This fast-paced seminar is designed for those who would like to learn more about ways to structure larger gifts from wealthier donors of all ages in today’s environment. Following a review of environmental influences and how various gift planning tools are best used to meet donors’ needs today, the presenters will then address a number of other topics of interest to those responsible for major and/or planned gift development.

An in-depth analysis of gifts of real estate and other non-cash properties is featured. Special attention is given to gifts that result in benefits to charitable recipients in the shortest periods of time, especially in the context of capital gift funding efforts.

Other topics include an overview of the estate planning process as it affects charitable giving, working with advisors, determining the value of gifts, and how to structure gift planning opportunities in ways that complement and enhance other funding programs. The various types of endowment and reserve funds and special issues surrounding their creation and management over time will also be explored.

Among the over 5,000 prior attendees of this seminar have been planned giving directors, major gift officers, CEOs, principal gift officers, finance officers, and others who work with donors and advisors as they plan and implement major gifts, whether for current, capital, or endowment purposes.