Events and Seminars

GIFT PLANNING FOR YOUR COUNCIL'S SECOND CENTURY

2014 Major Gifts Seminar (Download PDF)

Do you want to learn more about (or improve your skills on):

  • How to create an ASK strategy for every major council donor?
  • The best gift strategies and non-cash gifts under the new Tax Act?
  • Matching your best donors with the best gifts for them?
  • Engaging your volunteers in, and making the case for, major gifts
  • JTE Criteria #2 and #3, increasing council operating gifts and endowment
  • The new Major Gifts component of Journey to Excellence. (Attending a Major Gifts seminar is a requirement for Gold level in 2015.)   

Scout Executives, council volunteers, and staff with major gift duties will leave this seminar more effective, informed and comfortable with getting new, major gifts – and better prepared to excel in the Journey to Excellence Criteria #2 and #3!

Seminar Fee: $150 per personThis includes all materials, breaks, breakfast and lunch both days during the seminar.  Special rates available for staff and volunteers from BSA Foundation partner councils.

For more information, email diane.smith@scouting.org

or call 972. 580. 2026

Sample Seminar Agenda:

 

Wednesday

Thursday

Friday

 7:30–8:00 a.m.

Breakfast in Seminar Room

Breakfast in Seminar Room

 

 8:00–9:30 a.m.

Major Gift, Reporting for Duty Giving in the current economy; ethical challenges; guidelines/policies; major gift mentality for councils.

High End Vehicles (and Gifts) Charitable remainder trusts; charitable lead trusts.

9:45–11:15 a.m.

Fat Wallet or Flat Wallet?

Tax Act overview; gifts and deductions; gift substantiation;       Top Ten gift opportunities.

Relationship Strategies

Building better Board relationships; structuring effective ASK strategies.

11:30–1:00 p.m.

Working Lunch in Seminar Room

Beyond the Checkbook

Stocks; real estate; types of overlooked gift property.

Working Lunch in Seminar Room

Marketing and Case Studies Prospecting; professional advisors; online presence; campaigns and endowment.

 

 1:00–2:30 p.m.

Beneficiary Designations

Bequests; life insurance; IRAs and retirement vehicles; living trusts; revocable gifts.

 

 2:45–4:30 p.m.

Beyond the Basics

Bargain sales; gift sales; life estates; gift annuities.

Click on the link to register:

Madison, Wisconsin: September 11–12, 2014
Boston, Massachusetts: September 25–26, 2014
Philadelphia, Pennsylvania: October 2–3, 2014 

Rice University

Major Gifts and Planned Giving: One-Day Overview (Download PDF)

Designed for BSA development professionals, this one-day course is taught by staff from Rice University’s Center for Philanthropy and Nonprofit Leadership. It will be offered Tuesday, Aug. 19, from 8:30 a.m. to 5 p.m., at the Anaheim Marriott Hotel, prior to the start of the 2014 Top Hands meeting. 

This course will cover research and prospect strategies, practical tools for donor cultivation, prospect management and tracking, volunteer involvement, and solicitation techniques for major gifts. Senior fundraising professionals will share their real-world experiences and guide participants through solicitation exercises. They will provide an overview of gift vehicles, discuss the components of a successful major gift program, and review ways to integrate it into the overall council operation. The course will be a good overview (or review) for those who plan to attend, or who have attended, the more detailed major gifts seminars offered by the BSA Foundation. 

The registration fee is $300. Participants are responsible for lodging and travel to and from the training. To register, please follow the link: Rice University Major Gifts and Planned Giving registration.