Gift Planning in 2011 and Beyond

Jan. 27, 2011
Online
2 - 3:30 p.m. Eastern

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2010 tax legislation brought changes in tax law that will significantly impact charitable gift planning in 2011 and beyond and provide great challenges and opportunities for educational fundraisers. Robert Sharpe, a nationally known and sought after expert on charitable gift planning, believes the future of educational fundraising in higher education will largely depend on how the baby boomer generation, the first wave reaching 65 in 2011, behaves philanthropically.

Needs for annual, capital and endowment funding will be competing against donors' need to plan for long retirements, educational expenses, rising medical costs and the needs of parents. Through carefully integrating charitable gift planning capabilities with annual, capital and endowment efforts, the needs of both donors and educational institutions can be met. Learn the best ways to incorporate planned gifts in capital campaigns in ways that enhance, rather than hinder, long-range funding prospects.

This seminar will address the environment in which fundraising must now proceed and offer practical suggestions for ways to adapt to the new realities that face educational fundraisers.

Speaker

Robert F. Sharpe Jr.
President
The Sharpe Group

Robert F. Sharpe, Jr. is the president of The Sharpe Group, a nationally known charitable gift planning, consulting, training and communications firm. He has in past years practiced law with a major law firm specializing in income, estate, and gift taxation and corporate planning. Prior to his legal experience, he served as a development officer for an educational institution.

Sharpe has authored many articles and other publications covering numerous gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, the New York Times, the Chronicle of Philanthropy, the Chronicle of Higher Education, Journal of Gift Planning, Trusts, & Estates and other national publications.

He consults nationwide with a number of the nation's leading health, education, social service, cultural, and religious organizations and institutions in implementing their major and planned gift development efforts. He frequently works with advisers as they assist their clients with the charitable dimension of their estate and financial plans.

He is a frequent speaker for gatherings including planned giving counsels in New York, Chicago, Los Angeles and elsewhere; the National Committee on Planned Giving National Conference; the National Society of Fund Raising Executives National Conference; CASE conferences; the O.M.I. Non-Profit Tax Conference; and others. Sharpe's lecture topics include, among other things, the tax and securities law ramifications of charitable gift planning. In a survey conducted by Planned Giving Today, Sharpe was named the most popular speaker in America on the topic of charitable gift planning.

CASE Crystal apple award winner for excellence in teaching

 Who Should Attend

• Major gift officers
• Planned giving officers
• Campaign officers
• Chief development officers and their teams
• Gift accounting/processing/reporting staff
• Anyone responsible for working with major donors of all ages

Benefits of Attending

• Learn how recent tax law changes encourage, not discourage, charitable giving by motivated donors as part of their long-range estate and financial planning.
• Discover how to use traditional gift planning techniques to produce gifts from younger donors in the relatively near term.
• Find out why those 65 and older are often just beginning, not winding down, their major philanthropic activity.
• Explore how blended gifts-mixtures of current and deferred gifts-will be one of the keys to success in future years.

Registration Fees

$275, CASE members; $365, Nonmembers