EVENTS
UPCOMING EVENTS
March 24, 2023 | Lincoln, Nebraska
Everything You Ever Wanted To Know About Donor Advised Funds
Since 2016 one billion new Donor Advised Funds were created by Americans. That statistic is staggering. The tax law changes of 2017 probably played a big part in that leap, but there are other reasons. DAFs are experiencing a resurgence of attention from financial, legal, and tax advisors. Today’s donors are using DAFs in very creative ways and their advisors are embracing charitable planning in even bigger ways. Let’s dive into the current world of DAFs and find out exactly why they are more appealing now than ever with clients and their advisors.
LEARNING OBJECTIVES
- Understand WHY Donor Advised Funds are so popular
- Understand HOW the various types of DAFs work
- Understand WHAT advice your clients want from you
- Understand HOW to integrate DAFs into your practice
Private Event for Arizona Community Foundation
June 9, 2023 | Flagstaff, Arizona
A full day of education for nonprofit staff and professional advisors. Check back soon for detailed session descriptions.
PAST EVENTS
March 1, 2023 | Virtual
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
February 28, 2023 | Virtual
Learn How New Legislation Expanded Ways to Give and Changed Retirement Income Rules
In late 2022 Congress passed a sweeping piece of legislation that changes many rules related to retirement income. The legislation even expanded options for giving to charity from retirement accounts. After this session, you’ll walk away with a better understanding of:
- HOW to use retirement accounts to benefit your favorite causes,
- NEW ways to create retirement income,
- HOW others have used their retirement assets to increase their giving potential.
January 17, 2023 | Private Event for Nonprofit in Bloomington, MN
A Brisk Walk Through the Basics of Planned Giving © is an enriching, one-day seminar that leads participants through the nuts and bolts of planned gift instruments. In 2023 we are offering this in a virtual format as well as on-site. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it.
December 7, 2022 | Virtual
Amplify Your High Net Worth Practice with Philanthropic Planning
Most high net worth clients say their advisors aren't good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen. High net worth clients also say that knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided.
Advisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.
Philanthropic planning is just like any other skill - it can be developed. Join us for this presentation where you will earn one (1) hour of CE for your AEP® designation while learning that with the right practice and instruction, philanthropic planning can be successfully incorporated into any practice and bring great success!
Learning Objectives:
- Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning
- Understand how to grow a professional practice with philanthropic planning
- Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities
- Understand important tax and legal concerns for donations of complex assets - from both the donor's and the charity's perspectives
Private Event for Southern MN Initiative Foundation
November 8, 2022 | Owatonna, MN
Uncover Your Potential: How to Get Started With Non-Cash Gifts
Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like stock, real estate, retirement accounts, and other interesting assets.
As a fundraising professional, you and the organization you serve need to be equipped to accept all types of gifts - cash and non-cash. When you don’t have the knowledge and confidence to do so, it can seem intimidating and overwhelming.
Let’s dive in and learn how you can get started accepting non-cash gifts. In this session you’ll learn:
- Why Non-Cash Giving is Essential for Charities of All Sizes
- State of Non-Cash Giving in America
- Three Steps to Every Successful Gift Plan
- Additional Resources to Help You Accept Non-Cash Gifts
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
October 19, 2022 | Virtual
Uncover Your Potential: How to Get Started With Non-Cash Gifts
Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like stock, real estate, retirement accounts, and other interesting assets.
As a fundraising professional, you and the organization you serve need to be equipped to accept all types of gifts - cash and non-cash. When you don’t have the knowledge and confidence to do so, it can seem intimidating and overwhelming.
Let’s dive in and learn how you can get started accepting non-cash gifts. In this session you’ll learn:
- Why Non-Cash Giving is Essential for Charities of All Sizes
- State of Non-Cash Giving in America
- Three Steps to Every Successful Gift Plan
- Additional Resources to Help You Accept Non-Cash Gifts
Private Event
October 5, 2022 | St. Paul, MN
GIFT PLANNING FOR THE AGES
It can be tough knowing which gift planning techniques appeal to donors of different age groups. We know segmentation is important, but how do we apply that to marketing and discussing gift planning ideas? Fear not, you'll leave this session knowing:
- Most Common Gift Types for Silents, Boomers, X-ers, and Millenials
- Simple Tips for Marketing and Conversations
- Resources for Further Learning
September 23, 2022 | Virtual
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
September 13, 2022 | Minneapolis, MN
Demystifying Donor Advised Funds - Past, Present, and Future
We will be gathering at the Greater Twin Cities United Way office (and Zoom!) to take a deep dive with leaders in the field to learn more about the growing giving influence of Donor Advised Funds, also known as DAFs.
We are so excited to feature fundraising professionals in this interactive panel moderated by Mala Thao, Vice President of Individual Philanthropy at GTCUW: speakers include Jeremy Wells, Sr. Vice President of Philanthropic Services at Saint Paul & Minnesota Foundations, Marie Ruzek, Sr. Vice President of Philanthropic Services at Wells Fargo, and Dana Holt, Author, Speaker, Charitable Gift Planning Educator and Consultant.
First we will explore what DAFs are, and why donors are choosing to give larger gifts through DAFs now more than ever, and the donor benefits to giving through these vehicles. As this event is hosted through the AFP Public Policy committee, we will examine DAFs through a public policy lense– what are current regulations around handling DAFs, and what could happen in the future as donor giving behavior changes? Moreover, how can we as fundraising professionals leverage the experience and financial support that DAFs provide to our organizations now and in the future?
Omaha CAP® Study Group - Private Event
Do’s and Don’ts: Gifts of Closely Held Stock
Entrepreneurs are the most philanthropic segment of American society, but very few charities are prepared to accept gifts of closely held stock. Many entrepreneurs will be retiring from their closely held businesses soon and will want to include philanthropy as part of their business transition plans, but their favorite charities may not be equipped to accept their most valuable asset – closely held stock. In this session we will take a look at:
- How entrepreneurs differ from other donors
- How philanthropy can enhance a business transition plan
- Best practices for gifts of closely held stock
Minnesota State Colleges and Universities - Private Staff Event
June 1, 2022 | On-site
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
May 3, 2022 | Virtual
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
April 26, 2022 | Virtual
Amplify Your High Net Worth Practice With Charitable Planning
Most high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen.
High net worth clients also say knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided.
Advisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.
Philanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success!
LEARNING OBJECTIVES
- Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning.
- Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.
- Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.
West Central Initiative Foundation Community Educational Webinar | Private Event
February 9, 2022 | Virtual
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
October 20, 2021 | Dallas Westin
The Secrets to Charitable Gifts of Non-cash Assets.
Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
June 16, 2021 | Virtual
Amplify Your High Net Worth Practice With Charitable Planning
Most high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen.
High net worth clients also say knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided.
Advisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.
Philanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success!
LEARNING OBJECTIVES
- Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning.
- Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.
- Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.
May 20-21, 2021 | Virtual
Keynote: The Secrets to Charitable Gifts of Noncash Assets
With the rise of Donor Advised Funds, has come a wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
Breakout: Take the Fear Out of Gifts of Real Estate
Real Estate makes up about 30% of America's wealth, yet very few charities are prepared to accept it as a gift and miss out on billions each year. Are you prepared to receive gifts of real estate from donors? Does the thought of a gift of real estate strike fear into your heart? Well, it doesn't have to. This session will help you take the first step towards tapping into this immense opportunity. You'll walk away knowing:
- Top reasons donors give real estate
- Top ways donors give real estate
- How to mitigate risks
- Best Practices for Acceptance
Leave a Legacy of SW MN Private Event
March 3, 2021 | Virtual
Donor Advised Funds: The Future of Strategic Giving
Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. Recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”
Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Join us for this interactive session to learn why DAFs are becoming “The Future of Strategic Giving”.
- Learn WHY Donor Advised Funds are so popular.
- Learn HOW Donor Advised Funds work.
- Learn HOW to work with them to your ADVANTAGE.
- Get RESOURCES to help you in your work with DAFs.
Jewish Community Foundation of San Diego | Private Event
February 23, 2021 | Virtual
“Secrets to Charitable Gifts of Non-Cash Assets”
With the rise of Donor Advised Funds, has come a wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:
- DOs and DON’Ts of non-cash gifts
- How to get the TIMING just right
- How to MAXIMIZE the charitable deduction
- How to choose the right CHARITABLE GIVING VEHICLE
Leave a Legacy of Fergus Falls, MN | Private Event
January 14, 2021 | Virtual
"Donor Advised Funds: The Future of Strategic Giving"
Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. Recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”
Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Join us for this interactive session to learn why DAFs are becoming “The Future of Strategic Giving”.
- Learn WHY Donor Advised Funds are so popular.
- Learn HOW Donor Advised Funds work.
- Learn HOW to work with them to your ADVANTAGE.
- Get RESOURCES to help you in your work with DAFs.
Carson Wealth Management Trust Symposium | Private Event
October 16, 2020 | Virtual
“How to Amplify Your High Net Worth Practice with Charitable Planning”
Most high net worth clients say their advisors aren’t good at charitable planning. They also have vastly different expectations than their advisors about how charitable planning should happen. High net worth clients say that knowing an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided.
Advisors who have embraced charitable planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.
Since the passage of the SECURE Act, Charitable Planning is receiving special attention because of unique opportunities available nowhere else. Whether charitable planning is your specialty or not, you’ll be glad you attended this session.
LEARNING OBJECTIVES
- HOW to create a virtual stretch IRA with a Charitable Remainder Trust
- HOW the SECURE Act affects Qualified Charitable Distributions.
- HOW charitable planning amplifies any professional practice.
Autumn 2020 | Virtual
Luncheon Address : Donor Advised Funds: The 800 Pound Gorilla of Philanthropy.
The popularity of Donor Advised Funds is rising at a meteoric rate. According to the National Philanthropic Trust 2019 DAF Report, they grew by over 55% in 2018. DAFs are by far the fastest-growing charitable tool of our time. Charities all over America are now asking the same list of questions in response to this staggering growth. How do DAFs work? Why don't donors just give directly to charities? Why the rapid growth? We will dive in and reveal the simple answers to these big questions.
Breakout: “Think Your Charity Can’t Raise BIG Gifts? Think Again! Three Steps to Every BIG Gift”
Do you feel like the organization you serve can’t raise BIG major and planned gifts? If so, you’re not alone. Bigger gifts can feel very intimidating because they seem complicated and impossible to tackle. Where do you even begin? I’m here to demystify it and point you in the right direction. There are 3 steps to every gift, and they must happen in a specific order. Try to tackle them in the wrong order and it’s not going to go smoothly and may very well fizzle out. Learn these three steps and make your next big gift much simpler.
Private Training - Entrepreneurs: The Powerhouse of Philanthropy
August 6, 2020 | Virtual
This custom, two hour training will be delivered to 35 members of a nonprofit staff.
Entrepreneurs - The Powerhouse of Philanthropy
Did you know that entrepreneurs are the most generous segment of American society?
According to a study by Fidelity Charitable, entrepreneurs are leading the way in virtually every area of generosity. From giving, to innovating, to volunteering – they’re doing more.
If you’ve ever worked with a business owner, you know what I’m talking about. They just seem to think bigger. They’re all about doing things the best way – regardless of bumps in the road.
This session will take a deep-dive into the creative ways business owners are making BIG charitable gifts of their close-held business assets. We will also look at best practices for accepting and discussing these gifts.
Private Donor Event - Inspiring Generosity
July 22, 2020 | Virtual
This inspirational and informative session will be delivered to donors of one non-profit. It will offer them new and innovative ideas for making the most effective charitable gifts they can. Donors will be able to ask their own questions and receive practical advice for implementing their gifts.
Private Training - Take the Fear Out of Real Estate Gifts
May 21, 2020 | Virtual
This custom, two hour training will be delivered to 35 members of a nonprofit staff.
Take the Fear Out of Real Estate Gifts
Real Estate makes up about 30% of America's wealth, yet very few charities are prepared to accept it as a gift and miss out on billions each year. Are you prepared to receive gifts of real estate from donors? Does the thought of a gift of real estate strike fear into your heart? Well, it doesn't have to. This session will help participants take their first step towards tapping into this immense opportunity. They'll walk away knowing:
- Top reasons donors give real estate
- Top ways donors give real estate
- How to mitigate risks
- Best Practices for Acceptance
Participants will receive actionable ideas they can start using right away to begin accepting valuable gifts of real estate in the best possible ways. These actionable items can add millions to fundraising results!
Private Training - Charitable Gifts of Life Insurance
March 19, 2020 | Virtual
This custom, two hour training will be delivered to 35 organization staff at their offices.
Charitable Gifts of Life Insurance can seem like a strange and difficult endeavor, but it doesn't have to be. Life Insurance can be a valuable and efficient charitable gift when done right. This session will take a deep-dive into this topic and teach participants:
- BEST ways to give life insurance
- BEST practices for accepting gifts of life insurance
- How, when, and where to market these gift ideas
- How to talk about these opportunities with a donor's advisory team
Private Half-Day Training
February 12, 2020 | Wisconsin
This custom, half-day training will be delivered to 25 organization staff at their offices.
This training will cover three very important areas of gift planning
- Stock, Mutual Funds, Stock Options
- Donor Advised Funds
- Real Estate
We will take a deep-dive into each one by looking at the latest statistics, actual case studies, and best practices. Participants will learn practical skills they can start using right away to add millions to fundraising results.
Private Training - Start Your Engines: It's IRA Season!
January 23, 2020 | St. Paul, MN
This custom, two hour training will be delivered to 35 organization staff at their offices.
We've all heard a lot about the IRA Charitable Rollover lately. It's the best giving technique ever created, because Americans hold nearly $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? This session will take a deep dive into Gifts of Retirement Assets.
- Top 3 ways donors give from retirement assets
- How gifts of IRA assets will change after the SECURE Act
- How, when, and where to market these ideas
- How to talk about these opportunities with a donor's advisory team
Participants will walk away with actionable items they can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to fundraising results this year!
January 8, 2020 | Town + Country Club, St. Paul, MN
"GIFT PLANNING FOR THE AGES"
It can be tough knowing which gift planning techniques appeal to donors of different age groups. We know segmentation is important, but how do we apply that to marketing and discussing gift planning ideas? Fear not, you'll leave this session knowing:
- Most Common Gift Types for Silents, Boomers, X-ers, and Millenials
- Simple Tips for Marketing and Conversations
- Resources for Further Learning
November 13, 2019 | Redwood Falls, MN
“Uncover Your Opportunity”
Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts? It’s because those assets can feel overwhelming and intimidating. Luckily, you can conquer the confusion and uncover the opportunity all around you.
This session will teach you to take the first steps towards:
- Fundraising from Wealth in a Rural Community - Not Just Cash Flow
- Using Donor Advised Funds Strategically
- Giving donors the opportunity to GIVE BIG!
- Communicating the Opportunity to Everyone.
Community Foundation Private Event
October 29, 2019
Keynote: “Uncovering Your Opportunity”
Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts? It’s because those assets can feel overwhelming and intimidating. Luckily, you can conquer the confusion and uncover the opportunity all around you.
This session will teach you to take the first steps towards:
- Accessing Wealth - Not Just Cash Flow.
- Taking your organization’s fundraising to the next level.
- Giving your donors the opportunity to GIVE BIG!
- How to work smarter - not harder for contributions.
Breakout: “Cows and Pigs and Chickens, OH MY!” (Gifts of Agricultural Assets)
If you live in the Midwest, you know that farming is big business. Many of our friends and family are farmers with the bulk of their wealth tied to the farm. In recent years charities have become more savvy about working with farmers and accepting gifts of farm assets to support their charitable work in big ways! These assets may sound scary, but they don’t have to be. You just need to know a few key things.
In this session we will focus on EXACTLY what you need to know about gifts of crops, livestock, and machinery. You’ll walk away knowing:
- HOW to handle these gifts
- WHEN donors are most likely to make gifts of farm assets
- WHY these gifts are beneficial for charities and donors
- DOS and DON’TS of accepting agricultural assets
October 22, 2019 | Metro State University, Saint Paul, MN
A Brisk Walk Through the Basics of Planned Giving ©️ is an enriching, one-day seminar that leads participants through the nuts and bolts of planned gift instruments. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it. Each participant receives Craig Wruck's Planned Giving in a Nutshell to complement course instruction.
October 2-3, 2019 | Virtual Conference
“Elevate Your Major and Planned Gifts Without Breaking the Bank”
Raising Major and Planned Gifts can feel daunting when you work in a small development shop. Where do you start? What can you afford? I have GOOD NEWS for you! You can start raising BIG gifts with little or no additional investment. It’s all about working smarter – not harder. In this session, you’ll learn how to start raising money from donors’ wealth – not just their cash. You’ll walk away knowing:
- The TOP 3 simple gift types to focus on
- Exactly how to communicate with your audiences
- The enormous untapped opportunity that lies ahead
October 1, 2019 | Online
“Start Your Engines! It’s IRA Season!”
We've all heard a lot about the IRA Charitable Rollover lately. It's the best giving technique ever created, because Americans hold nearly $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? If not, this session is for YOU! You'll walk away knowing:
- Top 3 reasons donors give from retirement assets
- Top 3 ways donors give from retirement assets
- How, when, and where to market these ideas
- How to talk about these opportunities with a donor's advisory team
You’ll walk away with actionable items you can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to your fundraising results this year!
September 20, 2019 | Kaufman Foundation Conference Center | Kansas City, MO
Keynote: "Donor Advised Funds - Your $110 Billion Dollar Best Friend"
Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”
Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because of a lack of understanding of these unique tools. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”
- Learn exactly WHY Donor Advised Funds have become so popular.
- Learn HOW Donor Advised Funds work.
- Learn HOW to Discuss Charitable Planning with clients.
- Learn HOW Donor Advised Funds can enhance your work.
Breakout: "Cows and Pigs and Chickens, OH MY! Gift of Agricultural Assets"
If you live in the Midwest, you know that farming is big business. Many of our friends and family are farmers with the bulk of their wealth tied to the farm. In recent years charities have become more savvy about working with farmers and accepting gifts of farm assets to support their charitable work in big ways! These assets may sound scary, but they don’t have to be. You just need to know a few key things.
In this session we will focus on EXACTLY what you need to know about gifts of crops, livestock, and machinery. You’ll walk away knowing:
- HOW to handle these gifts
- WHEN donors are most likely to make gifts of farm assets
- WHY these gifts are beneficial for charities and donors
- DOS and DON’TS of accepting agricultural assets
Fundraising From Wealth: How to Create a Lasting Culture of Generosity
September 17, 2019 | Private Event
Did you know that less than 10% of America’s wealth is held in cash? It’s true – less than 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. Even though that’s where the real money is charities constantly “chase the checkbook” for donations and donors focus on giving from their checking accounts rather than the other 90% of their assets. It’s time we learned how to start fundraising from wealth and not just cashflow. It’s time to strengthen charities, empower them to do bigger and better things, and inspire donors to give more than they ever thought possible.
You’ll walk away from this session knowing:
- How to take your organization’s fundraising to the next level.
- How to start acting from a place of abundance - not scarcity.
- How to fundraise from wealth – regardless of size or budget.
- How to give your donors the opportunity to GIVE BIG!
"This is Not Your Grandfather's Donor Advised Fund: How DAFs and Bunching are Changing the Face of Philanthropy"
September 10, 2019 | Private Event
From 2017 to 2018 the number of Donor Advised Funds in America doubled! That statistic is staggering. The tax law changes of 2017 probably played a big part in that leap, but there are other reasons. DAFs are experiencing a resurgence of attention from financial, legal, and tax advisors. Today’s donors are using DAFs in very creative ways and their advisors are embracing charitable planning in even bigger ways. Let’s dive into the current world of DAFs and find out exactly why they are more appealing now than ever.
You’ll walk away from this session knowing:
- Creative new uses for DAFs
- When bunching is the right choice
- How charitable planning and DAFs will grow your practice
July 25, 2019 7:30am - 4:30pm | Earle Brown Heritage Center | Brooklyn Center, MN
Hosted By The Minnesota Council on Nonprofits
Dana's Session: Take the Fear Out of Real Estate Gifts!
Real Estate makes up about 30% of America's wealth, yet very few charities are prepared to accept it as a gift and miss out on billions each year. Are you prepared to receive gifts of real estate from donors? Does the thought of a gift of real estate strike fear into your heart? Well, it doesn't have to. This session will help you take the first step towards tapping into this immense opportunity. You'll walk away knowing:
- Top reasons donors give real estate
- Top ways donors give real estate
- How to mitigate risks
- Best Practices for Acceptance
You will walk away with actionable items you can start using right away to begin accepting valuable gifts of real estate in the best possible ways. These actionable items can add millions to your fundraising results!
June 26, 2019 | 8:45am - 4pm | Online Workshop
Hosted By The Minnesota Council on Nonprofits
Dana's Session: DAFs 201: The Practitioner’s Guide to Developing a DAF Fundraising Program
In this session, you will gain practical tips and tricks for working with your existing donors and your board members to access contributions from donor advised funds. Deepen your technical knowledge around internal tracking and receipting, the benefits of DAFs for your donors, how DAFs are used in planned giving and the donation of complex assets, IRS requirements, what to consider in crafting gift acceptance policies and gift instruments, and best practices.
About This Event
Donor advised funds...love them or hate them, there is no doubt that skyrocketing growth in this popular charitable giving vehicle has had a major impact with the passage of the 2018 Tax Cuts & Jobs Act. To successfully fundraise in this new environment, nonprofits need to understand what donor advised funds (DAFs) are, how they work, and how to approach donors who've opened DAFs. They also need a keen understanding of the major sponsors of DAFs -- both national ones and local community foundations. Join MCN for this one-day online event to explore these topics and more.
This Spotlight is a one-day online event offering five interactive live online sessions, each exploring a different key to understanding DAFs and how they work. Each session will be led by an experienced nonprofit leader or consultant and is designed to offer practical information that can be applied immediately. Registrants can participate in the live sessions and will also be sent a link to a recording of each of the sessions after the event ends.
Gift Acceptance Policies: The Good, The Bad, And The Ugly
June 18, 2019 | Private Event
Private Event
“Gift Acceptance Policies: The Good, The Bad, and The Ugly”
Gift Acceptance Policy feels kind of like flossing your teeth, doesn’t it? We all know it’s really important, but nobody I know actually likes to spend time on it. It doesn’t have to be this way. Giving thought to your policies can give rise to some exciting opportunities for growth, protect your organization from disaster, and help you feel empowered to take on big things. This session equip you to know:
- WHY gift acceptance policies are vital to every organization.
- HOW you can use gift acceptance policies to your advantage.
- WHAT you should think about when drafting or revising your policies.
- WHERE to look for further guidance.
June 6, 2019 9am - 2pm | Florida Southwestern State College | Fort Myers, FL
Hosted By The Planned Giving Council of Lee County, Florida
Turning Wealth Into What Matters™
Would you believe that only 10% of America's wealth is held in cash? It's true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that's where the real money is, then why do charities constantly "chase the checkbook" for donations? Why do donors focus on giving from their checking accounts when the other 90% is just sitting there waiting to be shared for the benefit of life-changing causes? I'll tell you why. It's because until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. I'm here to de-mystify it for you.
- Learn how to unlock the other 90% of donors' wealth by understanding how assets work.
- Uncover countless more gift opportunities all around you when you understand how non-cash gifts coincide with specific life events.
- Commit to growth and define your exciting new growth goals!
- Implement your new found knowledge and reap the rewards.
May 16, 2019 | 11:00am - 1:00 pm | Northlink Golf Club, Mankato, MN
Hosted By Mankato Area Foundation
Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”
Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because of a lack of understanding of these unique tools. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”
- Learn exactly WHY Donor Advised Funds have become so popular.
- Learn HOW Donor Advised Funds work.
- Learn HOW to Discuss Charitable Planning with clients.
- Learn HOW Donor Advised Funds can enhance your work.
