{"id":1584,"date":"2025-02-19T16:01:53","date_gmt":"2025-02-19T05:01:53","guid":{"rendered":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/?post_type=article&#038;p=1584"},"modified":"2025-02-21T13:16:38","modified_gmt":"2025-02-21T02:16:38","slug":"the-transformative-power-of-a-bequest-program","status":"publish","type":"article","link":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/article\/the-transformative-power-of-a-bequest-program\/","title":{"rendered":"The Transformative Power of a Bequest Program"},"content":{"rendered":"<h5>\n<strong>Article provided by <a href=\"https:\/\/www.linkedin.com\/in\/jacqueline-dalton-03388221\/\" target=\"_blank\" rel=\"noopener\">Jackie Dalton<\/a>, Director of Philanthropy, Frensham Schools\u00a0<\/strong><\/h5>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Among the myriad Fundraising options available to institutions, a Bequest Program undoubtedly offers the highest Return on Investment (ROI). <\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">It is an essential cornerstone for securing an institution&#8217;s future, yet it remains underutilised in many institutions, particularly girls&#8217; schools. Boys\u2019 schools often recognise the strategic importance of dedicating a full-time role to cultivating bequests; this focus is a model that I believe should be adopted widely.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">At Frensham Schools, our bequest program, <\/span><i><span data-contrast=\"auto\">The Winifred West Legacy<\/span><\/i><span data-contrast=\"auto\">, has delivered unparalleled results. Over the past two years, this program has achieved an astonishing ROI of 6,000%. Yes, you read that correctly\u20146,000%. This extraordinary figure underscores the transformative power of a Bequest Program.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">It acknowledges the foresight of those who include Frensham in their Will and brings them together through meaningful stewardship, including our annual lunch for Custodians. These events celebrate the shared vision of leaving a lasting legacy, while deepening the connection between our Custodians and our school.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Bequests often focus on two vital areas:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">passion gifts, such as Bursaries enabling students to attend our school who otherwise could not, and\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Endowment gifts, where capital remains untouched, generating income in perpetuity.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Endowment Funds are the ultimate game-changer. As Brad Fenner eloquently shared at the recent Educate Plus International Conference in Perth, they provide a sustainable financial foundation that can support scholarships, programs, and even building projects without continual Fundraising pressure.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Consider the impact &#8211; an Endowment Fund large enough to distribute 5% annually requires 20 times that amount in capital, but once established, its growth accelerates. For instance, a $160 million Endowment Fund, like that of Prince Alfred College in Adelaide (were Brad Fenner was Head of School), generates $5 million annually\u2014funding infrastructure, scholarships, and more.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">In 2025, Frensham Schools will elevate its focus on Bequests, with my role transitioning to fully dedicate time to this transformative program. Of course, stewardship will remain key &#8211; personalised engagement and fostering a culture of gratitude.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To my fellow Fundraising professionals, if you invest in one new initiative this year, let it be a Bequest Program. It will help to secure your institution&#8217;s future, support its vision, and resonates deeply with donors who want their legacy to endure. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With a clear strategy, robust policy, and a dedicated focus, a Bequest Program isn\u2019t just a Fundraising \u2018option\u2019 &#8211; it\u2019s a powerful fundamental component of a solid Fundraising strategy.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">For those ready to take this step, I would be happy for you to reach out to me. Together, we can help to build Bequest Programs that empower institutions to thrive for generations.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1601\" src=\"https:\/\/d1dfwahqlx324v.cloudfront.net\/uploads\/sites\/22\/2025\/02\/DALTON-Jackie-1000x1000-BW.jpg\" alt=\"\" width=\"200\" height=\"200\" srcset=\"https:\/\/d1dfwahqlx324v.cloudfront.net\/uploads\/sites\/22\/2025\/02\/DALTON-Jackie-1000x1000-BW.jpg 1000w, https:\/\/d1dfwahqlx324v.cloudfront.net\/uploads\/sites\/22\/2025\/02\/DALTON-Jackie-1000x1000-BW-300x300.jpg 300w, https:\/\/d1dfwahqlx324v.cloudfront.net\/uploads\/sites\/22\/2025\/02\/DALTON-Jackie-1000x1000-BW-150x150.jpg 150w, https:\/\/d1dfwahqlx324v.cloudfront.net\/uploads\/sites\/22\/2025\/02\/DALTON-Jackie-1000x1000-BW-768x769.jpg 768w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/p>\n<p><strong><a href=\"https:\/\/www.linkedin.com\/in\/jacqueline-dalton-03388221\/\" target=\"_blank\" rel=\"noreferrer noopener\" data-type=\"URL\" data-id=\"https:\/\/www.linkedin.com\/in\/jacqueline-dalton-03388221\/\">Jackie Dalton F.Edplus<\/a><\/strong><br \/>\nDirector of Philanthropy, Frensham Schools<\/p>\n<p><a href=\"mailto:jdalton@frensham.nsw.edu.au\" target=\"_blank\" rel=\"noopener\">jdalton@frensham.nsw.edu.au<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Article provided by Jackie Dalton, Director of Philanthropy, Frensham Schools\u00a0 &nbsp; Among the myriad Fundraising options available to institutions, a Bequest Program undoubtedly offers the highest Return on Investment (ROI). \u00a0 It is an essential cornerstone for securing an institution&#8217;s future, yet it remains underutilised in many institutions, particularly girls&#8217; schools. Boys\u2019 schools often recognise [&hellip;]<\/p>\n","protected":false},"featured_media":1600,"comment_status":"closed","ping_status":"closed","template":"","class_list":["post-1584","article","type-article","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/article\/1584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/types\/article"}],"replies":[{"embeddable":true,"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/comments?post=1584"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/media\/1600"}],"wp:attachment":[{"href":"https:\/\/www.thebuzz.net.au\/educateplus-nsw-act\/wp-json\/wp\/v2\/media?parent=1584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}