Track: Cultivation

Ethical Issues in Gift Planning

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Johni R. Hays, Senior Planned Giving Consultant, The Stelter Company, Des Moines, IA.

Ethics is a topic that affects everyone involved in gift planning from the donor himself, to the charity’s gift planning officer, to the charity’s board, to all the professional advisors such as the donor’s lawyer, financial advisor, and tax professionals. A lapse in ethical standards by anyone involved can cause irreparable damage to both the donor and the institution making the discussion of ethics of paramount importance. This session includes an interactive group discussion of the ethical issues involved with charitable planning, including how to avoid problematic conflicts of interest with your donors. Attendees will discuss the NCPG Model Standards of Practice for the Charitable Gift Planner and the donor bill of rights. Hypothetical case studies exposing ethical dilemmas, such as the appropriateness of paying a donor’s legal fees or property appraisals, what to do if your donor appears incompeten,t and what to do when your donors pay their pledges with their donor advised funds, will be analyzed and discussed.

Philanthropy is a Learned Behavior: What Gift Planners Can Do to Advance that Learning

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Pamela J. Davidson, JD, Charitable Gift Planner and Consultant, Davidson Gift Design, Blooomington, IN.

How can fundraisers and advisors help their donors and clients to first understand, and then consider, charitable gift options?  To be open to exploring giving plans that can work for them in their unique life stage and circumstances? This presentation will help gift planners and advisors broaden how they present giving options, in terms of both charitable and tax planning benefits. We will discuss various constituencies and an understandable, useable approach to gift planning education that can help us move the donor/client learning curve along.

Planned Giving Training Events for Internal and External Constituencies

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Elaine Eberhart, Director of Planned Giving, The University of Alabama at Birmingham, Birmingham, AL, and Marcie Merz, Sr. Director of Planned Giving, Penn Medicine, Philadelphia, PA.

Planned giving training events cultivate the interest of new and sustained donors and seed programs with new prospects. They also offer opportunities for nonprofit and for-profit gift planners to partner in training events, resulting in new gifts and new business for both. This session will address training sessions for institutional insiders and outsiders. The content will include identifying audiences to which planned giving training can be marketed, and it will outline suggested structures for events aimed at various groups. The speakers will share selected materials from the planned giving training events they have offered.

Six Ways to Use CRTs with Small Business Owners

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Gregory W. Baker, JD, Senior Vice President and Chief Legal Counsel, Renaissance Administration LLC, Indianapolis, IN, and Ted Batson, Senior Vice President of Professional Services, Renaissance Administration LLC, Indianapolis, IN.

According to IRS statistics, small businesses represent nearly one third of the value of affluent decedents’ estates. CRT planning for small business owners is a critical capability for any gift planning shop. This advanced session will describe several CRT options that benefit the small business owner by increasing lifetime cash flow, increasing cash flow and business control to the next generation, increasing employee benefits, and increasing charitable gifts.

Wealth and the Family: Asking Essential Questions

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Charles Collier, Senior Philanthropic Advisor, Harvard University, Cambridge, MA.

This session will explore the relationship challenges that families face in making wise estate planning and philanthropic decisions. The speaker will provide fresh insight on how to help your prospects and clients develop the four basic components that comprise true family wealth: human, intellectual, social, and financial capital. It will deepen their knowledge about family functioning and what gets in the way of their clients making difficult decisions.