Planned Giving Coach

About the Coaches

Phil Murphy

PLANNED GIVING COACH, Phil Murphy, has served the nonprofit industry for over thirty years and has specialized in planned giving since 1985. Phil received his Masters in Business Administration from Pepperdine University and a fellowship in Journalism and Behavioral Science from Columbia University. He has provided planned giving consultation to a wide range of nonprofit organizations including health organizations, social service agencies, the arts, environmental groups, high schools, private colleges, residential programs for youth and the elderly, scouting, religious congregations and dioceses, community radio, the developmentally disabled, low-income housing, United Way, and YMCAs. (See Clients below.) He is Past-President of the Northern California Planned Giving Council and past-president of the Board of the Multicultural Institute in Berkeley, California. His hobbies include reading and the study of philosophy. He recently made a 12-minute documentary on a new business model, Arizmendi's Secret.

Jeff Woods

Jeff Woods joined Planned Giving Coach in November 2014, bringing 20 years of experience as a major gifts officer and director of development in educational and medical fundraising. He became a full partner in Planned Giving Coach, LLC, in January 2016. An experienced presenter at estate planning seminars, Jeff enjoys teaching diverse audiences about legacy giving and gift options including charitable gift annuities and charitable remainder trusts. He has developed and manages online constituent surveys for Planned Giving Coach clients, helping them to better identify and engage legacy gift prospects. Jeff emphasizes the importance of proactively and personally engaging prospects to increase the effectiveness of legacy giving programs. An attentive listener and empathetic colleague, Jeff delivers consulting services and support tailored to the meet the needs of Planned Giving Coach clients. Jeff received his BA degree from Guilford College and his Masters from the University of North Carolina at Greensboro. He completed professional development programs in fundraising and nonprofit management from The Fundraising School and Duke University. He was a co-founder of the Cape Lookout Environmental Education Center, where he served as a volunteer and trustee from 1995-2005. Jeff lives in Sonoma, CA.

Mission Statement

The purpose of Planned Giving Coach is to enable nonprofit organizations to develop a comprehensive planned giving program that

  1. through case-centered marketing, effectively attracts and quickly and accurately responds to planned giving prospects;
  2. provides simple, clear procedures and model documents a busy executive or development officer or development secretary can use with confidence in dealing with planned giving opportunities;
  3. minimizes the need for in-house technical expertise;
  4. provides a powerful and affordable technical and marketing support system that is orderly and effective;
  5. includes a twelve-month action plan to promote planned gifts that is reviewed and renewed annually;
  6. secures planned gift commitments sufficient in size and number to build an endowment proportionate to the organization's long-term needs.

Planned Giving Coach Profile

Consultation Experience

For most of the past twenty-five years or so I have limited my practice to planned giving consultation, but value my general fundraising experience and apply its principles to planned giving

I have more than thirty years experience in fundraising for nonprofit organizations, including experience in general fundraising consultation, long-range planning, program development, foundation presentations, and capital campaigns

My general fundraising experience has made me an advocate of case-centered planned giving. This approach emphasizes the application of a two basic fundraising principles to planned gift marketing: (1) the careful development of a case that defines why an organization needs and deserves planned gifts and states how much it hopes to raise, and (2) leadership planned gift commitments from the organization’s board.

Since 1980 I have been directly responsible for arranging planned gifts ranging from $5,000 to $250,000 pooled income fund gifts and gift annuity contracts, to individual charitable remainder trusts funded with appreciated real estate or stock ranging in value from $200,000 to $2 million. In addition, attorneys have documented individual bequests exceeding $1,000,000 directly attributable to planned giving promotional efforts directed by me.

FUNDRAISING EXPERIENCE

Independent planned giving specialist, 1985 to present

Independent fundraising consultant, 1978 to 1985
Strategic planning and fundraising consultant to youth-serving organizations, residential centers for seniors, social service agencies, and others with successful proposals to the San Francisco Foundation, James Irvine Foundation, S.H. Cowell Foundation, Bothin Helping Fund, Fireman's Fund American Foundation, Morris Stulsaft Foundation, Chevron U.S.A., Florence Crittenton Mission, and others

Director of Development, (1973-1981), Sunny Hills Children's Services, San Anselmo, California. Responsible to 600 fundraising volunteers, including 25 guilds and in charge of proposal writing, special events, volunteer development and public relations

EDUCATION

Fellowship Program in Journalism and the Behavioral Sciences, Graduate School of Journalism, Columbia University, New York, 1969.

MBA, Pepperdine University, with thesis in long-range planning for nonprofit organizations, 1981.

Ongoing participation in planned giving seminars and training. Member, Marin County Estate Planning Council; Past-President, Northern California Planned Giving Council.

PROFESSIONAL ASSOCIATIONS

Clients

Phil Murphy has provided planned giving consultation to a wide range of nonprofit organizations including health organizations, social service agencies, environmental groups, high schools, private colleges, residential programs for youth and the elderly, scouting, religious congregations and dioceses, community radio, the developmentally disabled, low-income housing, United Way, and YMCAs.

Partial List of Current Clients

Contracts

Head Coach:

A “Head Coach” contract makes sense if you want me to meet with you and your volunteers personally, write planned giving promotional materials and planned giving articles for your newsletter and website, offer guidance to your volunteers and staff, and provide technical support including estimates of the tax and financial consequences of various planned giving vehicles to prospects and their advisers. Here is a typical Head Coach contract to give you’re a rough idea of Head Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Head Coach contract, click here

 

Assistant Coach:

An “Assistant Coach” contract makes sense if you want me to write planned giving promotional materials and planned giving articles for your newsletter and website, offer guidance to your volunteers and staff, and provide technical support including estimates of the tax and financial consequences of various planned giving vehicles to prospects and their advisers. Here is a typical Assistant Coach contract to give you’re a rough idea of Assistant Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Assistant Coach contract, click here

 

Technical Coach:
A “Technical Coach” contract makes sense if you want me to provide support that educational information regarding planned giving alternatives for your donors and estimates of the tax and financial consequences of various planned giving vehicles to prospects and their advisers. The Technical Coach contract also includes my providing materials for the planned giving section of your website, giving access to your supporters to estate planning/planned giving education videos through your website, developing a planned giving manual for your staff that allows them to respond quickly to planned giving inquiries, and developing an estate planning organizer for your supporters that allows them to prepare to create or update an estate plan needed to protect their families and to convey planned gifts to good causes. Here is a typical Assistant Coach contract to give you’re a rough idea of Technical Coach services. Your contract will be tailored to your needs. Fees are negotiated:

To view the Technical Coach contract, click here

 

MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT PLANNER

PREAMBLE

The purpose of this statement is to encourage responsible gift planning by urging the adoption of the following Standards of Practice by all individuals who work in the charitable gift planning process, gift planning officers, fund raising consultants, attorneys, accountants, financial planners, life insurance agents and other financial services professionals (collectively referred to hereafter as "Gift Planners"), and by the institutions that these persons represent.

This statement recognizes that the solicitation, planning and administration of a charitable gift is a complex process involving philanthropic, personal, financial, and tax considerations, and as such often involves professionals from various disciplines whose goals should include working together to structure a gift that achieves a fair and proper balance between the interests of the donor and the purposes of the charitable institution.

I. PRIMACY OF PHILANTHROPIC MOTIVATION
The principal basis for making a charitable gift should be a desire on the part of the donor to support the work of charitable institutions.
II. EXPLANATION OF TAX IMPLICATIONS
Congress has provided tax incentives for charitable giving, and the emphasis in this statement on philanthropic motivation in no way minimizes the necessity and appropriateness of a full and accurate explanation by the Gift Planner of those incentives and their implications.
III. FULL DISCLOSURE
It is essential to the gift planning process that the role and relationships of all parties involved, including how and by whom each is compensated, be fully disclosed to the donor. A Gift Planner shall not act or purport to act as a representative of any charity without the express knowledge and approval of the charity, and shall not, while employed by the charity, act or purport to act as a representative of the donor, without the express consent of both the charity and the donor.
IV. COMPENSATION
Compensation paid to Gift Planners shall be reasonable and proportionate to the services provided. Payment of finders fees, commissions or other fees by a done organization to an independent Gift Planner as a condition for the delivery of a gift are never appropriate. Such payments lead to abusive practices and may violate certain state and federal regulations. Likewise, commission-based compensation for Gift Planners who are employed by a charitable institution is never appropriate.
V. COMPETENCE AND PROFESSIONALISM
The Gift Planner should strive to achieve and maintain a high degree of competence in his or her chosen area, and shall advise donors only in areas in which he or she is professionally qualified. It is a hallmark of professionalism for Gift Planners that they realize when they have reached the limits of their knowledge and expertise, and as a result, should include other professionals in the process. Such relationships should be characterized by courtesy, tact and mutual respect.
VI. CONSULTATION WITH INDEPENDENT ADVISORS
A Gift Planner acting on behalf of a charity shall in all cases strongly encourage the donor to discuss the proposed gift with competent independent legal and tax advisors of the donor's choice.
VII. CONSULTATION WITH CHARITIES
Although Gift Planners frequently and properly counsel donors concerning specific charitable gifts without the prior knowledge or approval of the donee organization, the Gift Planners, in order to insure that the gift will accomplish the donor's objectives, should encourage the donor, early in the gift planning process, to discuss the proposed gift with the charity to whom the gift is to be made. In cases where the donor desires anonymity, the Gift Planners shall endeavor, on behalf of the undisclosed donor, to obtain the charity's input in the gift planning process.
VIII. DESCRIPTION AND REPRESENTATION OF GIFT
The Gift Planner shall make every effort to assure that the donor receives a full description and an accurate representation of all aspects of any proposed charitable gift plan. The consequences for the charity, the donor and, where applicable, the donor's family, should be apparent, and the assumptions underlying any financial illustrations should be realistic.
IX. FULL COMPLIANCE
A Gift Planner shall fully comply with and shall encourage other parties in the gift planning process to fully comply with both the letter and spirit of all applicable federal and state laws and regulations.
X. PUBLIC TRUST
Gift Planners shall, in all dealings with donors, institutions and other professionals, act with fairness, honesty, integrity and openness. Except for compensation received for services, the terms of which have been disclosed to the donor, they shall have no vested interest that could result in personal gain.
Adopted and subscribed to by the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and the American Council on Gift Annuities, May 7, 1991. Revised April 1999.