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| Today is September 7, 2010 |
2009 Conference, Oct. 14-17, 2009, National Harbor, MD |
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NCPG Resources
| NCPG's
Educational Video Series Available |
NCPG has expanded its educational videos series to include three top-rated presentations from the 1999 National Conference on Planned Giving. NCPG hopes that the educational video series will offer all members the opportunity to receive the excellent training available at our national conference. Each videotape is approximately one hour long and will be accompanied by the written materials used in the presentation. In addition, videotapes from the 1998 and 1997 conferences are still available (see below for prices and how to order).
Featured speakers from the 1999 conference include:
 Stone Soup Planned Gift Marketing -
B.Y.O. Ingredients!
Marc Carmichael, R&R Newkirk Company
Too many cooks spoil the broth? Not when it comes to brainstorming planned gift marketing! More than 300 experienced gift planning professionals gathered at the 1999 National Conference on Planned Giving for a scintillating give and take of ideas for marketing planned giving programs. Carmichael presents the highlights of nearly two hours of brainstorming by some of the best in the business, plus ideas he's gathered during 24 years of publishing planned gift marketing materials. Discussion covers direct mail, advertising strategies, web sites, seminars and more.
Spectacular Stewardship
Betsy A. Mangone, Mangone & Company
Stewardship programs must be varied and flexible enough to be philantrhopic in nature, yet business-like in attitude in order to operate effectively and efficiently in a donor marketplace that is increasingly both demanding and sophisticated in its approach to charitable giving. Professional stewardhip practices provide tremendous service both to the donor and to the planned giving program and, in fact, the precise practice of stewardship distinguishes excellent planed giving programs. Importantly, stewardship activities offer one of the last and best opportunities we have to ensure that the philanthropic process will endure. This presentation will provide practical information on how to make stewardship an integral component of every aspect of the charitable giving process.
Into Thin Air: Climbing to High Altitudes on the Learning Curve to Fine Tune Your Gift Acceptance Policies and Avoid Disasterous
Gifts
Kathryn W. Miree, Kathryn W. Miree & Associates, Inc.
A careful review and regular fine-tuning of gift acceptance policies represents the best protection against disasterous gifts, as well as an excellent way to keep the board and planned giving committee educated about critical issues. This presentation focuses on the critical elements of gift acceptance policies, including: use of legal counsel; acceptance of problems gifts such as tangible personal property, closely held securities and real property; and serving as trustee of trusts. Sample policies and language are provided.
Featured speakers from the 1998 conference include:
User-Friendly Charitable Lead Trusts: Impact of IRS Rulings on Planning
Flexibility
Laura Hansen Dean, Laura Hansen Dean & Associates
Learn about IRS rulings over the past several years that have significantly broadened the flexibility of lead trusts, including: independent trustee's power to change charitable beneficiaries; advisory role of donor's children on the selection of charitable beneficiaries; and use of alternative formula clauses to determine the payment rate and term of testamentary lead trusts.
Navigating Retirement Plan Distributions: Nuts, Bolts & Real
Life
Robert Lew, Planning and Financial Advisors and Darryl D. Ott, Morgan, Miller & Blair
To lessen overwhelming taxes, many donors decide to transfer their retirement plan assets at their deaths to testamentary charitable remainder trusts. But is this always the best alternative for the donors and the charity? After a brief review of the technical issues involved with distributions from retirement plans, this presentation will explore in detail seven different "real life" examples. Each example will include detailed financial analyses.
Capturing the Donor's Attention: Using Generational Information to Effectively Market Gift
Plans
Jay Steenhuysen, World Vision, Inc.
The financial, age and family diversity of various donor prospects makes marketing gift planning agreements difficult. However, understanding their similar needs and expectations makes it possible to attract more motivated prospects. Incorporating some key concepts into your marketing and sales efforts will increase prospect response, the number of gifts completed and the size of those agreements, all the while creating a more satisfied donor.
Featured speakers from the 1997 conference include:
Does a Donor Benefit Economically by Making a Planned
Gift?
Douglas E. White, Swerdlin White Huber
Ethical issues of marketing planned gifts are covered, as well as examinations into the type of asset donated, planned gift technique used, expected length of the gift term, investment expectations, taxation of the income and the federal estate and income taxes saved or paid.
Planned Giving at the Turn of the Century: Facts and
Fallacies
Robert F. Sharpe Jr., Robert F. Sharpe & Company, Inc.
This presentation focuses on demographics in relation to the transfer of wealth expected by many in the next few years.
Deferred Gift Annuities and
NIMCRUTS: Which Works Best as a Retirement Plan?
Frank Minton, Planned Giving Services, Inc.
In this video, Minton reviews developments affecting deferred gift annuities and
NIMCRUTS, compares the two and offers suggestions for marketing charitable retirement plans in today's environment.
ORDERING INFORMATION: The price of each video is $20, plus $3.50 per tape for shipping and handling. Each video includes a presentation paper. You may print an order form by clicking
here, or by calling the NCPG office to receive one: phone (317) 269-6274, FAX (317) 269-6276.
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NCPG Resources
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