A SUPERHERO CALLING: THE MULTIFARIOUS ROLES OF A PLANNED GIVING PROFESSIONAL May 1, 2018 Prepared by Lorraine del Prado
1. Fearless Collector of Competencies
1. Fearless Collector of Competencies CHARITABLE PLANNING v Knowledge of the tax law of charitable giving v Basic understanding of tax, financial and estate planning concepts, issues and concerns v Ability to illustrate the tax and financial benefits of various charitable scenarios v Keeping current with regulatory developments v Firm grasp of ethics in fundraising
1. Fearless Collector of Competencies MISC: v Mastering the case for long-term support v Understanding policies relating to gift acceptance, investments, endowments, counting and recognition, etc. v Knowing the limits of professional competencies and where to get additional help v Possessing generational competencies v Emotional and social intelligence
2. Appreciative Connector
2. Appreciative Connector v Knowing what moves you, telling your story and making your own commitment first v Enabling supporters of all generations and social classes to be philanthropists v Ability adapt language and messages to donors, professional advisors and internal leaders
3. Master of Deep Discovery
3. Master of Deep Discovery Discovering a supporter’s v Heritage, life journey and important lessons v Hopes, fears and aspirations v Philanthropic motivations and desired outcomes v Tax, financial and estate planning concerns v How they wish to provide for loved ones
4. Partner in the Donor’s Search for Meaning
4. Partner in the Donor’s Search for Meaning v Witnessing donors’ quest for purpose and significance v Exposing them to the various options for positively transforming lives for generations v Honoring how they wish to be remembered
5. Storyteller and Documentarian
5. Storyteller and Documentarian v Honoring the lives, lessons and values of previous generations through various media v Keeping good documentation of donor interactions
6. Orchestrator of Charitable Plans
6. Orchestrator of Charitable Plans v Harnessing problem- solving applications of charitable strategies v Acting as donor’s liaison with charity v Ability to partner with other fundraisers to present blended gift opportunities
6. Orchestrator of Charitable Plans v Interfacing with donor’s tax, legal and financial advisors v Engaging donor’s family in philanthropic plan and charity v Engaging internal partners to enable suitable recognition
7. Student of Gerontology
7. Student of Gerontology v Learning the social, cultural, psychological, cognitive and biological aspects of aging v Navigating seniors’ paradoxical tasks of: Preserving control in a world • where all control is being lost. Creating a legacy in a world • where time is running out. - David Solie
7. Student of Gerontology v Understanding the signs of diminishing capacity v Inspiring our own aging process with great models of aging gracefully
8. Activist and Advocate
8. Activist and Advocate v Resisting transactional fundraising and non-donor- centered practices v Protecting donors from potential financial abuse v Enforcing donor intent v Witnessing and defending donors’ charitable estate plan
9. Colleague and Mentor
9. Colleague and Mentor v Exchanging best practices and resources with colleagues v Helping other fundraising colleagues make planned giving their business v Volunteering to mentor and guide emerging planned giving professionals
10. Agent of Compassion, Justice and Progress
10. Agent of Compassion, Justice and Progress v Creating a safety net for public benefit organizations and protecting their future v Enabling donors to create legacies that positively transform countless lives
10. Agent of Compassion, Justice and Progress v Helping inculcate humanitarian values in family members and succeeding generations v Inspiring the greater community with the power and feasibility of planned gifts
Questions, Discussion Lo Lorraine del Prado Del Prado Philanthropy www.delpradophilanthropy.com lorraine@delpradophilanthropy.com (206) 236-6474
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