2012 Virtual Seminars

Click here to register for single sessions or the entire series.

Cost: $199 per seminar for PPP members (this cost covers a host site where multiple attendees can view the seminar); $299 for non-members. Full series discount available.

The best speakers from the 2011 National Conference on Philanthropic Planning will be coming to your office or planned giving council through PPP’s Virtual Seminar Series. Check out the topics and speakers below and mark your calendar. All webinar sessions were approved for CFRE credit at the National Conference on Philanthropic Planning; the May, July and September seminars were also approved for CFP credit. We expect the same CEUs will also be approved for the webinars.

Date/Time	Topic/Description	Presenter(s)
January 18, 2012 1:00-2:30 pm ET	Money Has No Value Except What You Choose to Do With It (Level: Intermediate) Many in fundraising approach prospects with our charity’s compelling story of need and worth, and that is important. But what is a prospect’s frame of reference, do they hear the conversation as capacity or commitment? Do we first ask about an individual’s view of generosity and values, after which our role is showing how philanthropy can fulfill personal and community values they already have? This session will feature gift scenarios illustrating how the fundraiser’s paradigm of the call and process can shift towards donors’ values, for better dialogue with many more individuals, resulting in larger gifts and more meaningful activity. (CEUs: 1.5 hours CFRE credit pending)	Pamela Jones Davidson, Consultant and Charitable Gift Planner, President, Davidson Gift Design
March 14, 2012 1:00-2:30 pm ET	How to Manage Volunteers in the Gift Planning Program (Level: Intermediate) Volunteers can play an innovative role in your plans to advance a gift planning program. This presentation demonstrates how to create a planned giving advisory committee, a planned giving seminar series and a corps of solicitors for the planned gift phase of a comprehensive campaign. You will learn how to train volunteers to solicit others for planned gifts and how to create a focus group to review your current planned giving program needs. Sample job descriptions for advisory committees and creative examples of program invitations will be highlighted. (CEUs: 1.5 hours CFRE credit pending)	Steve Rosenblum, Director of Planned Gifts, Saint Louis Zoo
May 16, 2012 1:00-2:30 pm ET	Charitable Gifts of Business Interests (Level: Advanced) Business owners usually have four goals when they leave their businesses: retire from the business; sell to a new owner (family members, employees, or third parties); minimize taxes and maximize profits. For those who are already charitably inclined, business exit planning using charitable strategies allows them to add a fifth goal: doing good things for their favorite charity or their community. In this session we will explore some frequently used charitable planning tools, such as, charitable remainder trusts and charitable lead trusts, and point out some common pitfalls, such as, prearranged sales, unrelated business taxable income (UBTI) and self dealing. (CEUs: 1.5 hours CFRE credit pending; 1.5 hours CFP credit)	David Libengood, Director, Relationship Management, Kaspick & Company
July 18, 2012 1:00-2:30 pm ET	Donor Relations When Legal Capacity Becomes an Issue (Level: Intermediate) What does it mean to be legally incapacitated, and how should charitable planners deal with the donor, donor’s family, and professional advisors in situations where legal capacity could be a problem? This session helps planners to avoid scenarios where a development officer or organization could exert undue influence on a donor with questionable judgment; and to handle challenges from a donor’s family after the donor has already made a planned gift. (CEUs: 1.5 hours CFRE credit pending; 1.5 hours CFP credit)	Laura Hansen Dean, Executive Director of Gift Planning, The University of Texas at Austin Marcia Inger Navratil, Director of Gift Planning, The University of Texas at Austin
September 19, 2012 1:00-2:30 pm ET	Accept Real Estate Gifts! (Level: Intermediate) This presentation will provide insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts. Special focus will be on the analysis and structuring of real estate to fund planned gifts with the objective of minimizing risk that the unwary charity might otherwise encounter. The topics covered will assume that the attendee already has exposure to and training in the basic issues relating to real estate gifts. Upon completion, the seminar participant will have greater comfort with planned gifts funded by real estate and will be prepared to make informed recommendations to the governing board about real estate donations. (CEUs: 1.5 hours CFRE credit pending; 1.5 hours CFP credit)	Allen Thomas, Vice President of Advancement, The American College Chase V. Magnuson, Director of Planned Giving, The George Washington University
November 14, 2012 1:00-2:30 pm ET	Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising (Level: intermediate) While most of us have tried Facebook, Twitter or LinkedIn by now, there is no body of research on how charities are actually using social media to reach donors for planned gifts. This presentation covers best practices based on a review of over 100 charity social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts. The virtual seminar updates information presented at the 2011 National Conference on Philanthropic Planning, and introduces attendees to new best practice models for social media. (CEUs: 1.5 hours CFRE credit pending)	Kristen Schultz, Vice President, Crescendo Interactive, Inc.

The fee for each seminar is $199 per site for PPP members and councils, and $299 per site for non-members. The registration fee includes one audio connection, one Internet connection, one set of the materials to copy for those attending the session, and one CD-ROM of the presentation (includes the audio and visuals from the program), which can be viewed repeatedly.