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Planned Giving
  • Annual campaign donors are most likely to leave estate gift
  • Ideal for endowment building

Planned Giving and the Greatest Generation
  • Survived the Great Depression and World War II
  • Transfer of wealth between $10 trillion and $42 trillion 2000-2025
  • Decisions made 2000 to 2007 during early retirement
  • Births in 1930s have fewer assets

Planned Giving
  • 1/2 of Americans die without a will or trust
  • 80% leave nothing to charity yet have given regularly while alive
  • Ask donors what mark they want to leave or what matters to them 

  • Write your own will!
  • Make sure library board, Friends and Foundation members do, too!
  • Focus on wills, bequests, life insurance
  • Use every opportunity to write a planned giving message -- receipts, annual fund solicitations, etc. 

Simple Steps

  • Adopt investment policies for Foundation endowment fund
  • Kindly remember The (your name here) Library Foundation in your will?
  • Use on letterhead and any printed materials