The Salvation Army Southern Territory
Human Resources Conference 2014
Creating Connections
Building for the Future Together
Monday, April 28
Paul Curnow
Territorial Development Director
Peter Witherell
Territorial Planned Giving Director
Monday
Creating Connections – Building for the Future Together
The Purpose of Community Relations and
Development is to:
Raise Visibility, Volunteers and Resources
To
Enable the Ministry of The Salvation Army
Creating Connections – Building for the Future Together
Visibility
Print and Broadcast Media
Social Media
Special Events
Christmas
Kettle Bellringing
Angel Tree
Emergency Disaster Services
Creating Connections – Building for the Future Together
Volunteers
Advisory Board and Women’s Auxiliary
Christmas – Bellringing – Angel Tree
Emergency Disaster Services
Fundraising – Partnership Councils
Social Services
Life Skills/Family Skills/Tutoring/GED/Bible
Studies/Recreational/Educational/Social
Creating Connections – Building for the Future Together
Gifts and Monies
Bellringing
Reusable Household Items - ARC
Direct Mail/Direct Marketing
United Way/Combined Federal Campaign
Social Media/Online Giving
Resource Development
Planned Giving
Creating Connections – Building for the Future Together
Resource Development
Territorial Program
Thirty Nine Professionals in Nine Divisions
We raised more than $29,000,000 last year
Individuals, Foundations, Corporations
Raise monies for Corps and Area Commands
Creating Connections – Building for the Future Together
CRD Partnering
with Human Resources
Resource Development and Planned Giving
Hiring Process – 75 professional positions
Hiring Process
Partner with HR and Carr and Associates
Marketing/Chemistry Interviews/Final Interviews
Creating Connections – Building for the Future Together
The Kroc Gift
• Funding local needs
• Funding capital projects
• Funding your health care costs / pension
Staffing for THQ & the Field
•
•
•
•
Selective process – 34 professionals
Technical expertise
Relationship skills
Ministry skills
Creating Connections – Building for the Future Together
Development Process
•
•
•
•
The donor file – Self Identification
Board Members
Professional Advisors
Corp Referrals
2013 Total Production = $___,051,225
Creating Connections – Building for the Future Together
James Smithson
100,000 Gold Sovereigns
$500,000 in 1838
$12,500,000 in 2013
Governed by a trust agreement
The __________ Institution
Creating Connections – Building for the Future Together
Among Donors ($500+) with an Estate Plan
Family Status
% indicating a charitable
estate plan
No Offspring
50.0%
Children Only
17.1%
Grandchildren
9.8%
Luke 10:2
• The Harvest is plentiful…
but the workers are few
• Specialized staff
• Highly trained
• Divine Appointments
Creating Connections – Building for the Future Together
Offspring
Last Annual
Volunteer Hours
Average
Annual
Giving
No Children
Children Only
Grandchildren
Total
32.6 (6.6)
25.4 (7.1)
23.2 (2.1)
24.3 (1.8)
$3,576
$1,316
$1,497
$1,691
Average
Estate Gift
Estate Giving Multiple
$44,849
$6,147
$4,320
$8,582
12.6
4.7
2.9
5.1
U.S. Over 50 Population
Over-50
Donors with
Charitable
Plans, 9.4%
Over-50
Donors With
No
Charitable
Plans, 90.6%
14
* Donors giving $500+ per year, weighted nationally representative 2006 sample
Creating Connections – Building for the Future Together
Gift Annuity - Contractual Agreement
Fixed Payments for Life
1 Life or 2 Lives (Spouse, Sibling, other)
Secured by Charity Assets
Amoritization of Capital Gains
Income Tax Deduction
Tax-Free Portion of Income
Asset removed from the Estate
Gift Annuity Rates
Age
Rate
70
75
80
85
90
5.1%
5.8%
6.8%
7.8%
9.0%
Charitable Gift Annuity
Susan Green - Age 75
Property
$20,000
5.8% Annuity
Principal
$20,000
One
Deduct $8,852.
Save $2,921.
Life
Payout $1,160.
Tax-free $899.00.
Charity
$20,000
After two lives,
property to charity.
Creating Connections – Building for the Future Together
Will or Trust - Protect Loved Ones
Ensure your wishes are carried out
Preserve lifetime flexibility
Can change your mind
Charitable tax deduction
Charitable purpose – A Legacy
Will or Trust
Estate
Charity
- Legacy of Love
- May Save Taxes
Principal
to Family
-Benefit Children
-Nephews/Nieces
Creating Connections – Building for the Future Together
Building for the Future
We Know:
When our staff do what we train them to do, and
They stay with us, we build better relationships with
Individuals, Foundations, Corporations
And
Raise More Money
Creating Connections – Building for the Future Together
Donor Stories
Individual – Memphis, TN
Foundation – Lubbock TX
Corporations – FedEx – EDS
Stewardship – FL Donor
Advisory Board Member – KY
Opportunity – TN Couple
Creating Connections – Building for the Future Together
Partners in Ministry
And
Building for the Future