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The best place to see
Conservation in
action
Education
Engagement
STEM
learning
World Center for Birds of Prey
Budget – $500,000
Visitation – 52,000
School children served – 5,000
Volunteers – 143
Staff...
Planned
Gifts• Wills & Bequests
• Life Insurance
• Retirement Plans
• Mutual Funds/ Bonds
• Charitable Remainder
Annuity T...
Planned
Giving
Strategy
1. Awareness
2. Participation
3. Recognition
Who makes planned gifts?
1. Major donors
2. Volunteers
3. Small donors
4. Staff
5. Newsletter subscribers
6. Visitors
7. P...
Questions?
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)
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Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 1 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 2 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 3 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 4 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 5 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 6 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 7 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 8 Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2) Slide 9
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Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)

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Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.

Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)

  1. 1. The best place to see Conservation in action
  2. 2. Education Engagement STEM learning
  3. 3. World Center for Birds of Prey Budget – $500,000 Visitation – 52,000 School children served – 5,000 Volunteers – 143 Staff – 5
  4. 4. Planned Gifts• Wills & Bequests • Life Insurance • Retirement Plans • Mutual Funds/ Bonds • Charitable Remainder Annuity Trusts/ Unitrust • Physical property
  5. 5. Planned Giving Strategy 1. Awareness 2. Participation 3. Recognition
  6. 6. Who makes planned gifts? 1. Major donors 2. Volunteers 3. Small donors 4. Staff 5. Newsletter subscribers 6. Visitors 7. People impacted by your programs
  7. 7. Questions?
  • eco-efficiency

    Dec. 5, 2019

Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.

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