Day: September 25, 2019

Guest Post: Planned Giving with Food Bank of North Alabama Development Director, Bobby Bozeman

Considering where you’re reading this, I’m going to assume that you already have a pretty good idea of why planning gifts to non-profits, whether from your retirement plan or a bequeath from your will or life insurance policy, is good for you. There are, of course, the great tax reasons, and they are incredibly flexible, but it’s also many people’s only opportunity to leave their charities of choice with that major gift they’ve always wanted to give but haven’t been able to.

A planned gift also allows donors to create a legacy. It doesn’t just leave a lasting mark on the charity or non-profit you choose to give to, but it also creates a lasting impact on your community, leaving the world a little better than what you inherited. 

And on our end of things, planned giving is extremely important as well. Over the rest of 2019 and through 2020, the Food Bank of North Alabama will be putting forth a campaign to inform our supporters about planned giving options as well as creating a society to honor those who choose to consider the Food Bank in their planned gifts.

We’re wanting to make this push with our current supporters and with new potential ones because planned giving provides a sturdy foundation of long-term support. While it’s tempting for me as development director to focus on gifts that come in right away and make an immediate impact, I want to make sure we have long-term stability. Because there are so many agencies — over 260 soup kitchens, food pantries, churches, women’s shelters, halfway homes, child backpack programs, senior feeding programs and more — across North Alabama that depend on us for food, it’s so important that we are here for as long as people are hungry. Planned giving allows us to better navigate any unforeseen problems that might be awaiting us on the horizon.

The Food Bank of North Alabama was honored to be featured in this blog in 2016, but I wanted to share a few ways we’ve grown since then. Many of our programs have changed, most morphed into new programs with new names as new staff members take hold of them.

But the biggest change since 2016 is how much food we’ve been able to provide the people of the 11 counties in North Alabama that we serve. Then we supplied nearly seven million pounds of food to over 200 charitable feeding programs. This year, we are on track to supply 10 million pounds of food to over 260 charitable programs. It’s all because people who choose to support us. 

If you’d like more information about the Food Bank of North Alabama, please visit foodbanknorthal.org, and for more information about planned giving or to let us know you’ve made a planned gift to the Food Bank, email Bobby Bozeman at bbozeman@fbofna.org.

Sonny Hereford Cheese Distribution

Sweet Home Chicago

JJ is headed to the Windy City of Chicago, IL, for the 2019 NAPFA Fall National Conference.

With over 70 hours of continuing education from which to choose, the Chicago conference will host over 300 people during the course of the week. This year’s keynote speakers include:

  • Sebastian Terry, founder and author of 100 Things
  • Traci Brown, former member of the US Cycling Team and the author of How to Detect Lies, Fraud and Identity Theft
  • Ryan Jenkins, author and generational expert – “How to Attract, Lead and Engage Millennials and Generation Z”
  • Lloyd Shefsky, founder and co-director of the center for Family Enterprises – “Client and Self Gratification: Learn to Envision the Future”
  • Weston Wellington, vice president, Dimensional Find Advisors

“Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. It’s all about putting you, the consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all times – for their clients.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

  • Meet stiff credentialing and educational requirements
  • Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
  • Meet the most rigorous continuing education requirements in the industry
  • Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”

NAPFA-Registered Financial Advisors are required to submit 60 hours of continuing education every two year. That’s twice the requirement of the 30 hours required by the CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.

NAPFA’s two annual national conferences, along with their regional symposia, offer advisors opportunities to expand their knowledge, network with peers, and share stories and ideas about how to serve you better. Read more about what’s different about a NAPFA-Registered Financial Advisor at NAPFA.org.


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