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Webinar Recordings 2011

Recordings of the PG Calc Webinars listed below are available for purchase. Each recording includes the audio and visual portions of the live Webinar, as well as the handouts that were provided to attendees. Each recording includes approximately one hour of formal presentation followed by about one half-hour of answering questions from the live audience.

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Webinar recordings are available for purchase at $150!

Track 1: Gift Planning for all Fundraisers

Webinars
Presenter(s)
Date
Register
Keys to a Successful Bequest Program
January 27
Integrating Gift Planning into Your Development Program
March 31
Gift Planning on a Limited Budget
May 26
Attracting Planned Gifts from Staff
July 28
Appealing to Cautious Donors
September 22
Counting and Crediting Planned Gifts
November 22

Track 2: Gift Planning for Specialists

Webinars
Presenter(s)
Date
Register
Gift Planning Trends and Their Implications
February 24
Common Pitfalls in Gift Planning and How to Avoid Them
April 28
Building Compelling and Realistic Gift Proposals
June 30
Gifts of Life Insurance
August 18
Real Estate Vehicles: Retained Life Estates, Bargain Sales, and Installment Bargain Sales
October 27
December 15

Individual Webinar Class Details

Keys to a Successful Bequest Program
Bequests are critical to the long term success of your planned giving program and your organization.  A successful bequest program requires much more than just collecting the money when an executor calls.  Learn the elements of a successful bequest program, including tips on how to discuss bequests with prospects and donors, marketing and stewardship of your program, effective bequest management and administration, and bequest-like alternatives that you can suggest in place of or in addition to a traditional bequest.
Date: January 27, 2011
Presenter: Alison O'Carroll
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Gift Planning Trends and Their Implications
Gift planning exploded in popularity in the 1980's and 1990's.  It has retrenched in some ways since then, but has continued to evolve rapidly in others in response to a changing landscape.  Learn what current trends in gift planning suggest about its future and how you might prepare for it from two gift planning industry leaders, Frank Minton and Gary Pforzheimer.  Frank and Gary will include in their discussion a review of the new tax law and its likely effects on gift planning.  Both presenters know the field intimately and have been deeply involved in understanding where it is headed in their respective recent roles as Chair of the American Council on Gift Annuities (Frank) and Chair of the Partnership for Philanthropic Planning (Gary).
Date: February 24, 2011
Presenter: Frank Minton and Gary Pforzheimer
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Integrating Gift Planning into Your Development Program
The most successful gift planning programs are the ones that have been effectively integrated into the organization's overall fundraising effort.  But this sort of integration doesn't just happen. Learn the steps you can take to create an integrated gift planning program that enhances and is enhanced by all other participants in your development program.
Topics will include leveraging your marketing assets, setting incentives to maximize outright and planned gifts, annual fund and event messaging to promote planned giving, and breaking down the barriers between planned and outright giving.
Date: March 31, 2011
Presenter: Jeff Lydenberg
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Common Pitfalls in Gift Planning and How to Avoid Them
Gift Planning is full of potential traps.  Some are obvious, but others are not.  Skillful gift planners know what to watch out for and are careful in their work to steer clear of trouble.  As valuable as it can be to learn from one’s own mistakes, it’s better to learn from the mistakes – and successes – of others, where possible.  This Webinar is your chance to learn from the mistakes of others before you make them yourself.
Date: April 28, 2011
Presenter: Bill Zook
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Gift Planning on a Limited Budget
Most organizations recognize the value of having a formal gift planning program.  Because of competing priorities, however, many of those same organizations have limited resources to allocate to gift planning activities.  What to do?  Learn from this presentation what to focus on with your limited time and resources in order to make the most of your gift planning program.
Date: May 26, 2011
Presenter: Alison O'Carroll
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Building Compelling and Realistic Gift Proposals
Gift planning software makes it possible for the gift planner to perform complicated planned gift calculations and produce elaborate planned gift proposals in a matter of minutes.  But what is the best proposal?  What approaches to creating a proposal are likely to address a prospect's needs best and please an advisor most?  This session will consider these questions and offer advice on how to create planned gift proposals that will encourage a prospect to move forward with their gift.
Date: June 30, 2011
Presenter: Bill Laskin and Jeff Lydenberg
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Attracting Planned Gifts from Staff
Organizations are always looking for more gift planning prospects, yet many overlook a rich source for these gifts that is right under their nose: their own employees.  Learn strategies for generating interest in planned gifts among staff members and techniques for how to approach them about a planned gift.
Date: July 28, 2011
Presenter:
Jeff Lydenberg
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Gifts of Life Insurance
The face amount of individual and group life insurance in force measures in the many trillions with a "t".  While such a huge store of wealth offers great potential for funding charitable gifts, there are many issues to address before accepting gifts of life insurance. Learn about the different types of life insurance and how they can be used to make charitable gifts during life and at death.  This session will also consider practical questions about accepting, crediting, and managing life insurance policies. 
Date: August 18, 2011
Presenter:
Frank Minton
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Appealing to Cautious Donors
Many donors want to make a planned gift, yet hesitate for one reason or another.  For some, a primary worry may be the economy.  Others are just plain cautious by nature.  This session will offer fruitful ways to work with donors who express these sorts of concerns, and suggest a variety of giving arrangements well-suited to their situations.
Date: September 22, 2011
Presenter: Bill Zook
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Real Estate Vehicles: Retained Life Estates, Bargain Sales, and Installment Bargain Sales
Real estate holdings represent an estimated 30 percent of all private wealth in the United States.  Is your organization turning this capacity into charitable gifts the way it should?  Learn about three gift planning vehicles that can facilitate gifts of real estate and the typical situations where they can be attractive.
Date: October 27, 2011
Presenter: Jeff Lydenberg
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Counting and Crediting Planned Gifts
As long as there have been planned gifts, there has been disagreement and confusion over how to count them in fundraising totals and how much gift credit to give their donors.  This session will explore the most popular methods for counting and crediting planned gifts and make recommendations for a rational approach to each task.
 Date: November 22, 2011
Presenter: Frank Minton
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Gift Annuity Administration: Operations and Compliance
Thousands of charities issue gift annuities.  But closing a gift annuity is just the beginning of a lifetime relationship with the donor and state regulators.  Successful gift annuity programs have to get right the many details that come into play after the gift is complete.  Learn how to incorporate first-rate administrative and state compliance practices into your gift annuity program so that your past gift annuity donors remain your best gift annuity prospects.
Date: December 15, 2011
Presenter: Jeffrey Frye and Edie Matulka
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