Leaving a Legacy: A New Look at Planned Giving Donors

Truluck's 400 Colorado St., Austin, TX, United States

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.

The SECURE Act – Strategies for Planned Giving

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

The SECURE and CARES Acts: Strategies for Planned Giving

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

Long-Distance Relationships: What to Do When You Can’t Travel

Virtual (Zoom)

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.

Promo Strategies – Leveraging DAFs

Virtual (Zoom)

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.

Tax Law Changes and the Impact on your Organization and Your Donors

Unnamed Venue Austin, TX, United States

Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.