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September 2018
Charitable Planning with Art and Collectibles
Art and other collectibles are the most difficult assets to incorporate into an overall estate and financial plan. Given the passionate nature of these assets, the next generation is not interested in receiving them, as their tastes or lifestyles may differ. For many collectors, the charitable solution if the best. This presentation will explore the myriad rules and complexities of donating art and collectibles to charity, both during life and at death.
Speaker:
Ramsay H. Slugg
Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust
November 2018
Digital Trends and Planned Giving Applications
Part One of the Presentation will address a clear picture of the current trends in the digital space. This overview will provide greater context and confidence in moving forward with more challenging and labor intensive digital strategies and tactics. In this overview, Mr. Christensen will cover Internet connectivity, mobile device penetration, social network reach, digital data ubiquity, and how this is impacting fundraising.
Part Two of the Presentation will cover specific digital strategies and tactics for the planned gift officers. Mr. Christensen will paint a theoretical picture as well as review practical examples. Finally, Mr. Christensen will demonstrate application on several digital targeting and engagement tools.
Find out more »December 2018
Save the Date – Luncheon
Registration for individual 2018 Luncheons will be open soon.
Find out more »