Webinars

Effective gift planning requires playing the long game, but how do you demonstrate value in an environment that demands results now? If you are relying solely on realized revenue, you are underselling your program’s impact (and probably taking credit for your predecessor’s work). On the other hand, tracking the number of donor calls is like judging next fall’s harvest by the number of seeds you planted last spring: there are other crucial factors you should be taking into account.

Join us for The Right Metrics for Gift Planning, where we will explore indicators that can bridge the gap between current activity and future revenue and uncover metrics that correlate best with long-term success. Stop chasing the wrong numbers and start measuring what matters.

Charitable lead trusts offer powerful benefits to both donors and nonprofits: immediate significant funding to the charity, while ultimately returning the trust’s remainder to the donor or to family members. Importantly, these benefits are available to organizations of any size, and in many cases do not require extensive administrative infrastructure. And yet, lead trusts remain underutilized.

Anecdotal and industry evidence points to several contributing factors: historical constraints on applying lead trusts to endowed funds and capital projects; risk management considerations; and limited familiarity with lead trusts among both fundraisers and donors. In this session, Alasdair Halliday will describe practical approaches he has used to overcome these barriers—expanding the designations that lead trusts can support and increasing the overall volume of these high-impact gifts.

About 28% of American household wealth is held in real estate, yet many donors are unaware of the benefits of gifting property during their lifetime. This session shares the story of a donor who gifted a multi-tenant rental property to simplify retirement and make an immediate charitable impact. Attendees will learn how to identify potential real estate gift prospects through prospect research, donor check-ins, and strategic questions. Real estate gifts can offer donors the joy of giving while living, tax advantages, or lifetime income. The session provides tools for successful fundraising, examples of ideal gift properties, and guidance on donor conversations. To engage participants, we’ll play an interactive guessing game inspired by NPR’s “Wait Wait…Don’t Tell Me!” and include time for Q&A on donor relationships, gift program essentials, and collaborative fundraising.

Most planned gifts are funded with cash or publicly-traded securities. But there are lots of other options, such as real estate, retirement assets, tangible personal property, or collectibles (antiques, art, coins, etc.). What are the tax considerations when a donor is considering these and other atypical assets to fund a planned gift?

In this webinar, Bill Laskin and Kara Morin will review the special tax issues that arise when a donor makes a planned gift with something of value that is not cash or publicly-traded securities. They will also touch on some of the non-tax issues that go along with certain atypical gift assets.