Numbers
This percentage of UJA’s annual non-emergency budget comes from legacy gifts and the endowment.
What is ~30%?
Only major donors should be considered for planned giving conversations.
FALSE!
Which of the following is a way to integrate PG&E into your work?
A. Remarks, B. Legacy Pins, C. Checkbox Follow-Up, D. All of the Above
D. ALL OF THE ABOVE!
Legacy donors may receive this item at events to signify their commitment.
What are legacy pins?
Immediately after October 7th, this amount was allocated from UJA’s endowment.
What is $10 million?
Staff should notify their PG&E liaison whenever legacy giving is discussed with a donor.
TRUE!
Which of the following is NOT a planned gift?
A. Beneficiary Designations
B. Event Donation
C. Life Insurance
D. Life Income Gift
B. Event Donation
This Society is a donor recognition group within PG&E, designed to honor people who have made long-term philanthropic commitments to the organization.
What is Heritage Society?