Calendar

Central Ohio Chapter Cancellation and Refund Policy:  Charitable Gift Planners of Central Ohio reservations may be cancelled until the RSVP deadline with a full refund.  After the RSVP deadline no refunds will be issued,  however, you may send a substitute guest.

Jul
7
Wed
July 7, 2021 – Gifts that Help Baby Boomers Build Retirement Income @ Virtual
Jul 7 @ 12:00 pm – 1:15 pm

Gifts that Help Baby Boomers Build Retirement Income

Tim Prosser

July 7, 2021

The leading edge of the Baby Boom generation has already entered retirement, with many more following close behind.  Your Boomer donors have a lot on their minds, trying to match dreams of a comfortable retirement with the realities of longer life expectancy, changing retirement plan structures, the specter of market volatility, and ongoing family obligations.  This session addresses how to structure life-income gifts to help Boomers address their own  personal and financial objectives in the context of support for your organization.

Learning Objectives:
1. Learn to recognize and appreciate the demographic changes and changes in retirement planning that impact their work with Boomers.
2. Learn which life-income vehicles can be effectively structured to augment retirement income for donors at various stages of life, with varying personal and financial objectives (through case studies).
3. Learn to effectively plan for the risks inherent in each gift structure, and to communicate clearly to manage donor expectations, before and after the gift.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
RSVP Deadline is Noon on Monday, July 5
The Zoom link will be sent to you on Tuesday, July 6
Aug
4
Wed
August 4, 2021 – Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts @ Virtual
Aug 4 @ 12:00 pm – 1:15 pm

Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts

Craig Smith

August 4, 2021

If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs of gift planning, then this session is for you.  Spend 60 minutes in an interactive seminar learning how to engage your major gift colleagues as “super sleuths” who can truly partner with you and your gift planning team.

Learning Objectives:
1. Help major gift officers develop a clear and robust understanding of gift planning, and to  purposefully and deftly lead donors through inquisitive discovery conversations.
2. Learn how those conversations lead to active involvement of a planned giving team with major gift officers, donors and advisors.
3. Learn how interactive case studies serve as the tool for sustainable in-house training that positions planned giving directors as collaborative partners, helping to uncover and close the best and biggest gifts of mutual benefit for donors and organizations.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
RSVP Deadline is Noon on Monday, August 2
The Zoom link will be sent to you on Tuesday, August 3