Structuring Major Gifts
Discover how current economic conditions, changes in donor populations and increased competition for the charitable dollar are irrevocably linked, and are resulting in changing the ways many donors are now structuring larger gifts. Participants will learn from seasoned practitioners how integrated philanthropic planning can increase not only dollars raised but a donor’s commitment and dedication to your institution.
This conference starts at 1:00 p.m. on January 8 and ends at NOON on January 10.
This conference is designed for professionals with mid- and senior-level responsibility who possess a working knowledge of charitable giving and experience working with large complex gifts to the institution is a plus.
Attendees who would like a refresher on the basics of planned giving can pair this conference with Planned Giving Essentials earlier in the week.
Benefits of Attending
Participation in this program will prepare attendees to:
- Integrate major/principal gift planning techniques in donor development strategies.
- Make cost-effective use of time-tested gift planning tools.
- Discern the proper role of tax incentives and other financial benefits in structuring larger gifts.
- Encourage gifts of securities, real estate and other non-cash assets
- Build comprehensive donor-centered teams both inside and outside the organization.
Who Should Attend
- Experienced Major and principal gift officers
- Chief development officers
- Experienced Planned giving officers
Meet Your Co-Chairs
Robert F. Sharpe Jr.
Robert F. Sharpe Jr. is president of The Sharpe Group and has more than 30 years of charitable gift planning experience. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. Read more.
Shannon Woodward is the senior philanthropic advisor for Tulane University. She has 11 years of corporate management experience and over a decade of major and principal gift work in higher education. Read more.
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