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7:30 – 8:30am: Registration and Breakfast
8:30 – 8:45am: Welcome
Stephanie S. Zaino, JD
Director of Development II, Gift Planning
Oregon State University Foundation
8:45 – 9:45am: Keynote Address
The Influencers of Philanthropic Giving for High-Net-Worth Families
Dien Yuen, JD, LLM, CAP, AEP
Chief Executive Officer
Daylight Advisors
$84.4 trillion will be transferred between 2021 and 2045. 86% is expected to go to heirs, while the remainder will go to charity. In this interactive presentation, we will look at strategies for HNW wealth transfer events, and influencers of these wealth transfer plans and dive into the roles of advisors and gift planners.
Learning Objectives:
- Identify the different types of influencers of philanthropic giving for HNW families;
- Consider how each advisor-influencer does their work and how they like to be engaged;
- Examine tax, estate and financial planning strategies HNW families use to transfer wealth.
9:45 – 10:00am: Break and Sponsor Exhibits
10:00 – 11:00am: Breakout Session I
Breakout Session I: Track One
Planned Giving 101: Introduction to Gift Planning
Rebecca Bibleheimer, JD, LLM
Senior Complex Gifts Officer
The Oregon Community Foundation
Designed for attendees who are new to planned giving or are in need of a refresher of the basics, this seminar will provide a broad overview of types of planned gifts. We will cover bequests, beneficiary designations, charitable remainder trusts, charitable gift annuities, and IRA gifts with an explanation of what each of these tools are and how they can benefit your donors. We will also take a moment to look at the big picture of planned giving, what it is and how it fits into development.
Breakout Session I: Track Two
Building a Valuable Mentor-Mentee Relationship
Moderator:
Michael Conway, MA
Director of Development, Gift Planning
Oregon State University Foundation
Panelists:
Mike Macnab
Retired Planned Giving Professional
Mentorship Program Co-Chair, NWPGRT
Patti Whitcomb
Director of Development, Gift Planning
Willamette University
In this panel discussion we will hear from individuals who are, or have been, mentees and mentors about the benefits of having a mentor or mentoring a colleague, the qualities of a positive mentor/mentee relationship, different types of mentor/mentee relationships, and practical tips on how to utilize or structure these relationships to ensure they are constructive for everyone involved. We invite attendees to come prepared with questions and be ready for an interactive discussion.
Breakout Session I: Track Three
Have it Your Way: Lessons from Accepting a Business Franchise
Chelsea Benedict
Managing Sr. Director of Development
Oregon Health & Science University Foundation
Rochelle Makela-Goodman
Assistant Vice President, Gift Planning
Oregon Health & Science University Foundation
Has your organization ever considered a gift of a business franchise? As a $1.7 trillion dollar industry with nearly 500,000 franchises in the U.S (according to the most recent US Census data from 2017), a business franchise can be a valuable and worthy asset for a philanthropic gift. In this session, we will discuss a case study gift of a Burger King franchise, what we learned along the way, important considerations, internal and external stakeholders we involved, and how we set donor and organizational expectations.
11:00 – 11:20am: Break and Sponsor Exhibits
11:20am – 12:20pm: Breakout Session II
Breakout Session II: Track One
Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It
Rebecca Bibleheimer, JD, LLM
Senior Complex Gifts Officer
The Oregon Community Foundation
Now that we know what the types of planned gift are, let’s look closer at how they intersect with your donor’s estate planning and how to identify opportunities to discuss these vehicles with your donors. We will discuss when these tools may be appropriate for your donors and what the next steps are when you identify a prospective planned gift. Part of this discussion will also focus on marketing of planned gifts as well as a discussion on legacy giving in general, the motivations involved, and how to work with your donors to help ensure that their intent and wishes are fulfilled by their planning.
Breakout Session II: Track Two
What Now? Understanding the Perspective and Concerns of Next-Gen Inheritors
Katherine Fox, CFP, CAP
Founder and Advisor
Sunnybranch Wealth
As expert advisors to high-net-worth donors and advocates for your organization, planned giving professionals are uniquely positioned to meet the needs of both current donors and future inheritors. While conversations and hand-wringing around the “Great Wealth Transfer” continue to swirl, planned giving professionals can take concrete steps now to support donors and their families navigate the inheritance process.
Understanding the perspective and concerns of Next-Gen inheritors is key to both supporting older donors and creating a framework to engage with younger generations. Presentation attendees will receive (1) an overview of how and why organizations are struggling to engage next-generation donors and (2) an understanding of how focusing on the wealth transfer process with the aim of educating both grantors and inheritors can build durable relationships between prospective donors and your organization.
Breakout Session II: Track Three
Health Education Exclusion Trusts
Steven Boyd, JD, LLM, CFA
Senior Vice President & Senior Wealth Advisor
Northern Trust – Seattle
Have you had an opportunity to work with a donor on a HEET? Health Education Exclusion Trusts are a dynasty trust that can make payments for the medical and tuition expenses of people more than two generations below the grantor. They also have a charitable beneficiary where the charitable beneficiary’s interest in the trust must be more than de minimis or illusory. Join us to learn more about this relatively unused trust that benefits both the grantor’s descendants and charities.
12:20 – 1:40pm: Lunch and Distinguished Service Award Presentation
1:40 – 2:40pm: Breakout Session III
Breakout Session III: Track One
Overcoming Planned Giving Myths With Your Colleagues
Renee Kurdzos
Director of Gift Planning, Fundraising
The Nature Conservancy
Have you ever worked with colleagues, or a boss, or a board member who doesn’t quite “get” planned giving? Maybe some of your coworkers have believed the myths that surround our work. Those misconceptions have often been barriers for our colleagues, and sometimes those of us in planned giving, from working fully with donors to help them achieve their philanthropic goals for organizations that they love. By naming these myths, we can help our colleagues be a part of the great work of gift planning. In this presentation, you’ll learn more about these common misconceptions that get in our way and how to engage with colleagues and work on planned giving together..
Breakout Session III: Track Two
Honorary Membership: Legacy Society and Donor Stewardship Best Practices
Moderator:
Rachel Gitner, CAP
Director of Development
Serendipity Center
Panelists:
Joshua Goldstein, MBA
Planned Giving/Major Gifts Officer
Legacy Health
Jeri Kasal
Associate Director of Philanthropy, Planned Giving
Oregon Public Broadcasting
Chelsea Paris
Senior Associate Director of Development, Gift Planning
University of Oregon
You and your organization have worked hard to identify and cultivate planned giving donors, but how do you best retain and steward these donors over the years and ensure they continue to care about your mission throughout their life? Join this panel session to hear from experienced fundraisers from public media, higher ed, and health care about why stewardship matters, best practices on forming and managing a legacy society, how to spend limited time and resources, ways to track & measure stewardship efforts, and other ideas that worked and those that haven’t. Please bring your questions and tips to share with the room!
Breakout Session III: Track Three
Latinx Giving: A Wealth of Opportunities
Cris Lutz, CSPG, CAP
Assistant Vice President of Gift Planning
The Huntington Library, Art Museum, and Botanical Gardens
Discover the remarkable untapped potential of the Latinx community— the fastest growing segment in the U.S. and the largest community of color— as a driving force in the U.S. economy, culture, and philanthropy. What giving vehicles and strategies resonate most deeply with this diverse, multi-generational community of donors? Join us as we explore emerging research and trends related to the Latinx community, their wealth and economic mobility, and how we might match giving opportunities with cultural values and priorities. Leveraging key data and insight and using an interactive case study and open discussion (that covers philanthropy, art and library collections, and wealth and estate planning), we will collaboratively develop actionable guidance for cultivating, soliciting, and stewarding Latinx donors.
2:40 – 3:00pm: Dessert and Sponsor Exhibits
3:00 – 4:00pm: Breakout Session IV
Breakout Session IV: Track One
Creating Donor Momentum With Sequential Marketing for Planned and Major Gifts of Assets
Andy Ragone, CGPP
CEO, Partner and Co-Founder
Pleiades Nonprofit Advisors, LLC
Marketing for planned gifts is important. However, marketing in its own right isn’t enough to build successful programs. Instead, marketing for planned gifts is to be seen as a vital step toward building donor momentum and inspiring an atmosphere of greater generosity.
This session is designed to provide you with step-by-step details to conduct planned giving marketing campaigns as a means to stimulate donor momentum. Moving from content marketing to engagement marketing and eventually towards donor cultivation, this 8-month process can drive your gift planning program to new heights.
Breakout Session IV: Track Two
Finding Gift Planning Wins With Our Organizational Partners
Carol Eames
Gift Planning Officer
American Red Cross
Many of us have internal partners we work with – a senior leader like an Executive Director, fellow fundraising colleagues like Major Gift Officers, and beyond. In this session we’ll cover ways to approach these relationships, look for opportunities for collaboration and find gift planning wins while being mindful of our partners’ primary responsibilities and our own bandwidth.
Breakout Session IV: Track Three
From the Ground Up: Real Estate-Funded CRTs
Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank
Jennifer Milburn
Senior Director of Development, Gift Planning
Oregon State University Foundation
In this presentation, we will cover the ins and outs of real estate-funded charitable remainder unitrusts (CRUTs) which are a powerful philanthropic and financial planning tool for our donors. We will discuss the tax and financial planning benefits for our donors, the process for both the donor and your organization, due diligence and best practices, resources for organizations & gift officers, and ways to manage both expectations for your donor and your nonprofit.