Stories from the Trenches (Event was cancelled and moved to April)

Truluck's 400 Colorado St., Austin, TX

NOTE: This topic was rescheduled for the April event.  Please register for that date.
Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

Stories from the Trenches

Truluck's 400 Colorado St., Austin, TX

NOTE: This is the rescheduled presentation from February 5.

Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

From Data to Design – A practical application of how market research can help drive your organization’s creative process

Truluck's 400 Colorado St., Austin, TX

This presentation will provide a multi-dimensional view from the latest 2017 U.S. Healthy Aging Database® study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. We’ll look at how donors prefer to learn about organizations and the vehicles best suited to communicate by nonprofit sector.

In the presentation we’ll also provide data from the study that will drive strategic direction and demonstrate how some simple changes that any organization can make to their marketing communications materials can improve the chance of resonating with donors. We will show “before and after” examples of print and digital materials.

Speaker:
Nathan Stelter
Vice President at The Stelter Company

Charitable Planning with Art and Collectibles

Truluck's 400 Colorado St., Austin, TX

Download the slides from the presentation -ArtPlanning2018

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

Digital Trends and Planned Giving Applications

Truluck's 400 Colorado St., Austin, TX

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.

Avoiding Contests: Donor Relations When Legal Capacity Becomes an Issue

Truluck's 400 Colorado St., Austin, TX

Download the slides - Avoiding Contests

This presentation will focus on identifying some of the issues that lead to disputes, and ways that planners can minimize the chance that they will inadvertently put the plan they create at risk. The presentation will include case studies and potential scenarios planners may find themselves navigating as donor capacity becomes an issue. To that end, the presentation will also discuss the two primary legal theories, incapacity and undue influence, that parties litigate in estate and trust disputes, as well as practical tips on what planners can do to help their clients avoid disputes.

Speakers: Megan Watkins and Marcia Inger Navratil