Nonprofit Resources

Leave 10 South Sound Resources

MARKETING MATERIALS

Here’s resources to create your own Leave 10 South Sound marketing campaign.

TOOLS & RESOURCES

Leave 10 South Sound has provided several documents that your nonprofit can use to give information to your donors.

  • Nonprofit Toolkit: (4.25MB ZIP) The ultimate guide to running your own Leave 10 campaign.
  • Charitable Gifts Reference Chart: (63KB) Review this table for examples of gifts that benefit charities immediately, and gifts that benefit charity in the future.
  • Stanford PACS Philanthropy Toolkits, Step by step resources to help individuals and families engage in thoughtful conversations and be effective with charitable giving.
  • A Spectrum of Legacies, by Mark Weber, A philanthropic financial education program to help with legacy planning.

TRANSFER OF WEALTH REPORTS – PIERCE COUNTY

2021 GTCF Transfer of Wealth Report (8.4MB PDF) – According to the 2021 Pierce County Transfer of Wealth Study, Pierce County’s current household net worth is $269 billion. Over the next 10 years, $48.6 billion of those assets will be transferring from estates to the next generation. $482 billion is expected to transfer over the next 50 years.

2021 GTCF Transfer of Wealth Technical Findings Report – F(789KB PDF) – View the full data from the Transfer of Wealth Study © 2021 LOCUS Impact Investing. Study Authors Travis Green, Dana Williams, Cathy Kottwitz, and Don Macke.

PRESENTATIONS

Securing Your Wishes: Where There’s a Will, There’s a Way

Lauren Pitman, JD, principal attorney at Pitman Huff Raedel Magaro Lifetime Legal, PLLC, delivers a compelling and accessible presentation  on the fundamentals of estate planning, emphasizing the importance of having a will. This online event also features a panel discussion, hosted by Rick Oldenburg, CAP, where panelists Scott Claeys, CAP, Bob Heck, CFA, and Laura Pitman, JD, offer insights on the estate planning process and answer audience questions in real time.

Recorded presentation available here. 

Leveraging National Initiatives – Two Local Success Stories 

Learn from our amazing panel of nonprofit professionals as they share success stories on how their organizations have effectively utilized National Estate Planning Awareness Week (NEPAW). Hosted by Rick Oldenburg, CAP® and featuring Sherrana Kildun, Chief Development Officer for Tacoma Pierce County Habitat for Humanity, and Dean Carrell, Director of the Pierce County Library Foundation, this insightful discussion provides valuable lessons on how nonprofits can harness NEPAW to strengthen their missions and donor relationships. Recorded presentation available here and slide deck. 

How to Use Make-A-Will Month to Boost Your Planned Giving Program

Featuring panelists Sherri Stanton, Director of Development at KBTC Public Television, Dean Carrell, Director of the Pierce County Library Foundation, and Sherrana Kildun, Chief Development Officer for Tacoma Pierce County Habitat for Humanity, and hosted by Douglas Page, CAP®, this webinar will offer key insights on leveraging Make-A-Will Month (MAWM) for your planned giving success. Watch to learn from the best and take your organization’s fundraising efforts to the next level! Recorded presentation available here and slide deck. 

Intro to Leave 10: What is it and Why Now?

Designed for small nonprofits and professional advisors, this session will introduce you to Leave 10 and its mission and equip you with essential tools to start or amplify your planned giving program and educate your donors, clients, and staff. Featuring our panelists Mindie Reule, CAP®, Community Foundation of South Puget Sound​, Douglas Page, CAP®, Greater Tacoma Community Foundation​, and Kirsten Willis, Sound Outreach, this webinar is a perfect introduction to the powerful impact of planned giving. Recorded presentation available here and slide deck. 

Leveraging National Initiatives: Three Local Success Stories

Our panel of non-profit professional share a few success stories in leveraging National Estate Planning Awareness Week (October 16-22) for the benefit of their donors, their organizations, and ultimately their communities. Here from Beth Brooks, Donor Experience & Storytelling Manager for Tacoma/Pierce County Habitat for Humanity; Sherri Stanton, Director of Development for KBTC Public Television; and Dean Carrell, Director of the Pierce County Library Foundation about the strategies they use to promote National Estate Planning Awareness Week at their organizations. Recorded presentation available here.

Timing Matters: Leveraging National Initiatives to Promote Planned Giving with FreeWill

Patrick Schmitt of FreeWill shares information on the greatest wealth transfer in history ($70 Trillion +), happening right now from the last of the Greatest Generation and the Baby Boomers. He shows how Nonprofits, and by extension Professional Advisors, can use Make a Will Month (August) and National Estate Planning Awareness Week (Oct 16) to their advantage by using it as a focal point for creating or updating client/donor planning. Recorded presentation available here and slide deck.

The Hidden Code of End-of-Life Decisions & Baby Boomers: A Special Generation or Just Typical Old People? with Dr. Russell James 02.15.23

Russell James, JD, PhD, CFP explains the Hidden Code of End-of-Life Decisions and how that can help Professional Advisors and Nonprofits. He also covers Baby Boomers Planned Giving: A Special Generation or Just Typical Old People. Both subjects cut through misunderstood facts, bad assumptions and myths surrounding the topics. Recorded presentation available here.

10 Legacy Strategies that Work with Dr. Russell James 01.18.23

Dr. Russell James, Texas Tech Univeristy, discusses 10 Legacy Giving Strategies gleaned from his research, including what goes on inside the Donor’s mind when giving and ends with how to sell the CFO on supporting Planned Giving in your organization. Recorded presentation available here.

Leave 10 South Sound Nonprofit Webinar: Stewardship 05.20.22

Nonprofit webinar, Donor Love: Planned Giving Stewardship & the Art of Helping Donors Feel Wanted, presented by Dean Carrell, Director of Pierce County Library Foundation; Sherrana Kildun, Chief Philanthropy Officer of Tacoma/Pierce County Habitat for Humanity; and Christina Greene, Major Gifts Officer of the Pierce County Library Foundation. Recorded presentation available here.

FreeWill Webinar: 5 steps nonprofits can take today to prepare for the Great Wealth Transfer 05.10.22

Watch Patrick Schmitt, the Co-CEO of FreeWill, to get insights into the impact of the upcoming Great Wealth Transfer and the steps nonprofit leaders can take to prepare for it now: Recorded presentation available here.

Leave 10 South Sound Nonprofit Webinar: Marketing and Communication 03.25.22

Presentation PDF from the Nonprofit webinar by marketing and communications professional Vicki Brummond, MBA and Carol Kowalski, CAP®, Vice President, Business Community and Government Relations, Kitsap Bank.

Recorded presentation of the Leave 10 South Sound Planned Giving Marketing and Communication.

Leave 10 South Sound Nonprofit Webinar: Introduction to Planned Giving  01.28.22

Presentation PDF with links to resources from the Nonprofit webinar by Douglas Page, CAP®, Executive Director, Gift Planning, Pacific Lutheran University.

Recorded presentation of the Leave 10 South Sound Introduction to Planned Giving.

Leave 10 South Sound Initiative Launch, South Sound Philanthropy Summit 09.24.21

Presentation PDFs with Speaker Notes from the Transfer of Wealth by Robin Callahan, Greater Tacoma Community Foundation and from the Leave 10 South Sound Initiative Introduction by Evelyn Ryberg, Greater Tacoma Community Foundation & Rick Oldenburg, Oldenburg & Associates

Recorded presentation of the Leave 10 South Sound Initiative Introduction

MENTOR PROGRAM

If you are a nonprofit just starting out with your planned giving program and would like a quick consultation to make sure you have the tools you need, reach out to one of our Leave 10 mentors noted on our Contact page with asterisks (*).

PLANNED GIVING TOOLKIT

Leave10.org has created a comprehensive guide to setting up a Planned Giving program. This toolkit is provided free of charge. Working through the Toolkit may feel overwhelming but we’re here to help! Please reach out to one of our mentors (listed above) with questions.

Planned Giving Toolkit

DISCLAIMER:

Leave 10 South Sound has provided documents in this toolkit as examples for nonprofit organizations to use and modify for their own organizations.

Please bear in mind that in providing this information, Leave 10 South Sound is not giving professional tax or legal advice. Donors still need to consult their professional legal and tax advisors about the consequences of any gift in their particular situation. We also encourage donors to discuss their philanthropic plans with their family members as appropriate so that they may participate in the decision-making and understand the objectives of donors’ estate giving plans.

Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.

CONNECT WITH US!

leave10southsound@gmail.com

WASHINGTON CHAPTERS

 

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