Contact Florida Philanthropic Advisors, LLC for event and ticket information.
Friday, June 27, 2008 from 10:00 AM - 3:00 PM (ET)
First Steps in Planned Giving
10:00 am -- 12:00 noon
Getting started in planned giving is easier than you think. You do not need specially-trained staff nor a big budget. You can effectively and consistently raise planned gifts from your donors with your current staff and a small budget. We show you how to get started the right way, so your organization can enjoy its share of the enormous wealth transfer that is now taking place. We cover basic planned gift marketing, working with donors, and how to get technical support when you need it. If you are not receiving planned gifts, you need to attend this session. Taught by John Elbare, MBA, CFP. Registration fee: $59.00.
Register for both seminars for $99 and receive a complimentary deli lunch. $79 for additional registrants from the same organization.
Understanding Charitable Tax Deductions1:00 pm -- 3:00 pm
Charitable tax deductions are important for many donors. Make sure you understand how the rules work. Learn how income tax deductions are calculated on gifts of cash, stocks and bonds, tangible personal property, real estate and other charitable gifts. There is much more to this than meets the eye, and every professional fund raiser needs to know the basics. Taught by John Elbare, MBA, CFP. Registration fee: $59.00.
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