Herb Mittler—Director of Development
International Schools of China—
People's Republic of China
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Gift Planning for Major Gift Officers

Jan. 17 - 19, 2011
Hyatt Regency Coconut Point
Bonita Springs, Fla., United States


This conference will provide you with a framework that will help facilitate effective integration of gift planning efforts where there is specialized staff and to help those working in smaller programs better allocate available resources. It will equip major gift officers with the tools they need to help secure planned gifts.


Benefits of Attending
  • Explore ways to more effectively manage relationships with older donors while helping them make the transition from current to deferred gifts when circumstances dictate.
  • Learn how to make effective use of time-tested gift planning tools to help donors make what may be their largest gifts of a lifetime while maintaining their own security and that of their loved ones.
  • Discover the proper role of tax incentives in structuring larger gifts, and why the largest gifts are often made without respect to tax savings.
  • Learn how to structure gifts using real estate, retirement plan assets and other non-cash property.
Who Should Attend
  • Major gift officers
  • Chief development officers
  • Planned giving officers

 

 

 

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