Introduction to Planned Giving

Program

Day 1	Day 2	Day 3

Day 1, Wednesday, September 14

1:30-5:00 PM 

Gift Planning: The Big Picture

I. Definitions and Practice: The Case for Gift Planning, Then and Especially NOW

II. Understanding the Basics

a. Four components of every major gift
i. Assets
ii. Gift Plan
iii. Timing
iv. Donative Intent
b. Three types of taxes

III. Understanding Donors and Prospects

a. Identifying gift planning prospects
b. Understanding donor motivation
c. Understanding donor intent
d. The importance of gift agreements
e. The Expert's Perspective: Good Gifts Gone Bad

5:00
Conference Adjourns for the Day
Dinner on your own

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Day 2, Thursday, September 15

8:30-9:30 AM
Continental Breakfast

9:00 AM-5:00 (Lunch at NOON)

Gift Assets and Gift Plans

IV. Gift Assets

a. What gift assets do donors think about?
b. What gift assets do major gifts officers think about?
c. What gift assets do gift planning officers think about?
d. Expand your gift conversations by a factor of ten, or more.

• Cash
• Stock (common, preferred, mutual funds, restricted, founders/directors, closely-held)
• Bonds (Corporate, Treasury, Series EE, Municipal)
• Real estate
• Partnerships
• Tangible Property
• Retirement Plan Assets

V. Gift Plans

a. Outright gifts (cash vs appreciated stocks)
b. Bequests
c. Income Producing Gifts

i. Overview of common benefits
ii. Gift Annuities
iii. Charitable Remainder Trusts
iv. Bargain Sales

d. Retained Life Estates
e. IRA or Qualified Retirement Plan Assets
 f. Insurance
g. Charitable Lead Trusts
h. The Expert's Perspective: Land Mines and Gold Mines...Gift Planning Cases

VI. The Role of Taxes

a. The Three Types of Taxes

i. Ordinary income tax
ii. Capital gains tax
iii. Transfer tax, also know as gift and estate tax (and possibly generation skipping tax)

b. The Impact of Taxes

i. Gift Decision
ii. Gift Size
iii. Gift Plan
c. Future Trends and Challenges

5:00
Conference Adjourns for the Day
Dinner on your own

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Day 3, Friday, September 16

8:30-9:30
Continental Breakfast

9:30 AM-NOON 

Making Gift Planning Work

VII. Collaboration between Planned and Major Gifts Officers

a. History and the Marriage of Planned and Major Gifts
b. Understanding the Process
c. Life Events
d. Collaboration: Trust and Communication
e. When to Involve the Gift Planning Office
f. Coordinating Prospect Management
g. Identifying Planned Gift Prospects
h. Introducing Planned Giving to Your Prospects
i. The Expert's Perspective: Leveraging Your Efforts through Major Gift Partnerships- Cynthia, Scott

VIII. Counting and Recognizing Planned Gifts

a. Gift Acceptance
b. Valuing Gifts
c. Counting and Reporting Gifts
d. The Expert's Perspective: Case Studies on Gift Agreements- Jeff, Scott

IX. Building and Managing a Gift Planning Program

a. Goals
b. Positioning the Gift Planning Office
c. Getting the resources you need
d. Staffing
e. Budgeting
f. Evaluating Results
g. Performance Metrics...Blessing or Curse?
h. The Expert's Perspective: Taking Your Gift Planning Program to the Next Level

NOON
Conference Adjourns

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