AGENDA

The Institute strives to provide a valuable, well-paced, and engaging schedule. Each year, attendee evaluations are carefully reviewed to assure that the agenda delivers what people are seeking as well as what they need.  A variety of speakers appear throughout the day which adds to the dynamics of the interaction between speakers and participants. 

MONDAY, OCTOBER 25

1:00-1:30     
1:30-2:00  
2:00-2:30 
2:30-3:00  
3:00-3:30     
3:30-3:45  
3:45-4:15  
4:15-4:45

4:45-5:15  

Registration
Welcome and Overview of the Institute    
Why Planned Giving is Important                                 

How to Market Planned Giving

Who Are Your Best Prospects?                                

Break                             
When People Give: The "Threes" of Planning

Components of a Sound Estate Plan       
Why Do People Give?

TUESDAY, OCTOBER 26

8:00-8:30     
8:30-9:15     

9:15-10:00
10:00-10:15 
10:15-10:45 
10:45-11:15 
11:15-12:30 
12:30-1:30 
1:30-2:15 
2:15-2:45 
2:45-3:00 
3:00-4:00 
4:00-4:30 

Current Developments in Estate Planning

Where Income Taxes Matter

Where Transfer Taxes Matter

Break

When the Planner Works with Advisors

What We Give: Overview

Lunch Provided by the Institute

Understanding the Charitable Deduction

What We Give: Valuations and Deductions

What We Give: Tangible Personal Property

Break

What We Give: Business Interests

Case Studies: What We Give

WEDNESDAY, OCTOBER 27

8:00-8:45 
8:45-9:45 
9:45-10:15

10:15-10:30
10:30-11:30 
11:30-12:00 

12:00-1:30 
1:30-2:30
2:30-3:00

3:00-3:15
3:15-4:00 

4:00-5:00

How We Give: Outright Gifts (Bargain Sales, Bequests, and Pledges)

How We Give: Charitable Gift Annuity and Pooled Income Funds

How We Give: Retained Life Estate

Break

What We Give: Understand IRAs and Other IRD Assets

Advanced IRD Planning

Lunch On Your Own

How We Give: Charitable Remainder Trust

Life Income Gift Techniques Compared

Break

How We Give: Charitable Lead Trust

Participants' Questions, Concerns, and Cases

THURSDAY, OCTOBER 28

8:00-9:00
9:00-10:00 
10:00-10:15 
10:15-11:00
11:00-11:30

Case Studies: How We Give

When We Plan: Ethics and Charitable Gifts

Break

How to Address Donor Concerns

Where to Find Help

*Tentative schedule, subject to change.