| Day One: Continental Breakfast
and Registration |
8:00-8:30
am |
Session I - Overview of Major Gift Planning
A record number of Americans will pass the age of 70 over the next few years.
This includes a large percentage of major donors and prospective major
donors. Economic realities, social and demographic changes, and an increasingly
competitive nonprofit environment present complex and interrelated challenges.
This session provides an overview of the major gift planning process
and the opportunities it holds for future success. |
8:30-9:45
am |
Session II - Current Giving Techniques
This session will highlight the various techniques that wealthier donors can
use to make larger gifts immediately or over a relatively short period of time.
The basic tax and other financial aspects of gifts of cash and other types
of property will be explored. Ways life insurance and retirement plans can
become sources of immediate gift income will be included. |
10:00-10:50 am |
Session III - Trusts and Other Deferred Giving Techniques
An exploration of various techniques that can be used to make major gifts as
part of ongoing estate and financial planning. This session will explore gift
planning tools such as charitable remainder trusts, gift annuities, lead trusts,
and other plans that result in permanent and irrevocable gift commitments
while providing income and other financial benefits for donors for life or a more
limited period of time. |
11:00-12:00
pm |
| Lunch on your own |
12:00-1:30 pm |
Session IV - Planned Gifts with Near-Term Benefits
Charitable trusts and other gifts need not take years to generate gift income.
Learn how to use the most common planned gift vehicles to structure major
gifts that result in funding over the shortest possible time period. Case studies
based on the most popular plans will be organized according to the time
period required for the charitable recipient to benefit. This session will be of
special interest to those responsible for raising funds to meet capital and
short-term funding needs. |
1:30-2:20
pm |
Session V - Integrating Charitable Gifts Into the Overall Estate Plan
When working with middle-aged and older donors who are contemplating
major gifts, it can be very helpful to possess a basic understanding of the typical
estate plan. We will take a look at commonly used strategies for structuring
taxable and non-taxable estates. Explore ways major charitable gifts can be
made by “piggybacking” on estate plans the donor may have already implemented
for other purposes. |
2:30-3:30
pm |
Session VI - Maximizing Income From Bequests, Life Insurance, and Retirement
Plans
Each year a large percentage of charitable gifts are received in the form of
bequests and proceeds from life insurance and retirement plans. Learn the
ways gifts through wills can be structured, which options produce the most
funds, and why. This session emphasizes how estate gifts may increasingly be
made through living trusts, life insurance, and retirement plans. Discover how
these gifts can also lead to increased current giving. |
3:45-5:00
pm |
| Adjourn for the day |
5:15
pm |
|
Day Two |
|
Session VII - Special Considerations for Gifts of Non-Cash Properties
Substantial amounts of wealth are now held in the form of real estate, collectibles,
and other non-publicly traded investments. These gifts can present
special challenges—and opportunities. This session will provide an overview
of appraisal requirements, environmental issues, issues raised by mortgaged
property, special tax consequences, and related matters. |
8:30-9:30 am |
Session VIII
- What is the Gift Worth?
What is worth more, a $100,000 outright gift or a $500,000 charitable remainder
trust? In this session, participants will learn basic time/value analysis and
how to quickly determine the economic value of various types of gifts. Learn
why the charitable deduction for tax purposes may be significantly more or
less than the actual value of a gift. |
9:40-10:40
am |
Session IX - Case Studies: How Gift Plans Can Help Donors Meet Personal
Planning Obligations
Even the most highly motivated donor may choose not to make a major gift
because of his or her personal financial needs or those of loved ones. In this
session, learn how to use various gift planning vehicles to help donors make
significant gifts while first providing for educational expenses, retirement income,
financial support for a spouse or other loved ones, and other important
needs. |
10:50-12:00
pm |
| Lunch on your
own |
12:00-1:30 pm |
Session X - Planned Gifts in Capital Campaigns
What is the role of planned gifts in capital campaigns? Should bequests,
trusts, and other gifts to be received in the future be counted toward goals
today? A look at alternative approaches to crediting planned gifts in various
types of campaigns. Included are examples of gift plans that can result in
major gifts within the time frame of a campaign. |
1:30-2:30
pm |
Session XI - Endowments: The Good, The Bad & The Ugly
Review the difference between pure endowment, quasi-endowment, and reserve
funds and why some donors are creating private foundations and other
“endowments” they and their successors can control in perpetuity. Where
does endowment typically originate? Are some “endowment campaigns”
simply planned giving programs with a long-term public goal? Is endowment
something to be desired—or something to be discouraged? What endowment
restrictions are appropriate and which may be regretted? |
2:40-3:30
pm |
Session XII -
A Targeted Approach to Communicating Benefits of Gift Planning to Donors
Not all gift planning opportunities are applicable to all donors at all points in their lives. Benefit from research conducted in a number of America's leading nonprofit organizations. Learn how to properly segment your constituency and assure that donors are only exposed to concepts which are most applicable to them. A look at how an innovative marketing matrix can increase effectiveness while encouraging teamwork and lowering fund development costs. |
3:40-4:30
pm |
| Seminar
Adjourns |
4:30
pm |
|
|
|
