Webinar Recordings 2015
Interactive multimedia presentations
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. Purchase a recording.
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
Gifts of Retirement Assets
As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That's "trillion" with a "t." Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of the charitable IRA rollover.
Date: January 22
Presenter: Bill Laskin
Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But bequests don't just happen. Proactively marketing, educating, and soliciting bequests from your donor base is required to keep up a steady, and hopefully increasing, flow of bequest revenue. Drawing from the latest research on bequest donor behavior, this webinar will offer practical ideas to make the bequest decision easy and compelling.
Date: February 26
Presenter: Jeff Lydenberg
Attracting Gifts Through Beneficiary Designations
Similar to - but even simpler than - a bequest, a planned gift made by means of a beneficiary designation offers more than just simplicity. All such gifts avoid the probate process, and some offer tax benefits as well. This webinar will cover the many types of possible beneficiary designation arrangements, suggest ways to promote them, and review various stewardship and gift administration considerations.
Date: March 26
Presenter: Bill Zook
Using Data Analytics to Improve Planned Gift Prospecting
Over the past decade, philanthropic organizations have been developing analytics and data mining to assist in fundraising. In this presentation we’ll consider where Analytics can fit into Gift Planning, and the insights it can provide.
Common wisdom is that the best prospect for a planned gift is a consistent, loyal donor. This is essentially true, but modeling improves our definition of “loyalty” as a reflection of love of the institution and with greater loyalty comes a greater likelihood that a donor will make a substantial planned gift. In the gift history of any organization, there are likely to be unexpected insights into what constitutes loyalty, discoverable through Analytics. That’s certainly been the case at the University of Texas.
Analytics cannot pick winners, but it can throw away losers faster than the best gift officer. If the gift is a needle in the haystack, data analysis is the vacuum cleaner to suck away the hay. Your Analytics journey can begin with the information you have today, with the analyst as your guide and scout.
Date: April 24
Presenter: Chuck McClenon,
Fundraising Scientist, University of Texas at Austin
Overcoming Common Stumbling Blocks to Planned Gifts
Adventures in Accepting Restricted Gifts
Many donors want to make a planned gift, yet hesitate to do so for one reason or another. Other donors agree to make a certain planned gift, but it just never seems to come about. This session will discuss some of the most common objections raised by donors and other stumbling blocks you might encounter, and suggest ways to overcome them. Being prepared to help your donors work through their concerns or inertia can result in happier donors and more gifts for your organization.
Date: May 27
Presenter: Alison O'Carroll
Whether and how to accept gifts with benefactor restrictions is a dance to which every gift officer is invited frequently. Elaine’s presentation will focus on how to negotiate the steps of the dance without stepping on the toes of your partners — whether they are benefactors or institutional leaders. During her discussion, she will explore processes for evaluating and accepting restricted gifts, as well as strategies for directing benefactor interest to broader institutional priorities.
Date: June 25
Presenter: Elaine Eberhart, Chair, Department of Development, Mayo Clinic in Florida
More Problem Solving with Planned Gifts
Frank's Webinar last year on this same theme was so well-received that we've asked him to do it again with a new set of cases. Here's his description. Sometimes a particular instrument, such as a charitable remainder trust or gift annuity, is an obvious solution for a donor situation. However, in many instances, involving complicated property, complex family dynamics, or both, the solution could be a combination of charitable instruments or possibly charitable instruments paired with non-charitable actions. In all cases, the gift vehicles should be viewed not as things to be promoted, but rather as tools to solve problems posed by the donor's situation. This webinar will present a number of new case studies, typical of the ones that gift planners may encounter, and demonstrate creative ways to overcome obstacles and devise appealing solutions to donor situations.
Date: July 30
Presenter: Frank Minton
10 Practical Planned Giving Ideas for the Current Environment
Charitable planning can be challenging against a backdrop of rapidly fluctuating investment markets, low interest rates, increased gift and estate tax exclusion amounts, higher income tax rates, and a tightening legislative environment. While donors are continuing to give, they are seeking ways to maximize results. Join us to learn:
- The details of the current charitable gift planning environment and how those factors affect planning decisions;
- Easy and tax-effective strategies for lifetime giving;
- Effective strategies for testamentary charitable giving for non-taxable estates;
- Strategies for asset selection;
- Charitable strategies for retirement planning;
- Charitable strategies to care for elderly parents, children, and grandchildren; and
- Charitable options in selling a business.
Date: August 27
Presenter: Kathryn Miree,
President, Kathryn W. Miree & Associates, Inc.
Stewardship of Planned Gift Donors
Many equate stewardship of planned giving donors to holding an annual event and stop there. While an event can be a good starting point, it is not for every organization and it should not be the end of the stewardship effort. This session will explore the many other ways to steward your donors throughout the year and to make the most of your opportunities. In addition to the activities that can be done, we'll talk about the emotional aspect of stewardship and the state of mind that will help you be truly successful. Practical examples from years in the field will be shared to help illustrate how you can strengthen stewardship of planned gift donors at your organization.
Date: September 24
Presenter: Alison O'Carroll Associate Director, Planned Giving, Fred Hutchison Cancer Research Center and Sara Elward, recently retired Manager of Gift Planning at KCTS
The Best Metrics for Measuring PG Marketing Success
Measurement is what makes marketing a science, rather than a tradition. Unfortunately, for many non-profits, reporting and analysis is often missing. As such, you may never know why a certain gift annuity mailer works, while another planned gift marketing effort fails. Solid metrics will give you the insight you need to overcome this hurdle of uncertainty so that you can generate better results from your marketing. Whether you’re just starting out or you need to overhaul your existing marketing strategy, you will want to attend this discussion of the top planned gift marketing metrics you should be tracking.
Date: October 29
Presenter: Andrew Palmer
The Pooled Income Fund at 45 – Consider the Possibilities!
Over the past 20 years, however, as interest rates have fallen steadily to historically low levels, fewer and fewer donors have been attracted to PIFs. In many cases, the sponsoring charity is simply waiting for the last few participants to pass away so that its PIF can be discontinued. But is that the only solution? With PIF deductions historically high and the Fed poised to let interest rates rise again, now may be the perfect time for your organization to create a new PIF (or PIFs), or to start promoting a long dormant one. Perhaps a “single purpose” PIF is just what your institution needs to move a capital project forward. Maybe a PIF with a balanced or growth-oriented investment objective would be a great way for your organization to attract life income donors in their 50s and 60s. On the other hand, if your charity is determined to close an existing PIF, waiting for the last participant to die is not the only option. Gary and Jeffrey will address these topics and more during a lively discussion of the much maligned Pooled Income Fund.
Date: November 19
Born in 1969, the Pooled Income Fund (PIF) was the vehicle of choice for thousands of donors in the 1970s and 1980s who were interested in life income gift arrangements. The combination of relatively low minimum gift sizes and annual income distributions in the 10-15% range made PIFs an attractive option for a broad range of donors, and charities were eager to create and promote them.
Presenter: Gary Pfrorzheimer and Jeffrey Frye
Planned Giving for Younger Donors
The American Council on Gift Annuities 2013 study of gift annuity donor behavior reports the average age at first annuity is 79. Nonetheless, there are planned giving solutions that can be attractive to much younger donors. Younger in this case is relative. This webinar will not suggest marketing planned giving to those in their teens and 20's. Younger in this case means donors who are pre-retirement or immediately post-retirement age. Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy, flexible ways to leave a bequest and how to tap the well of non-traditional planned giving donors. Jeff will discuss a variety of case studies to illustrate these concepts in practice.
Date: December 17
Presenter: Jeff Lydenberg