KentWeimer
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KentWeimer ✭✭✭
Comments
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I agree with @AndreaFilz, being able to accurately reflect anticipated income and cash flow.
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Though all of the above, came in a close second in my voting!
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@CarrieMiller it's great that you are so determined to protect the donor intent. Could you draft an endowment agreement with the stipulation that if a retirement/senior living facility needed to be built, the corpus could be invaded for that purpose? Perhaps the donor would agree to that.
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The person in our office that comes close to what you do is our Development Assistant. I like the one you mentioned better, Philanthropy Asst. Though, my favorite title (unofficial) is our VP of Miscellaneous. Kent
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Thanks for joining @AudraClodfelter
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Welcome aboard @MollyYarnell !
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This somewhat addresses your question. Our gift acceptance policies direct us to put realized estate gifts, that are not endowed, in a board designated endowment. 5.05.2 Use of Estate Gifts. Unless otherwise designated by the testator, unrestricted estate gifts of $100,000 or larger will be placed in a board designated…
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Hi @DianaShea That has been the model for that board for years. And as both a board member and board chair I found it a great model of governance. I don't know the history of how it got implemented. Here are some resources for this policy governance model. Just an aside, I used to live in Oak Park. Most of my adult life…
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I'm with a health care foundation. We too have information on our website about estate gifts. https://istandforparkland.org/ways-to-give/charitable-gift-planning/additional-information If possible we try to get copies of relevant documents, or at least the pages that pertain to Parkland Foundation. In their absence we try…
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Tom, that's a great name!
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I'm curious if anyone knows the answer to the question posed above by @MinalPatel. I know that Charitable Solutions, LLC can appraise crypto, in fact they were the first qualified appraisers out there. Knowing if there are others would be useful.
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Sorry @SharonLanier I was too late.
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@MichelleHuddle , great information. Our gift acceptance polies allow donations of crypto with the approval of our gift acceptance committee. Like others, we don't want to own it, we want to turn it in to cash. It's important for us to inform donors of how the IRS views crypto. The IRS treats it as tangible personal…
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Hi @LornaSandberg, We have a robust professional engagmeent strategy at Parkland Foundation. Professional advisors are so important in connecting their clients to charitable purposes. I have a council of advisors. We call it the Parkland Foundation Gift Planning Council. Our members includes some of the most higly regarded…
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What could be better than Foundant carmels as a prize???? I like the word transformational. I do charitable gift planning for a large hospital foundation. I'm using that word more and more and it seems to be impactful. Lots of great ideas here! Kent
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@DianeDemarest I love phone calls too. It is so personal and we can learn so much. If it is someone I'm not already familiar with, I always ask why they picked us for philanthropic support. I have gotten some great stories over the years and learned of connections that we were not aware of in the past. When someone says "I…
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@EphraimGopin , I wish your post would generate some more ideas from members.
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The future of successful fund raising is moving away from checkbook philanthropy. We know from Giving USA that most donations come from individuals. Yet, less than 10% of the net worth in America is in cash. If we don't learn to have conversations with our donors about their other assets, we are leaving most of their…
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My mentor in this business said good nonprofits have mastered the ask. The few exceptional nonprofits have mastered the thank. I have taken that advice to heart throughout my career. We use many levels of stewardship; phone calls, hand written thank you notes from staff, personal visits just to thank the donor, hand…
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What amazing work you are doing. I know from my work in Guatemala that investing in women is the way to better a community and overcome disparities.
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@JasonKruger very cool photo!
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Hi Emma.
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Hi Anna.
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We go back to the office next week. We've proven how successful we have been working remotely, so for our development team, the plan i is to be to be in the office Tuesday - Thursday and work remotely Monday and Friday.
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Recently I was chair of a national board. All documents were shared through an online board portal. We convinced our board members that this was more time effective for our staff and conserved resources. I would never go back to the old way. One man's opinion. Kent C. Weimer
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@SaraChiabai A board I have served on uses OnBoard. We love it!
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Woo Hoo!!!! Congratulations @KaraAdams on the one year anniversary of this community!
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@madelineporter A national board I've served on for four years uses OnBoard. We are very happy with it. It stores documents, limits access, for example only the executive committee can access the executive committee section, has a resource section, a calendar and many other useful features. This has streamlined our board…
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@jessicascites, This sounds intriguing. One of the books I had to read in the course work to obtain my Chartered Advisor in Philanthropy designation was Uncharitable: How Restraints on Nonprofits Undermine Their Potential by Dan Pallotta. It addresses some of the issues raised in the the trust based philanthropy model.…
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Welcome @CelesteSeiler . Get involved in discussions and make comments. That's what makes this community interesting. Your program sounds amazing.