Using Dessert to Understand Planned Giving
Speaker: Theresa Curry
Never thought of the taxation of gift annuity payments as being similar to a layer cake? This interactive seminar, uses different types of dessert to explain planned giving vehicles, basic taxation, and the probate process. Participants will leave with an understanding of planned giving and be able to convey the message to their organizations in a unique way. Dessert (and planned gifts) will never again look the same!
Fulfill Your Potential! Planned Giving Steps Everyone Can Take
Speaker: Steve Clark
Planned giving is often neglected. The reasons are numerous. Not enough staff time or budget. More pressing deadlines. The illusion of complexity. A board that doesn't value it. However, failing to pay attention to planned giving shortchanges a charity's future. Moreover, the resulting missed opportunities can be avoided with only modest effort and no technical expertise. Every charity, no matter the size, is capable of practicing the basics of planned giving that will help it secure legacy gifts that enhance, and possibly even transform, its future. This presentation will review (1) why every charity needs to evaluate how planned giving remains a part of its overall fundraising strategy, (2) myths that often impede a planned giving effort, and (3) concrete steps that every charity can take to promote planned giving.
Gift Planner Success Secrets Panel
Panel: Brian Sagrestano, David Obedzinski, Ashley Buderus, Steve Clark
What are the secrets to success in raising planned gifts? Hear from a panel of distinguished fundraisers about their experiences and the strategies that have worked well for securing planned gifts. Panelists will share their success secrets in areas that include marketing, donor meetings, making "the ask," working with advisors, gift closing, donor stewardship and more.
The Beauty of Art, Gardens, Manuscripts... and Lifetime Income
Speaker: Cris Lutz
Charitable gift annuities are one of the most tax-efficient ways for donors to make a lasting impact on the causes they care about. At The Huntington Library, Art Collections, and Botanical Gardens, scholars, docents, and longtime supporters have established CGAs that will impact every facet of the institution. Hear case studies of different scenarios—including deferred and relinquished gift annuities—that might serve as inspiration for your own work with donors.