Planned Giving: What to Do and How to Do it A Day with Debra Ashton 2011 MPGC Conference brought to you by Maine Planned Giving Council Thursday, November 10, 2011 Point Lookout Resort and Conference Center Northport, Maine Conference Schedule A Day with Debra Ashton, author of Planned Giving’s Blue Bible 8:30 - 9:30 Registration and continental breakfast reception 9:30 - 11:30 Presentations Starting a Bequest Program in 60 Days Mastering the Charitable Gift Annuity 11:30 - Noon Break Noon - 1:30 Lunch Presentation The 15 Hideous Reasons You Are Not Getting Gifts 1:30 - 2:00 Break 2:00 - 4:00 Presentation Putting It All Together 4:00 - 4:30 Annual Meeting presentations Starting a Bequest Program in 60 Days There is one type of gift that every donor can consider—a testamentary gift. That commonly takes the form of a bequest, but it also includes life insurance and retirement plans. In this session, we discuss how to start a bequest program from scratch. From choosing an appropriate name for a Deferred Giving Society to marketing the program, we cover everything you need to know to take advantage of the most popular planned giving in America. Mastering the Charitable Gift Annuity We all want the outright gift, but, often donors cannot give up the income from their assets. That makes the beauty and simplicity of the Charitable Gift Annuity perfect. In this session, we cover the uses and flexibility of the Charitable Gift Annuity. This includes how it works, why donors love this gift vehicle, and all of the considerations for you and for the donor. There is no excuse to leave this marvelous gift option on the table. If you have been afraid of this vehicle up to now, you will walk away feeling confident about how to incorporate a life income gift into your program. The 15 Hideous Reasons You Are Not Getting Gifts If your fund raising totals are lacking this year, the reason probably isn’t the economy, your lack of planned giving expertise, or even your tiny staff. Poor results may be due to wasteful habits, unproductive activities, lack of discipline and procrastination. This very practical session is for all kinds of fund raisers—annual--major gifts, campaign, planned giving, volunteers, and Trustees--and will help get you back on track in time for year-end. Putting It All Together For a small shop, the staff feels overworked and always treading water. There is a chronic tug of war between immediate cash needs and longterm vision. With so few hands, it feels like you can never get ahead or take the time to really plan beyond next month. In this session, we cover ideas, strategies and tools to change the paradigm. This includes the role of the board and volunteers, how to incorporate an Endowment component, and why having an Endowment/Major gift focus will increase annual giving, enhance stewardship, and allow for seamless integration of planned giving. about debra ashton Debra Ashton has had a stellar career in planned giving since 1975. If you know the words planned giving, you know her name and her book, The Blue Bible of planned giving, first published in 1988. Generations of new and experienced planned giving officers have relied on her wise advice and keen insight on creating and running a planned giving program that really works! Debra runs one of the top three, exclusively planned giving consulting firms in the nation. She has consulted to every type of nonprofit— educational, health, environmental, social service, religious, you name it. They all come to her to learn not only WHAT to do, but HOW TO DO IT. -Lynda S. Moerschbaecher registration Registration Fee (includes conference, continental breakfast and lunch): $100 MPGC Members/$175 Non Members (includes one year MPGC membership fee). For more information: www.mpgc.com or call Chris Cox at 207-973-5786 or email [email protected] Overnight accommodations available: call Point Lookout at 800-516-3611 for reservations 67 Atlantic Hwy PO Box 119 Northport, Maine 04849 www.visitpointlookout.com 800-515-3611 [email protected] sponsored by