Focus on the administration and operational side of planned giving programs.

• Practical Issues - Forms, procedures, processes for the intake and on-going operations of Planned Gifts
• Developing Written Guidelines - Application of guidelines to the office of development, business, and public relations
• Operational Issues - Review of types of Planned Gifts, 4-tier accounting requirements, appropriate type, and payout percentages in today's environment
• Determining Cost-Effectiveness - Establishing appropriate international rate of return and criteria for program evaluation
• Responsibilities and Roles of Administration - Development office, business/financial office, in-house/outside counsel, operational board/foundation board, and volunteers
• Procedures - Conveyance of gift deeds, reports to donor and beneficiaries, asset management, appraisal fees and expenses, duties to disclose possible errors, oversight, and poor performance to income beneficiaries and remainder beneficiaries
• Investment Issues - Role of Behavioral Finance and Trust % in managing charitable trusts
• Use of Professionals in Gift Administration - Auditors and accountants, periodic legal review, and contracting with outside professionals
• Program Administration

Instructor: Charles J. McLucas Jr.

Developing the marketing plan, attracting the attention and donor prospects, and techniques from cultivation and soliciting and covered.

• Marketing Vehicles - Newsletters, institutional publications, general and targeted mailings, developing brochures and seminars for prospects and donors
• Solicitation Procedures and Techniques
• Special Concerns
• Elements of a Proposal - The case for supporting the charity, the purpose of the gift, the amount requested, method of making the gift, tax, financial, and intangible donor benefits
• Features of a Proposal/Financial Illustration-Assumptions, summary of gift arrangement, tax consequences, and cash flow projections, use of graphics