Upcoming Events
June Luncheon
June 10, 2013
11:30am - 1:00pm
The Harbor Club, Seattle
July Luncheon
July 8, 2013
11:30am - 1:00pm
The Harbor Club, Seattle
July Virtual Seminar
July 17, 2013
10:00am - 12:30pm
Northwest Kidney Center, Seattle
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 7:45–8:15am Registration, Continental Breakfast 8:15–9:30am Welcome/Keynote: The Art and Science of the Ask Lani Starkey, JD, LLM, CPA • Director, Office of Estate and Gift Planning, University of Hawaii Foundation Most people have modest training or on the job experience with asking for major and planned gifts. If they do, it is almost always in the form of “The Way”—the tried and true method of discovering and cultivating a prospect, aligning a strategic ask with a well-designed charitable purpose or program, and then having the right person with the right relationship make the ask in the right way. While “The Way” is the gold standard, it has some limitations. To be a successful fundraiser, hit your required metrics, and produce more results with less resources, how can you be more creative and flexible with your ask strategies? In this presentation, you will learn seven additional strategies/ways to ask for major and planned gifts. Some of these you may do now but may not be aware of it. Others you might never have even considered. This presentation will give you an arsenal of options to do your job better, faster, and with more impressive results.
9:40–10:55am Session I: PLANNED GIVING 101 (NEW!) Estate and Gift Planning: The Basics Frank Minton, Ph.D. • Frank Minton Consulting LLC Alison O’Carroll, JD, MBA • Senior Consultant, PG Calc Frank Minton and Alison O’Carroll will introduce the vocabulary of estate and gift planning, continue with basic estate planning concepts such as wills, living trusts, the probate process, assets passing outside of probate, and finish with a discussion of tax basics as they relate to charitable giving. GENERALIST 2012 Stelter Donor Insight Report: What Makes Them Give? Jeremy Stelter • Western Marketing Consultant, The Stelter Company, Des Moines, Iowa Building on The Stelter Company’s two groundbreaking studies on planned giving in America, Jeremy Stelter digs deeper into the logic of planned givers nationwide to examine: donation patterns leading up to planned gifts; how gift decisions may evolve over time; the mechanisms most effective in communicating about planned gifts; and the people who are most likely to influence the planned giver. This scientific study, representing the U.S. population age 40+, sheds new light on the efficacy of common practices among development professionals and may compel your organization to re-examine conventional wisdom and approaches. SPECIALIST Accepting Real Estate: Real Life Scenarios to Guide You Through the Process Tim Prosser, JD • Relationship Manager/Senior Technical Consultant, Kaspick & Company, St. Louis, Missouri Receiving gifts of real estate is never a simple task. We all know that these gifts can be transformative to our organizations, but how can we make sure this is the right gift for us? Join Tim Prosser as he leads you through real life case studies that will help you recognize and avoid the pitfalls of real estate gifts while giving you the ability to cultivate and solicit these donations with confidence.
11:15am–12:30pm Session II: PLANNED GIVING 101 (NEW!) Types of Planned Gifts: Part I Frank Minton, Ph.D. • Frank Minton Consulting LLC Alison O’Carroll, JD, MBA • Senior Consultant, PG Calc Planned Giving 101 continues and will begin to cover specific types of planned gifts. It will start with “Gifts for Today”—those planned gifts that a charity can put to use immediately such as outright gifts of securities and other business interests, real estate, life insurance policies, and personal property. The session will finish with “Gifts for the Future”—planned gifts that will benefit charities in the future such as bequests (wills and living trusts) and beneficiary designations. GENERALIST A Magical Mystery Tour: How to Multi-Ask/Multi-Task with Planned Giving Jane Pryor • Vice President of Development and Public Relations, Northwest Kidney Centers Shelley Saunders • Director of Advancement, KidsQuest Children’s Museum Todd Girouard • Donor Relations Manager, Northwest Harvest Ever feel like one of those gadgets advertised on late night TV? “It’s a flashlight, it’s a pocket knife, it’s a fishing rod…” Wearing many hats is an “invigorating experience.” This zippy Generalist session will present road-tested, practical, and applicable tools to juggle your multiple duties as a development officer and still “do” planned giving. Come away with real solutions—and at least one epiphany—that will allow you to incorporate planned giving into your personal mystery tour of competing fundraising priorities. You might even leave the session singing! SPECIALIST Charitable Giving Using Retirement Assets John Creahan, JD • Founder, Cairn Law PLLC Retirement accounts represent an incredibly important part of your donors’ overall wealth with more than $17 trillion held in U.S. retirement accounts. For many donors, the retirement account represents their single most valuable asset, and it can be an ideal way for donors to realize charitable intentions. This workshop will provide an introduction to the rules that govern retirement accounts and an overview of why a donor might (or might not) want to make a charitable gift or bequest from their IRA or 401(k). John Creahan will discuss both basic and more advanced strategies—including transfers at death, the charitable rollover, and funding charitable remainder trusts with retirement assets.
The WPGC Professional Achievement Award is presented annually in recognition of outstanding service, dedication, and leadership in the field of charitable gift planning.
2:15–3:30pm Session III: PLANNED GIVING 101 (NEW!) Types of Planned Gifts: Part II Frank Minton, Ph.D. • Frank Minton Consulting LLC Alison O’Carroll, JD, MBA • Senior Consultant, PG Calc Planned Giving 101 concludes with “Gifts that Give Back”—when the donor receives a direct benefit while making a gift. These include life income gifts such as charitable gift annuities, pooled income funds, charitable remainder trusts, and retained life estate arrangements. GENERALIST Making the Combined Ask for Current and Planned Gifts Maria Chavez Wilcox • President, Childhaven Kate Roosevelt • Collins Group Childhaven leaders and campaign counsel will share lessons learned from a comprehensive campaign designed to increase and sustain individual giving for the long term. Learn about their strategies to seek current and planned gifts from longtime and newer donors which are yielding unprecedented results. SPECIALIST What do the Wealthy Use for their Philanthropy? Donor Advised Funds, Private Foundations, Charitable Lead Trusts and Supporting Organizations—When to Use and Why Claudia Sangster • Director, Philanthropy, Estate & Trust Services, Harris myCFO LLC When it comes to philanthropic planning with wealthy families, the phrase, “One size fits all” is not applicable. Families of wealth may have one thing in common—wealth—but that may be the only commonality because families are comprised of individuals who have differing goals, objectives, personalities, backgrounds, passions and types of assets that comprise the wealth. Planned giving professionals have an array of vehicles to present to such families so which ones should be featured to such donors? Claudia Sangster will examine the most common vehicles found in the philanthropic portfolios of wealthy families and what factors moved these donors to choose the vehicles they selected. 3:15–4:00pm Network with your colleagues at our wine and cheese reception. Certificate presentations to those who attended all three sessions of Planned Giving 101. |
