20110816 Presentation @ Belmont University

Belmont University (Nashville, TN)08/17/2011

Family Capital v Cash

Disposable Income

Disposable Income = Gross Income – Personal Taxes

ie. Consumption + Saving= Disposable Income

Discretionary Income

Gross income - Taxes - Necessities=Discretionary Incomeie. AGI – Lifestyle – Dependents=Discretionary Income

Season of Margin (Age 47-67)

The Lost Generation

Summary of SSA’s 2011 Annual ReportChart D—OASI, DI, and HI Trust Fund Ratios(Assets as a percentage of annual cost)http://www.ssa.gov/OACT/TRSUM/index.html

Societal Shift

gainfully employed v. greedfully entitled

Discretionary Income Dilemma

Income?

1961

2000

2011

2026

48M Citizens(1925-1947)

81M “Boomers”(1948-1960)

38M “X’ers”(1965-1983)

Cash v. Capital Cultivation

Mission

Human

Capacity

Financial

Edifying Short-term Support…Insuring Long-term

Sustainability…

SHORT-TERM DILEMMA:CULTIVATION OF HUMAN ENDOWMENT

2 Responsibilities of Advancement:

1,000 Donors 10%/yr=1,100 Donor Households

and/or1,000 Donors @$1,100/yr=$1,100,000 Support

Attrition Rate @20%/yr

1,000 Donors 20%/yr=800 Donors

and/or$1,000,000 Support=$800,000

LONG-TERM SOLUTION:CAPITALIZATION OF HUMAN ENDOWMENT

2 Opportunities for Advancement:

Gifts of Capital

and/or

Gifts of Estates

$10,000,000 Capital @10%=$1,000,000

Institution Individual

Addressing the Market Place

Institution

Giver

Fundraising

Qualified

Limited

Wants

Individual

Investor

Service

Everyone

Complete

Win-Win

Agenda

Approach

Audience

Access

Attitude

Ask

Conversation for All Seasons

Protection

Problems

Property

Posterity

Providence

Perceived Needs

Stick Figures, Boxes, and Arrows

Strategic Alliances