1

2012 Giving in the U. S. Donor Source

BDLV Consulting, Inc.We Listen. We Create.

 

15%

7%

6%

72%

Foundationa Bequests

Corporations Individuals

Total contributionsin $316.23 billion

2

Giving in U. S. by SectorReligion

Education

Human Services

Gifts to Foundations

Health

Public Society Benefit

International Affairs

Arts, Culture & Humanities

Environment & Animals

Unallocated

Gifts to IndividualsBDLV Consulting, Inc.

We Listen. We Create.

 

3

Capital Campaign Phases

BDLV Consulting, Inc.We Listen. We Create.

 

Quiet Phase Public PhasePlanning

Lead Gifts

Kick-Off

Major Gifts

Special & General Gifts

Celebration

4

Gift Pyramid

BDLV Consulting, Inc.We Listen. We Create.

 

Lead Gifts

Major Giving

Special Gifts

General Gifts

5

Sample Gift Chart - $10,000,000 Goal – 3 to 5 Year Pledges

BDLV Consulting, Inc.We Listen. We Create.

 

TYPE OF GIFT # OF PLEDGES # OF PROSPECTS PLEDGE SIZE TOTAL PLEDGE SIZE CUMULATIVE TOTAL % FOR EACH TYPE

Lead Gifts 1 3 to 5 $1,000,000 $1,000,000 $1,000,000

2 6 to 10 $500,000 $1,000,000 $2,000,000

4 12 to 20 $250,000 $1,000,000 $3,000,000

8 24 to 40 $150,000 $1,250,000 $4,200,000

42%

Major Gifts 12 36 to 60 $75,000 $900,000 $5,100,000

20 60 to 100 $50,000 $1,000,000 $6,100,000

30 90 to 150 $30,000 $900,000 $7,000,000

50 150 to 250 $15,000 $750,000 $7,750,000

35.50%

Special Gifts 80 240 to 400 $9,000 $720,000 $8,470,000

120 360 to 600 $6,000 $720,000 $9,190,000

240 720 to 1,200 $3,000 $720,000 $9,910,000

21.60%

General Gifts All Other Gifts Many <$3,000 $90,000 $10,000,000

0.90%

6

Planned Gifts

BDLV Consulting, Inc.We Listen. We Create.

 

• A present decision by a donor to make a charitable gift in the future

• Requires planning, negotiation and counsel

• Involves a legal contract

• Most planned gifts are realized after the donor is deceased

7

Types of Planned Gifts

BDLV Consulting, Inc.We Listen. We Create.

 

• Gift through will or estate plan (bequest)

• Life insurance policy beneficiary designation

• Retirement plan beneficiary designation (IRA, 401k, 403b, pension plan)

• Charitable gift annuities

• Gifts of real property (real estate, art, jewelry, automobiles)

• Gifts of securities (stocks)