Get Planned Giving Off the Side of Your Desk: A Recap

The Planned Giving Council of Simcoe County was thrilled to bring CanadaHelps’ Vice President of Community Engagement, Paul Nazareth to Barrie, ON on February 18, 2016. Over 30 fundraising professionals from Simcoe County attended the workshop about the importance of ‘Getting Planned Giving off the Side of Your Desk’.

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As Paul said, “Fundraising is a multi-tasking, multi-platform job where current dollars are needed most and fiscal goals often trump all.”  It a world like that it is no wonder that many of us struggle to implement a planned giving strategy.

Bringing his wealth of knowledge and experience, Paul left workshop participants feeling energized, empowered and ready to get back to the office to ensure their organization’s Planned Giving program is a proactive one. Below is a brief summary of Paul’s uplifting presentation.

Ask yourself the following questions:

  • Do I have what I need to feel confident in what I am doing?
  • How do I make this work?
  • How will I be ready to respond and ensure that I’m building healthy and strong systems?

Throughout his presentation, Paul touched on each of these areas. Starting off with a graph outlining the amount of receipted gifts between the years of 1984-2010, he noted the market is changing. Donors are fewer but their gifts are larger. As professional fundraisers there is so much to take into consideration as our world changes. What does “fundraising” look like in 2016? The public has become exposed to so many different vehicles; cause marketing, corporate social responsibility, social enterprise, crowd funding, B-corps, social purpose investments…and the list goes on. Now, more than ever, is a confusing time for donors. This complex world is adding more pressure and emphasis on the need to be proactive and have a strategy in place to facilitate an effective gift planning program.

We are changing the way we communicate with donors and prospective donors. The linear levels of engagement we have traditionally practiced now need to be integrated with media, field marketing and online/ digital communications. Paul, being the social media enthusiast himself, offers one important piece of advice to organizations using social media and that is – “choose your tools wisely”. Using a funny comparison, Paul explains that although there are all these great tools available for your organization, you must be smart in the way you select where you’ll invest your time and energy. What is the purpose and what are you trying to get out of using this tool? He says, “Facebook – it’s good for engaging with people who you knew; LinkedIn – it’s good for engaging with people you know now; Twitter – it’s good for engaging with those who you WANT to know, and on a macro scale”. Be strategic with your choices and don’t feel pressured to do it all.

Did you know that only 10% of donors actually disclose that they’re making a planned gift to their organization(s) of choice? That means we are missing out on something huge by lack of strategy and communicating with the remaining 90%! It is important as fundraising professionals that we prepare ourselves for having these conversations. Take the time to read studies, white papers and reports done by larger umbrella organizations such as Imagine Canada, Muttart Foundation and CanadaHelps. Understand what is taking place in the daily news, read columns such as today’s ‘How to work with high net worth clients’ in the Globe & Mail’s Report on Business. The resources are out there for you, take the time to educate and equip yourself with the knowledge you need to have effective conversations with your donors and prospective donors. Most importantly remember with every conversation and gift, recall that this is someone’s whole life you are working to recognize.

Thanks to all of the professionals from the charitable sector and private sector who took the time to attend this workshop. Also, a special thanks to our generous sponsor, Kimberley Mackenzie & Associates, and to Grove Park Home for hosting and being such a warm and inviting venue for our group to learn in. Together we can contribute to a philanthropic community where planned giving thrives

Paul Nazareth Presentation Slides

Membership Spotlight

We want to share your story! As a benefit to our members, each month we will select a submission to be featured on our website blog. It’s easy, fill out the attached questionnaire, provide a few details about yourself, and submit a photo. If your submission is selected we will contact you to let you know if we require further information. The historical blog will stay available on our website so you can look back to previous members we have featured.

Ready to get started? Questionnaire: https://www.surveymonkey.com/s/FSPLJSW

Welcome to our Member Spotlight! Each month we will highlight and promote one Planned Giving Council member to our online audiences. If you are interested in being featured, please send us an email.

Barrie-Real-Estate-LawyerAbout Cesia

Cesia was born and raised in Barrie. After completing her undergraduate and law degrees, she returned to Barrie to start her legal career. She has worked with Deborah Wall-Armstrong since her call to the bar, and practices in the areas of real estate and wills and estates.

Cesia is very active in the community. Recognizing a void, she founded the Simcoe County Young Professionals Association in the fall of 2007, and was on the board until the end of 2014. She is on the board of the Royal Victoria Regional Health Centre Foundation; has assisted in planning several fundraising events for the MacLaren Art Centre; assists with independent legal advice for Habitat for Humanity Huronia; and is on the board of Big Brothers Big Sisters of Barrie and District. She is also the current president of the Barrie Real Estate Lawyers Association.

Questions

Q1: What is your profession?

I am a lawyer practicing in the areas of real estate, estate planning and estate administration.

Q2: What made you choose your career path?

I worked as a teller at a major bank for two summers during my undergraduate degree, and really enjoyed helping people with the financial aspects of their lives. When I ended up at law school, because of that banking background, I took several courses on estates law and really loved that area, so I focused on it during my articling year and then sought out a position practicing in that area when I became a lawyer.

Q3: What do you find most rewarding about your job?

I get to sit down with people and help them to plan for the future, giving them peace of mind.

Q4: Tell us about your favourite planned giving moment.

As a lawyer, I love helping clients set up gifts for their charities of choice, but my favourite personal moment was dropping off cheques to two local charities shortly before my wedding because my husband and I decided to make donations rather than give favours. Both were surprised and touched, and both are charities that make such a big difference in the community that it was wonderful to support them in relation to such an important moment in our lives.

Q5: Do you have a favourite charity? If so what is it about them that you love the most?

I have two, and I’m on the boards of both. Big Brothers Big Sisters of Barrie and District helps youth to realize their full potential, and the RVH Foundation helps our hospital, and the only cancer centre in our entire region, support people with illness in Barrie and Simcoe County. They both make our community a better place to live.

Welcome to our Member Spotlight! Each month we will highlight and promote one Planned Giving Council member to our online audiences. If you are interested in being featured, please send us an email.

About Lorna Lorna (black Jacket) 2014

Lorna Tomlinson has been the Executive Director of Wendat Community Programs for over 27 years.  Originally majoring in Gerontology within her Social Work degree, Lorna spent the first thirty years of her career working in community mental health services.  Having come full circle, Lorna and Wendat now have a dual focus which includes services to persons with a mental illness and services to seniors. Their latest project is the construction of one of Ontario’s first truly affordable, assisted living facilities for low income, frail seniors.

You can find out more about Lorna or contact her through:

Lorna@wendatprograms.com

Questions

Q1:What is your profession?

I am a social worker by training, working in administration of charitable organizations for the past 35 years.

Q2: What made you choose your career path?

I wanted to be a math teacher, having excelled in this subject throughout high school. At that point in time, I was a landed immigrant (born in Dublin Ireland and having emigrated in 1961 from England to Canada), and the requirement for Teachers College was that you must be a Canadian Citizen. I couldn’t become a citizen until age 21, so in discussing career options with my high school Guidance Counsellor she recommended I consider the Social Work program at Ryerson, given my long family history of careers in the helping professions. And so I did.

Q3: What do you find most rewarding about your job?

The great variety of tasks and opportunities that are presented to me every day are challenging, rewarding and keep life interesting — and of course that moment when someone says “you really helped me.” Sometimes that comes from a person receiving service or their family member, and some times it comes from a colleague or another sister agency. Whatever the source, it always makes my heart glow.

Q4: Tell us about your favourite planned giving moment.

I work for a small charitable organization. It took us 20 years of fundraising to reach the $1 million milestone of dollars raised through fundraising because we do not have a person dedicated to this function. It’s something we fit in on top of our day jobs. Shortly after achieving this fund raising goal, a regular donor passed away and left our organization just over $1 million in his will. This was indeed my favourite planned giving moment. We had no idea the agency was included in the donors will. In one moment, our total life-time fundraising achievement doubled. This significant bequest became the foundational gift for a $3.2 million capital campaign to build affordable assisted living for 23 frail seniors of low income (which is now under construction).

Q5: Do you have a favourite charity? If so what is it about them that you love the most?

I have to say my favourite charity is Wendat Community Programs in Midland. In spite of working there myself, this organization never ceases to amaze me. They lead the way in best practices, have received international recognition for excellence in service delivery, and have a remarkable ability to stretch a dollar, often getting 2-3 bangs for every buck. Wendat has been able to attract highly qualified professional staff, many of whom left much better paying positions to join the Wendat team. There is a family atmosphere within the agency (we celebrate everyone’s achievements, weddings, births and birthdays, graduations and we share their sorrows with caring) which lends itself to a very supportive work environment.

Welcome to our  Member Spotlight! Each month we will highlight and promote one Planned Giving Council member to our online audiences. If you are interested in being featured, please send us an email.

About Andrew 321b58a

Andrew is a Wealth Management Consultant with National Bank Financial. He joined the Financial Services Industry in 2001 and in 2003 became a Wealth Management Consultant with Wellington West Capital Inc. (now National Bank Financial). Andrew is an active member in the Barrie community where he serves as the Chair of the Planned Giving Council of Simcoe County, Co-Chair of Club Red at Gilda’s Club Simcoe Muskoka and a board member for the YMCA of Simcoe Muskoka.

You can find out more about Andrew or contact him through:

http://advisors.nbfwm.ca

andrew.lorriman@nbc.ca

Questions

Q1: What is your profession?

I am a Wealth Management Consultant.

Q2: What made you choose your career path?

I have a passion to help others and solve problems and have always been fascinated by financial markets.

Q3: What do you find most rewarding about your job?

I love when I get to tell clients that they can retire. The sense of relief mixed with excitement that they feel is an amazing thing to witness.

Q4: Tell us about your favourite planned giving moment.

We were recently able to fulfill a clients final wishes where her entire estate was distributed to her 5 favourite charities. Making those phone calls and delivering the cheques was a wonderful experience. My only regret was that she was no longer with us to witness the difference she was making.

Q5: Do you have a favourite charity? If so what is it about them that you love the most?

I suport a number charities in Simcoe County, which makes it hard to name a “favourite”. I feel that so much good work is done by so many people in our community. I hope to find ways to help support as many of them as I can.

Welcome to our Member Spotlight! Each month we will highlight and promote one Planned Giving Council member to our online audiences. If you are interested in being featured, please send us an email.

About Tonya 

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Tonya is a partner with Powell Jones LLP.  She started with the firm in 2003 and provides accounting, assurance and tax services to many local businesses, professionals and charities.

You can find out more about Tonya or contact her through:

www.powelljones.ca

tpearce@powelljones.ca

705-728-7461 ext. 333

Questions

Q1: What is your profession?

Chartered Professional Accountant in public practice.

Q2: What made you choose your career path?

I have always been very good with numbers and this seemed like a natural fit. It has allowed me to do something that I am good at (calculations and problem solving) along with something that I’m passionate about (helping people and businesses excel).

Q3: What do you find most rewarding about your job?

I love that I can come in every day and feel like I can answer a question for a client, or complete a project. It’s nice when you can feel like you accomplish something each day.

Q4: Tell us about your favourite planned giving moment.

My favourite moment does not involve a particular client but a particular moment with each client that I have. Typically clients will ask me about the advantages to planned giving from a tax perspective. Many people are worried about how complicated it seems. My favourite moment is after I’ve explained the advantages and how easy the whole process works, the look of relief on a client’s face. You can really see how apprehensive people are to start discussing their planned giving and how much relief they feel once they understand the process and can just focus on what impact their gift is going to have on their favourite charities.

Q5: Do you have a favourite charity? If so what is it about them that you love the most?

I have 3 or 4 favourite charities which I annually donate to. A couple of local animal shelters, and also a few national charities which help with nature conservancy. Animal/wildlife and land protection is very important to me and I love seeing the impact these organizations have in our local community and in our country. I appreciate having vehicles to support this line of work when individually it is very difficult to accomplish.

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