This seminar is designed for the benefit of those responsible for major gifts, planned gifts, or both. Fund-raising strategies will increasingly be formulated based on the age and wealth of donors rather than the size, timing, and use of gifts.

The next round of capital campaigns will depend heavily on aging Baby Boomers with complex financial and family responsibilities that may impact their capability to make larger gifts. Simultaneously, institutional priorities may be shifting from traditional bricks and mortar campaigns to efforts to encourage funding of endowments by older donors as part of their estate plans.

Learn practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth, and other factors while meeting current, capital, and endowment funding needs. Special emphasis will be given to working with donors’ advisors to create gifts with the greatest charitable benefits on an immediate and long-term basis.