Every gift begins with a motivated donor. Understanding who makes larger gifts and why they make them is an essential skill for every fundraiser. In today’s environment, however, it is more important than ever to also understand the best asset to give, the best way to transfer it and how timing can affect the size of a gift and the donor’s tax benefits.

This presentation will equip those who encourage major gifts, whether current or deferred, with a basic understanding of the what, when and how of various charitable gifts in light of the need to assure maximum gift value and return on investment when staff and other resources are limited.

For example, do you know the difference between a will and a trust, or how a tax deduction differs from a tax credit? Do you know how it is possible to be named in the will of a very wealthy donor and actually receive little or nothing at his or her death? Do you know how to quickly determine the influence of an advisor? How can you be sure you are receiving all a donor intended from his or her estate when he or she passes away?

This seminar is designed to provide answers to these questions and many more that are central to fundraising success now and in future years.