Shirley Lo—Assistant Director of Development
University of Hong Kong—Hong Kong
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Gift Planning for Major Gift Officers

Jan. 11 - 13, 2012
San Diego Marriott La Jolla
La Jolla, Calif., United States


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

View last year's program.

This conference is suggested for advancement professionals with mid- to senior-level responsibility.

 

Benefits of Attending
  • Explore ways to more effectively manage relationships with older donors.
  • Learn how to make effective use of time-tested gift planning tools.
  • Discover the proper role of tax incentives in structuring larger gifts, and find out 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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