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