R&R Newkirk

Five-Day Comprehensive Planned Giving Seminar

Five-Day Comprehensive Planned Giving Seminar

R&R Newkirk stages the nation's finest, best-known, week-long, comprehensive planned giving seminar.

Whether you're new to planned giving or an experienced fund-raiser looking for fresh ideas and a good review, this is the seminar for you. This unique week-long seminar features programs designed to increase your gift development skills. Specifically, you'll acquire technical knowledge . . . develop and practice solicitation techniques and gain the confidence you need to solicit, close and manage planned gifts. Don't miss out on this opportunity to increase your value to the charitable organization and prospects you represent. Enroll today!


Monday, February 5, 2018
8:15-4:00 p.m.
Topics to include:
Overview of Estate Planning, Essentials of Federal Gift and Estate Taxes, Essentials of Federal Income Tax Charitable Deduction, Workshop on Federal Income Tax Charitable Deduction, Outright Gifts of Non-Cash Gifts and Bargain Sales and much more.

Tuesday, February 6, 2018
8:15-4:00 p.m.
Topics to include:
Workshop on Outright Gifts of Non-Cash Gifts and Bargain Sales, Building and Maintaining the Testamentary Gifts Pipeline, Gifts of Retirement Plans and Remainder Interest in Personal Residence or Farm, Attendee War Stories and much more.

Wednesday, February 7, 2018
8:15-4:00 p.m.
Topics to include:
Charitable Remainder Trusts, Charitable Gift Annuities, Workshop on Life Income Plans, Blended Gifts, Case Studies on Blended Gifts and much more.

Thursday, February 8, 2018
8:15-4:00 p.m.
Topics to include:
Charitable Estate Planning Techniques, Workshop on Ethical Standards in Charitable Gift Planning, Proposing, Negotiating and Closing Planned and Blended Gifts and much more.

Friday, February 9, 2018
8:15-12:00 p.m.
Topics to include:
Planned Giving Program Administration, Case Studies, 2017 Overview and Outlook for the Future and much more.

Continental breakfast will be available in the meeting room each day at 7:45 a.m.


Speakers

Laura Hansen Dean, J.D.
Charitable Gift Planner and Attorney
Laura Hansen Dean and Associates
Bio

Phil Purcell, CFRE, MPA/JD
Senior Counsel for Philanthropy
Fellowship of Catholic University Students
Bio

Natalie Donatello, JD
Legal Editor
R&R Newkirk
Bio


Five-Day Date and Location

February 5-9, 2018
Disney's Coronado Springs Resort
Lake Buena Vista, FL

Click here to make room reservations, find discount park tickets, book a restaurant table and make a Magical Express reservation. Coronado Springs offers guests free on-site parking, no resort fees and access to free transportation to and from Orlando International Airport.


Click here to fill out an enrollment form.
Early-bird registration rate: $1,095. Additional attendee early-bird registration rate: $995. Early-bird pricing is valid until December 22, 2017.
Registration rate: $1,295. Registration rate for additional attendee from same organization: $1,195.


Full participation in the Five-Day Comprehensive Planned Giving Seminar is applicable for 26 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. Participation in the Five-Day Comprehensive Planned Giving Seminar may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and the Five-Day Comprehensive Planned Giving Seminar was not developed in conjunction with CFRE International.
Top