Day 1, Wednesday, Jan. 11

Noon-1:00 PM
Registration

1:00-2:30
Overview of Environment for Structure of Major Gifts
An examination of current economic conditions, changes in donor populations, and increased competition for the charitable dollar and how these and other factors are irrevocably changing the ways donors structure their largest gifts of a lifetime.

2:45-4:00
Review of Primary Tools for Facilitating Philanthropic Asset Transfers
There are many ways to transfer assets from a donor to a charitable recipient. Some are immediate, some take place gradually over time, and other transfers only occur at the death of one or more persons. This session will offer a review of the tools that are available to those working with major donors and is designed to serve as background information for those who do not specialize in charitable gift planning.

4:15-5:45
Review of Primary Tools for Facilitating Philanthropic Asset Transfers Continued

5:45-6:45
Networking Reception

6:45
Conference Adjourns for the Day
Dinner On Your Own

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Day 2, Thursday, Jan. 12

8:00-8:30 AM
Continental Breakfast

8:30-10:15
The Best Ways to Make Major Gifts in Today’s Environment
This session will examine which gift planning vehicles are most effective in today’s environment – and why. Case studies based on actual six and seven figure gifts will lead participants to a greater understanding of which plans may be most effective for a particular donor in light of their wealth, family obligations, the motivation for their gift and other factors.

10:30 AM-Noon
Structuring Cost Effective Gifts from Younger Donors
Approximately 25 percent of the U. S. population will pass the age of 65 over the coming twenty years. This group will be retiring in large numbers and moving into the time of life where they are planning for the ultimate disposition of a lifetime’s accumulation of assets. The life expectancies of these persons will be from 20 to 40 years or more so it is important to examine ways to structure gifts that provide benefits in the near term while meeting concerns that might otherwise preclude such gifts.

Noon-1:00 PM
Lunch On Your Own

1:00-2:30
Helping Donors Make Gifts While Maintaining Control of Assets
The largest recipients of gifts from the super wealthy are private foundations and other structures they create apart from traditional charitable recipients. This session will present an indepth analysis of the ways donors can “fence” off assets from ultimate control of charitable recipients and how to understand the underlying motivations of donors who wish to maintain control. Review the best ways to help them do so from the perspective of charitable recipient.

2:45-4:15
How to Work With Donors’ Advisers to Facilitate Large Gifts
The best laid plans can come to naught if fundraisers are not prepared to work effectively with one or more persons who may ultimately influence the way in which a gift is structured. Learn which advisers are most influential in various situations and how their compensation and other factors naturally inform their advice. With wealth increasingly owned by widows who may depend heavily on advice of counsel and family members, it is important to learn to understand and respect the role of these persons.

4:30-5:45
CASE Studies

5:45
Conference Adjourns for the Day
Dinner On Your Own

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Day 3, Friday, Jan. 13

8:00-8:30 AM
Continental Breakfast

8:30-10:30
How Planned and Major Gift Programs Can Work Effectively to Help Donors Make Major Gifts
Ironically, some of the largest development programs with the most highly specialized staff members are among the least effective in structuring larger gifts. With the aging of the donor base it is inevitable that there will need to be greater interaction between staff specialists in gift planning and those who are charged with other aspects of donor relations. Gain the benefit of more than 20 years of experience in balancing major and planned gift roles in a variety of institutional settings.

10:45 AM-12:30 PM
Blended Gifts: Combining Current and Deferred Gift Structures
The conference with conclude with a final set of cases that are designed to serve as a review of overall conference content. The fact patterns will be presented to participants prior to the session and participants will be encouraged to provide input in structuring complex and challenging gifts for a variety of situations where donors would like to make gifts both immediately and as part of their future planning.

12:30-1:30
Wrap Up

1:30
Conference Adjourns

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