Events and Seminars

GIFT PLANNING FOR YOUR COUNCIL'S SECOND CENTURY

2015 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 Nos. 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 Nos. 2 and 3!

Seminar Fee: $175 per personThis 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

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:

Indianapolis, Indiana, September 17-18

Washington, D.C., October 15-16

Portland, Oregon, October 26-27