| Day One: Continental Breakfast
and Registration |
8:00-8:30
am |
Session I-
The Changing Environment for
Major and Planned Giving
Competition for major gifts is increasing. Donor bases are aging. The economic environment is challenging. There is growing sophistication among donors and their advisors. The IRS recently reported that persons age 65 and older make over 50% of all gifts of securities and, since 2001, that charitable lead trusts are the fastest growing type of charitable trust. It is more important than ever that those working with major donors of all ages have a basic understanding of charitable gift planning options. This session will set the stage for learning how to integrate major and planned gift efforts whether you are a one-person shop or part of a larger specialized team. |
8:30-9:45
am |
Session II
- Tax Incentives for Charitable Gifts – “What’s Left?”
Tax law changes in recent years have affected the ways that donors and their
advisors approach the charitable gift planning process. This session will review
the current structure of income, capital gain, estate, and gift taxes and the
charitable giving incentives that remain under each system. |
10:00-10:50 am |
Session III -
Managing the Donor Matrix
In coming years, successful nonprofit organizations and institutions will learn to more effectively integrate critical aspects of their current, capital, and planned gift development efforts. This session will focus on ways to manage programs that address donors’ core motivations and help them make the gifts that are most appropriate based on their age, financial status, and level of donative intent. |
11:00-12:00
pm |
| Lunch on your own |
12:00-1:30 pm |
Session IV
- The Best Planned Gifts in Today’s Environment
As donors grow older, more will choose to make gifts through charitable
remainder trusts, gift annuities, life estate agreements, and other plans that are
specially created for the purpose of making charitable gifts. This session will
feature case studies illustrating the best uses of gift plans that help maximize
tax and other financial benefits for donors who would like to make significant
gifts while preserving or enhancing their financial security or that of their loved
ones. |
1:30-2:20
pm |
Session V
- Helping Baby Boomers Make Cost Effective Gifts
The oldest members of the Baby Boom generation are now reaching age 60
and beyond and are in their prime earning and giving years. Learn how the
creative use of various gift planning vehicles can result in significant gifts for
current, capital, and endowment purposes as this large generational cohort
moves through their prime economic years and prepares for what may be a
long period of retirement. |
2:30-3:30
pm |
Session VI - Making Gifts From Existing Estate and Financial Plans
Bequests via the will have long been the most popular means of making
planned gifts through one’s estate. While this source will undoubtedly continue
to be a vitally important one, an emerging generation of more financially
sophisticated seniors is expected to increasingly use retirement
plans, life insurance, and other financial planning vehicles to make current and future
gifts. Learn how to tap these resources in ways that are best for donors and
their charitable interests. |
3:45-5:00
pm |
| Adjourn for the day |
5:00
pm |
|
Day Two |
|
Session VII - Meeting the Needs of the Silent Generation
Tremendous amounts of wealth are now controlled by persons born during the
Depression and World War II. Known as the “Silent Generation,” this group is
now entering or are well into their retirement years. Smaller in numbers than
the G.I. Generation that preceded them or the Baby Boomers coming behind
them, evidence shows that they may be less philanthropic as well. The Silent
Generation faces unprecedented challenges funding long periods of retirement
while assisting children and, for the youngest among them, aging parents.
Learn how to help this group make significant gifts while meeting
personal financial needs. |
8:30-9:30 am |
Session VIII - Gift Planning for the G. I. Generation
The G. I. Generation, those born during the first quarter of the 20th century,
is now passing from the scene. The remaining members of this group, one of
the most philanthropic in American history, are now in the process of making
their final estate plans. Participating in the first phase of the intergenerational
wealth transfer depends on being named in the estates of these donors who
have long formed the backbone of support for many charitable causes. In
many cases their ultimate gift decisions will be made by surviving spouses with
special financial concerns. Learn to structure gifts that help this group maintain
financial security for themselves and their loved ones. |
9:40-10:40
am |
Session IX - Making Gifts While Providing Inheritances for Loved Ones
With numerous commentators predicting that the estate tax will not be completely
eliminated in coming years, many major donors are now beginning to
review their estate plans with increased concerns about erosion of inheritances
by gift and estate taxes. This session will examine why, according to the IRS,
charitable lead trusts are now the fastest growing type of charitable trusts.
Learn how lead trusts, wealth replacement plans, and other techniques can
help donors make meaningful gifts while still providing significant inheritances
for heirs. |
10:50-12:00
pm |
| Lunch on your
own |
12:00-1:30 pm |
Session X - Maximizing Existing Deferred Gifts
Unprecedented numbers of donors created charitable remainder trusts and
other planned gifts in the 1980s and 1990s, a period of high capital gain taxes
and rapid growth in asset values. According to the IRS, more than $100 billion
is now held in the form of these gifts. This session will explore tax-effective
ways donors can convert variable income gifts to fixed income alternatives,
give a portion of an income stream, or partially or fully terminate a trust or
other gift to fund an immediate gift for capital or other purposes. |
1:30-2:30
pm |
Session XI - Integrating Current and Deferred Gift Marketing
More organizations and institutions are actively informing their donors about
the benefits of planned gifts. This session will focus on determining the proper
mix of mail, personal contact, the Internet, and other media to break through
with appropriate messages to different constituencies based on their age,
wealth, donative intent, and other relevant factors. Special attention will be paid
to ways to avoid inappropriate deflection of major current gifts. |
2:40-3:30
pm |
Session XII - Working With
a Donor’s Advisors—Are They Friends or Foes?
When a donor indicates a desire to make a gift as part of his or her financial
and estate plans, you will often find it necessary to work with one or more advisors
to complete the gift. This session explores the role various advisors play,
with special attention to the types of gifts they might wish to
encourage—or
discourage—depending on their perspectives. Learn how to take charge of
the process of working with advisors in ways that help complete gifts and build
relationships that can enhance your future efforts as well. |
3:40-4:30
pm |
| Seminar
Adjourns |
4:30
pm |
|
|
|
