Events and Seminars

GIFT PLANNING FOR YOUR COUNCIL'S SECOND CENTURY

2016 Major Gifts Seminar (Download PDF)

Scout executives, council volunteers, and staff with major gift duties will leave a seminar more effective, informed, and comfortable with getting new, major gifts!

Learn more about:

  • Creating an ASK strategy for every major council donor
  • The best gift strategies and noncash gifts under the new Tax Act
  • Matching your donors with the best gift
  • Engaging your volunteers in major gift cases and asks

2016 Seminar Dates

April 21-22, 2016
Dan Beard
Council Service Center
Cincinnati, OH

September 12-13
Greater Los Angeles
Council Service Center
Los Angeles, CA

October 20–21
National Service Center
Irving, TX

Coming Soon
Fall 2016
New York, NY

Sample Seminar Agenda:

 

Day 1

Day 2

 

 8–9:30 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 10 gift opportunities.


Relationship Strategies
Building better board relationships; structuring effective ASK strategies.

11:30 a.m.–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.

 

 1–2:30 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.


Seminar Fee: $150 per person (This includes all materials, breaks, breakfast, and lunch both days during the seminar.) 

Special rates are available for staff and volunteers from BSA Foundation partner councils.

For more information, email diane.smith@scouting.org or call 972-580-2026.