Masterclass: Planned Giving

About the Course

Are you familiar with basic planned giving tools and techniques but want to brush up on more sophisticated strategies? Do you know the technical details but want to have better, donor-centric planned giving conversations? Then this on-demand masterclass, brought to you by AHP and Heaton Smith Group, is for you.

This isn’t a surface-level overview. We dig deeply into intermediate and advanced planned giving techniques, plus an entire session focuses on the most critical part of the process: the conversation with the donor.

Session Descriptions

Session 1

Beyond the Basics: Gifts of Assets and Charitable Remainder Trusts

This session explores intermediate-level planned gift techniques. Approximately 88% of donors’ assets are illiquid so gift officers must deftly navigate the terrain of illiquid assets in order to facilitate larger gifts.

Issues and opportunities for qualified charitable distributions, retirement plans, charitable remainder trusts, personal property, and grants from donor-advised funds will be highlighted. Donor and gift examples will be discussed for practical application.

Presenters

Phil Purcell, J.D.
Senior Consultant, Legacy and Charitable Estate Planning
Heaton Smith Group

Dave Smith, CAP^®President
Heaton Smith Group

Session 2

Secure Your Largest Planned Gifts: Gifts of Complex Assets and Charitable Lead Trusts

his session features advanced-level gift planning techniques. While one may hear a lot about charitable lead trusts (CLTs), gift officers will facilitate few, if any, CLTs during their career. However, Leaving a Legacy, published by the Giving USA Foundation, found that current charitable trusts were the largest planned gifts reported by study participants.

Learn the application of this complex trust to donor situations as well as other less common planned gifts, including retained life estate and business interests.

Presenters

Joe Bull, J.D.
Senior Consulting Associate
Heaton Smith Group

Dave Smith, CAP^®
President
Heaton Smith Group

Session 3

Gift Planning Conversations

Gift officers have diverse audiences to communicate about gift planning, including donors, prospects, colleagues, professional advisors, and hospital leadership. It’s important to have a planned giving conversation that is donor-centric and reflects the compelling needs of a hospital.

This session addresses the language of philanthropy and best practices to begin a planned giving conversation. In addition, we discuss how to build a donor’s fact pattern. What is their story? What matters most to them? What is their connection to your hospital? Who are the people in their lives? What current situation(s) may influence their planned gift decision? What are their dreams?

Whether you are new to gift planning or learning how to deepen relationships with major gift donors through planned giving, this session will help you get more out of your discussions about planned gift opportunities with donors.

Presenter

Donna Bandelloni
Senior Consulting Associate
Heaton Smith Group