Invoices & Payments
Please join us for a variety of roundtables during our morning session. Each table will focus on a different topic:
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.
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.
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, 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.
Address:P.O. Box 579Moorestown, NJ 08057-0579
Phone: (267) 597-3817
Fax: (856) 727-9504
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