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Bequests: Planning for the Future

Starting a Bequest Program from Scratch

Anne PeedomManager, Planned GivingMacquarie University

Room 218Thursday, 24th February 2011 12:05 – 1:05 pm

Bequests: Planning for the Future

A story in pictures…

Bequests: Planning for the Future

Bequests: Planning for the Future

In the beginning…A beautiful setting…

Cutting-edge technology…

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A vibrant campus life…

…and innovative research

Bequests: Planning for the Future

…and the only university to have it’s own train station.

Bequests: Planning for the Future

A story in pictures…

Development = Fundraising

Bequests: Planning for the Future

…and an invitation.

A clear vision…

Bequests: Planning for the Future

Bequests: Planning for the Future

• Approx.12,200 over 60.• Approx. 6,600 with contact details.

…and 140,000 alumni.

Bequests: Planning for the Future

Now to our strategy…

Our first goal: Launch the Bequest Society

1. Confirm the Launch event elements and timeline2. Confirm the Bequest Society name and Patron3. Develop the Bequest literature4. Develop the webpage5. Determine Bequest status categories…

Bequests: Planning for the Future

• Bequest:– Realised– Pending– Confirmed– Intending– Considering

• Integrated with our software

Bequests: Planning for the Future

Determine the Launch event elements and timeline…

• Venue and catering• Speakers and briefs• Photography• Invitations• Commemorative pin

for Founding Patrons

Bequests: Planning for the Future

Confirm the Bequest Society name and Patron…

The Honourable Dr John F Lincoln, AM

Bequests: Planning for the Future

Develop the Bequest literature…

Bequests: Planning for the Future

What are your key messages?1. High level endorsement of the Bequest Program

Bequests: Planning for the Future

Key message2. Why I made a Bequest to Macquarie University

Bequests: Planning for the Future

Key message3. Bequest options

Bequests: Planning for the Future

Key message4. How your Bequest will help

Bequests: Planning for the Future

Key message5. How a Bequest helped me

Bequests: Planning for the Future

Key message6. A call to action

Bequests: Planning for the Future

Develop the webpage

Bequests: Planning for the Future

Bequests: Planning for the Future

The Big Day, 20 October 2009

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

1964

Bequests: Planning for the Future

2011

Bequests: Planning for the Future

The Follow-up…• Thank you for coming

– Direction to Launch photos and website.– Have you had a chance to review the bequest material?

• To apologies– Sorry you weren’t able to attend, here is the material we made

available at the Launch.• Deceased discovered/RTS

– Research and database updates.• Web uploads

– Photos

Bequests: Planning for the Future

Our program of events…Sculpture Park Tour

Bequests: Planning for the Future

Bequests: Planning for the Future

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Bequests: Planning for the Future

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Macquarie University Hospital Tour

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

“Conspiracies of the Egyptian Palace” Lecture

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

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Music on Winter Sundays – Sunday Roast

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

The Annual Bequestors’ Lunch

Bequests: Planning for the Future

Bequests: Planning for the Future

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Bequest Promotion in the Newsletter…

Bequests: Planning for the Future

Bequests: Planning for the Future

Bequests: Planning for the Future

Stewardship…

Bequests: Planning for the Future

Reporting…• Our bequest pipeline

– The “Holy Grail”– Commenced in spreadsheet format– Now automated through our software

Bequests: Planning for the Future

Generating bequest leads…• Annual Appeal• ‘Stay In Touch’ fly-sheet with the newsletter• more…

Bequests: Planning for the Future

Policies and Procedures…• In consultation with:

– Legal Counsel– Research Office– Scholarship Office– Academic Staff

• To determine documentationfor Fellowships, Conditions of Scholarships, Prizes, etc. resulting from Bequests.

Bequests: Planning for the Future

John Lincoln Oral History Project…

Bequests: Planning for the Future

Bequests: Planning for the Future

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Mrs Joan Lincoln

The Lincoln Building

Bequests: Planning for the Future

Our story so far…

Bequests: Planning for the Future

Next Chapter – Continuing development…

• Maintain our current strategy and add:– Finding ‘lost’ alumni and ex-staff– Benchmarking– Engaging with key influencers (financial planners, legal advisors)– Integration with 50th Anniversary celebrations in 2014

Major SponsorsConference Partner Principal Sponsor

National Corporate Partner

Media Supporters

National Corporate Partner

National Principal Sponsorp p

FIA Corporate Supporter

Awards Sponsors