The Importance of Family Business & Philanthropy
Jim Hutcheson | ReGeneration Partners
James Hutcheson is Managing Partner and Founder of the family business consulting firm, ReGENERATION Partners. Mr. Hutcheson has more than 30 years of hands-on business management and family business consulting experience. As a consultant, Mr. Hutcheson offers the uncommon balance of experience in both the theoretical and practical applications of consulting.
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Providing Services, Making Opportunities: New Ways to Engage
Members, Donors, Volunteers and Staff in Planned Giving.
Susan Shattuck | Desert Botanical Garden
The session explores new workshop topics and methods for identifying and cultivating legacy donors (beyond “Write A Will.”) Explore ideas for and results from interactive workshops that assist prospects in development of a comprehensive planning workbook, in understanding your IRA and its charitable possibilities and in demystifying long-term care insurance.
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Donors Decide
Brian Bateman
A dynamic interactive session addressing successful major and planned gift fundraising. Innovative , creative ideas will allow you to enjoy your work in this uncertain and challenging environment.
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Update on Estate & Gift Tax Law
Wesley Scott, JD | Internal Revenue Service
This presentation will review recent changes in estate and gift tax law, in particular the Dec 17th act and its impact on Estate, Gift, and GSTT areas. Information will be available on questions such as the expected number of taxable estates, IRS issues for audit and review, and potential planning options for decedents in 2010 and 2011 through 2012.
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Real Estate Gifts That Won't Frighten Your Board
Rebecca Bibleheimer, JD | Leads a Panel Presentation
Our presentation will include a brief overview of various types of real estate gifts and vehicles, including Flip
NIMCRUT's, charitable gift annuities, life estates, bargain sales and charitable reverse mortgages (life estate
coupled with a CGA). We will place an emphasis on the potential liabilities and liquidity issues inherent in real
estate gifts and ways to help insulate your organization from these issues as well as the pros and cons of the
various types of gifts when compared to each other from the charity's standpoint.
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The Psychology of Giving
Dr. Michael Cofield | Mindability
Over 300 billion dollars of charitable giving occurs each year in the United states. This presentation will focus on several of the powerful underlying psychological mechanisms that motivate donors and drive charitable giving.
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Executive Summary-Corporate Philanthropy and Advanced Planning with Corporate Philanthropy
Gerald Treacy Jr. Esq. | Treacy Law Group
Atty Treacy will lead to back to back break out sessions, both on the subject of corporate and business charitable giving. Technical topics included: corporate and business CRTs, charitable stock options and other tools and techniques for planning with, and transferring, corporate assets.
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Innovative Fundraising Techniques
Chris Ostrowski | Charitable Concepts LLC
Working along side many financial professionals, Chris Ostrowski has uncovered new marketing and financial strategies for hundreds of advisors around the country. Chris also excels at building all-star teams of professionals that create perpetual business for each other.
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Increasing Charitable Impact with Complex Asset Donations
Karla Valas, JD | Fidelity Charitable Services
This session will explore the benefits of donating appreciated privately held assets including C and S-corp stock, partnership interests and real estate. Highlighting key considerations for donors and advisors contemplating complex asset donations, this session will examine more closely the mechanics of such transfers to understand the charity's diligence process and dive deeper into S-corp stock donations and associated UBIT issues.
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