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GIFT PLANNING FOR YOUR COUNCIL’S SECOND CENTURY

PHILMONT SCOUT RANCH – CIMARRON, NEW MEXICO
September 30 – October 2, 2013

Philmont Seminar Fee: $175 per person/dbl occupancy or $240 per person/single occupancy.  This includes housing in Philmont’s comfortable staff housing, meeting materials, and all meals during the seminar.  Special rates available for staff and volunteers from BSA Foundation partner councils. 

To register, go to http://FoundationMajorGifts.kintera.org/2013Philmont

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

 Philmont Seminar Agenda:

 

 

Monday, Sept. 30th

          Tuesday, Oct. 1st

Wednesday, Oct. 2nd

 7:30 – 8:30 am

 

Breakfast in Dining Hall

Breakfast in Dining Hall

 

 8:30 – 9:55 am

Arrive at Philmont and check-in at Training Center office to receive housing assignment

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 at Philmont

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 further touring

 

 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.

 

 

 5:00 pm – 

 

Free time/Dinner/Evening Activities

 

Free time/Dinner/Evening Activities 

 

Philmont is about a three-hour drive from either Albuquerque or Colorado Springs.  For those interested in coming early or staying late, often-overlooked highlights in the area include:

1.      Taos: about 1½ hours from Philmont.  Numerous galleries and museums; Kit Carson’s home; Taos Pueblo, the oldest continually inhabited Pueblo in the country; Taos Ski Valley, to hike to Williams Lake, and eat (or stay!) at The Bavarian, one of the most authentic German inns in the country (http://thebavarian.net/index.php.).

2.      Chimayo: about 1¼ hours from Taos, towards Santa Fe.  Famous New Mexican chiles and cuisine at Rancho de Chimayo; Santuario de Chimayo, a National Historic Landmark and pilgrimage site, renowned for its history and healing powers.

3.      Los Alamos: about 1½ hours from Taos, towards Santa Fe.  Bandelier National Monument, for amazing ancestral ruins, cliff dwellings, and hiking; Los Alamos Museum, for a fascinating look into one of the most pivotal events of 20th Century history, the Manhattan Project.

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.”