10 Sep Blended Gifts Summit, Presented by the SUNY Planned Giving Group, Oct. 25-26
Thursday, October 25 (2pm – 6:30pm) & Friday, October 26 (8:00am – 12:30pm)
Location: University at Albany, Alumni House
It is with great excitement that I invite you to join us for this information-packed two-day summit presented by the SUNY Planned Giving Group. We urge every fundraising professional who solicits or would eventually like to solicit major and/or planned gifts to attend. We also invite stewardship professionals to join us as we will be discussing the impact of stewardship on outright and deferred gift solicitations.
Summit Schedule:
Thursday, October 25 – Summit Day 1
Registration: 1:30pm
Time: 2:00pm – 5:30pm
Donor Roundtable
* Impact of giving on donors
* What motivates them
* Identifying effective stewardship
New Tax Law – Presented by Martin S. Finn, JD, LL.M., CPA/PFS, Partner, Lavelle & Finn, LLP
* What it means to your donors and fundraising efforts
* How to communicate the impact of changes
* How to identify new opportunities
Reception: 5:30pm – 6:30pm
Friday, October 26 – Summit Day 2
Time: 8:00am – 12:30pm
Blended Gifts Best Practices
* Impact of combined outright and deferred gifts asks
* How to engage prospective donors
* Successful strategies
Open Session
* Stewardship
* How to create a culture of philanthropy
* Day of giving
* Unlocking potential of Charitable IRA Rollover
SUNY Charitable Gift Annuity Program
* UAlbany’s program highlights & testimonials
Look for Official Summit agenda and registration materials in September.