The following sessions have been confirmed for the Estate & Planned Giving track. Once the program has been finalized, a comprehensive schedule will be posted.
Gift Planning Under the New Tax Code
This session will begin with a brief discussion on how the recent changes to the federal tax code influenced charitable institutions 2018 year-end giving totals. This will be a conversation between the presenter and attendees, as well as an examination of some available data. Following this discussion, we will examine some practical planned giving and gift planning tools that may be valuable to our donors in this new tax landscape, and how we can educate and train our gift officers to discuss these options with our philanthropic supporters.
Bradley J. Benham Esq., President of The ACU Foundation
Making Planned Giving Work at the Speed of the Donor
Planned Giving is the tortoise in the fundraising race. This session will focus on staying in front of your planned giving donors and prospects to create a Planned Giving Program that works for the long term. Create and implement simple and cost-effective methods that place you in front of your donors as they develop the charitable giving components of their estate plans at their own pace.
Rhonda McClung, Assistant Vice President of Gift Planning and Development, Midwestern State University
Using Planned Gifts to Raise Current Cash
We will talk about how to use your planned giving tools to get current funding for your programs and increase donor satisfaction and participation. Everyone is under pressure to bring in current cash and sometimes planned gifts are ignored or sacrificed in that drive to up current monies. There is something for every size program in this presentation.
Roy Grisham, Executive Director of Estate and Planned Giving , University of North Texas