2019 Monthly Luncheons

This panel will provide insight on the best practices, as well as traps to avoid, in philanthropic planning, directly from three of the most accomplished gift planners and advisors in Central Texas. Their experience ranges from higher education, health care fundraising, non-profit management, trust administration, and financial planning, the panel’s expertise covers a multitude of topics. Their expertise will provide much-needed insight on potential pitfalls and helpful tips for philanthropic planning. Submit your questions in advance, and bring your pressing concerns to the table for an in-depth discussion by the experts.

A well-drafted gift agreement doesn't just address the circumstances when a donor makes a gift - it also takes into account the donor's long-term intent, the current and future needs of the institution, and the relevant legal standards that govern institutional management of gift funds. This presentation will cover all of the essential elements of a comprehensive gift agreement, one that an organization can effectively implement during the donor's lifetime, when circumstances change so that implementation becomes impractical, and when the donor is no longer available to consult or consent to changes.

Speaker: Ann Starr, Director of Learning and Leadership with Mission Capital Presentation Title: The Central Texas Social Eco-System & You Description of Presentation: The social sector in Travis and surrounding counties represents a complex and dynamic collection of nonprofits, institutional funders, individual philanthropists, social venture investors, socially-minded businesses and much more....including you! Join us for…

Real estate represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. Structured properly, a charitable gift of real estate can not only serve a donor’s philanthropic goals but also provide significant tax benefits and, under the right circumstances, increased cash flow. Let’s discuss the various ways to give real estate and explore the benefits and issues of each.

As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically over the past two decades, allowing production in states where none existed previously. Approximately 34 states now realize substantial mineral production each year, creating opportunities for philanthropy that were not formerly available. Attendees will learn from the experiences of an organization that has almost ninety years of minerals management exclusively for nonprofit organizations. This session will equip gift planners to cultivate and close gifts of oil and gas interests, discuss ongoing management of these assets, address the applicability of partial interest and unrelated business income rules, and clarify environmental and valuation issues.

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.