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“Start with Donors’ Dreams” "Reach Campaign Goals" & “Estate Plans Gone Wrong—A View from the Bench"
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Time: 10:00 am – 2:00 pm; Networking and Luncheon 12:00 pm – 2:00 pm Location: 3 West Club, 3 West 51st Street, New York, NY

4/15/2015
When: 4/15/2015
10:00 AM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Contact: PPGGNY
781-205-9383

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Please note that online registration has closed, but you can still register on-site on Wednesday, April 15th, at the 3 West Club.

Morning Seminar - Part I (10:00-10:55):

"Start with the Donors’ Dreams and the Gifts Will Follow"

Research shows that high net worth individuals expect fundraisers to understand their personal motivations while they ask legal and financial advisors to demonstrate expertise in gifting techniques. It is also clear that transformational gifts are driven by the donor’s aspiration to fulfill a deeply felt dream. How can a fundraiser help a donor see the relationship between their dream and a charity’s mission and help the donor make the type of gift that accomplishes the dream?

This session combines the important work of helping donors envision reaching their philanthropic goals with major and planned giving techniques. Which techniques help donors discover their dreams, and which charitable tactics help them fund the dream? For instance, can a cash gift, combined with a gift through a will, trust or life insurance, bring the dream to fruition? This session qualifies for CFRE credit.

Morning Seminar - Part II (11:05-12:00):  

"How to Reach Campaign Goals with Planned Gifts" 

For decades, charities have used capital and comprehensive campaigns as the preferred means of reaching higher levels of support. Many institutions are constantly moving from one stage of a campaign to the next; a feasibility study leads to a quiet phase, which leads to a public campaign, and the stewardship phase leads directly into the feasibility study for the next campaign. This cycle creates both major hurdles and a rotating set of opportunities for philanthropic planning. While some development professionals and gift planning specialists see a capital campaign as a reason to put planned giving on the back shelf, more charities are realizing the numerous ways to incorporate philanthropic planning into campaigns.

While the best results come when planned giving goals are considered from the beginning of the campaign planning process, a well-informed and capable professional can bring transformational options to the table at any phase of a campaign. This practical, "how-to" session will engage adult learners in applying national standards to their institutions and reaching the apparently conflicting goals that will move their charity to much higher levels of support. This session qualifies for CFRE credit.

Dr. Scott JanneyDr. Scott Janney

About our Speaker

Dr. Scott Janney is the Assistant Vice President for Development at Rowan University. During his more than 20 years in development, he has helped more than a dozen generous couples and individuals make gifts of $1,000,000 to $5,000,000.

He is the President of the Partnership for Philanthropic Planning of Greater Philadelphia and has served on the national board of the Partnership for Philanthropic Planning. Scott holds a Doctorate in Educational Administration from Temple University, a Master of Divinity from Princeton Theological Seminary, and a Bachelor of Arts from Asbury University. He is a Certified Fund Raising Executive and a Registered Financial Consultant.

 

 

Luncheon Presentation (12:30-2:00):

"A Walk Through the Gardens of Estate Plans Gone Wrong: Legacies at Risk"

Charles Scott will share an insider view of how even the best intentioned estate plans can unravel, and provide insight on how to protect legacies against the risk of unintended loss. This session qualifies for CFRE and CPE credits.

Charles T. ScottCharles T. Scott

About our Speaker

Charles T. Scott is a member of Greenfield Stein & Senior, LLP. The focus of his practice is trusts and estates litigation with a particular emphasis on fiduciary accounting and complex issues related to the administration of trusts and estates. From 1988 to 2010, he served as Court Attorney/Referee and later, Chief Clerk of the Westchester County Surrogate’s Court. Mr. Scott serves on the Executive Committee of the New York State Bar Association, Trusts and Estates Law Section, and was recently Chair of the Section’s Estate Litigation Committee. He is a member of the Surrogate’s Court Advisory Committee to the Chief Administrative Judge of the Courts of the State of New York, where he is instrumental in formulating trusts and estates law and procedure in NY. Mr. Scott is a frequent panelist and lecturer delivering programs on topics related to estate practice and estate litigation to a variety of organizations, including the New York State Judicial Institute, the New York State Bar Association, the New York State Society of Certified Public Accountants, the Surrogate’s Association, county and local bar associations and other government, business, professional and civic organizations.

 
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