Complex Gift Conversations: How to Satisfy the Organization and the Donor

When:
Tuesday, Mar 06, 2018 11:30a -
1:30p

Where:
The NonProfit Center
89 South Street
Boston, MA 02111

EventScheduled OfflineEventAttendanceMode

Admission:
$35

Categories:
Lectures & Conferences

Event website:
https://widgb.org/events/navigating-specialty-assets-when-to-say-yes-or-no-to-a-gift/

Have you ever found yourself out to coffee or lunch with a donor and the idea of a non-cash gift comes up in conversation? Did you feel confident in broaching the subject both with the donor and back at your shop with your leadership?


When presented with a gift of a specialty asset (e.g. gifts of real estate, artwork, timberland, farmland, oil and gas), it’s important for an organization to weigh its desire to build long-lasting relationships with key benefactors and derive financial benefits from these assets. The organization must perform due diligence to evaluate the rules, risks, operational management costs, and all expenses involved in accepting, managing, and selling an asset.


Join us as we delve into the world of more complex gifts! At our Brown Bag Lunch, we’ll explore:


How do you determine when acceptance of non-monetary gifts is the right option? When it is in the best interest of the organization to decline?
If you do accept, how will the gift create value?
If you do not accept, how will you navigate the conversation?


Audience/Target Market: Frontline fundraisers, especially officers in planned giving and major gifts, and anyone interested in learning more about specialty assets and complex gift conversations. Employees in a strategic role would also gain a lot from this program – those who help write proposals and help craft gift opportunities for frontline fundraisers. Individuals new to the field are also encouraged to join us!



Moderator: Mindi Bressler – Managing Director, Specialty Asset Management, U.S. Trust – Bank of America


Panelists:
William Bagley – Director of Gift Planning, St. Mark’s School
Peter Kimball – Executive Director of Gift Planning, Harvard University (FAS)
Rosa Mayorga – Director, Gift Planning, Dana-Farber Cancer Institute

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