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Can't attend Inspiring the Largest Gifts of a Lifetime? Now you can with CASE Simulcast—a live, interactive video broadcast that will allow you to engage in conference sessions in real time-from the comfort of your office.

It's convenient, it's easy and it's the next best thing to being there.

Follow these simple steps to participate in a CASE Simulcast Session from Inspiring the Largest Gifts of a Lifetime:

1. Choose from the list of simulcast sessions below—attend one, two or more!
2. Register online for your selected sessions.
3. Download session handouts prior to or during the event
4. Log on to your computer on the time and day of your session, and participate from the comfort of your own office.

It's that easy!

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Archive of Simulcast Sessions Available

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Wednesday, June 9
9:00-10:30 AM MDT

Concepts, Requirements and Organization for Relationship-Based Fundraising
Nurturing a relationship to inspire the largest gifts of a lifetime differs substantially from the rest of major gift fundraising. Examine the requirements, concepts and organization that distinguish this person-centered aspect of fundraising from traditional major gift fundraising.
Presenter: David R. Dunlop

The Changing Environment for Ultimate Giving
Changes in our society are altering the environment for fundraising. Explore the demographic, financial, social and political changes that are having the greatest impact on giving and what you and your institution can do to take advantage of the opportunities these changes present.
Presenter: Robert F. Sharpe Jr.

Thursday, June 10
10:15-11:45 AM MDT

Partners in Philanthropy: Helping Your Institution Build Extraordinary Relationships
True partnerships result when we accept and respond to the full spectrum of what our donors have to offer. Hear some examples of how key partners have transformed the institutions Ron has led and how he worked with trustees, presidents and deans to prepare those institutions to work with extraordinary philanthropists.
Presenter: Ronald J. Schiller

Thursday, June 10
1:30-3:00 PM MDT

Structuring the Ultimate Gift
Explore which gift planning options are most effective in today's environment and why. Case studies based on actual six- and seven-figure gifts 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, uncertainty about estate taxes and other factors.
Presenter: Robert F. Sharpe Jr.

Thursday, June 10,
3:15 - 4:15 PM MDT

Introduction to Flexible Endowments
Flexible endowments can help givers make major gifts years earlier than might otherwise be prudently possible. They offer an institution the same immediate benefits that any other endowment gift provides, while allowing the giver to defer turning over the principal. They are a particularly valuable method of giving for institutions in a fundraising campaign. Because they are not based on the tax codes, they are frequently overlooked by attorneys and accountants offering advice on gift planning.
Presenter: David R. Dunlop

Pricing

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