1. Planned Giving:
A Primer
LeadingAge Philanthropy Network
Teleconference
Wednesday, April 15, 2015
12:00 p.m. – 1:00 p.m.

2. 2
Your Presenters
Cedric Richner, CFRE
Co-Founder and Principal
Cedric@RichnerRichner.com
Dan Jenuwine, CFRE
Senior Consultant
Dan@RichnerRichner.com

3. 3October 22, 2007
3
Objectives
1. Consider the special nature of
fundraising at a CCRC.
2. Share the challenges and opportunities
of soliciting residents for planned gifts.
3. Present the steps toward creating a top-
notch planned giving program.

4. 4October 22, 2007
4
Perspectives
1. Philanthropy is an extension of
wellness.
2. Fundraising with seniors requires
greater sensitivity than in other
contexts.
3. Relationships with residents are central
to successful fundraising at retirement
communities.
4. Fundraising cannot prop up poor
operations.

5. October 22, 2007
5
Our Philosophy
Fundraising
is about relationships
with people.

6. 6October 22, 2007
6
What is Relationship-Based FR?
Relationship-based fundraising at a
CCRC focuses on the relationships
between residents, staff, and volunteers,
helping residents realize their altruistic
potential by offering an opportunity to
benefit the community through a gift.

7. 7October 22, 2007
7
Expectations of Residents
• Residents are solicited every day.
• Residents expect fundraisers to be at
least as knowledgeable and sensitive
about giving as they are.
• Residents expect common means of
planned giving to be available to them.

8. 8October 22, 2007
8
Basics of Planned Giving
• Step One:
Adopt Your Policies and Procedures

9. 9October 22, 2007
9
Basics of Planned Giving
• Step Two:
Purchase Your Marketing Materials.

10. 10October 22, 2007
10
Basics of Planned Giving
• Step Three:
Provide Standard Language

11. 11October 22, 2007
11
Basics of Planned Giving
• Step Four:
Form Your Advisory Council

12. 12October 22, 2007
12
Basics of Planned Giving
• Step Five:
Train Your Staff and Volunteers

13. 13October 22, 2007
13
Basics of Planned Giving
• Step Six:
Hold Estate Planning Seminars

14. 14October 22, 2007
14
Basics of Planned Giving
• Step Seven:
Create Your Recognition Society

15. 15October 22, 2007
15
Basics of Planned Giving
• Step Eight:
Segment Your Donors

16. 16October 22, 2007
16
Basics of Planned Giving
• Step Nine:
Make Your Own Bequest

17. 17October 22, 2007
17
Basics of Planned Giving
• Step Ten:
Solicit Your Board(s)

18. 18October 22, 2007
18
Basics of Planned Giving
• Step Eleven:
Solicit Your Residents

19. 19October 22, 2007
19
Basics of Planned Giving
• Step Twelve:
Throw a Party!

20. 20October 22, 2007
20
Questions & Answers

21. Thank you for participating!
Richner & Richner, LLC
734.213.7704
www.RichnerRichner.com