Fwd: Missouri Botanical Garden - Heritage - August Edition (Estate Giving)
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.
[IMAGE]
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