The Riley Case, Part 1: Diamonds in the Rough

Phil Cubeta & Bryan Clontz
 
Business owners are diamonds in the rough. In this session we will compare and contrast the Rileys with two polished diamonds. Sydney, our first diamond, is an 80 year old single donor, committed to your organization and capable of a planned gift of $100,000 or more. Chris Tall, our second diamond, is a 48 year old committed board member, with high income and liquid assets, who is evolving into a strategic philanthropist, capable of giving $5 million or more. The Rileys, age 70, are diamonds in the rough. They have never given more than $5,000 to any organization but are capable of giving $5 million during their life and more at death, once their company sells. How will working with the Rileys be different?
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 

The Riley Case, Part 2: Advisors Plan for the Rileys Without You. Will it Work?

Phil Cubeta & Bryan Clontz
 
Generally, it is advisors, not gift planners, who plan for business owning families like the Rileys. You will see in this session how advisors minimize tax, increase cash flow, plan for business exit, protect assets, compute giving capacity, identify best assets to give, propose charitable tools, and create a tax-optimal inheritance to heirs. The plan as outlined is perfect, but 70% of top advisors surveyed say the plan will never be signed unless someone – maybe you – builds charitable passion. How and when can you get involved?
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit 
 

Riley Case, Part 3: Your Opportunity with Families Like the Rileys

Phil Cubeta & Bryan Clontz
 
Within 50 miles of the Rileys are a fundraiser for their university, the pastor of their house of worship, the executive director of a small nonprofit on whose board Mary sits, a community foundation, a religious foundation, and an office for a national gift fund. Who has the greatest opportunity? Whose planning process and metrics support such work? Who will or should step forward, when? And who will collaborate with whom? Finally, in your own database, how many Riley families do you have? And how can you help them make a multi-million dollar gift to your organization?
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2016
Price: 
$90.00
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