Note: All times listed are in Eastern Standard Time
View the Online Program
These recorded sessions are foundational content that will help set our course for the live portion of the conference. We recommend that you watch these recordings before our time together in November.
The Big Picture: Definitions and Practice Speaker: Shari Fox
What do we mean when we say “planned giving”? Is that totally separate from major giving? We’ll cover the practice of planned giving and its role in educational advancement, basics on assets and timing.
Understanding Donors and Prospects
Speaker: Chris Yates
We will discuss how to identify your best prospects for a planned gift; develop a communications/marketing plan that targets these prospects to engage and motivate them; and utilize proactive listening skills that will lead you to helpful and revealing clues along the way. This session will also examine how major and planned gift colleagues can partner in order to optimize results and make the most effective use of available resources. Last but not least, we will spend some time discussing how to best approach documentation of planned gifts.
11:30 AM–12:30 PM ET Welcome and Setting the Stage
Join conference leadership and your fellow attendees in a facilitated conversation to kick off the conference. You will have the opportunity to review highlights from the pre-recorded sessions, engage with your peers in small group conversations and ask foundational questions to help set the stage and make the most of our time online together.
12:45–2:00 Cash Isn’t Always King: A Portfolio of Assets
Speaker: Steve Clark
The biggest gift a donor can make may be something other than cash. This session will review the benefits and challenges of the most common types of non-cash gifts and look at ways to uncover these opportunities.
2:00–2:30 Stretch Break
Use this time to move around a bit, catch up on work, or continue learning by checking out resources in the library.
2:30–3:45 Gifts, Money, and Taxes 101
Speaker: Shari Fox
Far from a dry, boring lecture, this highly interactive session will help us explore the tax structure that influences donors’ decision on whether, when, and how to make charitable gifts.
4:00–5:00 Small Group Conversations
5:00 Conference Adjourns for the Day
11:00 AM–12:15 PM Gift Plans Part 1
In this first session on gift plans, we will discuss fundamental planned and deferred giving methods including bequests, life insurance, IRAs and other qualified retirement plans, as well as life income gifts. Case studies and role play will be utilized to help demonstrate situations and prospects where these various gift vehicles will result in best outcomes.
12:30–1:30 Case Study Scenarios
Attendees and faculty will split into small groups to discuss the practical application of some of the methods presented in the Gift Plans 1 session. Each group will discuss several case studies to explore how these plans can help donors meet their goals.
1:30–2:00 Stretch Break
Use this time to move around a bit, catch up on work, or continue learning by checking out resources in the library.
2:00–3:15 Gift Plans Part 2 In this second session on gift plans, we will discuss other charitable tools that gift officers encounter, including “IRA rollover” gifts (qualified charitable distributions), retained life estates, donor-advised funds, and charitable lead trusts.
3:30–4:15 Faculty Panel: Running a Gift Planning Program
Join faculty for a facilitated conversation focused on sharing ideas for successful planned programs within larger development operations.
4:15–4:45 Closing Faculty Q & A
Speakers: All Faculty
After a day-and-a-half of technical conversations, the faculty will strive to answer your remaining questions and bring together many of the content threads from the program to help set you up for success for what comes next.