Fundraising Fridays - November 19

The How's and Whys of Legacy Giving

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Keynote Speaker:  8:05 - 8:30 AM 

Legacy Giving: What it means to an organization, what it means to a donor
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Alexandra P. Brovey, JD, LLM, Author and Senior Director, Gift Planning, Northwell Health Foundation

The keynote will address why people give, why they may choose a legacy gift, and how legacy gifts achieve goals of both donors and the charitable organizations.

 

Break: 8:30 - 8:45 AM


Panel Discussion:    8:45 - 9:45 AM

 

Legacy Giving: Best Practices

  • Qualified Charitable Distributions (QCDs)from IRAs
  • Evaluating the quality of your donor base re Planned Gifts
  • If you are starting a Planned Giving Program the importance of “Board Buy In”
  • When and if you should use a consultant
  • The Importance of a Gift Acceptance Policy
  • Organization of the office for Legacy Giving
  • Marketing Legacy Giving
Alexandra Brovey, JD, LLM, Author and Senior Director, Gift Planning Northwell Health Foundation - Moderator
Panelists:
Meryl R. Cosentino, JD, Executive Director of Gift Planning New York University 
Jim Meyer - President, JEM Planned Giving Solutions/Associate, Arnone, Lowth, Leibowitz, and Andriano, Inc.
/Associate, Greco Planning Group, Inc. 

Session One: 9:45 - 10:45 AM

All About Bequests

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Bequests and other estate distributions are rarely simple. Each estate has unique challenges.  In this session, Stacy discusses some of the key challenges she faces in managing a large pool of active estates, including: problematic gift restrictions; difficult IRA distributions; and real-estate surprises. In doing so, Stacy will offer tips to running a smooth bequest administration program and to handling the bumps along the way.

Presenter: Stacy B. Sulman, J.D., Vice President for Personalized Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science 

Break: 10:45 - 11:00 AM

Session Two: 11:00 - 11:45 AM

The Other 20%

 

Donor-Advised Funds have become increasingly popular as they offer ease and convenience for the right type of donor. What are the benefits and drawbacks of donor-advised funds, how do they work, and can they be a funding source for your organization.

Explore a number of gift planning techniques that donors, advisors and charities may consider to help donors maximize their giving while achieving philanthropic and other goals.

Presenters: 

David M. Okorn, Executive Director, Long Island Community Foundation (LICF)

Shawn T. Mroz,  Senior Advisor, Gift Planning, Northwell Health Foundation



Registration is now open - Click here to register today.