Planned Giving in Montessori Schools

Planned Giving in Montessori Schools

On October 16th, 2014, Tim Seldin was joined by Ginger Young and Greg Kite of Young Insurance and Peggy Williams of Dream Insurance to discuss Planned Giving in Montessori Schools. Planned giving is the time proven strategy for developing the resources and endowment that every Montessori schools needs. Planned gifts are donations of life insurance, property, stock, etc. set aside in one’s will to be given to a favorite school or other charity. Once thought to be an uncomfortable topic, every college and most schools work with planned gifts to develop their long term institutional advancement. We looked at planned giving in general, and a new national planned giving program put together specifically for the Montessori community.

Fundamentals of Fundraising Part 1

Fundamentals of Fundraising Part 1

September 14, 2016 This week we began a series of three webcasts about fundraising in Montessori schools.

Some schools have been running very successful campaigns for years, some are just in the early stages, and some would like to begin.

This week we discussed:

  • the nature of fundraising
  • the importance of fundraising for all nonprofits
  • the psychology of why people give
  • the types of basic fundraising programs that are commonly found in independent schools: annual funds, special events, raffles, bake sales, golf tournaments, etc.
  • major fundraising efforts; capital campaigns, planned giving, and endowment funds
  • how to avoid fundraisers that consume time and energy and produce little result
  • how fundraising can build community rather than creating aggravation

In coming webcasts, we will go into greater depth, discuss specific strategies and systems to support your efforts, and explore the ways to cultivate ongoing support from a broader audience than your current families