Angela Throne,
Texas A&M Foundation, Gift Planning Office

Engaging Women in Planned Giving

You’ve seen the statistics: Today’s women are an active financial force—they earn, manage and distribute more wealth than ever before. Their importance as planned giving prospects shouldn’t be forgotten as it will continue to grow. Participants will learn how and why a woman’s approach to philanthropy can be different from that of a man, as well as where to spend time and money when targeting women. Through a selection of case studies that brought success to the Texas A&M Foundation’s planned giving program, Ms. Throne will convey practical ideas that can be implemented quickly and cost-effectively.

This session will discuss donor centered gift planning strategies for both current and deferred major gifts. This presentation will cover how to initiate gift planning conversations and overcome donor objections, and provide a review of commonly used strategies and when to apply them.

Kevin Pickett
Executive Director of Development
The University of Texas MD Anderson Cancer Center

Fayruez Benyousef, CFRE
Fayruez Benyousef Consulting

Fayruz is a seasoned certified fundraising professional who has successfully helped numerous organizations and their leadership achieve success. She is a philanthropy advisor and expert working with nonprofit executives for over 20 years. Fayruz has an extensive background, serving as the CEO of an international NGO, Psychology Beyond Borders, a Partner with Dini Partners, a national consulting firm, where she was the youngest in the firm to make Partner, Development Director with Ballet Austin, and the Associate Director of Annual Giving at her alma mater, Dickinson College in Carlisle, Pennsylvania. Now she has her own consulting practice, working with a variety of organizations at the local, national and international levels.

Cathy Reagan Sheffield, MBA, CSPG, CFRE
Foundation Director
All Saints Health Foundation, Baylor Scott & White Health

National PPP Conference Take-A-Ways

Join us as the 2015 National PPP Conference Chair summarizes a few of her favorite sessions from the National Conference. During this presentation, Cathy will share with you how to start a conversation with your prospects about their legacy planning, tips on ways to expand your current PG program and learn about a creative legacy match program that will inspire you to think outside the box. Cathy will have a few other NCPP highlights to share with you.

Asset-Based Giving: Creating a Win-Win for Donors and the Charities They Love

Many people think that in order to give more to charity, you have to cut into your personal lifestyle expenses. While sacrificial giving is a wonderful act of altruism, there’s another way to multiply your impact: asset-based giving. By donating non-cash assets such as stocks, real estate, or business interest before the sale, you can reduce taxes and send more to charity that you ever dreamed possible. This presentation will help you understand how generous individuals and families can give more by giving more wisely.

Ryan Assunto is Vice-President of National Christian Foundation Houston, serving the Central Texas region.

Session will explore certain non-cash or public security gifts to charity and the concerns to the donor of making such gifts and the concerns to the donee of receiving such gifts.

Michael V. Bourland
Bourland, Wall & Wenzel, P.C.

Megan C. Sanders
Bourland, Wall & Wenzel, P.C.

This presentation describes the three types of donors who are making gifts. Mr. Thompson will explore the types of gifts they are making as well as share the two types of wealth accumulators and the four types of giving techniques they are using.

Dr. Eddie Thompson
Thompson & Associates

Donor Advised Funds have been around as a charitable giving vehicle, primarily at community foundations, for nearly a century. Over the past decade they have exploded in popularity, and as a result, the second most popular charity last year (measured by donated funds) was the donor advised fund arm of a national investment firm. Learn how donor advised funds are a valuable and creative tool for charitable giving, tax planning and wealth preservation. Working with Austin Community Foundation can also add value for your client relationships, especially the rising millennial generation.

Mike Nellis
President & CEO, Austin Community Foundation

Ellen P. Stewart, Partner
Barnes Lipscomb Stewart & Ott PLLC

Sounds a bit dramatic, right? Almost all of the planned giving literature, publications, and blogs focus on “How to get and keep that big donor” or “What assets should be used and when”.

What you do not see is information designed to help planned giving departments avoid troublesome issues or when to be wary. In other words, what are the traps that can cause you a problem in the planned giving world? How do you minimize risk?
Areas of concern involve any family or business litigation (both before death and as the result of death), complicated family dynamics (think of the rogue son who is now the executor), capacity issues for the donor, complicated assets that do not translate to a planned gift easily, lack of assets, bad drafting and the most common problem area: Will and Trusts contests. All of these issues have one very common thread; very expensive legal bills. And that is something most planned giving departments cannot afford.