June 5, 2024 – 2024 Gift Planning Conference

When:
June 5, 2024 @ 8:30 am – 3:00 pm
2024-06-05T08:30:00-04:00
2024-06-05T15:00:00-04:00
Where:
Masonic Homes of Louisville
330 Masonic Home Drive Louisville
KY 40041
Contact:
Amanda Featherstone

 


Joe Bull, Founder and Principal of Philanthropy Advisory Council, LLC

With 39 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, the Columbus Zoo and Aquarium, and Wilmington College. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving and has also held gift planning positions at Duke and North Carolina State Universities. He is currently the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe was a member of the Planned Giving Today Editorial Advisory Board for 15 years. He is admitted to the Ohio and North Carolina bars.

 

Session 1: What ALL Gift Officers Should Know About Taxes      

Both Gift Planning and Major Gift Officers often encounter situations where tax consequences impact the type, and amount, of a donor’s gift.  While you may be conversant in tax lingo, do you truly understand the theory of the underlying tax principles, how the various tax issues interact with each other, and how they affect a gift?

This session is designed to give you a solid foundation of tax basics so that you can both speak confidently with donors while knowing your limits.

We encourage you to invite all of your major gift colleagues to this session.  This will provide you both with a common understanding and avenues for ongoing dialog and collaboration.

 

Session 2: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program

 In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, “Leaving a Legacy: A New Look at Planned Giving Donors.” Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA’s most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders’ support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.

 

SPEAKER 2 – TBA


CONFERENCE SPONSORSHIP OPPORTUNITIES

 


Cancellation/Refund Policy:

Registration cancellations must be made at least 1 week before the conference date (May 29, 2024). No refunds will be issued after that time. You may send a colleague in your place. Please send all changes to cgpkentuckiana@gmail.com.

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