Registration, Networking, Coffee, Pastries
A Match Made in Heaven: Planned Gifts and Major Gifts Unite
Lise Twiford, CFRE
For years, planned giving and major gifts stood on separate sides of the playground. Then, their eyes met and it was love at first sight. Life has never been better for them! This half day seminar will demonstrate the value of bringing planned and major gifts together to create a dynamic gift scenario. Through conversation and role play, this session will awaken your creativity and send you home with new fundraising options to consider.
Tax Reform’s Impact
Stuart Sullivan, CFRE
The Tax Cuts and Jobs Act, passed by the Federal Government in 2017, could have a devastating impact on giving in the United States. Fundraisers must immediately prepare and implement new approaches to mitigate a possible decline in both the number of donors and dollars in 2019 and beyond.
Stuart will discuss:
- The culprit behind this potential decline.
- The decrease in itemizable deductions and its effect on giving.
- Whether the most generous donors are affected or not.
- How the middle class is affected.
- How to identify potential future givers.
- How the lack of incentive to give annually may hurt loyalty and, thus, planned giving.
- Mergers and acquisitions. Can these hurt philanthropy?
Stuart will present nine best practices and keys to success.
Optional session: Give advice. Get advice. Network.
Optional afternoon session for only $34 additional! Includes box lunch. Early registration a must.
Learn from your peers, and let them learn from you. An open panel discussion (and shouting match!) of the daily challenges (aka, problems) you and your peers are experiencing. Discuss solutions, outcomes, and more.
Complaints allowed. Whatever is said here, stays here. Masks are optional.
Viken Mikaelian will moderate this session, along with a 20-minute track on “Time Management.”
About 90 minutes. Or stay as long as you wish!
Valley Forge Sheraton
480 N Gulph Road
King of Prussia, PA 19406
Wednesday, April 3, 2019
Morning Session: $117.00
Morning + “Hangout”: $151.00
(includes lunch + afternoon session)