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ALWAYS Look a Gift Horse in the Mouth
December 5, 2019
Why come? You need to recognize the warning signals to watch for when gifts come with restrictions or require extra work by your organization’s staff.
Who should attend? Everyone who takes part in gift acceptance discussions and decisions.
What you’ll take away: • An understanding of the long-term and legal side effects of restricted gifts. • A library of helpful words and phrases to use in difficult conversations. • Confidence to decline gifts that really are more trouble than they’re worth.
Kent Weimer is Director of Trusts, Estates & Gift Planning at Parkland Foundation where he works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. Kent has been actively involved in CGP for 17 years including incoming CGP Chairman beginning in January 2020. He also has served in leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president.
Donor Advised Funds Beyond the Basics
March 5, 2020
Why come? Donor advised funds are hot and they can solve a lot of problems for donors who would like to give more to support your organization. You need to be ready for discussions about money going in to DAFs as well as money coming out.
Who should attend? All fundraisers and advisors!
What you’ll take away: • Advanced giving strategies that involve DAFS, including opportunities for business owners and people interested in blended gifts that include both current and deferred components. • A better understanding of how DAFs can be used to satisfy pledges. • Contacts with other local organizations that have various experience, including those that operate their own DAFs, those that use “white label” DAFs offered by financial institutions, and those that work with community foundations.
Gift Acceptance Guidelines Get Personal: How to Handle Gifts from Donors
April 2, 2020
Moderator: Phil Purcell
Why come? You’ve worked hard to build close relationships with your donors. It’s no surprise that sometimes, they want to give YOU a gift. What’s ok to accept and why are some gifts problematic? What should you do when you find that a donor has left a gift to you in her will? Our popular ethics panel returns to help you avoid unintended consequences.
Who should attend? Fundraisers and their managers who need to be on the same page about policy and practice.
What you’ll take away: • Stories about situations that other gift planners have encountered and how they resolved them. • Techniques for setting the proper expectations with donors through policy and informal conversation. • Graceful ways to decline a donor’s generous gifts.