Investing: What Should the Development Professional Know? Speaker: Melissa A. Sylvester, CFA, CAIA, AIF® 11:30 AM - 1:00 PM
With a basic understanding of investing and the impact on life income gifts, development professionals can better support their donors when talking about the topic of how assets are invested. This knowledge also allows for more informed conversations with counterparts in finance and third party providers. Understanding the basics of investing and the unique characteristics of various life income gifts should help inform your investment strategy and allow you to truly understand what’s happened in the past, what’s occurring today and what might be the path moving forward.
Donor Intent & Shifting Priorities: What to Do When Plans Change. Speaker: Doug White 11:30 AM - 1:00 PM
Over recent decades, the question of honoring donor intent has become paramount at charities. From Princeton to the University of Chicago to a small animal shelter in New Jersey, among many others, charities are grappling with how to best further their missions and abide by agreed-upon donor wishes. As reported in The Washington Post in September, Sibley Hospital is the latest example of a charity caught in the crosshairs of a controversy. Doug will discuss these examples and suggest best practices to help nonprofits to avoid these situations in the future.
The Hidden Code of End-of-life Decisions: What legacy fundraising can learn from decision-making in life insurance annuities, estate planning, and healthcare Speaker: Russell James III, Ph.D., J.D., CFP 11:30 AM - 1:00 PM
He's back! Join us for the first event of the 2022-23 program series when we welcome Russell James III.
In this presentation, he will bring together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about legacy giving and planned giving.
Dementia, Philanthropy, and the Audit: What to Know, What to Have, What to Plan For Speakers: Robert Hofmann and Lani A. McCollar 11:30 AM - 1:00 PM ET
Nonprofit institutions risk litigation, negative media, and loss of reputation or worse if they are not prepared with sound policies and procedures and a trained professional staff when dealing with individuals who may be suffering from the onset of dementia. Learn about continuing research within the professional fundraising community, case studies, and a “Dementia in Philanthropy Guidebook” in development.
2022 Update: Legislative and Regulatory Focus on Charitable Giving Issues Speaker: Ruth M. Madrigal, Principal in-Charge, Exempt Organizations, KPMG LLP 11:30 AM - 1:00 PM
Against all odds, few pieces of tax legislation have been passed at the end of 2021 and the start of 2022, but there are some proposed pieces of legislation that could have an impact on charities and charitable giving.
What is Cryptocurrency and How to Include it in Your Donor Strategy? Speaker: Alex Wilson, Co-Founder, The Giving Block 11:30 AM - 1:00 PM
As a nonprofit, there has never been a better time to begin accepting cryptocurrency donations. Cryptocurrency usage has exploded. The cryptocurrency market is now worth over $3 trillion and has over 200 million users. Crypto users have quickly become the fastest growing donor demographic and now one of the most valuable with average gift sizes over $10,000.
Tax Policy, Philanthropy and Structural Racism Speaker: Carl A. Wayne, J.D., Senior Advisor, Charitable Estate Planning, American Heart Association 11:30 AM - 1:00 PM
The COVID-19 Pandemic of 2020 and much of the racial reckoning we experienced brought a heightened awareness to many of the inequities in American society. Within this context, the above issues of structural racism, tax policy and philanthropy are complicated.
Best Practices for an Emerging Gift Planning Program and How to Reinvigorate a Long-Standing One Speaker: Carlo Laurore, CFP®, CHFC®, CLU®, RICP®, CFRE, Senior Philanthropic Manager, Planned Giving, Boy Scouts of America 11:30 AM - 1:00 PM
Every organization needs a jolt, in this session you will walk away with best practice strategies to revamp and reinvigorate your gift planning program no matter the size or the maturity of your program.
Using the Past to Guide Your Donor's Philanthropic Legacy Speakers: Stephanie C. Buckley, CAP®, Philanthropic Services National Leader, Wells Fargo Private Bank / Philanthropic Services Mark Speltz, Senior Historian & Vice President at Wells Fargo Family & Business History Center 11:30 AM - 1:00 PM
With so many important charitable causes to support, how do donors choose the charity that will receive their largest charitable gifts? As a fundraiser, how do you help donors connect to what’s most important?
The Pandemic and Philanthropy - What have we learned and where do we go from here? Speaker: Robert F. Sharpe, Jr., CEO, Encore 11:30 AM - 1:00 PM
It has been well over a year since the world began to grapple with the global COVID-19 pandemic. Now that widespread vaccination campaigns are underway and numbers of cases and deaths are declining in many areas of the country, the nonprofit sector is beginning to look to the future.
Ten Billion for Charity and How I Hope to Get There Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC 11:30 AM - 1:00 PM
This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.
10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success Speakers: Nathan Stelter, President, The Stelter Company Kathryn Miree, JD, President, Kathryn W. Miree & Associates 11:30 AM - 1:00 PM
The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program or growing an existing program, these principles will allow you to energize your program, focus on a strategy for your work, and engage meaningful long-term gifts for your organization.
Jeopardy! The Unplanned Giving Edition Speaker: John McKee
How does your tangential planned giving knowledge stack up? Find out in a friendly round of Jeopardy!, featuring topics related to charitable giving, video clues, and of course, Daily Doubles. Participants will play along in the webinar’s “chat” and keep track of their earnings in this fun and lively game with gift planning peers.
Using Donor Advised Funds to Promote Planned Giving Speakers: Courtney L. Tsai, J.D., Assistant Vice President, Planned Giving, George Washington University & Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust
This presentation will equip major gift officers, planned gifts officers, and other development professionals with knowledge about DAFs so that they can speak intelligently about this gift vehicle. Attendees will learn the benefits of working with DAFs to increase philanthropic commitments to their charities; about Designated Funds; how a DAF can accept complex assets; how to use DAFs to bring multiple generations into the philanthropic conversation; and how DAFs can be used for estate planning purposes.
Endowments, Foundations and Planned Giving in 2021: What is changing and what will stay the same? Speakers: Richard Miller, Senior Relationship Manager and Wealth Advisor, Glenmede Trust Company N.A. & Nina Cohen, Director of Endowment and Foundation Advisory, Glenmede Trust Company N.A.
Over the past four years, there have been significant changes to philanthropy under Federal tax law. Following the election and as we move into 2021, gift planners will be looking for more clarity around potential policy changes that will affect their donors. Join us for a presentation and discussion of the political landscape and the challenges and opportunities for charitable giving that we may expect going forward.
How to Harness Philanthropy's Power for Tangible Impact Speakers: George Nichols III, President & CEO, The American College of Financial Services & Dien Yuen, JD/LLM, CAP®, The Christopher Blunt and Gretchen Nickel Professor in Philanthropy; The American College of Financial Services
Learn from George Nichols III and his perspective on areas of immense need, the vision that is guiding philanthropic initiatives at The American College of Financial Services, and the recent research on donors of color that highlights the needed shifts in mission-minded community funding.
Online Estate Planning and the Upside for Planned Giving in a Pandemic and Beyond Moderator: Brantley Boyett, CEO, GivingDocs
Can increased awareness of mortality effect positive change in behavior and feelings towards estate planning and legacy giving? How can you help your donors put those positive feelings into action during a pandemic (and beyond)?
The National Capital Gift Planning Council invites you to join us for a special complimentary webinar, followed by a brief annual business meeting of the council.
Although COVID-19 forced us to cancel Planned Giving Days 2020, the National Capital Gift Planning Council is pleased to have converted our keynote presentation into a timely, useful webinar that will help you use your influence to affect positive change and to expand your donor base. This webinar is open to members and guests and is provided at no cost.