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.
Team-building Panel: Gift Planners and Advisors
November 7, 2019
8:00 a.m. Registration and Breakfast
8:30 – 9:30 a.m. Program
Moderator: Melanie Norton
Why come? Many charitable plans need to mesh with estate and financial plans, and they need to be understood by donors’ attorneys, accountants and financial advisors. Effective teaming of gift planners and advisors increases everyone’s comfort level and gives gifts extra staying power as plans evolve over time.
Who should attend? All fundraisers who work on planned or blended gifts and all advisors who counsel philanthropically inclined clients.
What you’ll take away: • A clearer understanding of how gifts look from the opposite side of the planning table. • Ideas for assembling and facilitating an advisory team. • An opportunity to network with advisors and fundraisers who attend this meeting.
ALWAYS Look a Gift Horse in the Mouth
December 5, 2019
Kent Weimer
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.
Donor Advised Funds Beyond the Basics
March 5, 2020
Greg Baker
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.