Elder Law: A Primer for Gift Planners (July 14, 2010) Philanthropic planners are among the trusted advisors who can help to ensure that older Americans are safe, informed, fairly treated and economically secure as they age. This program provides a background in the key components of elder law that may affect charitable planning, including:
- Medicaid eligibility - Long term care insurance - Trusts used primarily for estate planning - Donations of real estate, personal propety and other items
Charitable Gift Annuity Reinsurance: What It Is, What It Isn’t, When It Works and When It Doesn’t (May 12, 2010) Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This session will help attendees better understand what reinsurance can and can't do to mitigate risk. Case studies will be used to answer most of the frequently asked reinsurance questions.
Bequest Boot Camp - Ten Exercises to Strengthen Your Bequest Program (March 17, 2010) Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We'll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning.
Recession-Proof Philanthropy: What’s Ahead in Gift Planning for 2010? (January 20, 2010) The economic recession has had a profound effect on philanthropic gift planning. New gift planning strategies have arisen to fulfill the needs of donors and charitable organizations in a difficult economic environment. This session will review various gift plans that have been implemented by individuals and organizations in 2009, using case examples for illustration, and will anticipate the plans that may be implemented in the early part of 2010, particularly in light of tax law provisions and some predicted economic recovery.
Determining Your Client’s Capacity to Make a Planned Gift (November 18, 2009) Kathy Busey, WTTW 11/98.7 WFMT, Chicago, IL & Neil Boyer, Lions Club International Foundation, Oak Brook, IL
Coming in October (October 17, 2009) From October 14 through 17 more than 1,000 gift planners will gather in the Washington, DC, metro area for the National Conference on Philanthropic Planning (formerly the National Conference on Planned Giving). You can join them by participating in a virtual seminar broadcast LIVE from the conference. The date and speaker for this program will be announced in June. The conference takes place from October 14-17. Check back for more information!
Insurance Boot Camp-LIVE from the National Conference on Philanthropic Planning (October 16, 2009) Richard M. Weber, The Ethical Edge Inc. and Craig C. Wruck, St.Cloud State University
Multiple-Entity Donors: How to Work Effectively with Today’s Sophisticated Philanthropist (September 16, 2009) Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles, CA
Minding the Shop: Creative Planned Giving Strategies for Business Owners (July 15, 2009) Joseph Hancock, Senior Trust Attorney, Baptist Foundation of Texas, Dallas, TX
Counting Planned Gifts Toward Campaign and Fundraising Goals (May 20, 2009) Moderator: Bruce Bigelow, President, Charitable Development Consulting, Frederick, MD
Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy (March 18, 2009) Kathryn W. Miree, Kathryn W. Miree and Associates, Birmingham, AL
Tale of the Tape: Measuring the Performance of Gift Planning Officers (November 19, 2008) The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Joseph O. Bull, Interim Director of Philanthropy-Strategic Gifts, The Nature Conservancy, Worldwide Office
The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Beth McNally, Estate Administrator, The Nature Conservancy, Arlington, VA, and Beth Ridout, Deputy Estate Administrator, The Nature Conservancy, Arlington, VA
Donor-Centered Gift Planning Marketing (July 16, 2008) Presented by Brian M. Sagrestano, JD, Gift Planning Development, LLC, in Warrington, PA
Realistic Expectations for Planned Giving Success (May 21, 2008) Presented by Robert F. Sharpe, Jr., The Sharpe Group, Memphis, TN
Planning for the Home (March 19, 2008) Presented by Emanuel Kallina, JD, Kallina & Associates, LLC, Towson, MD
Planned Giving in Faith-Based Organizations: Making the Spirituality Real (January 16, 2008) Presented by J. Richard Ely, Jr., President, Strategic Fundraising Consultants, Providence, RI
How to Draft and Implement Effective Gift Planning Policies and Procedures (November 14, 2007) Presented by: Philip M. Purcell, Vice President of Planned Giving and Endowment Resources, Ball State University Foundation, Muncie, IN
And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? (September 12, 2007) Presented by: Robert Lew, President, Planning & Financial Advisors, San Francisco, CA & Darryl D. Ott, Attorney, Morgan Miller Blair, Walnut Creek, CA
How to Talk to Prospects (July 18, 2007) Presented by: Pamela J. Davidson, Consultant and Charitable Gift Planner, Davidson Gift Design, Bloomington, IN & James Gillespie, President & CEO, CommonWealth, Indianapolis, IN
Charity Begins at Home (or on the Farm): Dealing with Remainder Interest Gifts (May 16, 2007) J. William Gray, Jr., Partner, Hunton & Williams, LLP, Richmond, VA
CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts (March 14, 2007) David Wheeler Newman, Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp LLP, Los Angeles, CA
Stewardship: Listen with your Eyes (January 17, 2007) Presented by: Dyan Sublett, Natural History Museum of Los Angeles, Los Angeles, CA
