Session 1: Estate and Charitable Planning for Everyone
February 16, 2023 8:00 AM – 10:00 AM
About the Presentation
Too often, even sophisticated planners assume that integrating charitable planning into a client’s estate plan only applies to the very wealthy. However, charitable planning can benefit everyone, and their heirs, as well. Kathleen will help you understand estate and charitable planning and how to match the right strategy and tools to the donor.
During this session, you will learn:
- The current status of tax changes and their potential impact on estate and charitable planning.
- How to assess the client’s readiness for integrating charitable planning into the estate plan.
- The fundamentals of a variety of charitable planning tools, including the advantages and drawbacks of each.
- Practical ideas for matching potential charitable solutions with the client’s planning objectives.
A light breakfast will be served before this session.
Continuing Education:
CFRE –Full participation in Estate and Charitable Planning for Everyone is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
About the Presenter
Kathleen Bilderback, JD, LL.M., AEP
Managing Member
Affinity Law Group, LLC
A founding member of Affinity Law Group, LLC, Kathleen specializes in estate, business, and executive benefits and compensation planning. She is a nationally recognized speaker and Immediate Past President of the National Society of Financial Service Professionals. Kathleen was selected to inclusion in Missouri and Kansas SuperLawyers in 2012-2022.
Session 2: How to Jump Start Your PG Program: A Case Study
February 23, 2023 8:00 AM – 10:00 AM
About the Presentation
Using a PG Calc case study, we’ll look at how to create a sustainable planned giving program that fits your organization. We’ll examine the importance of your legacy society and balancing portfolio work with marketing and program management. We’ll also help you leverage metrics and your database to improve and measure success.
During this session, you will learn:
- How to measure performance and metrics to motivate success.
- How to create a sustainable planned giving program that fits your organization.
- Examine the importance of your legacy society and balancing portfolio work with marketing and program management.
- Understand the importance of your database and estate administration in addition to fundraising.
A light breakfast will be served before this session.
Session 3: Meeting Buster Mayberry: A Gift Planning Conversation Lab
February 23, 2023 10:00 AM – 12:00 PM
About the Presentation
Buster Mayberry is a long-time donor to High State University, but no one really understands why he’s been loyal, or what might increase his giving. During this highly interactive program, you will meet “Buster,” and using clues from his donor file, you will attempt to uncover his passions and move his philanthropy to a new level.
During this session, you will learn:
- Give inexperienced gift planners a chance to practice conversation with a planned/blended gift prospect. Help them develop their own language for talking with supporters.
- Give experienced people a chance to coach and model effective practices.
- Build relationships among council members as they collaborate to understand and appeal to Buster.
- Provide a safe place to make and recover from mistakes. Provide constructive feedback.
A boxed lunch will be served after this session.
Continuing Education:
CFRE –Full participation in How to Jump Start Your PG Program: A Case Study and Meeting Buster Mayberry: A Gift Planning Conversation Lab is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
About the Presenter
Jeffrey Lydenberg
Vice President, Consulting
PG Calc
Jeff joined PG Calc in 1999 as a planned giving consultant where he advises clients on staffing, policies and procedures, gift design and marketing. Before that, Jeff practiced law with Thompson, Hine and Flory. Jeff is a member of the Greater Cincinnati Planned Giving Council and is a past board chair of the Partnership for Philanthropic Planning.