It is easier to get good committed recruits if you can share with them goals and expectations. Share with candidates your planned giving committee description and a position description for committee members. Here are examples:
PLANNED GIVING COMMITTEE
DESCRIPTION
Purpose
The Planned Giving Committee is responsible for developing a planned giving campaign for the purposes of cultivating and soliciting current and legacy gifts to secure the future of the organization gifts for (the Endowment Fund), upon which future boards of trustees can draw and which will sustain the organization. The Committee reports to the governing board/Session.
Members:
A Chairperson appointed by __________, and
Approximately 6 members or community leaders dedicated to the organization, each serving 3 year terms, maximum of 2 consecutive 3 year terms.
The chair (or at least one person should also be a member of the board of directors/Session.
Committee Responsibilities
- Set specific committee goals and objectives for the new year each January
- Develop the case for planned gifts
- Develop a planned giving campaign,
- Create necessary publicity materials,
- Gain knowledge of planned giving concepts,
- Annual planned giving present to the board / session,
- Assist in education and recognition of donors,
- Approach constituents/members to make a donation or to leave a legacy gift to the organization,
- Advertise the work of the committee,
- Keep the opportunity to give to the organization before the membership,
- Know planned giving ethics.
PLANNED GIVING COMMITTEE MEMBER
POSITION DESCRIPTION
Specific Activities
- Promotes the Legacy Society, which serves as the focus of the planned giving effort and
- Manages the vehicle for expressing appreciation for those who qualify and
- Sparks interest in legacy society membership and
- Sponsors an event and
- Provides messaging to members and constituents about future funding for the mission of the organization and
- Provides educational presentations to promote awareness and stimulate interest.
Qualifications for Membership
- Committed to the future of the organization,
- Credibility as a leader,
- Willing to complete the member’s own planned gift within a year of joining the committee,
- Capable of identifying prospects,
- Willing and able to attend committee meetings and events,
- Willing and able to meet current and prospective donors,
- Willingness to enroll in the legacy society,
- Legal and financial experience and/or organization champions and individuals who are enthusiastic about encouraging and thanking donors.