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Day
One |
8 a.m. - 5:30 p.m. |
| Registration |
8-8:30 a.m. |
Session 1 - Understanding “Major Planned Special Deferred Endowment Capital Principal Legacy Gifts”
If this title seems confusing, imagine the challenges for donors and others who do not understand the specialized jargon of the fund-raising world. In a complex environment for nonprofit funding, it is vital to help donors understand how they can make the largest gifts possible in the shortest period of time in the most cost-effective ways. A record number of Americans will pass the age of 65 over the next few years, including many major donors who may suddenly become “planned giving” prospects. This session provides an overview of how planned and major gift efforts can be integrated in ways that maximize current and deferred gift funding.
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8:30-9:30 a.m. |
Session 2 - Basic Considerations in Gift Planning
The way a gift is made depends on the donor’s motivation, the property they own, their tax picture, and other factors. As important as motivations are, it is just as important to understand what may be stopping a donor from completing a gift. This session explores the role of tax incentives as well as financial issues that can frustrate donative intent and introduces gift planning tools that can be used to cope with them and help donors make gifts they may not have thought possible.
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9:45-10:45 a.m. |
Session 3 - Gift Potential for Non-Cash Property
In today’s environment, fewer large gifts are being made in the form of multi-year pledges fulfilled with cash. The larger a gift, the more likely it is to be funded using an asset other than cash. Unprecedented amounts of wealth are now held in the form of securities, real estate, collectibles, and other non-publicly traded investments. This session provides an overview of the tax consequences of property gifts, appraisal requirements, environmental concerns, issues raised by mortgaged property, and related matters. Learn how to use various assets to fund gifts that help unlock additional income in a low-interest rate environment, transfer assets to heirs, and achieve other financial goals.
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11:00 a.m.-Noon |
| Lunch on your own |
Noon-1:30 p.m. |
Session 4 - The Best Planned Gifts in Today’s Environment
Depending on prevailing economic conditions and other factors, certain gift planning tools may be more beneficial than others. This session will provide a basic overview of the types of gifts that donors may find most attractive when considering ways to make major gifts while helping preserve their long-term economic security and that of their loved ones. Special attention will be given to the impact of the latest income, capital gains, and estate tax legislation.
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1:30-2:30
p.m. |
Session 5 - Gift Planning for the G. I. Generation
Americans over the age of 65 represent one of the wealthiest generations of seniors in history. This group includes the Silent Generation and the remaining members of the G.I. Generation, many of whom 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 this generation of donors who have long formed the backbone of support for many charitable causes. In many cases their ultimate gift decisions will be made near the end of their lifetimes or by surviving spouses with special financial concerns. Learn to structure gifts that help this group maintain financial security for themselves and their loved ones.
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2:40-3:50
p.m. |
Session 6 - 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. Members of the Silent Generation are in many cases retired 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.
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4-5
p.m. |
| Questions & Answers |
5-5:30 p.m. |
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Day Two |
8 a.m.-3:30 p.m. |
| Continental Breakfast |
8-8:30 a.m. |
Session 7 - How Will the Baby Boomers Boom?
The Baby Boom generation is now in their prime earning years and many are approaching retirement age. This important segment of the population will be critical to the success of many upcoming campaigns. Learn how the creative use of gift planning vehicles can result in significant gifts for current, capital, and endowment purposes. Special attention is given to gifts that provide current charitable gifts when a donor’s life expectancy may be 25 years or longer.
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8:30-9:40
a.m. |
Session 8 - 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.
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9:50-10:40
a.m. |
Session 9 - Integrating Current and Deferred Gift Marketing
Charitable entities are increasingly informing their donors about the benefits of planned gifts. These efforts are too often conducted in a “one size fits all” manner. 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.
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10:50 a.m.-Noon |
| Lunch on your own |
Noon-1:30
p.m. |
Session 10 - 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.
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1:30-2:30
p.m. |
Session 11 - 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, it is often necessary to work with one or more advisors to complete the gift. This session explores the role these 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 result in increased future gifts as well.
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2:40-3:30
p.m. |
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