Blended Gifts Summit, Presented by the SUNY Planned Giving Group, Oct. 25-26

September 10, 2018

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.