The Salvation Army Southern Territory

Human Resources Conference 2014Creating Connections Building for the Future TogetherMonday, April 28

Paul CurnowTerritorial 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

VisibilityPrint and Broadcast Media

Social MediaSpecial Events

ChristmasKettle Bellringing

Angel TreeEmergency Disaster Services

Creating Connections – Building for the Future Together

VolunteersAdvisory Board and Women’s Auxiliary

Christmas – Bellringing – Angel TreeEmergency Disaster Services

Fundraising – Partnership CouncilsSocial Services

Life Skills/Family Skills/Tutoring/GED/Bible Studies/Recreational/Educational/Social

Creating Connections – Building for the Future Together

Gifts and MoniesBellringing

Reusable Household Items - ARCDirect Mail/Direct Marketing

United Way/Combined Federal CampaignSocial Media/Online Giving

Resource DevelopmentPlanned Giving

Creating Connections – Building for the Future Together

Resource DevelopmentTerritorial Program

Thirty Nine Professionals in Nine DivisionsWe raised more than $29,000,000 last year

Individuals, Foundations, CorporationsRaise monies for Corps and Area Commands

Creating Connections – Building for the Future Together

CRD Partnering with Human Resources

Resource Development and Planned GivingHiring Process – 75 professional positions

Hiring ProcessPartner with HR and Carr and Associates

Marketing/Chemistry Interviews/Final Interviews

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

Creating Connections – Building for the Future Together

James Smithson

100,000 Gold Sovereigns$500,000 in 1838$12,500,000 in 2013Governed by a trust agreementThe __________ Institution

Creating Connections – Building for the Future Together

Among Donors ($500+) with an Estate Plan

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

U.S. Over 50 Population

14

* Donors giving $500+ per year, weighted nationally representative 2006 sample

Gift Annuity - Contractual Agreement Fixed Payments for Life1 Life or 2 Lives (Spouse, Sibling, other)Secured by Charity AssetsAmoritization of Capital Gains Income Tax DeductionTax-Free Portion of IncomeAsset removed from the Estate

Creating Connections – Building for the Future Together

AgeAge Rate Rate 70 5.1% 75 5.8% 80 6.8% 85 7.8% 90 9.0%

Gift Annuity RatesGift Annuity Rates

Susan Green - Age 75Susan Green - Age 75

Property$20,000

Deduct $8,852. Save $2,921.

Principal$20,000

5.8% Annuity

One Life

Payout $1,160. Tax-free $899.00.

Charity$20,000

After two lives, property to charity.

Charitable Gift AnnuityCharitable Gift Annuity

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

Creating Connections – Building for the Future Together

EstateEstate

CharityCharity

- Legacy of Love- May Save Taxes

- Legacy of Love- May Save Taxes

Principalto FamilyPrincipalto Family

-Benefit Children-Nephews/Nieces

-Benefit Children-Nephews/Nieces

Will or TrustWill or Trust

Creating Connections – Building for the Future Together

Building for the FutureWe Know:

When our staff do what we train them to do, andThey stay with us, we build better relationships with

Individuals, Foundations, CorporationsAnd

Raise More Money

Creating Connections – Building for the Future Together

Donor StoriesIndividual – Memphis, TNFoundation – Lubbock TX

Corporations – FedEx – EDSStewardship – FL Donor

Advisory Board Member – KY Opportunity – TN Couple

Creating Connections – Building for the Future Together

Partners in MinistryAnd

Building for the Future