy Angels’ fully handicapped accessible camp on the South Fork River outside Belmont. Our residents use this camp for boating, fishing, picnics and walks along the wheelchair accessible nature trails. A portion of the Barber gift was allocated to physical upgrades at the camp, including the new boat slip and pier.

It is for these reasons that we proudly nominate Mr. and Mrs. Matthew Barber to receive the Association of Fundraising Professionals 2009 Outstanding Legacy Award. Their gift will make a lasting impact on Holy Angels so that we can continue to serve those who have very complicated developmental disabilities and be good stewards of our Mission.

Lifetime Bequest:

A “Lifetime Bequest” is a combination of a gift or pledge now plus an estate gift later to facilitate and maximize the impact of your giving.

Outright or Pledge Portion:

You may make a gift outright or select a pledge payment schedule (1–5 years) that is sensitive to your needs, and then simply shift the balance of your gift to your estate.

Estate Gift Portion:

Charitable Bequest in your will or trust, or Benefificiary Designation in your IRA or other retirement plan, life insurance policy, bank or brokerage account, or Gift Annuity — Also provides an income to you for life, or Charitable Trust — Sample cases and illustrations can be provided for your advisor,

or

Real Estate Gift — Either outright or in a charitable trust.

Added Benefits:

• You can request a naming opportunity (e.g. name a fund or project in memory of a loved one) in exchange for your binding commitment.

• You can qualify a gift for Society member benefits.

Gift Valuation:

The estate gift portion of a “Lifetime Bequest” is discounted to present value to qualify for a “naming opportunity” and gift society membership. Please contact a representative for details.

• Preliminary gift society membership starts when the pledge form is signed and becomes permanent when it is documented as part of the will or estate plan.

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