How to Manage Volunteers in the Gift Planning Program (Level: Intermediate) (March 14, 2012 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) This presentation demonstrates how to create a planned giving advisory committee, a planned giving seminar series and a corps of solicitors for the planned gift phase of a comprehensive campaign.
Charitable Gifts of Business Interests (Level: Advanced) (May 16, 2012 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) In this session we will explore some frequently used charitable planning tools, such as, charitable remainder trusts and charitable lead trusts, and point out some common pitfalls, such as, prearranged sales, unrelated business taxable income (UBTI) and self dealing.
Donor Relations When Legal Capacity Becomes an Issue (Level: Intermediate) (July 18, 2012 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) This session helps planners to avoid scenarios where a development officer or organization could exert undue influence on a donor with questionable judgment; and to handle challenges from a donor's family after the donor has already made a planned gift.
Accept Real Estate Gifts! (Level: Intermediate) (September 19, 2012 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) This presentation will provide insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts.
Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising (Level: Intermediate) (November 14, 2012 at 1:00 PM EST, 12:00 PM CST, 11:00 AM MST, 10:00 AM PST) This presentation covers best practices based on a review of over 100 charity social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts.
Order Past Seminars On CD
How to Draft and Implement Effective Gift Planning Policies and Procedures (November 14, 2007) Presented by: Philip M. Purcell, Vice President of Planned Giving and Endowment Resources, Ball State University Foundation, Muncie, IN
And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? (September 12, 2007) Presented by: Robert Lew, President, Planning & Financial Advisors, San Francisco, CA & Darryl D. Ott, Attorney, Morgan Miller Blair, Walnut Creek, CA
How to Talk to Prospects (July 18, 2007) Presented by: Pamela J. Davidson, Consultant and Charitable Gift Planner, Davidson Gift Design, Bloomington, IN & James Gillespie, President & CEO, CommonWealth, Indianapolis, IN
Charity Begins at Home (or on the Farm): Dealing with Remainder Interest Gifts (May 16, 2007) J. William Gray, Jr., Partner, Hunton & Williams, LLP, Richmond, VA
CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts (March 14, 2007) David Wheeler Newman, Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp LLP, Los Angeles, CA
Stewardship: Listen with your Eyes (January 17, 2007) Presented by: Dyan Sublett, Natural History Museum of Los Angeles, Los Angeles, CA
Tale of the Tape: Measuring the Performance of Gift Planning Officers (November 19, 2008) The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Joseph O. Bull, Interim Director of Philanthropy-Strategic Gifts, The Nature Conservancy, Worldwide Office
The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Beth McNally, Estate Administrator, The Nature Conservancy, Arlington, VA, and Beth Ridout, Deputy Estate Administrator, The Nature Conservancy, Arlington, VA
Donor-Centered Gift Planning Marketing (July 16, 2008) Presented by Brian M. Sagrestano, JD, Gift Planning Development, LLC, in Warrington, PA
Realistic Expectations for Planned Giving Success (May 21, 2008) Presented by Robert F. Sharpe, Jr., The Sharpe Group, Memphis, TN
Planning for the Home (March 19, 2008) Presented by Emanuel Kallina, JD, Kallina & Associates, LLC, Towson, MD
Planned Giving in Faith-Based Organizations: Making the Spirituality Real (January 16, 2008) Presented by J. Richard Ely, Jr., President, Strategic Fundraising Consultants, Providence, RI
Determining Your Client’s Capacity to Make a Planned Gift (November 18, 2009) Kathy Busey, WTTW 11/98.7 WFMT, Chicago, IL & Neil Boyer, Lions Club International Foundation, Oak Brook, IL
Coming in October (October 17, 2009) From October 14 through 17 more than 1,000 gift planners will gather in the Washington, DC, metro area for the National Conference on Philanthropic Planning (formerly the National Conference on Planned Giving). You can join them by participating in a virtual seminar broadcast LIVE from the conference. The date and speaker for this program will be announced in June. The conference takes place from October 14-17. Check back for more information!
Insurance Boot Camp-LIVE from the National Conference on Philanthropic Planning (October 16, 2009) Richard M. Weber, The Ethical Edge Inc. and Craig C. Wruck, St.Cloud State University
Multiple-Entity Donors: How to Work Effectively with Today’s Sophisticated Philanthropist (September 16, 2009) Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles, CA
Minding the Shop: Creative Planned Giving Strategies for Business Owners (July 15, 2009) Joseph Hancock, Senior Trust Attorney, Baptist Foundation of Texas, Dallas, TX
Counting Planned Gifts Toward Campaign and Fundraising Goals (May 20, 2009) Moderator: Bruce Bigelow, President, Charitable Development Consulting, Frederick, MD
Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy (March 18, 2009) Kathryn W. Miree, Kathryn W. Miree and Associates, Birmingham, AL
The Power of the Pyramid: How to Effectively Integrate Planned, Major and Annual Giving (November 17, 2010) As an organization changes focus from "planned giving" to "philanthropic planning," traditional silos need to be dismantled as staff and executive management envision and create gifts that don't necessarily fall into traditional categories.
Creative Bequests and the Unalterable Will: Soliciting and Drafting Bequests (September 15, 2010) The largest overall philanthropic gifts—and certainly the most significant part of almost any planned giving program—are bequests. Often these bequests are revocable, but there is language to make them binding that may allow you to add them to your campaign. In addition to the most common simple bequests, there are also creative bequest forms that can help fund specific projects.
Elder Law: A Primer for Gift Planners (July 14, 2010) Philanthropic planners are among the trusted advisors who can help to ensure that older Americans are safe, informed, fairly treated and economically secure as they age. This program provides a background in the key components of elder law that may affect charitable planning, including:
- Medicaid eligibility - Long term care insurance - Trusts used primarily for estate planning - Donations of real estate, personal propety and other items
Charitable Gift Annuity Reinsurance: What It Is, What It Isn’t, When It Works and When It Doesn’t (May 12, 2010) Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This session will help attendees better understand what reinsurance can and can't do to mitigate risk. Case studies will be used to answer most of the frequently asked reinsurance questions.
Bequest Boot Camp - Ten Exercises to Strengthen Your Bequest Program (March 17, 2010) Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We'll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning.
Recession-Proof Philanthropy: What’s Ahead in Gift Planning for 2010? (January 20, 2010) The economic recession has had a profound effect on philanthropic gift planning. New gift planning strategies have arisen to fulfill the needs of donors and charitable organizations in a difficult economic environment. This session will review various gift plans that have been implemented by individuals and organizations in 2009, using case examples for illustration, and will anticipate the plans that may be implemented in the early part of 2010, particularly in light of tax law provisions and some predicted economic recovery.
Data for Sale: Collecting and Using Data for Gift‐Planning (November 16, 2011) In a March 2011 cover article, Time Magazine explored the collection and sale of personal data in the U.S. and investigated the trade-off between privacy and instant access to information. This presentation provides an in‐depth look at the sources and details of data available to nonprofit organizations and vendors in the U.S. and Canada. Attendees will get an overview of the role and purpose of data‐mining companies. They'll also learn what information and data points are most useful for planned giving programs, and how to use data profiling to target the best prospects for planned gifts by vehicle type.
CRT Planning on a Napkin (September 14, 2011) The simplest way is often the best. Computer presentations and printed proposals are nice, but when you meet face to face with a donor, a few boxes and arrows can be a powerful way to convey your message about a gift that is personalized to his or her situation. If you cannot explain the concept on a napkin, then your donors won't be able to explain it to family and others who help with philanthropic decision-making. This session demonstrates simple, direct ways to show how all kinds of charitable trusts work from a donor's perspective.
Structuring and Funding Life-Income Gifts with Retirement Plan Assets (July 13, 2011) This session covers recent legal developments affecting gifts of retirement assets, and presents case studies of life-income gifts funded from retirement accounts. Advisors readily tout the economic and tax advantages of these gifts, but the "devil is in the details" from a legal and administrative perspective. We will discuss actual CRT and CGA gifts, choices made in structuring beneficiary designations, trust instruments and gift annuity agreements, and real-life implications of those choices. We will identify major issues to address in planning such gifts, discuss what was done well in each case, and what could have been done differently.
Charitable Gift and Estate Planning after the 2010 Tax Changes (May 18, 2011) A new Congress will soon begin its work in Washington, DC, and this session considers what we'll know in July about the future of federal estate taxes. Whatever the fate of the estate tax, "death taxes" of other kinds, such as income in respect of a decedent and state death taxes, will have an ongoing impact on many estates, and on how charities market philanthropic options. This presentation covers:
The current status of federal gift, estate and generation-skipping transfer taxes and any new legislation. State death taxes in the 23 states with inheritance or state estate taxes. Income taxes at death (income in respect of a decedent). Tax-saving strategies that encourage charitable bequests.
Motivating Your Donor Base: The Science (and Art) of Planned Gift Marketing (March 16, 2011) Restricted budgets and cutbacks mean we all have to do the same planned giving marketing—or more—with fewer resources. Whether you're starting your outreach from scratch, or looking to tweak a fully mature program, you'll learn earn how to capture your prospects' attention like a stop sign and direct it like a roadmap, in the course of a fiscal year. Drawing data from planned gift metrics and actual gift situations, not suppositions, you'll come away with secrets to put some mojo in your planned gift marketing.
Charitable Gifts of LLCs (January 19, 2011) With the recent decline in stock and real estate values, donors may be looking for alternatives ways to make charitable gifts. Gifts of an LLC interest are one such an alternative. This session will discuss what to do when a donor offers an LLC interest, including what information the gift planner will need to make a recommendation about whether to accept such a gift. The session also covers pitfalls to avoid so the organization does not end up with a not-so-great gift.
Money Has No Value, Except What You Choose to Do With It (Level: Intermediate) (January 18, 2012) This session will feature gift scenarios illustrating how the fundraiser's paradigm of the call and process can shift towards donors' values, resulting in better dialogue, larger gifts and more meaningful activity.
