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October 9-11, 2013

Charlotte Hotel Reservation

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

To register, go to

For more information, email , or call 972. 580. 2026


Wednesday, October 9th

          Thursday, Oct. 10th  

Friday, Oct. 11th  

 7:30 – 8:30 am


Breakfast in Seminar Room

Breakfast in Seminar Room


 8:30 – 9:55 am


Arrive in Charlotte

Beyond the Checkbook

Stocks; real estate; types of overlooked gift property.

Relationship Strategies

Building better Board relationships; structuring effective ASK strategies.


10:15 – 11:45 am


Continue to arrive in Charlotte

Beneficiary Designations

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

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

12:00  –  1:30 pm


Lunch & Free Time


Lunch & Free Time

Seminar Ends

Lunch and Depart for Home or NASCAR race this evening


 1:30  –  2:55 pm

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

Beyond the Basics

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



 3:15 –  4:45 pm

Fat Wallet or Flat Wallet?

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

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


Leave for Charlotte Motor Speedway

 5:00 pm – 


Free time/Dinner/Evening Activities


Free time/Dinner/Evening Activities 


The evening of Friday, October 11th, 7:30 pm, is NASCAR’s Dollar General 300 race at Charlotte Motor Speedway.  This is the Nationwide series race that, hopefully, will include the BSA’s car sponsored by Scott Lagasse Racing.  The Foundation is planning a special evening at the race that night, so let us know if you’re interested in joining us.  And if you still need more racing, you may want to stick around for the only Saturday night race in NASCAR’s Sprint Cup series, the Bank of America 500.

 Comments from five seminar attendees in March 2013:  

“Great content.”   “Great course – it brought to my attention many concepts and practices  I did not know that I did not know.”  “Very informative and great discussions.”  “The most beneficial topic was how to help move donors from $5,000 up to $25,000 or $50,000.”      “A very informative seminar that was well prepared and organized.”