February 14 - 15, 2002
Westin Fort Lauderdale
Fort Lauderdale, FL
With dramatic predictions on the amount of wealth that will be transferred in the coming decade, many business officers are seeking ways to develop a strategic approach to planned giving. This workshop is designed specifically for campus administrators interested in developing new planned giving programs or improving the effectiveness of their existing programs. With seasoned speakers who manage successful programs at institutions both large and small, this program will emphasize how financial and development officers can work more effectively in administering and investing planned gifts.
To view the agenda, click here.
Program Highlights:
- How planned giving can raise large gifts for your institution
- Gift acceptance policies
- Fiduciary responsibilities and duties
- Investing in a changing environment, including coverage of the new tax laws
- In-house management versus an outsourcing solution – determining which option is better for your institution
- Effective ways to communicate with the development office to keep everyone informed and working collaboratively
- Evaluating gifts of real estate and mistakes to avoid
- Opportunities to exchange ideas with your colleagues about their programs and lessons learned
TIAA-CREF Institute sponsors this program and participants will be awarded a certificate for 12 CPE credits: 6 management, 4 specialized knowledge and applications, and 2 accounting and auditing.
