Major Gifts in 2011 and Beyond

Feb. 17, 2011
Online
2 - 3:30 p.m. Eastern

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Major Gifts in 2011 and Beyond
A sequel to Gift Planning in 2011 and Beyond

The new tax environment has created immense opportunities for major gifts for capital campaigns, major gifts programs, and endowment campaigns. Learn how you can benefit from this exceptional situation and help donors give more than they ever dreamed possible to your organization.

Veteran CASE trainer and estate and charitable gift planning advisor, Winton Smith, Jr., reveals six major gifts that set the pace for capital campaigns and help educational institutions build endowments. He'll show how these gifts provide the greatest benefit both to the donor and also to the charitable organization in today's environment. The major gifts that are providing the mega-gifts to charitable organizations will be highlighted.

Participants can receive a 20% discount on Major Gifts: Solicitation Strategies. E-mail books@case.org  after you register for this OSS event to receive the discount code to use when placing your book order. Please include the 11 digit Order ID Number from the CASE Order Confirmation.

Speaker

Winton C. Smith, Jr.
Legal Counsel, Planned Giving

Winton C. Smith, Jr. is a practicing attorney who advises charitable organizations, philanthropists and professional advisors about the tax consequences of charitable gifts. He also advises charitable organizations that wish to establish or improve charitable gift planning programs and conducts charitable gift planning seminars for development professionals, donors and professional advisors. In his more than 15 years as a CASE speaker, this nationally recognized educator has taught at more than 100 CASE conferences. In recognition of his outstanding teaching, CASE awarded Winton Smith the Crystal Apple Award in 1984.

 Benefits of Attending

• Hear about six major gifts that can build endowments
• Learn how your institution can benefit from and create a plan around the new estate and charitable gift tax laws
• Examine which gift planning vehicles are most effective in today's environment and why
• Gain practical guidance and knowledge about the best ways to make major gifts

 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

Registration Fees

$275, CASE members; $365, Nonmembers

Institutions interested in registering for both the January 27 (Gift Planning in 2011 and Beyond) and February 17 online seminars can receive a $40 discount by contacting Robin Feldman feldman@case.org for a special code to use upon registration.