Re: Fwd: Missouri Botanical Garden - Heritage - August Edition (...

[JCoates694@aol.com]

Jim has been so "right on" with his recent comments!  If we could tie  to 
the new bulletin some of these new opportunities, wow!  It really is  time 
for some action, and less theorizing (is that a word?).
 
Jerry Coates, Associate Broker, GRI 
Direct:  301-663-1113
Cell: 301-606-1895
Fax: 301-644-2663
Website:  _http://JerryCoates.Realtor.com_ 
(http://jerrycoates.realtor.com/) 

Specializing in Frederick Real Estate, since  1972!



Real Estate Teams,  LLC.
O:301-695-3020
Suite 400
50 Citizens Way
Frederick, MD 21701  

 
In a message dated 12/1/2009 4:58:49 P.M. Eastern Standard Time,  
MORRISJE1@aol.com writes:

All,

Sometime back during or after the Fall Board meeting, Bob  Pries indicated  
that AIS lost out on some estate gifts because we do  not have a procedure 
or 
process for estate giving.  I know that to be  true and the amount we 
missed  out on to be in excess of the  DuBose/Hager estate.  I write most 
of the 
AIS  obituaries and  have had contact with lots of AIS deceased member's  
families.   Several have mentioned to me that their relative would have   
preferred giving to AIS rather than to other charities, their University,  
or  even 
surviving family, but there was no process for doing so and  that AIS 
didn't  
seem interested or was perceived as not open to new  directions.  Carry 
over  
of the good ole boy  syndrome.   

AIS needs for someone to be identified (not me)  who has the interest and  
time to develop such a  procedure/process.  Toward that end I have 
forwarded  
the MOBOT  Planned Giving Newsletter.  MOBOT receives huge endowments   
because they actively pursue same and have a good process in place.   True, 
 they 
have one full-time employee dedicated to the process,  strong backing from  
the Garden's Director (a big fundraiser himself  for Tropical Research) and 
 
can call on other staff as needed, but we  could easily pattern a  
procedure/process after their's (or someone  else's -- every  University 
has a program) 
that could be administered  by a part-time  volunteer.  If the process grew 
to 
actually be  meaningful perhaps a  paid employee could be justified in the  
future.  You never know  until you try.  One thing is for  certain we can't 
continue doing  things the way we have in the past.  

This requires some executive action to get someone actively working  on  
this.  Even advertising in the Bulletin for volunteers would  be a  
positive 
step (it is not too late to get something in the  January  Bulletin).  
There is 
a lot of talent out there if you  look beyond  the same old guys and gals.  
Who knows, we might  have a professional estate  planner as a member or a 
non-member in an  affiliate.  When I research AIS  obituaries I am often 
amazed 
by  the "other lives" our iris growers have  led.  We just need to tap  in 
to 
some of that talent.

Jim M.  
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Date: Thu,  20 Aug 2009 13:35:48 -0500 (CDT)
From: Sharon Mertzlufft  <membership@mobot.org>
Reply-To: membership@mobot.org
To:  morrisje1@aol.com
Subject: Missouri Botanical Garden - Heritage - August  Edition
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Don't miss out on remaining  150th-year anniversary events! See calendar
of events at  mobot.org/150

Missouri Botanical Garden Heritage

Dear Mr. and  Mrs. Morris,

When it comes to estate planning, you want to protect the  people and
causes closest to you. Take steps today to provide peace of mind  and
financial support for your family, friends and favorite  causes.

Ways to give when money is tight
(If you experience  difficulty accessing the links below, please  click
here.)

[IMAGE]

Estate Taxes: Keeping Up With the  Changes
When you first drafted your estate plan, you probably worked with  an
estate planning attorney to make decisions that met your goals,  protected
your family and saved you the most in taxes. But because estate  tax rules
change frequently, your current plans might not be the best they  can be
anymore. Review these upcoming changes-and then review your  estate
plans-to get your plans back on track.
Read More

Charity  Begins at Home 

Charity Begins at Home
The seeds of charitable  giving are not planted at birth. We all must
learn the values that inspire  philanthropy. It is important, then, to
share what you have learned and  pass those values on to loved ones.

Read  More

------------------------------------------------------------------------

Make  a Gift Later
Would you like to help us continue our work, but can't make a  donation
right now? Then consider including a gift to us in your will or  living
trust (a charitable bequest). This type of gift works well for  people who
believe in our cause but can't part with the money  today.

Read  More

------------------------------------------------------------------------

Do  You Know the Value of Your Estate?
It can be difficult to plan for the  distribution of your wealth without
knowing the value of your estate. Yet  many people don't realize what
their assets are worth. Here's how to put  your financial house in order.

Read More

More  Information
Request eBrochure
Donate Now
Gift Calculator
Contact  Us

[IMAGE]

If you have questions or need further information,  please contact:
Sharon Mertzlufft
Sr. Vice President of Institutional  Advancement
Phone:  314-577-9495
sharon.mertzlufft@mobot.org

Missouri Botanical Garden  b" P.O. Box 299 b" St. Louis, MO 63166-0299
Missouri Botanical Garden  respects your online time and privacy. If you
no longer wish to receive  this planned giving e-newsletter, please click
this link:  unsubscribe.

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