PROGRAM AGENDA
Day One
Thursday, February 14, 2002
8:00 – 8:30 A.M.
Registration and Coffee
8:30 – 8:45 A.M.
Welcome and Introductions
8:45 – 9:45 A.M.
How Can Planned Giving Help Raise Gifts for Your Institution?
Tom Smith, Planned Giving Startup
9:45 – 10:00 A.M.
Break
10:00 – 11:00 A.M.
Working Together
Carol Campbell, Texas Christian University
- What does the donor want?
- Role of the Development Officer
- Role of the Business Officer
11:00 – 12:00 P.M.
Creating Effective Planned Gift Acceptance Policies
Thom Lockerby, Dartmouth College
- Why create policies?
- Areas to address
- Gift acceptance and gift value
- Initiating a policy development effort
12:00 – 1:00 P.M.
Luncheon
1:00 – 2:00 P.M.
Gifts of Real Estate: The Good, The Bad, and The Ugly
Ron Brown, Princeton University
- Preparing to receive gifts of real estate
- Acquiring gifts of real estate
- Transferring gifts of real estate
- Management and sale of the real estate
- Stewardship and ongoing gift management
2:00 – 3:00 P.M.
Fiduciary Responsibility
Tim Thietje, Nebraska National Corporation
- Duty to stay in touch with beneficiaries
- State requirements and compliance issues
- Prudent Investor
- Self-dealing issues
3:00 – 3:15 P.M.
Break
3:15 – 4:15 P.M.
Accounting and Administrative Overview
Marnie Matthews and Julie Groves, Wake Forest University
- Planned giving administration and responsibilities
- Gift annuities and trusts
- Tax information
4:15 – 5:15 P.M.
In-house or Outsourcing – Which is Better for Your Institution?
Tim Thietje, Nebraska National Corporation
Doyle Thompson, Texas A&M Foundation
Mark Wright, Oregon State University Foundation
- Advantages and disadvantages of doing in-house
- The outsourcing process
- How to evaluate 3rd-party providers
DAY TWO
Friday, February 15, 2002
7:30 – 8:00 A.M.
Continental Breakfast
8:00 – 9:30 A.M.
Investing Deferred Gift Assets in a Changing Environment
Lyle Brizendine and Bradley Bishop, TIAA-CREF Trust Company
- How to
- Strategies
- Pooled vs. bonds
- Prudent investor
- New tax laws and what they mean
9:30 – 9:45 A.M.
Break
9:45 – 10:45 A.M.
Pitfalls and How to Avoid Them
Small group discussions of case studies plus participants will have the opportunity to share their own experiences
- The Case of the Valuable Painting
- The Case of the Generous Entrepreneur
- The Case of the Formerly Tainted Real Estate
- The Case of the Cash Poor Grandparents
10:45 – 11:45 A.M.
Report Out and Discussion of Above
11:45 A.M. – 12:00 P.M.
Wrap-up and Adjourn
