Calendar
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”
If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.
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.
Gregory W. Baker, J.D., ChFC®, CFP®, CAP®, is Executive Vice President of RenPSG, the nation’s largest independent charitable gift solutions provider. For the past 28 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 financial planners in all 50 states regarding more than 19,000 charitable remainder trusts, more than 800 charitable lead trusts and numerous foundations, charitable gift annuities and donor-advised funds. Mr. Baker has helped advisors close cases for their high net worth clients in the areas of charitable, investment, retirement, gift, estate and tax planning. His advice has helped donors contribute over $6 billion to charitable gift plans.
Greg is a past board member of the National Association of Charitable Gift Planners, a past President of the Charitable Gift Planners Indiana, an Advisory Board Member of the Chartered Advisor in Philanthropy designation at the American College, member of the Financial Planning Association and the Indiana Bar. He was previously VP, Charitable Fiduciary Risk Manager for the Merrill Lynch Center for Philanthropy & Nonprofit Management in Princeton, NJ. Greg speaks at national and local conferences for professional advisors, high-net-worth clients and charities regarding charitable gift planning, asset-allocation, investment modeling and tax issues.
Panel:
Kathi Baderstscher, PhD, Director of Graduate Programs, IU Lilly Family School of Philanthropy
Michele Dole,CFP, Senior Trust Officer, Fifth Third Private Bank
Gina Giacone, JD, Partner, Ice Miller
Ed Sandifer, JD, Director of Planned and Major Gifts, Indianapolis Zoo
Moderator: Phil Purcell, JD, Senior Counsel of Philanthropy, Fellowship of Catholic University Students
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.
Extend Your Reach: How Frontline Fundraisers Become Outstanding Gift Officers
Agenda:
8:00 – 8:30 a.m. Registration and Exhibit Show
8:30 – 10:00 a.m. Program
10:00 – 10:30 a.m. Break and Exhibit Show
10:30 a.m.- 12:00 p.m. Program
In fundraising, collaboration leads to shared success. Attend this workshop to learn and apply practical tools that combine the skillsets of major gifts and gift planning in ways that do more than just multiply results. Learn how to extend your reach with colleagues and donors for greater satisfaction on both sides of the table, and enhance your ability to close larger gifts: current, blended and deferred.
The first session introduces the gift conversation from the donor’s side of the coffee table, and a language you can use to engage them in a truly donor-centered way.
The second session introduces interactive case studies that provide opportunities to practice conversational gift planning skills from the earlier session.
Participants will learn:
- how to lead donors through purposeful discovery conversations, and how those conversations lead to the effective integration of gift planning and major giving.
- how interactive case studies serve as the tool for sustainable training that equips frontline fundraisers to find more and greater gifts in collaboration with gift planning colleagues and volunteers.
Who Should Attend
This workshop offers frontline fundraisers and gift planning experts alike the opportunity to create collaborative partnerships of mutual benefit. Executive Directors and key volunteer leaders will benefit particularly from the first of the two sessions. Invite them to join you to learn more about how to become increasingly effective in collaborative teams that regularly uncover and close gifts of significance for your organization.
Daniel Shephard, CFRE
Dan Shephard is Principal of The Shephard Group, which provides training, coaching, and consulting services focused on the skillsets most valuable to frontline fundraisers. A veteran of the not-for-profit sector since 1986, Dan knows from personal experience the value to the major gift planner of being equipped with both the competence and the confidence to engage a potential donor in a discussion that will result in a significant gift commitment.
He is the creator of The Four Decisions – How to Lead Your Donor to Each, which serves as the foundation of his training programs on conversational gift planning.
Dan began his fundraising career in the performing arts. He served as Director of Development for The Fulton Opera House, New American Theatre, and Pittsburgh Public Theatre.
During his time in higher education he served as Planned Giving Director for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Director of Development for the Chase College of Law at Northern Kentucky University.
Craig H. Smith, Senior Consultant, John Brown Limited
Craig is best known for his leadership, personal solicitation skills, and gift planning know-how. His work as Senior Consultant with John Brown Limited spans more than 25 years. He has directed client relations in higher education, the arts, healthcare, and cultural organizations nationwide, including the National Geographic Society; the University of Michigan; all of the campuses of the University of North Carolina; Columbia University; the Smithsonian Institution; and the Museum of Fine Arts in Boston. He has helped to develop and manage campaigns from as small at $6 million to as large as $2.5 billion.
During his career, Craig served as Associate Vice President for Development at Rochester Institute of Technology, and at the University of Rochester Medical Center. In these roles, he managed large teams of field officers focused on major gifts, as well as corporate and foundation relations, and development communications. At RIT, Craig rolled out a combination of activity and dollar-based metrics to drive day-to-day success, and encouraged the routine use of gift planning tools and techniques in all interactions with donors.