Look for major gifts together with planned gifts in 2010. This track explores the interrelationship between major and planned gifts and provides best practices for gift cultivation and management.
Instructor: Jay Love
This session explores much of the current research out there regarding on-line Non-Profit relationship building tools. We will focus on on-line tools relating to communications, newsletters, websites, social networking and others. The promise of the Internet revolutionizing the development office and the art of fundraising is now upon us. Come listen to one of the pioneers of this enabling technology cut through the hype and explain what does and does not work. Actual examples of breakthrough usage and results within this exciting new arena will be illustrated.
Instructor: Marshall Howard
Can a powerful relationship strategy really build capacity and move a board to the next level in your planned giving program? Attend this interactive workshop by relationship guru and nationally acclaimed author of “Let’s Have Lunch Together,” Marshall Howard. You’ll learn the motivating power of relationships. Packed with lots of real-world, relationship building techniques and best practices, you’ll leave with an easy-to-follow roadmap to transform your board into powerful partners. All workshop participants receive materials, plus a free copy of “Let’s Have Lunch Together.”
Instructor: Lani Starkey
With proper planning, it is entirely possible and perfectly legal for an individual to transfer $5M, $10M or even $100M to family with little or no gift and estate tax. The tool – charitable lead trusts (CLTs). Despite this powerful potential result, charitable lead trusts are still nominally used. The reason for this is twofold. First, because very few people have taken part in the implementation of a CLT, there is a general lack of expertise and “comfort level” on the part of professionals and/or gift planners. Second, “traditional” CLT donor marketing materials have been ineffective at “grabbing” and keeping the attention of prospects and professional advisors. Therefore, CLTs are in desperate need of an extreme makeover! This session will focus on exciting new, simple ways to think about CLTs and creative new ideas on marketing them to donors and professionals.
Instructor: Charles Schultz
CPAs and business owners can see a tidal wave of new taxes headed their way. By 2011 the federal income tax top rate is likely to be 39.6%, and in many states the top combined rate will pass 50%! The capital gains rate is increasing – probably to 20% federal, and thus to 25% combined in many states. So what should a good CPA do? If a client has a business or real estate and plans to sell in the near future, the CPA’s answer is, “SELL IN 2010 BEFORE THE TAX RATES INCREASE!” Charles will cover the sale strategies that are going to be very popular as business owners scramble to sell before the end of 2010.
