The world of planned giving can take you places you never thought possible. If you have worked in the industry for a long time, the previous sentence may have unleashed your imagination. You could be remembering stately homes you’ve visited in unexplored neighbourhoods, or perhaps the gorgeous gifts-in-kind you’ve received; that glorious artwork or piece of jewelry. Well, yeah, those things are pretty interesting, but what’s really neat is reading obituaries.
Every day the planned giving department at the University of Victoria undertakes this strange and wonderful task. Every day we scour the online obituaries and compare the names there to the ones in our database. Every day we’re brought to tears, or giggles, or a state of bewilderment by the stories we find.
Here are a few "obit" excerpts that have recently caught our eyes (names have been changed to maintain privacy):
We’re not perusing the daily roll call of death because we’re maudlin, ghoulish, or generally weird. It’s an integral part of UVic’s stewardship plan. We search for the names of deceased students, alumni, donors, current and former staff and faculty, current and former members of our Board of Governors; in short anyone who has had a relationship with the university. If we find one of these friends of UVic, we immediately flag them as deceased in the database so no one will make the mistake of attempting to contact them. We then alert the staff member who has the closest relationship with the person who has passed away. This could be anyone from an Alumni Relations officer to our university President Jamie Cassels. These individuals honour the deceased in a way that demonstrates the value of their relationship to UVic. That might be a condolence note to the family (always hand-written, of course!), attendance at a memorial service, a tribute in the media, or another expression of appreciation for a life well-lived.
We’ve worked in small charities before, so we know many of you may not have the time or resources to do this every day. We recommend a service call ObitMessenger provided by Legacy.com that sends you an email when the name of your charity shows up in an obituary. We also know that small shops don’t deal with the deaths of their donors very often, but we hope we’ve given you a few ideas about how to commemorate the deceased when it does happen.
They say nothing in life is certain except death and taxes. We find that reading obituaries is not only a great way to keep our records up-to-date, but also a unique way for us, personally, to deal with this reality. Nothing tells you more about someone's life than what people say about them after they die. We find ourselves wondering what others might say about us and - we’re not kidding! – we have actually changed the way we deal with the people around us. Life lesson learned.
After a career in print and radio journalism, Deborah Walker became a free-lance publicist. She “fell into fundraising” when one of her clients, a small charity, asked her to be their Donor Relations manager. Three jobs later, in 2008, Deborah joined UVIC's Planned Giving team and became Manager in April 2015. She intends to stay there until her expected retirement at age 82! Contact her, dgwalker@uvic.ca
Miranda Harvey had her first taste in fundraising when she worked as a student caller during her undergraduate years at the University of Victoria. After graduating, she joined the Development team officially and is now Acting Co-ordinator, Planned Giving. Dabbling in everything from stewardship to campaigns, Miranda counts her Planned Giving experience as the most rewarding yet! Contact her, mharvey@uvic.ca