An Introduction to Planned Giving

An Introduction to Planned Giving

Upcoming Dates and Locations

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

This seminar provides an introduction to encouraging planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning can help donors make larger gifts today, as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

Who Should Attend

This seminar is designed for professionals who are seeking to gain a basic understanding of planned giving and how proper gift planning can lead to larger gifts now and in the future. Whether you are brand new to fundraising or are looking for a basic overview, you will benefit from this introduction to gift planning. Board members and senior management may also benefit from this seminar.

What You’ll Learn

You’ll discover the keys to effective communications with prospective planned givers; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and learn ways to communicate the benefits of planned gifts through broad-based communication efforts, individualized correspondence, telephone calls and personal visits. Click here for the agenda.

Structuring Blended Gifts

Structuring Blended Gifts

Upcoming Dates and Locations

  • Washington DC • June 5-6, 2019    Register

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

Sharpe Group coined the term “blended gifts” in the early 1990s to help explain the complex ways Baby Boomers and others would ultimately decide to make larger gifts in the 21st century. But is a “blended gift” a “planned gift” or a “major gift”? Correct answer: both.

Who Should Attend

This seminar is designed for those who are sensitive to the changing makeup of their major donor population or would like to offer their donors more attractive options than they thought possible. Chief development officers, senior management leaders, board members and those responsible for planned gifts, major gifts or both will benefit.

What You’ll Learn

This seminar explains how carefully structured combinations of current and deferred gifts can make it feasible for those balancing multiple financial priorities to make gifts larger than they may have thought possible. In the days ahead, donors, nonprofits and advisors will increasingly turn to blended gifts to reap both current and future benefits. Make sure you’re informed so your organization doesn’t miss out on this growing trend. Note that tax law changes will be incorporated throughout the presentation. Click here for the agenda.

Integrating Major and Planned Gifts

Integrating Major and Planned Gifts

Upcoming Dates and Locations

  • Washington DC • Nov 6-7, 2019   Register 

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

Fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. The next round of capital campaigns will depend heavily on aging Baby Boomers with complex financial and family responsibilities that may impact their capability to make larger gifts. This seminar is designed for the benefit of those responsible for major gifts, planned gifts or both.

Who Should Attend

This seminar is designed for professionals who are part of an organization that has separate major and planned gift programs and would like to bring everyone together to most effectively serve the needs of their donors and their organization, or for those who are a “one-person development department” and therefore have responsibility for both major and planned gifts. Those with more experience in the gift planning field will benefit most. 

What You’ll Learn

You’ll learn practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth and other factors, while meeting current, capital and endowment funding needs, along with how to interpret a donor’s clues to determine which giving option is the best fit for a major gift or a planned gift. Click here for the agenda.  

Comprehensive Planned Giving Seminar

Comprehensive Planned Giving Seminar

January 21-25, 2019

Holiday Inn Orlando – Disney Springs Area

Located in the Walt Disney World Resort

Early Bird Registration available until December 10, 2018
First ​registration ​- ​$1295.00
Each ​additional ​registration ​- ​$1195.00

The nation’s finest, week-long comprehensive planned giving seminar is perfectly planned for Orlando in the middle of winter. This immersive educational event is designed for those new to gift planning as well as experienced fundraisers who would like a refresher and features some of the most experienced experts in the country. The seminar will cover the basics of gift and estate planning, the tax considerations of giving, the advantages of giving cash and noncash gifts, how to market planned giving and more.

Speakers


Kathy Sperlak, Sharpe Newkirk Executive Vice President

Kathy Sperlak, J.D., L.L.M., has been with R&R Newkirk in Chicago since 1987. She earned her B.S. in journalism from Northern Illinois University and her J.D. and L.L.M. (taxation) from The John Marshall Law School. Kathy is a member of the National Association of Charitable Gift Planners (CGP), the CGP Leadership Institute and the Suburban Chicago Planned Giving Council. She is a member of the DuPage County Estate Planning Council and serves on the planned giving advisory council of the Chicago Zoological Society (Brookfield Zoo).

Barlow T. Mann, Sharpe Newkirk Executive Vice President and Chief Operating Officer

Barlow T. Mann, J.D., was formerly director of development for the University of Tennessee Health Science Center. He has authored articles on planned giving for Fund Raising Management, Planned Giving Today and Trusts & Estates magazine, and his commentaries have been featured in The Chronicle of Philanthropy and The NonProfit Times. He has also been a speaker for local and national fundraising groups for more than 30 years, including the AHP, AFP, CGP, ACGA, NCDC, AHA and others.

Aviva Shiff Boedecker, Sharpe Newkirk Senior Consultant

Aviva Shiff Boedecker, J.D., is based in San Francisco, California and has more than 30 years of gift planning experience. She frequently authors planned giving articles and has served for more than a decade each as a director of planned giving at the University of California, Berkeley and the Marin Community Foundation. She has also served on the boards of the CGP and is a past president of both the Northern California Planned Giving Council and the Marin County Estate Planning Council.

Laura Hansen Dean, President & Founder, Laura Hansen Dean & Associates

Laura Hansen Dean, J.D., Attorney at Law (Indiana and Texas) is the founder and president of Laura Hansen Dean & Associates Charitable Gift Planners and Organizational Consultants. A magna cum laude graduate of Indiana University School of Law, she has led gift planning teams at public universities, community foundations and academic centers on philanthropy. Her consulting firm has served a wide variety of charitable organizations. Additionally, she has held leadership positions with local planned giving councils and estate planning councils and has served on the CGP board. She is a frequent speaker and teacher and contributor to publications on philanthropy.

John W. Jensen, Sharpe Newkirk Senior Vice President & Senior Consultant

John W. Jensen, CFP®, is based in Washington, DC and has worked with many nonprofits to improve their planned giving performance. He regularly conducts Planned Giving Program Audit and Assessments, in addition to a wide range of gift planning consulting services. He is a frequent speaker at local and national fundraising conferences and has served on the board of CGP as well as the National Capital Gift Planning Council. Prior to joining Sharpe Group, John served as vice president of development for The Nature Conservancy and the National Wildlife Federation.

Agenda


Day One

Opening Remarks

Overview of Estate Planning

Essentials of Federal Income Tax

Special Luncheon for Attendees Commemorating the Legacy of Dr. Martin Luther King, Jr.

Essentials of Federal Income Tax Charitable Deduction

Essentials of Federal/State Gift and Estate Taxes

Introduction to Planned Giving Opportunities

Day Two

Outright Gifts: Noncash Assets and Bargain Sales

Outright Gifts: Practical Aspects of Property Gifts

Building and Maintaining the Testamentary Gifts Pipeline

Deferred Gifts: Gifts by Wills

Deferred Gifts: Gifts of Retirement Plans and Remainder Interest in a Personal Residence or Farm

Day Three

Life Income Plans: Charitable Remainder Trusts

Life Income Plans: Charitable Gift Annuities

Blended Gifts

Plans that Pay Charity Income or Make Grants to Charity: Charitable Lead Trusts, Charitable Endowments, Private Foundations and Donor Advised Funds

Day Four

Charitable Estate Planning Techniques

Marketing Planned Giving

Proposing and Negotiating Planned and Blended Gifts

Ethical Standards in Charitable Gift Planning

Day Five

Planned Giving Program and Administration

Case Studies and Q&A

2019 Overview and Outlook for the Future

*** A more detailed agenda will be available soon and sent to all registrants

Hotel Information

Holiday Inn Orlando – Disney Springs Area

Located in the Walt Disney World Resort

1805 Hotel Plaza Blvd

Lake Buena Vista, FL 32830

If you need hotel accommodations, please call Holiday Inn Orlando reservations office at (407) 828-8888. We have negotiated a group rate of $139 per night, which will be in effect through December 20, 2018, subject to availability. Please be aware that if the reserved block of rooms sells out before this date, your rate may be higher. Also, parking charges may apply on the hotel premises.