2018-2019 Upcoming Events

September 6, 2018 – “Cash Is Not King-How Asset Gifts Create Fundraising Success”, Speaker: Russell James

October 4, 2018 – “Overcoming Donor Objections”, Speakers: Laura Hansen Dean and Pam Davidson

November 1, 2018 – “A Very Significant Donor Just Died.  Now What?!

December 6, 2018 – Discovery-how to learn about a donor’s assets”, Speaker: Cathy Sheffield

February 7, 2019 – “Best Strategies for Gifts of Real Estate”

March 7, 2019 – “Best Strategies for Gifts of Closely-held Business Interests”

April 4, 2019 – “Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas”

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February 7, 2019 – Best Strategies for Gifts of Real Estate @ The Willows on Westfield
Feb 7 @ 11:30 am – 1:00 pm

More Americans own real estate than any other asset, and Russel James’s research demonstrates that impact that real estate gifts have on development income.

You don’t need to be an expert in real estate to help donors consider plans that include their home or investment property. At this meeting, you’ll build a working knowledge of real estate opportunities and challenges so that you can participate in discussions with donors, advisors and your own managers. You’ll leave the meeting ready to respond to questions from donors, manager and advisors. Your answers can lead everyone to more meaningful gifts.

March 7, 2019 – Best Strategies for Gifts of Closely-held Business Interests @ The Willows on Westfield
Mar 7 @ 11:30 am – 1:00 pm

The millionaire next door is retiring soon, and his kids don’t want to run the business. This is the wealth transfer in action, and gift planners need to recognize opportunities that are much more lucrative than a gift from proceeds after the sale. In a further exploration of the donor case introduced in February, this session begins with the simplest possible options that are within the reach even of small nonprofits and progresses to several more complex options that require specialized planning counsel.

April 4, 2019 – Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas @ The Willows on Westfield
Apr 4 @ 8:00 am – 9:30 am

Ethical practice crosses disciplines in the gift planning world. Undue influence, unauthorized practice, diminished capacity, negligence in drafting agreements or in honoring donor intent are hazards for advisors and attorneys. In the session, consider how you’d respond to a variety of common ethical dilemmas before hearing from experienced panelists.