Webinar Recordings 2014
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!
Fundamentals of Planned Giving
If you or a team member is new to planned giving, there’s no better introduction than Craig Wruck’s four-part Webinar series. Craig presented an updated version of his course in the summer of 2014. Order recording of 2016 series.
Continuing Education Credit
Each Webinar recording has been approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. To apply for CFRE credit, after viewing the Webinar email your name (first and last name) and email address to Jennifer Wickham.
Individual Webinar Class Details
The Three Pillars of a Strong Bequest Program
Although most charitable bequests may arrive “over the transom,” a robust bequest program conducts activities that have an important positive effect on the number and size of the bequests received. These activities fall into three categories: identification of bequest intentions, stewardship of known bequest donors, and proactive management of bequests in process. The best bequest programs are strong in all three areas. Learn in this session the core activities that make a bequest program strong in each area and hence strong overall.
Date: January 23
Presenter: Gary Pforzheimer
The Bad and the Ugly: Lessons Learned from Gift Annuity Mistakes
One of the great appeals of gift annuities is their simplicity relative to other planned gifts. But things can and do go awry, even with gift annuities. In this session, we will share with you the mistakes we have seen donors and fundraisers make at every stage of the gift annuity process and how these errors were resolved, or could have been avoided in the first place. Learn from the mistakes of others so that you and your donors don’t make them, too!
Date: February 27
Presenter: Jeff Lydenberg
Land Ho! The Many Ways to Give Real Estate
Real estate holdings represent an estimated 30 percent of all private wealth in the United States. It includes not only land but many other types of property. In turn, there are numerous ways real estate can be used to make a charitable gift. As always, the donor’s objectives are a primary consideration, but several other factors will also come into play. How is the property owned? Is there a mortgage? How can the charity protect itself against environmental concerns and minimize other potential financial risks? This webinar will explore all of these issues – and more.
Date: March 27
Presenter: Bill Zook
Strategic Storytelling - A Sure Path to Major and Planned Gifts
Whether you’re a seasoned veteran or just getting started, enhance your donor visits and solicitations by learning how to uncover your donors’ listening styles, motivations, values and interests through strategic questioning and listening for intent. Nationally and internationally recognized fundraising consultant and presenter Karen Osborne will show you how to marry that information with powerful and compelling story telling – stories your donors will “hear” and respond to – in order to get the results you want: increased giving and heightened donor satisfaction and loyalty. Join Karen to enhance three strategic skills that are essential to productive relationship building and securing significant major and planned gifts.
Date: April 24
Presenter: Karen Osborne,
The Osborne Group, Inc.
Trends in Marketing Planned Gifts
Gifts of Life Insurance
The Internet has drastically altered the way in which information is shared, and has had a profound and ever-evolving impact on marketing. This has created a constant challenge for the planned giving community. This session will examine the current marketing trends that could make a difference for your planned giving efforts in 2014, and will delve into what’s coming next for marketers. The session will also explore the constant marketing shifts that are happening in the for-profit world and how non-profits can learn from these successes and failures.
Date: May 22
Presenter: Andrew Palmer
The face amount of individual and group life insurance in force in the U.S. measures in the many trillions of dollars. That’s 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: June 26
Presenter: Alison O'Carroll
Problem Solving with Planned Gifts
The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advised funds, etc. – are commonly presented as a means of making a gift. However, they may have more appeal if they are presented as ways to solve problems. This webinar will describe a number of commonly-encountered donor situations involving such things as family dynamics, business transitions, retirement security, complex property, and transmission of values, and in each case explore gift plans that can address the donor’s concerns and objectives. Sometimes, the best solution is not a single planned gift but a creative combination of gift plans, or a gift linked to a non-charitable instrument. The examples discussed during the presentation will be designed to stimulate donor-centered, creative thinking.
Date: July 31
Presenter: Frank Minton
Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
When conveying a message about making a planned gift to your charity, what words should you use to describe it? Should you describe the tax benefits? Does the order matter? What else should you bring up? Learn from Professor Russell James what he has gleaned from his latest research into what planned gift messages resonate most strongly with donors. Well-known for applying academic rigor to help us understand why donors give to charity, as well as an engaging presentation style, Professor James will discuss the results of his 2014 survey of over 5000 test subjects and their reactions to different types of planned gift messages.
Date: August 28
Presenter: Russell James,
Professor in the Department of Personal Financial Planning at Texas Tech University
Knowing a Planned Giver When You See One
Planned gifts come in many shapes and sizes. So do their donors. Nevertheless, there are some telltale characteristics to look for in a planned giving prospect. What are these characteristics and how can you use them to select recipients for a mailing? What questions should you ask – and not ask – in a donor meeting to ascertain the planned giving potential of a donor? This session will answer these questions, as well as review potential gift assets and present case studies of classic planned giving solutions to a variety of donor situations.
Date: September 25
Presenter: Jeff Lydenberg
What Gift Planners Need to Know about Donor Advised Funds
Donor Advised Funds (DAFs) are becoming an increasingly important potential source of contributions to charity. According to one estimate, donations to DAFs increased 40% from 2007 – 2012, a period during which total philanthropy was flat. Led by behemoths sponsored by financial services giants such as Fidelity Investments, Vanguard, and Schwab, several DAFs are now among the largest charities in the U.S. in terms of funds raised. Even though many contributors to DAFs are not planned giving prospects, astute gift planners stand to benefit from 1) understanding the basics of DAFs, 2) knowing how and when a planned gift might be paired with such a fund, and 3) developing a strategy for working with DAF contributors. This webinar will cover all of these topics.
Date: October 30
Presenter: Bill Zook
How to Get Your Donor to Say "Yes!"
As everyone knows, the objective of a fundraiser is a “yes.” However, the journey may go astray because of the wrong prospect, wrong cultivation, wrong project, wrong solicitors, wrong type of gift, or the faint-of-heart shrinking from the “ask.” This webinar will discuss, step-by-step, the process for bringing both planned gifts and major gifts to closure, and it will indicate when the cultivation and closure of planned and major gifts may differ from one another. The webinar will be of interest to board members and volunteers who are actively engaged in a charity’s fundraising program, as well as to development officers who are responsible for planned and/or major gifts.
Date: November 20
Presenter: Frank Minton
Making (and Remaking) the Case for Your Planned Giving Program
One might think that making the case for a planned giving program happens once, when the organization is deciding whether to launch such a program. Numerous questions are raised, researched and considered at that time, but if and when the organization moves ahead, hasn’t the case been made? The reality is that questions involving the case for planned giving are likely to continue to arise now and again, prompted by things internal, such as a change in leadership, or external, such as a change in economic conditions. We’ll talk about what those questions may be, how to address them, how to be proactive in being prepared for them, and how to view them as a positive in the growth and success of your program.
Date: December 18
Presenter: Edie Matulka