Small Steps Big Gifts

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SMALL STEPS: BIG GIFTS: 

SMALL STEPS: BIG GIFTS Simple Planned Giving Strategies Every G arden C an U se To increase donor self-identification To build legacy societies And to quantify future gifts

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INTRODUCTIONS: Wendy Belser Director of Philanthropy, Brookgreen Gardens Michelle B. Clegg Director of Donor Relations & Stewardship, The Morton Arboretum Susan Shattuck Gift Planning Officer, Desert Botanical Garden A little about our gardens & our roles in helping them to prosper

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Established in 1930 – 83 years old, America’s first public sculpture garden Located on the coast of South Carolina 9,127 acres (50 acres of display gardens) Comprises world-renowned collection of American figurative sculpture AZA-accredited Lowcountry Zoo & nature preserve Lowcountry Center for educational programs and history displays, trails and excursions $7.2 M budget Annual Attendance 275,000 8,000 Member Households Staff - 74 full, 57 part-time employees 376 volunteers contribute nearly 80,000 hours/year Diana at Dusk BROOKGREEN GARDENS

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Morton Arboretum Entry

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THE MORTON ARBORETUM International recognized outdoor tree museum established by the Morton Family in 1922 Located 30 miles west of Chicago Plant collections, scientific research and education programs support the mission to plant and conserve trees and other plants for a greener, healthier and more beautiful world. 1,700 Acres - 16 miles of trails and 9 miles of roads through natural landscapes and specialty gardens Tree-focused events, activities and services for adults, children, professionals and communities. Attendance 850,000 visitors/annually Staff – 350 full & part-time 35,000 Member Households 1,000 Volunteers contribute 62,000 hrs./yr

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Ottosen Entry Garden

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Established in Phoenix, Arizona in 1939 – 75th Anniversary Serving Phoenix/Maricopa County metropolitan area of 4.3M 140 acres (57 acres under cultivation) $10.2 M budget Attendance 380,259 annually Staff - 86 full time, 78 part-time and seasonal 28,337 Member Households 1,036 volunteers contribute 72,655 hours/year Echinopsis DESERT BOTANICAL GARDEN

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HOW DO YOU GET STARTED? What are the basics needed to begin a Planned Giving program? Presented by Wendy Belser, Director of Philanthropy Fighting Stallions

Oak Allee : 

Oak Allee

Springfield Creek Excursion: 

Springfield Creek Excursion

Gullah Gullah Days: 

Gullah Gullah Days

Resident Alligator: 

Resident Alligator

Otter Exhibit: 

Otter Exhibit

Nights of 1,000 Candles : 

Nights of 1,000 Candles

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Fountain of the Muses Preliminary Planning Bequest History Organizational Readiness Resources Professional Expertise Initial Steps PG Case & Policies Development Strategy Outreach Setting Priorities With Limited Resources HOW DO YOU GET STARTED ?

Recent Planned Giving Success at The Morton Arboretum: 

Recent Planned Giving Success at The Morton Arboretum Presented by Michelle B. Clegg, Director of Donor Relations and Stewardship

The Arborvitae Society : 

The Arborvitae Society Planned Giving Society History New Direction and Growth Average 15 new members a year 110 total members Overall program growth of 37% since 2009

Perennial Partners: 

Perennial Partners Partnered with Membership Staff Tenure and Loyalty Membership Research and Survey Data 10+ years of membership without a drop – 5,500

Perennial Partners – And Loyalty Program: 

Perennial Partners – And Loyalty Program Annual Recognition Events: 5-10 years 10+ 20 + Sense of Community Campaigns and Stewardship

Charitable Gift Annuities: 

Charitable Gift Annuities Response to donor inquiry Institutional Readiness Board and Planned Giving Advisory Committee

Charitable Gift Annuities, continued…: 

Charitable Gift Annuities, continued… Update Gift Policies: Acceptance Recognition Partners & Outside Vendors Launch Stewardship

Desert Botanical Garden PROVIDING SERVICES : 

Desert Botanical Garden PROVIDING SERVICES Philosophy Providing planning and philanthropic services to our members, donors, volunteers, staff and allied professionals. Affording multiple opportunities for easy self-identification. Up-to-date tax planning information Interactive web link Professional advice and referrals Increasing the prospect pool with easy self-identification Workshops Presented by Susan Shattuck, Gift Planning Officer

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Fall Plant Sale Las Noches de las Luminarias Harriet Maxwell Wildflower Trail

Desert Botanical Garden PROVIDING SERVICES : 

Desert Botanical Garden PROVIDING SERVICES Sonoran Circle Legacy Recognition Celebrating our legacy donors with events, complimentary classes, calls, notes, annual visits and public recognition through donor stories

Desert Botanical Garden PROVIDING SERVICES : 

Desert Botanical Garden PROVIDING SERVICES Special Audiences Identifying audiences with special planning needs and creating services to meet them -Those About to Retire -Our Volunteers -Young Parents -Parents/Grandparents/Teens – Shared Values -LGBT Community

Desert Botanical Garden PROVIDING SERVICES : 

Desert Botanical Garden PROVIDING SERVICES WORKSHOPS & MINI-WORKSHOPS Get Your House in Order Documents You Absolutely Need!

MORE WORKSHOPS & MINI-WORKSHOPS: 

MORE WORKSHOPS & MINI-WORKSHOPS Understanding your IRA Helping with College Unraveling the Mysteries of Long-term Care Common Ground – Multi Generational Workshop Human Rights Campaign – Partners Planning

QUESTIONS?: 

QUESTIONS? Prospect Identification & Cultivation Program Visibility - Marketing Stewardship

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No part of this presentation may be reproduced or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without written permission of the American Public Gardens Association. Copyright © 2013 by the American Public Gardens Association. All rights reserved. The American Public Gardens Association V ision: A world where public gardens are indispensable APGA 2013 Garden Evolution Conference _______________________________________________