Tim Logan, Ruffalo Cody
Brochures, mailings, the Internet. . . all techniques you use to market your planned giving program. But are you reaching the right people with the right message? In today’s multichannel environment, you need a Planned Giving Marketing Plan. We will discuss how to identify planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies. Attending this session you will learn the seven step process to put it all together and develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.
Law Offices of Rhonda Brink
Estate planning in a post-Windsor world requires special attention. It is said that all marriages will end - either by death or divorce. However, for some same-gender spouses, divorce may not be available and their status as spouses may not be recognized for some purposes. Other same-gender couples will prefer to remain "committed couples" and not marry for tax or non-tax reasons. This session will address estate planning tools for "recognized" and "non-recognized" same-gender spouses under the uncertain current "patchwork" of federal and state laws, and the impact of such laws on existing estate plans for both same-gender spouses and committed couples.
A Panel Discussion with Steve Saunders and Lois Ann Stanton, Moderated by Michael Knisely.