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March Educational Program

  • Friday, March 22, 2019
  • 11:00 AM - 2:00 PM
  • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102

Registration


Registration is closed

Morning Session (11:00 a.m. - 12:00 p.m.)

"Roundtables"

Please join us for a variety of roundtables during our morning session.  Each table will focus on a different topic:

  • "Accepting Gifts of Art and Other Collectibles" moderated by Anat Becker, JD
    Gifts of art can support the mission of various charitable organizations. We will explore the process of accepting artwork by organizations other than museums. We will review internal policies that can promote the acceptance of such gifts and we will also discuss the process from the donor’s perspective.
  • "Building Relationships with Elderly Donors" moderated by Christopher Abbott, MT, CFP
    It has been estimated that Americans aged 50 and older control 75% of the nation’s assets - yet less than 10% of mainstream media focuses its message on this age group. Come to participate in a roundtable that examines ways to connect with older donors through effective marketing and communications. Once actively engaged with members of these senior cohorts, the discussion will include best practices in creating an ongoing gift planning dialogue.
  • "Donor Engagement: How Tech Helps Nonprofits Influence the Influencers" moderated by Donesha Peak,  JD, MBA 
    According to a recent Forbes article, 82% of baby boomers are online with an average of 4.6 social media accounts. When it comes to engaging with peers, Facebook is their leading platform. Additionally, 54% of boomers watch videos online with 82% using YouTube as their preferred platform. These statistics show that the strategic use of technology may encourage generosity among this group. Are planned giving shops capitalizing on the opportunity?

    This roundtable will discuss what baby boomers do on social media as well as new ways to engage donors and volunteers to market planned gifts to new prospects. We’ll have a focused conversation on how new prospects are influenced by content brought to them by their peers and how nonprofits can use technology to become more donor centric.

  • "Gift Planning Potpourri" moderated by Greg Johnson, CFP
    Bring your questions (and answers) and participate in a lively discussion on a variety of Gift Planning topics: starting the gift planning conversation, beginning a new program, cost-effective ways to market and promote gift planning, how to engage your board, obtaining adequate budget resources, odd gift situations, challenges, difficulties matched by success stories, etc. 
  • "Identifying New & Younger Legacy Society Members Using Predictive Modeling" moderated by Beth Delaney, MSW and Colleen Elisii
    Hide & Seek – Find new planned giving donors (including young donors in their 20s & 30s!) using data you already have. Colleen Elisii and Beth Delaney in the Office of Gift Planning at the University of Pennsylvania will share ways to identify new and younger legacy society members using predictive modeling, how to build an in-house proximal predictive model using giving history and engagement at your organization, marketing strategy and leveraging data to meet donors and prospects for fundraising and stewardship visits. Bring your questions and challenges.


Luncheon Session (12:30 a.m. - 2:00 p.m.)

"Strategies to Manage the Risks of Real Estate Gifts"

Studies show that, while 43% of assets in the United States are in the form of real property, this option only makes up about 3% of charitable gifts. Why? Gifts of real estate can be complicated…and risky. In fact, 80% of real estate gifts are rejected by charitable organizations for those very reasons. With the average gift of real property being valued at about $419,000, this translates to a lot of missed opportunity for nonprofits who need that support.

This session will review several unique and creative ways to navigate the complications, and manage and isolate the risks of real estate gifts. Topics covered will include why resistance to real estate gifts is fading, the importance of insulating your charity's general assets from these risks and identifying gift structures that promote greater acceptance of real estate gifts. Upon completion, the participant will a.) have greater comfort with planned gifts funded by real estate, b.) have more specific knowledge about reviewing and analyzing such gifts and c.) make more informed recommendations to the governing board about real estate donations.

Speakers: 

  • David Toll, JD, Senior Associate Vice President Gift Planning, Drexel University

    David Toll is the Senior Associate Vice President of the Office of Gift Planning at Drexel University, where he is responsible for the development and implementation of university-wide planned giving efforts for Drexel University, Drexel University College of Medicine, the Tom Kline School of Law and the Academy of Natural Sciences at Drexel University. David is also a Senior Consultant with Gift Planning Development, LLC. Widely considered a leader in the field of higher education gift planning, David has the unique ability to articulate very technical gift planning techniques in understandable terms for donors. At Drexel, David provides strategic leadership on the consistent use of “combination gifts” to increase an individual’s giving potential. David and his office are tasked with an overall combined gift planning goal of $20 million annually. The gift planning program under David’s direction has raised over $400 million in complex outright gifts, life-income gifts and realized estate gifts. He is a key member of the senior management team that is currently working on Drexel University’s $750 million comprehensive campaign. 

  • Allen Thomas, JD, CFRE, CAP, President, Thomas Charitable Advisors, LLC

    Allen Thomas JD, CFRE, CAP, has served for the past 34 years as a senior executive in the not-for-profit community. Allen is President of Thomas Charitable Advisors, LLC, consulting with numerous charitable organizations, providing real estate expertise at both the gift policy level and on a property transactional basis. He previously served The American College as Vice President of Advancement and Devereux Advanced Behavioral Health as Vice President of Planned Giving and Real Estate.

    Allen is a nationally recognized consultant and speaker on philanthropic best practices. He has a specialty in gifts of real property and frequently lectures on this underutilized opportunity of giving.

Deadline for reservations: March 20, 2019

No refunds after March 20, 2019. No-shows will be billed.



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