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Day
One |
8 a.m.-5 p.m. |
| Registration |
8-8:30 a.m. |
Session 1 - Introduction
Whether a donor is considering making a gift for current operations, capital needs or endowment, it is vital to approach the gift planning process in light of an aging donor population, economic conditions and other realities. This session will explore the reasons donors make gifts at various points in their lifecycle, common financial concerns that may interfere with their desire to give and the role of charitable gift planning in addressing those issues.
|
8:30-9:30 a.m. |
Session 2 - What Do People Give?
Gifts of larger amounts are increasingly completed using assets other than cash. This session explores the basics of non-cash gifts and the ways in which various types of property are transferred. Special attention will be given to the types of property typically owned by prospective major and planned gift donors.
|
9:45-10:45 a.m. |
Session 3 - Taxes and Giving
Charitable gifts completed during lifetime or at death can result in significant federal income, gift and estate tax savings. How important are federal and/or state tax incentives when making charitable gifts? How could proposed tax law changes affect charitable giving? Learn how the proper use of tax incentives can help donors make larger gifts at lower cost while recognizing pitfalls that various limits and conditions can create.
|
11 a.m.-Noon |
| Lunch on your own |
Noon-1:30 p.m. |
Session 4 - Gifts From Plans Donors Already Have in Place
A large portion of gifts from estates come from plans that donors already had in place for other reasons. Learn how donors, after first providing for loved ones, can structure charitable gifts through provisions in their wills, living trusts, life insurance, retirement plans, pay on death provisions and other common estate and financial planning tools.
|
1:30-2:20
p.m. |
Session 5 - Gifts That Provide Income and Other Economic Benefits
This session offers an overview of special gift plans that feature permanent transfers of assets with benefits retained for a period of time for donors and/or charitable interests. It includes an introduction to the structure and tax ramifications of charitable remainder trusts, charitable lead trusts, gift annuities and gifts of real estate with retained life interests.
|
2:30-3:30
p.m. |
Session 6 - Gifts From Special-Use Plans
Even the most highly motivated donor may hesitate to complete a larger gift because of the need to provide for themselves, their children, parents or others. This session synthesizes knowledge gained in prior sessions on property, basic estate planning tools and special gift vehicles. Examples based on typical situations examine how donors can make gifts they may not have thought possible.
|
3:45-4:50
p.m. |
| Questions & Answers |
4:50-5 p.m. |
|
Day Two |
8 a.m.-3:15 p.m. |
| Continental Breakfast |
8-8:30 a.m. |
Session 7 - What Is This Gift Worth?
What is worth more—a $100,000 outright gift, a $500,000 charitable remainder trust or a bequest commitment? In this session, participants will learn basic time/value analysis and how to quickly determine the economic value of various types of gifts. Explore why different valuation amounts may be proper depending on whether the value is for campaign credit, program evaluation, financial accounting or other purposes.
|
8:30-9:20
a.m. |
Session 8 - Practical Case Studies
Practice what you have learned in an interactive session featuring scenarios that illustrate typical gift planning challenges. Presenters will facilitate interaction among groups of participants who will propose solutions for discussion by the group.
|
9:30-10:30
a.m. |
Session 9 - Communicating Gift Planning Opportunities
The best gift planning tools are of value only if their benefits are communicated to the appropriate donors at the right time in their lives. Learn to use the Sharpe Gift Planning Matrix© to help plan and implement marketing and communication efforts. The proper use of mail, Internet-based communication, telephone, ads, articles, seminars, personal contact and other delivery channels will be presented.
|
10:45 a.m.-Noon |
| Lunch on your own |
Noon-1
p.m. |
Session 10 - Working With Advisors… Friends or Foes?
When a donor indicates a desire to make a gift that will be incorporated as part of his or her financial and estate plans, the development officer will almost always find it necessary to work with one or more advisors to complete the gift. This session explores the roles various advisors play, with special attention to the types of gifts they are likely to encourage—or discourage—depending on their perspectives. Discover how to understand and manage the process of working with advisors.
|
1-1:50
p.m. |
Session 11 - Getting All You Are Left
When a donor passes away leaving a bequest or other testamentary gift, what steps should be taken to assure all the donor intended is received? With fluctuating investment markets and real estate values, it is more important than ever to effectively understand the probate and estate settlement process and how to work with those who may ultimately control the amount and timing of an estate gift.
|
2-3
p.m. |
| Questions & Answers |
3-3:15 p.m. |
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