Inflation: Its Impact on Philanthropy and Your Organization
Joseph O. Bull, J.D.
To anyone under the age of 50, high rates of inflation are something to be read about in the history books. Those over 50 are likely to have personal remembrances of long gas lines and double-digit home mortgage interest rates. With inflation rates at forty-year highs, many charitable gift planners and professional advisors are scrambling to determine how these higher inflation rates will impact both their organizations/practices and their donors/clients. In this session, Joe will provide a basic economics lesson on how inflation works, how inflation affects philanthropy in general and how gift planners and advisors can leverage higher inflation rates for the benefit of their donors/clients.
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Navigating Gift Agreements: The Good, The Bad, & The Ugly
Margaret A. “Meg” Cline, CFA, CFP®
Ever find your organization dealing with a tricky set of gift agreement provisions? Then this session is for you! In this session, Meg will teach you more about how you can utilize the gift agreement to set the stage for effective donor relations and stewardship of their generosity while balancing organizational needs and priorities.
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Download Meg's Sample Agreement
Cues and Clues: What Prospects and Clients Tell You and What You Need to Say
Pamela Jones Davidson, J.D.
Donors, prospects and clients tell you everything you need to know—if you only listen. In this session, Pamela will identify many of the impediments to giving that prospects are mentioning—such as their asset woes and family situations—and provide you a script for your response with a gift suggestion that can address their concerns.
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Redefining Communication for Maximum Results
Erik Dominguez
What if everyone in your organization could communicate with confidence, effectiveness, and—dare we say—JOY? We have all had the feeling of being “on mute,” not being heard or understood. In this presentation, Erik redefines communication to reimagine how we can connect with clients, teams and partners in a way that creates authenticity, empowerment and RESULTS!
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Retirement Planning
Don Gottesman, J.D., LLM
We live in a world of great contrasts. Some people feel they have insufficient assets to retire while others feel the simply will not need all the assets in their retirement accounts. In this session, Don will provide solutions for both types of individuals when they are also charitably inclined. Also, he will discuss issues charities often encounter after the account holder’s death when they’ve been designated as a beneficiary of the decedent’s retirement assets.
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Farmland Gifts: US Farmland Trends and Future State Drivers—How Farm Real Estate Functions as an Investment
David Muth, PhD, Managing Director, Peoples Company Capital Markets
This presentation will include an update on the current US farmland market, including values, regional characteristics and emerging opportunities. David will discuss the impacts of higher interest rates and transactional volume and land values. Additionally, he will share expanding revenue opportunities for farmland owners that are quickly emerging in the marketplace.
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