This seminar is designed for those responsible for major gifts, planned gifts, or both. Managers with a need to better integrate the efforts of specialists in these areas will also find it of benefit.

The number of donors in the traditional age range for bequests and many other planned gifts is now stagnant as the G.I. Generation passes from the scene. At the same time, the Silent Generation and unprecedented numbers of Baby Boomers are moving into their prime years for major and planned gifts.

As a result, strategic organizational structures will increasingly be constructed around the age and wealth of donors rather than the timing and use of gifts. Ongoing economic uncertainty and changes in tax laws make it necessary for development executives with various responsibilities to do a better job helping donors plan and structure larger gifts.

Learn practical ways to assist donors in making gifts most appropriate to their age, wealth, and other factors while meeting institutional 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.