April 7, 2011
For all nonprofit organizations, the allure of immediate fundraising dollars is understandably strong, but planned giving should also be part of your long-term strategy for achieving your important mission. Savvy fundraisers know that bequests, gift annuities, and charitable remainder trusts can provide sustainability for the future.
Join Aronson LLC where we will give attendees an in-depth overview of these three major components of planned giving:
Focus on Bequests
■Who are your bequest donors and how do you cultivate them?
■What types of bequests do you get and are you promoting them effectively?
Focus on Charitable Gift Annuities
■What is a charitable gift annuity and what obligation is the recipient taking on?
■What legal issues and on-going administrative matters are associated with issuing CGAs?
■Who are your CGA donors and how do you cultivate them?
■How do you determine what rates to issue the CGAs for?
■What is your internal policy for handing these funds?
Focus on Charitable Remainder Trusts
■What are charitable remainder trusts and what is the benefit to the charity?
■Who are CRT donors and how do you cultivate them?
■Do you actively promote CRTs or do donors approach you with their advisors?
■What legal and administrative requirements apply to CRTs?
■What issues are involved in the decision to trustee the assets and trust agreement?
Panelists will include:
■Robert Brennan–Vice President for University Advancement at Mount St. Mary’s University
■Alex Fritz–Associate Director of Gift Planning for Virginia Tech
■Kathy Ward—Senior Vice President of the American Institute for Cancer Research