—2017 NWPGRT Annual Conference Course Descriptions—
7:30 – 8:30am: Registration / Breakfast
8:30 – 8:45am: Welcome / Opening Remarks
Julie Diamond and Eric Maher
8:45 – 9:45am: Keynote Speaker
Keep Calm and Carry On: Maintaining A Global Perspective and Forward Momentum in Perplexing Times
Chris Yates, Chief Advancement and Economic Development Officer The Ohio State University, College of Engineering
Chris recently returned to the US after spending 2-1/2 years heading up advancement at the London School of Economics (LSE) to take on a new leadership role combining both advancement and economic development for the College of Engineering at Ohio State. At a time of significant socio-political change and upheaval in both the US and Europe, he is well positioned to observe how some of these rapidly occurring shifts are affecting the fundraising profession. He will discuss his experiences at LSE promoting philanthropy across a global spectrum centered in the UK, with the lead-up to “Brexit” as the backdrop. Chris will speak to the challenges — both cultural and systemic — that he faced in his LSE role, and he will also address the emerging trend here in the US towards a more holistic notion of “revenue raising” from a range of sources, both philanthropic and non-philanthropic, as reflected in his title at OSU. In addition, Chris will share some practical tips for fundraising from donors in the UK and other rising countries on the philanthropic landscape.
9:45 – 10:00am: Break with Sponsors
10:00 – 11:00am: Breakout Session 1
Breakout Session 1: Track 1
PG 101 — The Basics: The Best Place To Start Is at the Beginning
Kevin Matheny & Matt Senecal
Understanding planned giving can be a little daunting at first glance. Have no fear! This is an area of fund development that is populated with great resources and even better, professionals who are eager to help. We will walk you through the basic gift instruments such as bequests, charitable trusts, and gift annuities. We’ll also take a look at what a planned giving prospect looks like. Most importantly, we’ll talk about the role that planned giving can play in your comprehensive resource development program — encouraging your constituents to make a planned gift should be in the portfolio of every program. Relax. You got this!
Breakout Session 1: Track 2
Preparing for a New Future: Measuring Success for Planned Giving Programs
Panel Moderator: Rick Thomas, Pilot Capital Partners.
Panelists: Karie Trumbo, Director of Gift Planning, Portland State University Foundation; Karlene McCabe, Organizational Development Consultant; Kevin Johnson, Principal, Retriever Development Counsel, LLC
What do you measure and why? What does success look like? Revenue is a lagging indicator of success. What are the most important leading indicators for your success?
Breakout Session 1: Track 3
Tax Reform in Uncertain Time and the Impact on Charitable Planning
We’ve seen this playbook before: 2000, 2010 and 2012. Election year politics brings out all sorts of craziness especially in a polarized country and this year is certainly no different. As this goes to print we have no idea if or when there will be tax reform this year. Shortly after the 2016 election, tax reform by the fall of 2017 seemed like a slam dunk with the President and both chambers of Congress lead by the same political party. But the honeymoon period quickly wore off when swift healthcare repeal and replace flamed out. While tax reform is still reasonably assured given certain congressional dynamics and realities no one knows when it will occur and what it will look like. Jockeying for primacy are President Trump’s election campaign tax reform promises, his recently released bullet-point tax reform proposal and the congressional House tax reform “Blue Print” released during 2016.
While there is broad consensus in many areas there are major disagreements among key constituents on some of the most critical and divisive proposals such as revenue neutrality, border adjustment taxation, business tax rate reduction and elimination of “tax loopholes” including itemized deductions. What will happen to the 100 year-old sacred cow charitable deduction? This presentation will examine what we know, what we don’t know — certainly more in this category — and how to plan in this uncertain environment, in particular with regard to the charitable deduction.
11:00 – 11:20am: Break with Sponsors
11:20 – 12:20pm: Breakout Session 2
Breakout Session 2: Track 1
PG102 — Ready, Set, Go: Launching A Planned Giving Program That Fits Your Organization
Kevin Matheny & Matt Senecal
OK, so you know just enough to be dangerous. Let’s talk about building a program that fits your organization’s bandwidth. Setting policies with your board is essential – not all gifts are a good gift. We’ll look at marketing the program and who among your volunteers might be able to get the job done. Finally, we’ll look at identifying and soliciting the planned gift that your organization can manage and steward.
Breakout Session 2: Track 2
Turning $5 Million into $500 Million — Empowering Communities through Incentive Grants with the LIFE & LEGACY™ Model
Wendy Arenson and Steve Albert
In 2012, the Harold Grinspoon Foundation created an initiative to motivate organizations and donors to build endowments. Through the use of incentive grants in conjunction with education and consulting support, the return on investment has been tremendous. In this session, learn how the 43 communities currently participating in the LIFE & LEGACY™ program are creating a culture of legacy giving, securing new realized and promised gifts and solidifying their future.
Breakout Session 2: Track 3
The Overwhelming Benefits of Giving . . . Real Estate
This session will explore why giving is “good for the giver” – improving physical and mental health. Studies find that a myriad of health benefits are associated with giving including longer life! Since giving provides the giver with overwhelming benefits, how can people give in such a way that they feel good about making a major gift to charity? One such asset for funding a gift is real estate – especially now because of the substantial increase in real estate values in the Northwest. Creative case studies will be presented to illustrate how gifts of real estate can overwhelmingly benefit both the giver and charity.
12:30 – 1:30pm: Lunch
1:40 – 2:40pm: Breakout Session 3
Breakout Session 3: Track 1
Effective Marketing of Bequests for Smaller Planned Giving Programs
Smaller planned giving shops are different than larger programs. With limited budgets and resources one must learn to do it all, and do it successfully. Your road to success starts with structuring a small planned giving program marketing strategy. You don’t need a big dollars or a large team to build an effective strategy. This presentation will discuss how to create your small program strategic plan and share tactical tips on how to build planned giving awareness within a small or limited budget.
Breakout Session 3: Track 2
Cautionary Tales and Useful Tips from the Attorney General’s Office
Elizabeth Grant & Susan Bower
Most gifts are made and most organizations are formed with the best of intentions. But surprisingly often, plans go awry. Charitable Activities Section representatives from the Oregon Department of Justice will highlight the importance of educating founders on the work required to make a nonprofit a viable, ongoing enterprise and what to expect if the Section initiates an investigation.
Breakout Session 3: Track 3
Everybody Know That, But Did You Know . . . ?
Thinking of a well-known commercial, we might say that all gift planners know that a donor can increase cash flow and save taxes with a CGA or CRT. However, they may not have considered some of the innovative ways these instruments can be designed to meet donor objectives and thus be made more appealing. The purpose of this session is to have participants leave thinking, “I didn’t know you could do that with a CGA or CRT.”
2:40 – 3:00pm: Dessert and Break with Sponsors
3:00 – 4:00pm: Breakout Session 4
Breakout Session 4: Track 1
Bringing Gift Planning and Major Gifts Together: Fission or Fusion?
David Leach & Ryan Egge
How many times have we heard the complaint that the major gift officer never asked the potential donor for a planned gift, or the gift planning professional didn’t even think to discuss major gift opportunities? Call it “development fission”! The process may result in a gift, but not without a lot of misplaced energy, colliding strategies and unwanted collateral impacts for the donor and development officers.
Perhaps we need to think differently and stop looking at the donor through our development. If we truly believe in donor-centric fundraising, then surely we need to look at giving from the donor’s perspective. Perhaps then all gifts are the result of gift planning? Call it “development fusion”! A gift results that is greater than just a major gift or a planned gift alone.
Join a major gift officer from Colby College, Maine and a planned giving professional from Oregon State University Foundation for an interactive discussion on how we can create “development fusion” between planned and major gifts.
Breakout Session 4: Track 2
The Shadow Over the Banquet Hall
We feast on the banquet of life with an awareness of our mortality, though we are successful most of the time in banishing that specter to the fringes of awareness. In planned giving, more than any other type of fundraising, we bring death to the fore of consciousness. Although it is easier to focus on the tax and other financial matters associated with life’s end, it is important to remember that for our donors’ death is more than an economic event. Often not mentioned are the anxieties about declining health and ceasing to be, life’s meaning, legacy, and repairing relationships. This session will explore how to talk to donors who are facing their mortality and to family members who have suffered the loss of a loved one.
Breakout Session 4: Track 3
Properly Vetting and Accepting (or Declining) Unmarketable Assets
Panel Moderator: Wendy Chou
Panelists: Ray Klinke, OCF – AVP for Finance and Fund Services; Wes Milligan, TNC – Director of PG; Jeri Kasal, OPB – Associate Director of Philanthropy, Planned Giving
Well-meaning donors often approach our organizations with proposed gifts of assets other than cash or marketable securities. While many of these assets can be very valuable and be of great benefit to our organizations they may also bring with them hidden traps and troubles that may not be insurmountable, but that may warrant additional due diligence, discussion, and risk assessment across multiple departments before the organization makes a decision of whether and how best to accept or decline a charitable gift. Our panelists will discuss how common unmarketable assets are reviewed at each of their respective organizations, how decisions are made to accept or decline the gift, and will share best practices and lessons that they have learned over time.