Planned Giving is Dead…Long Live Planned Giving!

Robert Sharpe
 
There has been little real growth in income from estates since 1999, despite two decades of the Great American Wealth Transfer that was first heralded in 1998.  Is “planned giving” as many have known it over their careers declining as a viable revenue source?  Or are we witnessing the dawn of a golden age of charitable gift planning – a world where the vast majority of larger gifts will be “planned gifts” made by the emerging “Gerontrophilanthroplutocracy” with the aid of their professional advisors working in concert with knowledgeable nonprofit development officers? 
Robert will present an overview of a number of inter-related forces driving trends in philanthropy today and for the foreseeable future.  These include the ongoing impact of the Great Recession and the policies designed to reverse it, the elimination of federal estate and gift taxes for 99.9% of donors, the possible reduction or elimination of tax incentives for lifetime gifts, the aging of the Baby Boom generation, the role of planned gifts in capital campaigns and the re-emergence of charitable trusts and other split interest gifts as key planning tools for high net worth individuals.
The remainder of the Summit track presentations will offer solutions for those who wish to thrive in the coming new world of charitable gift planning.
 
Learning Objectives:
1. Understand the trends in planned gift income in recent years and how some programs have achieved unprecedented success while others have faltered.
2. Discover who will be the source of major current and deferred gifts in coming years and how they will be motivated differently from the generation that preceded them.
3. Be aware of the inevitable changes in charitable tax incentives and how they could lead to a renaissance in outright and life income gifts.
4. Learn why the elimination of estate taxes could lead to greatly increased bequests.
5. Revisit who really makes planned gifts, when they make them and why.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
$30.00
Purchase Type: 
Individual
Recent News & Events
CGP Webinar: Implementing a Legacy Challenge Match Program at a Major, Multifaceted Institution
Jun 26, 2018
You don’t need to work at an organization as complex as George Washington University to learn from its legacy challen...
More
Tap Into Education
Jun 06, 2018
Giving you access to education relevant to your career and the challenges you face is CGP's top priority for 2018. In Ja...
More
Gifts of Art—Love AND Money
May 30, 2018
In the webinar “Charitable Planning with Art and Other Collectibles,” U.S. Trust’s Ramsay Slugg leads gift planners thro...
More
ACGA Rates Release New Suggested Maximum Rate Schedules Effective July 1, 2018
May 15, 2018
The American Council on Gift Annuities (ACGA) Board of Directors held its semi-annual meeting on April 24, 2018. As part...
More
Related Resources
Comprehensive Donor Relations: Moving Beyond Acknowledgements and Stewardship, Tools to Drive Major and Planned Gifts
This presentation highlights best practices of donor relations programs across the country. Research on donor relatio...
View
Click or Skip? What About Headlines Makes Donors Want to Read More?
Move over response rates! "Engagement" is the new "it" metric in planned giving. With today's technology, we have the...
View