Date: Tuesday, May 23, 2023
Time: 8:30 am to 12:00 pm
Location: Virginia Wesleyan University, Goode Fine & Performing Arts Center, 5817 Wesleyan Dr, Virginia Beach VA 23455
Cost: $30 Members; $60 Nonmembers
Register by: Friday, May 19th
Title: When Planned Gifts Go Awry
Presenter: Doug White
Agenda:
8:30 am Registration/Breakfast/Networking
9:00 am The Ethics of Charitable Planning
11:00 am When Gifts Go Wrong
Session Overviews:
The Ethics of Charitable Planning
What if we could do it over again? Would we make the same assumptions? Would we make the same promises? Although most planned gifts go smoothly, the ones that don’t are the ones we – and our donors – hear about, and it behooves us to know to ask the right questions, and answer them, before a situation gets out of hand. In this session, after an introduction to ethical decision-making, we will interactively discuss – and perhaps debate – examples.
When Gifts Go Wrong
There have been numerous instances over the years where donors have become dissatisfied with how their gifts are being stewarded. As well, charities have at times found themselves in a bind over their association with some donors. In this presentation, Doug White will examine actual examples of gifts that have gone wrong and suggest steps charities can take to ensure that gifts are both established and stewarded properly.
Speaker Biography:
Doug White, a long-time leader in the nation’s philanthropic community, is the former director of the Master of Science in Fundraising Management program at Columbia University, and is on the faculty at the Valdry Center for Philanthropy at Southern University, where he continues to teach board governance, ethics, and fundraising.
He wrote the book “Abusing Donor Intent,” which chronicles the historic lawsuit brought by a donor’s heirs against Princeton University, and today is working on a book that examines gifts that have gone wrong at other universities. His most recent publication, “Wounded Charity,” examines the leadership crisis in 2016 at the veterans’ charity Wounded Warrior Project. He is also the author of the books “The Nonprofit Challenge,” “Charity on Trial,” and “The Art of Planned Giving.”
Doug is a past member of the board of directors of the National Association for Charitable Gift Planners (formerly the National Committee on Planned Giving), where he founded the national initiative of Leave A Legacy and chaired the NCPG Ethics Committee. He is a past president of the Planned Giving Group of New England and a past president of the New Hampshire/Vermont chapter of the Association of Fundraising Professionals. He writes the ethics column for the National Capital Gift Planning Council, in Washington, DC, which in 2002 presented Doug with its Distinguished Service Award.
Parking:
When you enter the campus, the first thing you will see is the Guard Station. Please let them know you are there for the Fundraising Leadership Symposium. They will guide you to the parking.
Virginia Wesleyan Campus Map