| Day One: Continental Breakfast
and Registration |
9:00
am |
Introductions and Opening Remarks
Overview of seminar content, review of schedule, and preliminary input from participants based on their experience, responsibilities, and expectations. |
9:30-10:00
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. |
10:00-11:00
am |
Session II
- Understanding Tax Incentives for Charitable Gifts
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. |
11:10-12:00
pm |
| Lunch on your own |
12:00-1:30 pm |
Session
III
- 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. |
1:30-2:30
pm |
Session IV - Gift Planning for the G. I. Generation
The G. I. Generation, those born prior to 1930, 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. |
2:40-3:50
pm |
Session V - 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. |
4:00-5:00
pm |
| Questions
& Answers |
5:00-5:30
pm |
| Adjourn for the day |
5:30
pm |
|
Day Two: Continental Breakfast |
8:00-8:30
am |
Session VI - Helping Baby Boomers Make Cost Effective Gifts
The oldest members of the Baby Boom generation are now reaching retirement age and beyond and are
exiting 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. |
8:30-9:40 am |
Session
VII - 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. |
9:50-10:40
pm |
Session VIII - 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. |
10:50-12:00
pm |
Session
IX - 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
X - Working With
a Donor’s Advisors—The
Key To Completing More Gifts
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. |
2:40-3:30
pm |
|
Adjourns |
3:30
pm |
|
|
|
