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2024 CASE All Districts Online Conference

Put Away The Checkbook: Three Smart Gifts Your Donors Need To Know About

Tuesday, June 25, 2024
1:00 PM - 1:45 PM EST
Speaker(s): Ann Kolakowski, Director of Gift Planning Services, University System of Maryland
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: All Levels
Elective Session
Advancement Services
Fundraising

There’s nothing more exciting than receiving a big check from a donor. Or is there? Only 7 percent of household wealth is held as cash, yet 85 percent of charitable gifts are made in that form. Research shows that encouraging donors to make gifts of wealth (using non-cash assets) results in larger gifts to charities with greater benefits for the donor. In this session, we’ll look at three methods that leverage the power of shifting from disposable income: gifts of appreciated securities, qualified charitable distributions, and donor advised funds. Even small shops can benefit from incorporating these approaches into their work.

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Annual Giving Donors Major gifts Planned giving

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