2018 Blended Gifts Summit, presented by the SUNY Planned Giving Group

Please use the form below to pay for your registration for the 2018 Blended Gifts Summit, presented by the SUNY Planned Giving Group on October 25th and 26th.

 

For agenda see below or click here.

SUNY Blended Gifts Summit 2018
Current: Registration Fee » Billing » Review » Finish

Registration Fee

Please enter the number of people you would like to register for the Summit below.
Quantity:
  $50.00
 

Your Information







AGENDA

Thursday, October 25 – Summit Day 1

1:30pm                        Registration

 

2:00pm – 3:45pm        Donor Roundtable 

  • Impact of giving on donors
  • What motivates them
  • Identifying effective stewardship

 

3:45pm – 4:00pm        Break

  

4:00pm – 5:30pm        New Federal Tax Law – How it Impacts Our Work and Our Donors

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

 

5:30pm – 6:30pm        Reception/Networking Hour

                           (Dinner on your own)

 

Friday, October 26 – Summit Day 2

8:00am – 8:30am        Breakfast

 

8:30am – 10:00am      Blended Gifts Best Practices

  • Impact of combined outright and deferred gifts asks
  • How to engage prospective donors
  • Successful strategies

 

10:00am –10:15am     Break

 

10:15am – 12:00pm    Open Session Discussions

  • Stewardship
  • How to create a culture of philanthropy
  • Identifying new donors
  • Day of giving
  • Unlock the potential of Charitable IRA Rollover

 

12:00pm – 12:30pm    SUNY Charitable Gift Annuity Program

  • UAlbany’s program highlights & testimonials

 

12:30pm                      Summit Adjourns