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

Upcoming Events

Sep

5

Thu

11:30 am September 5, 2019 – Charitable P... @ The Willows on Westfield

September 5, 2019 – Charitable P... @ The Willows on Westfield

Sep 5 @ 11:30 am – 1:00 pm

Charitable Planning from the Donor’s Point of View September 5, 2019 Moderator: Ed Sandifer Why Come? Have you ever just wanted to ask your own donors, “how could I do my job better?” That’s what you’ll learn from panelists who have heard their share of “asks” and proposals. Hear how fundraisers and advisors have helped[...]

Oct

3

Thu

11:30 am October 3, 2019 – Asset Primer: ... @ TBD

October 3, 2019 – Asset Primer: ... @ TBD

Oct 3 @ 11:30 am – 1:00 pm

Asset Primer: What You Need to Know About Accepting Bitcoin Donations October 3, 2019 Matt Wahrhaftig Why come? If you haven’t seen one yet, you will. This introduction to the pros and cons of accepting cryptocurrencies will get you ready to respond when the first donor offers a gift of BITCOIN, or Ripple, or NXT,[...]

Nov

7

Thu

8:00 am November 7, 2019 – Team-builidin... @ The Willows on Westfield

November 7, 2019 – Team-builidin... @ The Willows on Westfield

Nov 7 @ 8:00 am – 9:00 am

Team-builiding Panel: Gift Planners and Advisors November 7, 2019 Moderation: Pam Davidson 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[...]

Dec

5

Thu

11:30 am December 5, 2019: ALWAYS Look a ... @ The Willows on Westfield

December 5, 2019: ALWAYS Look a ... @ The Willows on Westfield

Dec 5 @ 11:30 am – 1:00 pm

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:[...]

Mar

5

Thu

11:30 am March 5, 2020: Donor Advised Fun... @ The Willows on Westfield

March 5, 2020: Donor Advised Fun... @ The Willows on Westfield

Mar 5 @ 11:30 am – 1:00 pm

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[...]

Apr

2

Thu

8:00 am April 2, 2020: Gift Acceptance G... @ The Willows on Westfield

April 2, 2020: Gift Acceptance G... @ The Willows on Westfield

Apr 2 @ 8:00 am – 9:30 am

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[...]

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