This session provides a review of various gift techniques that can be applied to real estate gifts, including outright gifts of real estate, bargain sales, and charitable remainder trusts. It will focus on the topic from the standpoint of the charity as well as the viewpoint of the potential donor, covering reasons to consider gifts as well as the downside liabilities and potential risks of these gifts. For the experienced - it is a review of the subject from an asset specific standpoint. For the beginner, it is a compendium of opportunities and possible pitfalls of real estate as a gifted asset.  MORE »

According to Cygnus Applied Research, Inc. 70% of donors would increase their giving — even in times of economic restraint — if they got what they really needed instead of what charities think they want. All too often charities and allied businesses make assumptions that are wide form the mark, leaving behind a trail of unknown or dissatisfied customers. Researching your market helps you understand your potential base from its perspective, providing you the means to more effectively request support. This session will offer insights into market research techniques that will help you gauge customer feelings and attitudes without necessarily taking a nasty toll on your budget.  MORE »

Many planned giving officers work for an institution that has an effective annual fund. Learning how to utilize the annual fund as a resource for planned giving donor prospects improves the effectiveness of a planned giving program. Specifically, it helps identify qualified planned giving Donor prospects; increases the number of donor visits for planned giving officers, reduces unproductive time spent on non-qualified prospects, increases the return on investment of the annual fund, and increases donor affinity. This session will discuss identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies. Learn how to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.  MORE »

This session will address how easily these gift planning options and ideas can be included in a marketing plan and then into each conversation with likely prospects, not just the super wealthy you've already identified. The misguided belief that you need to be technically proficient before you bring up planned giving will be quashed; not a concern so long as you have experts in the wings to call in for the relatively few complex arrangements you may be lucky enough to experience. Lots of donor stories highlighting conversations that introduce gift planning concepts will be included.  MORE »

Both for-profit and nonprofit professionals need timely "cutting-edge" knowledge and confidence to continually identify, cultivate new prospects and retain donors/clients for their organization or business. Boom Generation women who already control 51% of the nation's wealth and expect to be major beneficiaries of the $42 trillion intergenerational wealth transfer need and want credible and trusted advisors who understand and can relate to their concerns, goals, and basic core values. This session will provide insight into the largest generational cohort coming of age in the 21^st century - Boom-Generation women - and explore the impact they will have on designing a new paradigm for giving. Within this framework, the session will address the implications for gift planners and explore effective strategies to capture and retain the loyalty of these donors with significant wealth and wisdom.  MORE »

Individuals with significant wealth frequently create family foundations to help organize their philanthropy. However, support organizations and donor advised funds have become a viable alternative for many. The goal of this session is to give for-profit and nonprofit planners a practical understanding of the history, legal requirements, planning opportunities and current legislative climate in order to guide donors to the best option for them.  MORE »

This session will provide a guide to charitable gift planners and nonprofit professionals in recognizing gift structures which could harm charities, donors, and the sector itself. This harm could be done in terms of increased, usually over-reaching regulation to prevent attempts to pervert the tax benefits afforded to charitable gifts. This session will also describe the current compliance requirements with respect to charitable gifts, and past attempts to use charities as accommodation parties for tax-avoidance schemes.  MORE »

While many gifts of securities into planned gift arrangements are relatively straightforward, it is not uncommon for gift planners to encounter significant difficulties when dealing with more complicated transactions. This session will provide gift planners (nonprofit and for-profit alike) with the required knowledge to effectively address complicated stock issues and successfully structure and complete planned gifts funded with stock. Specific areas of consideration will include taxation issues, valuation issues, qualified appraisal rules for closely held securities, redemption of closely held securities, dealing with buy-sell agreements, handling special situations, and managing the impact of the Patriot Act on stock gift transactions.  MORE »

Every organization needs a "WOW" factor to capture the donor's interest and inspire him/her to become part of the mission. Bequest societies are an effective way to bring the element of surprise to donors while promoting planned gifts. This Session explores the benefits and marketing strategies of implementing a bequest society. It will present practical "How to Get Started" steps, including developing membership policies, choosing a name, offering perks, identifying donors, and meeting budget considerations. Ways to create and expand a marketing plan that attracts new members, builds on an already existing bequest society, and communicates the "WOW" of your organization, will also be discussed.  MORE »

The tax benefits of outright, life-income and lead trust gifts are widely heralded. But numerous traps for the unwary can result in loss of income, gift and estate tax charitable deductions, loss of the gift and estate tax marital deductions and imposition of capital gains taxes. The pitfalls are discussed—how to avoid them, or correct them after the fall. Learn about crucial deadlines, drafting techniques and how corrections can be made by the parties.  MORE »