2016 Building Blocks
21st Annual Building Blocks Planned Giving Conference
Friday August 12, 2016
Kauffman Foundation Conference Center
|Looking for Steven Meyers Book: In the Trenches Personalized Philanthropy: Crash the Fundraising Matrix. We still have a very few left.|
7:00 a.m. Registration & Breakfast
7:30 a.m. Opening Remarks
Cynthia Randazzo, MAPGC President
7:40 a.m. Breakfast Session
Steven Meyers – Personalized Philanthropy: Crash the Fundraising Matrix
Whether you are a gift officer, estate or financial advisor, or even a philanthropist, Personalized Philanthropy can help you restore essential creativity, effectiveness – and even joy – to your practice.
The gift design strategy embodied in the practice of “Personalized Philanthropy” is a Holy Grail for charities that find it, bringing immediate impact to core needs and lifetime recognition to every donor. But to achieve this, you must overturn some dearly-held basic assumptions. Steve Meyers will challenge you — first to see and then to crash your fundraising matrix.
Make the shift to real donor-focused giving. Take aways:
- A new working definition of philanthropy that will reshape your relationship with donors
- A radical rethinking of endowment that will make you rethink your role as a gift planner
- Three Killer Apps – new gift design strategies to start using now that will change your practice forever
8:30 a.m. Break
8:40 a.m. Breakout Sessions
Steven Meyers – The Four Donors: Parables and Profiles for Rethinking Your Philanthropy
Join the break-out to experience to learn how just four donors can make you a better gift planner. These parables are based on the Passover story of four children – each defined by their questions, and each deserving answers based on where they’re at. Whether you are wise, wicked, simple, or don’t even know how to ask, you should be able to have your gift your way. Lift your philanthropy planning to a new level of consequence.
Diane Marty and Lois Zielinski – And the Board said, ‘Let’s do that Planned Giving thing”….
Do you know the difference between a CRAT and a CRUT? Or the amortized life expectancy of your 73 year old donor who would like to give your organization a remainder interest in real estate and retain a life estate in the property? Don’t worry! The beauty of planned giving is that YOU don’t have to be an expert, because there are others out there that are…and are willing to help you and your organization connect the dots between your donor’s philanthropic abilities, intentions, and their dreams of transformational gifts to your agency through legacy giving. details
Phil Watson – If Your Current Donors Really Are Your Best Gift Planning Prospects…Why Haven’t You Asked Them Yet?
So, what really makes a great gift planning prospect and why? What does he or she look like? And, do I really not have to look very far to find them?
Come learn how to identify and quantify your current donors’ potential interest in gift planning and motivate them to consider a larger commitment to your organization than they (and you!) thought was possible.
Gift planning is really an easy conversation you need to be having with every one of your current donors today. And, they are waiting to be asked. So, what are you waiting for?
Bob Kirkland – Quicksand! Ethical Traps in Planned Giving
Mr. Kirkland will present a series of real-life scenarios which occur in the context of working with planned giving prospects. We hope to have a lively discussion and perhaps debate of the issues presented, as the lines are often grey in this area! Additionally, the audience should feel free to bring their own examples of ethical snarls, which we can also discuss!
9:30 a.m. Break
9:40 a.m. General Session
Rod Zeeb – Transformational, Multi-generational Philanthropy
“When the organizations I support start focusing on my need to give rather than their need to get, they will get a lot more from me.”
Large donor and Board Member
When your most active volunteers and largest donors first connected with your organization, there was likely an emotional connection to one or more of their core passions. And, they may or may not have recognized that connection.
Over time, many donors start feeling like an ATM that is tapped every time the organization needs money. To varying degrees, they may still have the emotional connection to the organization (or they would have left). But, it has often dulled over time.
The Transformational, Multi-generational Philanthropy session shows you how to maximize your most valuable relationships. The concepts and skills you will learn will enhance your donor’s emotional connection to your organization by giving them a life changing, reciprocating gift. This gift initiates (or confirms) what we call ‘Transformational Philanthropy’ among your key supporters, which will lead to deeper relationships with both your donors and their families, to increased donations, and to increased and sustained donor support. details
10:30 a.m. Break
10:40 a.m. Breakout Sessions
Rod Zeeb – Better Listening, Better Questions. Bigger, Better Gifts!
This session will build on Rod’s Keynote session, and will be a deeper dive into The Alignment Conversation. Participants will walk away with the seven steps to The Alignment Conversation and how it facilitates donors up the four Levels of Understanding and through the Decision Making Triangle. And, the participants will be able to apply what they learn as soon as they leave the room. This methodology will change how each participant interacts with everyone from donors to their own family.
Viken Mikaelian – You Don’t Have to Learn Armenian to “Get” Planned Giving
Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it simple. In fact, don’t simplify. Over-simplify. Viken will show the audience how to speak to your prospects in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches one can start using right away. He’ll convey which simple gifts to pursue and how to pursue them. details
Dan Haake – Documenting the Charitable Gift, Our Responsibility to Our Donors
In this session we will discuss the documentation requirements for gifts in kind, as well as cash gifts. We will explore how the Courts have interpreted the laws, the tax payer’s documentation, and the sad results of ignoring these rules. You will gain knowledge as to what the donor should provide in order for you to protect his tax deduction.
Ed Roberts and Greg Vranicar – IRA Giving: Lifetime and Planned Gifts
Most development professionals and many donors know generally that they might use Individual Retirement Accounts (IRAs) to accomplish charitable goals. In this breakout two veterans of encouraging this type of giving will demonstrate the specifics how IRA giving can benefit your organization and your donors. They will dive into the nuts and bolts of IRA gifts, how to market them and how giving from IRAs allows donors to pursue your mission through current and planned gifts. The benefits to donors and their families will be illustrated by the stories and approaches that Ed and Greg share.
11:30 a.m. Break/Lunch
12:00 p.m. Lunch Session
Richard English – The Philanthropic Habits of Kansas Citians
Explore a bit of Kansas City’s rich charitable heritage and take a deeper dive into the things that motivate Kansas Citians to support charities. We will discuss how charitable giving has changed over the years and what makes for a good donor/charity relationship. We will also explore the impact of private foundations and donor advised funds on charitable giving.
12:50 p.m. Closing Remarks
Cynthia Randazzo, MAPGC President
1:00 p.m. Adjourn
Registration ends on August 8, 2016. Walk-in registrants will be accepted based on seating availability. There will be a $25 processing fee for those requesting a refund. No cancellations with refunds allowed after August 5, 2016.