Friends Fiduciary provides several support services to assist Friends meetings, organizations and development staff. These include:

• Calculations that illustrate and compare the benefits of a charitable gift annuity or the various types of charitable trusts.
• Processing of securities gifts from your donors. (This eliminates the need for your organization to set up brokerage accounts for the sole purpose of receiving gifts).
• Assistance to donors who wish to contribute gifts of real estate or other tangible assets to your organization (in partnership with the Mennonite Foundation).
• Resources and educational opportunities

E-Newsletter

Planned Giving Partner is an e-newsletter for Quaker organizations that provides tools and services to assist you in your work with your donors. To receive this e-news several times a year, please sign up by filling in your email address below.

Brochures

Friends Fiduciary’s Planned Giving brochure describes planned gifts and how they can help your organization build a secure financial future. You can download the brochures or request electronic or hard copies through our office:

• Planned Giving for Organizations
• Planned Giving for Meetings

PowerPoint on Planned Giving

Friends Fiduciary offers a simple PowerPoint presentation (available electronically or in hard copy) that will help you begin a conversation about Planned Giving with your board, school committee or business meeting.

Bi-annual Fundraising Gathering

Our biannual Fundraisers Gathering offers the opportunity to gather with others who are raising funds for Quaker organizations. The gathering combines learning from presenters and gaining inspiration from peers. The most recent gathering was held on September 25-26, 2011 at the Marriott Hotel & Convention Center at Penn Square, Lancaster, PA. The Pearl Within theme provided an educational and inspiring conference for those promoting and raising funds for our distinctive Quaker organizations and meetings. The Gathering attracted a record number of participants representing over 50 Quaker and affiliated organizations. Click here for keynote address by Mary Ellen McNish, former General Secretary of American Friends Service Committee. The next gathering will take place in September 2013 contact Melissa Stoner in the Fiduciary office for more information.

Friends Fiduciary continues to look for new ways to support Quaker organizations and their donors. We look forward to working with you as we build on this foundation. Please contact our Melissa Stoner, Program Director, for more information on any of these resources.