AFP Long Island: Fundraising Fridays - November 19 - The Hows and Whys of Legacy Giving

The How's and Whys of Legacy Giving

Keynote Speaker: 8:05 - 8:30 AM

Legacy Giving: What it means to an organization, what it means to a donor
Alexandra P. Brovey, JD, LLM, Author and Senior Director, Gift Planning, Northwell Health Foundation

The keynote will address why people give, why they may choose a legacy gift, and how legacy gifts achieve goals of both donors and the charitable organizations.

Break: 8:30 - 8:45 AM

Panel Discussion: 8:45 - 9:45 AM

Legacy Giving: Best Practices

Qualified Charitable Distributions (QCDs)from IRAs
Evaluating the quality of your donor base re Planned Gifts
If you are starting a Planned Giving Program the importance of “Board Buy In”
When and if you should use a consultant
The Importance of a Gift Acceptance Policy
Organization of the office for Legacy Giving
Marketing Legacy Giving

Alexandra Brovey, JD, LLM, Author and Senior Director, Gift Planning Northwell Health Foundation - Moderator

Panelists:
Meryl R. Cosentino, JD, Executive Director of Gift Planning New York University
Jim Meyer - President, JEM Planned Giving Solutions/Associate, Arnone, Lowth, Leibowitz, and Andriano, Inc.
/Associate, Greco Planning Group, Inc.

Session One: 9:45 - 10:45 AM

All About Bequests

Bequests and other estate distributions are rarely simple. Each estate has unique challenges. In this session, Stacy discusses some of the key challenges she faces in managing a large pool of active estates, including: problematic gift restrictions; difficult IRA distributions; and real-estate surprises. In doing so, Stacy will offer tips to running a smooth bequest administration program and to handling the bumps along the way.

Presenter: Stacy B. Sulman, J.D., Vice President for Personalized Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science

Break: 10:45 - 11:00 AM

Session Two: 11:00 - 11:45 AM

The Other 20%

Donor-Advised Funds have become increasingly popular as they offer ease and convenience for the right type of donor. What are the benefits and drawbacks of donor-advised funds, how do they work, and can they be a funding source for your organization.

Explore a number of gift planning techniques that donors, advisors and charities may consider to help donors maximize their giving while achieving philanthropic and other goals.

Presenters:

David M. Okorn, Executive Director, Long Island Community Foundation (LICF)

Shawn T. Mroz, Senior Advisor, Gift Planning, Northwell Health Foundation