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Planning
for the Home
March
19, 2008 at 1:00 PM
Often,
the family home and vacation home are substantial
assets owned by donors. It is important for
gift planners to be familiar with different
types of ownership, gifting options, options
you are getting cash out of, the property, and
the potential problems gift planners will encounter
when real estate is owned by a decedent's estate.
This session centers around issues with the
family home and vacation home. Various mechanisms
for holding real property such as Qualified
Personal Residence Trusts, Revocable Trusts
and life estate deeds will be discussed. Methods
of gifting remainder interests in property to
charity are included in the session. Reverse
mortgages, which are a great way to solve liquidity
problems, are detailed. Finally, problems associated
with owning real estate in a decedent's estate
will be presented.
Presenter
Emanuel J. Kallina, JD, managing member for Kallina & Associates, LLC, focuses on estate and charitable planning for high net worth individuals and represents a number of charities.
Realistic
Expectations for Planned Giving Success
May 21, 2008
at 1:00 PM
What
should senior management know before embarking
on a new planned giving program or investing
additional resources in current efforts? What
are realist expectations for success and how
do you set them? What are the factors that make
a difference? Does one size fit all? Learn why
the artful integration of development, finance,
and program elements of your organization are
ultimately critical to overall success.
Presenter
Robert F. Sharpe, Jr., president of The Sharpe Group, consults with a number of health, education, social service and religious organizations and institutions on implementing their charitable gift planning efforts.
Donor-Centered
Gift Planning Marketing
July 16, 2008
at 1:00 PM
Traditional
planned giving marketing focuses on gift planning
vehicles. As programs move to a donor-centered
approach, helping prospects integrate their
philanthropy into their overall tax and financial
planning, our marketing needs to evolve as well.
When this new, donor-centered marketing needs
to be applied across a large institution with
multiple constituencies or several chapters,
the task can seem impossibly daunting. This
seminar will describe a three-tier gift planning
pyramid and how gift planning programs can implement
a marketing strategy to encompass prospects
from all giving levels while also customizing
the message to reach a wide range of constituencies.
Presenter
Brian M. Sagrestano, JD, the founding and managing director of Gift Planning Development, LLC, helps charities, professional advisors and individuals develop integrated and collaborative gift planning strategies.
Beyond
Basic Bequest Administration (aka Bequests Gone
Bad)
September 17,
2008 at 1:00 PM
Matured
bequest administration is often the "orphan"
of planned giving in that little attention or
help is provided to planned giving staff regarding
how to effectively collect these gifts. Despite
the fact that deceased donor gifts are the culmination
of a planned giving program, many thousands
of bequest dollars remain uncollected or are
collected at an unacceptably slow rate. This
session will provide those charged with the
collection of matured donor gifts some highly
practical tips and techniques (that do not necessarily
require the hiring of an attorney) for collecting
what is due their organization. The session
will include what to ask for and when, what
to do if your request is ignored, how to spot
problems on accounting and tax returns (including
avoiding income taxes, and effectively collecting
IRAs/life insurance/POD accounts), how to (politely)
decline a request to return your bequest, and
when to join in/sit out litigation with or without
an attorney. Samples of suggested letters, tax
code citations, tax and probate forms will be
included.
Presenters
Beth McNally, an estate administrator for The Nature Conservancy, oversees open estates/trusts. Other responsibilities include estate litigation, forecasting and FASB and donor intent compliance.
Beth Ridout, JD, a deputy estate administrator with The Nature Conservancy, reviews incoming post-death estate gifts, reviews accounting and statements for accuracy; and assists in the management of estate litigation.
Tale
of the Tape: Measuring the Performance of Gift
Planning Officers
November 19,
2008 at 1:00 PM
In
the post-Enron world, accountability measures
have become a major focus area, even in the
nonprofit world. Performance metrics are now
the rage for development officers across the
country. The lingering question remains, how
should the performance of gift planning officers
be measured? Should it be like other major gifts
officers, or should it be measured by its own,
unique set of criteria? This session will unveil
a comprehensive study of how organizations from
all aspects of the gift planning world measure
the performance of their gift planning officers,
and will cover whether these "best practices"
should be more universally adopted.
Presenters
Elizabeth Ayers, JD, is director of planned giving of The Ohio State University Medical Center in Columbus, OH, where she supervises the center’s planned giving operation.
Joseph O. Bull serves as director of principal gifts-Central US, for The Nature Conservancy in Columbus, OH. |
