Mark your calendars and join us for Boot Camp!
These sessions are perfect if you are new to planned giving or if you wear multiple fundraising hats. Plan to invite your colleagues who may benefit from a greater understanding of planned giving.
Click here to register for the scheduled boot camps!
Council Sponsors are invited to register up to three participants at no cost as a benefit for their support.
March 25, 2021 – “Estate and Charitable Planning Basics” with Douglas Stanley, J.D. (Bryan Cave Leighton Paisner)
This session will provide a broad introduction to planned giving concepts. During our time together, you will learn:
- advantages of donating an outright gift of highly appreciated securities vs. cash
- about the lifetime gift tax exemption and the annual exclusion amount
- differences between a will and a revocable trust
- deferred gifts that are transferred by contract, rather than by will or trust (life insurance and retirement plan assets)
- when to suggest life-income gifts such as charitable gift annuities and charitable remainder trusts
- the advantages and disadvantages of establishing a private foundation or a donor-advised fund
April 1, 2021 – “Collaborating with Professional Advisors and Other Key Stakeholders” with Mary McMurtrey and Michael McMurtrey (RBC Wealth Management)
This presentation will cover the how’s and why’s of ensuring you the right team in place to make the most of your gift planning discussions and opportunities.
In our time together, you will learn:
- How to move planned giving from an “add on” piece to a critical component of your overall development efforts
- How to talk with board members and staff to help them feel more confident in the role they play in cultivating and securing planned gifts
- How professional advisors, attorneys, and accountants fit into the planned giving process
April 8, 2021 – “Initiating Legacy Conversations with Your Donors” with Carol Weisman (Board Builders)
Carol is the president of Board Builders. She works primarily in the US, Canada, the UK, Bermuda, Africa, and Australia. She specializes in fundraising, philanthropy, and governance. Carol has served on 40 boards and has been president of 9.
Carol began her professional career working with street gangs, a marvelous background for working with boards. She found the gangs better organized, with clearer expectations and a solid leadership training program. Although she doesn’t recommend any fundraising that would end in incarceration, the gangs certainly had some “creative” ideas.
Carol is the author of 11 books on fundraising, governance, and philanthropy. Carol’s book “Raising Charitable Children” has been in print since 2006. It has been featured in the NY Times, Parade Magazine, and was the cover story for Scholastic Parent and Child Magazine. Her book for professionals and board members called “Planned Giving Basics: The Why, the Who and the How” came out last year, and a book for donors called “Becoming one of the Grateful Dead, Where There’s a Will, there’s a Way”.