Make Plans to Attend

Gift Planning for Major Gifts Officers:
Finding Balance in an Unsteady Economy

January 15–16, 2009
Hyatt Sarasota
Sarasota, Fla.

Designed to help equip major gift officers, chief development officers, planned giving officers and others with the tools they need to secure large gifts even in the face of the current economic crunch, this conference will provide attendees with a framework to help them facilitate effective gift planning efforts and better allocate available resources. An expert faculty will be on hand to share the vehicles for properly structuring large gifts in order to raise the dollars your institution needs. We look forward to revealing how you and your colleagues can overcome the financial difficulties we face and still achieve success.

Benefits of Attending

• Learn the most effective options for facilitating philanthropic asset transfers.

• Gain a deeper understanding the underlying motivations of donors and the importance of helping them realize their goals. 

• Receive advice on how best to work with donors’ advisors to facilitate large gifts.

• Explore strategies for cost effectively structuring gifts from the next generation of donors who will soon be retiring and dispersing their assets in the future.

• Find the proper balance between your major and planned gift programs in any institutional setting.
  
  
• Examine how to structure current and deferred gifts in a variety of situations, regardless of the complexity.
  

Who Should Attend

• Major gift officers

• Chief development officers

• Planned giving officers