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Is your organization ready

to change the way


it views planned giving?

Any charitable organization interested in planned giving must evaluate


and prepare its existing operations. To help you evaluate the likelihood of
How you can move forward
a successful partnership with Philanthropy International, please consider
the points below: in the Partner Charity Program

• Effective planned giving programs have an active and helpful Contact Philanthropy International at (909) 625-4511
Board of Directors. Successful partner charities work closely with or info@picharity.org. The team is available to help you
Philanthropy International in many aspects of their overall giving assess your readiness for planned giving
program. and will walk you through the steps necessary
to move ahead and reach your planned giving goals.
• Philanthropy International works with a volunteer planned giving
officer to introduce your current donor base to planned giving
concepts in a non-threatening environment.

• To reach the established goals, each charity needs to have a functioning


infrastructure. The Partner Charity program may require assistance
in scheduling seminars, printing, and coordination of donor events,
which would be the responsibility of the charity staff or volunteers.
Building Financial Security
• The Philanthropy International team will work with your charity
and a volunteer planned giving officer to integrate planned giving for Your Charity
into your development and fund raising efforts. Many times, this
will introduce new donors to your organization.
Philanthropy International
• If you have more than one location, Philanthropy International
regional and multi-regional fees are outlined in the Program
Partner Charity Program
Synopsis. Additional expenses, such as seminar meals, handouts, 310 N. Indian Hill Blvd. #521, Claremont, CA 91711 A charity serving charities, enabling each Partner Charity
invitation printing and mailing are the responsibility of the charity. phone (909) 625-4511 • fax (909) 624-4050 to focus on its own mission and purpose through
www.picharity.org an effective outsourced planned giving program
Partner Charity Program Legacy Partner Program Overview
($18,000 per year*)
Philanthropy International

• Personalized board presentation


Today there are over 1.4 million charities in the United States yet less than
2% have a formal planned giving program or a dedicated planned giving of- • Initial strategy session
ficer. Few are equipped to handle the more complicated gifts often discussed • Planned giving audit and report
in planned giving.
• 1,000 professionally-mastered consumer DVDs
Philanthropy International is a charity that provides an outsourced planned • Customized DVD cover brochures
giving solution, which is its core mission. A volunteer planned giving of-
• Proactive planned giving marketing strategy
ficer with numerous support services is a practical alternative to an internal
staff model. Philanthropy International connects each Partner Charity with • CPS appointments with key donors
a Charitable Planning Specialist (CPS) in the Partner Charity’s community • Marketing orientation packet
to encourage and assist in the development of planned gifts.
• Training for development department staff
Additionally, Philanthropy International provides professionally produced • All Heritage Partner program components listed below
DVDs and marketing materials that deliver a compelling, consistent and
conservative message relating to your planned giving program. Two Programs to Choose From
Together, Philanthropy International and the Partner Charity will create a Philanthropy International assists each charity to determine which program We tremendously value our relationship with
business model for delivery of planned giving services, and a workable strat- best meets their planned giving needs and fits within their budget. The Legacy Philanthropy International. We are now receiving
egy reflecting the charity’s needs and mission. Partner program provides a greater amount of personal attention from the significant gifts directed to the March of Dimes,
from donors brought to us through planners we
Philanthropy International office and the Volunteer Planned Giving Officer
Philanthropy International educates charity friends and donors on how tak- otherwise would never have known.
(CPS). This program includes development staff training, a proactive marketing
ing the time to plan a gift will help them build a lasting legacy of significance. strategy, as well as a significant supply of consumer DVDs with customized, —Joel Preston, Vice President
They will see how they can take money that otherwise would have gone for professionally printed DVD cover brochures. The online Heritage Partner Major Gifts, March of Dimes
taxes…and direct it instead to benefit them, their children and grandchil- program allows you to start at a lower cost, utilizing website delivery options.
dren, and a charity they love. This can be a very effective method to introduce planned giving concepts to
existing donors and friends.

Program Highlights Heritage Partner Program Overview


I recently hosted and spoke at a seminar on “What
a 1031 Exchange Won’t Do”. From that event, an ($350 per month*)
Both the Legacy and the Heritage Partner programs include the following
individual completed a Charitable Remainder Trust
that resulted in a remainder gift projected at $750,000
highlights:
• Self-administered planned giving audit
to the March of Dimes. I am currently working with
• Dedicated Volunteer Planned Giving Officer (CPS) • Volunteer planned giving officer to respond to inquiries
another individual from a seminar event who is
discussing a charitable gift in their financial planning. • Asssistance in complex planned giving cases
• Communications kit for message integration
—William Busch, CFP®
• Coordination for gift completion
• Quarterly activity report
Pacific Advisors • Customized website
• Graphics and media team (for an additional fee) * Prices may vary based on the size and scope of the charity.

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