March 1, 2018- Donor Engagement Strategies to Start Gift Conversations

Upcoming Events

Dec

6

Thu

11:30 am December 6, 2018 – Discovery—how... @ The Willows on Westfield

December 6, 2018 – Discovery—how... @ The Willows on Westfield

Dec 6 @ 11:30 am – 1:00 pm

Speaker: Cathy Sheffield What do you own? Is it valuable (and how do you know)? Has the value appreciated? Do your kids want it? Do you owe anything on it? Are you thinking about selling it? Wouldn’t it be great to just straight up ask the questions that will help you identify assets that might[...]

Feb

7

Thu

11:30 am February 7, 2019 – Best Strategi... @ The Willows on Westfield

February 7, 2019 – Best Strategi... @ 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[...]

Mar

7

Thu

11:30 am March 7, 2019 – Best Strategies ... @ The Willows on Westfield

March 7, 2019 – Best Strategies ... @ 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[...]

Apr

4

Thu

8:00 am April 4, 2019 – Black, White and... @ The Willows on Westfield

April 4, 2019 – Black, White and... @ 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.

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