Planned Giving Day Handouts 2024

Session 1A: The Need for a Human: Why AI Won't Replace Charitable Gift Planners

PowerPoint Coming Soon

Session 1B: Maximizing the Impact - Unlocking the Power of QCDs
PowerPoint

Session 1C: Helping Your Donor Create a Giving Plan
PowerPoint

Session 2A: Legal Update for Exempt Organizations and Their Donors
PowerPoint

Session 2B: Planning Now for the Looming Estate & Gift Tax Exemption Sunset 
PowerPoint

Session 2C: Mission Possible: Going Beyond the Grant 
PowerPoint Not Available

Session 3A: Likely and Unlikely Paths to Transformational Gifts

PowerPoint

Session 3B: Investment Foundations for Development Professionals
PowerPoint

Session 3C: Religious Considerations in Estate Planning
PowerPoint 

Plenary Session with Nick Doyle
PowerPoint Not Available