UPCOMING EVENTS

"This is Not Your Grandfather's Donor Advised Fund: How DAFs and Bunching are Changing the Face of Philanthropy"

September 10, 2019 | Private Event

From 2017 to 2018 the number of Donor Advised Funds in America doubled! That statistic is staggering. The tax law changes of 2017 probably played a big part in that leap, but there are other reasons. DAFs are experiencing a resurgence of attention from financial, legal, and tax advisors. Today’s donors are using DAFs in very creative ways and their advisors are embracing charitable planning in even bigger ways. Let’s dive into the current world of DAFs and find out exactly why they are more appealing now than ever.

You’ll walk away from this session knowing:

  • Creative new uses for DAFs
  • When bunching is the right choice
  • How charitable planning and DAFs will grow your practice

Fundraising From Wealth: How to Create a Lasting Culture of Generosity

September 17, 2019 | Private Event

Did you know that less than 10% of America’s wealth is held in cash? It’s true – less than 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. Even though that’s where the real money is charities constantly “chase the checkbook” for donations and donors focus on giving from their checking accounts rather than the other 90% of their assets. It’s time we learned how to start fundraising from wealth and not just cashflow. It’s time to strengthen charities, empower them to do bigger and better things, and inspire donors to give more than they ever thought possible.

You’ll walk away from this session knowing:

  • How to take your organization’s fundraising to the next level.
  • How to start acting from a place of abundance - not scarcity.
  • How to fundraise from wealth – regardless of size or budget.
  • How to give your donors the opportunity to GIVE BIG!

September 20, 2019 | Kaufman Foundation Conference Center | Kansas City, MO

Keynote: "Donor Advised Funds - Your $110 Billion Dollar Best Friend"

Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”

Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because of a lack of understanding of these unique tools. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”

  • Learn exactly WHY Donor Advised Funds have become so popular.
  • Learn HOW Donor Advised Funds work.
  • Learn HOW to Discuss Charitable Planning with clients.
  • Learn HOW Donor Advised Funds can enhance your work.

 

Breakout: "Cows and Pigs and Chickens, OH MY! Gift of Agricultural Assets"

If you live in the Midwest, you know that farming is big business. Many of our friends and family are farmers with the bulk of their wealth tied to the farm. In recent years charities have become more savvy about working with farmers and accepting gifts of farm assets to support their charitable work in big ways! These assets may sound scary, but they don’t have to be. You just need to know a few key things.

In this session we will focus on EXACTLY what you need to know about gifts of crops, livestock, and machinery. You’ll walk away knowing:

  • HOW to handle these gifts
  • WHEN donors are most likely to make gifts of farm assets
  • WHY these gifts are beneficial for charities and donors
  • DOS and DON’TS of accepting agricultural assets

 

October 2-3, 2019 | Virtual Conference

TOPIC TBD

October 22, 2019 | Metro State University, Saint Paul, MN

A Brisk Walk Through the Basics of Planned Giving ©️ is an enriching, one-day seminar that leads participants through the nuts and bolts of planned gift instruments. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it. Each participant receives Craig Wruck's Planned Giving in a Nutshell to complement course instruction.

Community Foundation Private Event

October 29, 2019

Keynote: “Uncovering Your Opportunity”

Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts? It’s because those assets can feel overwhelming and intimidating. Luckily, you can conquer the confusion and uncover the opportunity all around you.

This session will teach you to take the first steps towards:

  • Accessing Wealth - Not Just Cash Flow.
  • Taking your organization’s fundraising to the next level.
  • Giving your donors the opportunity to GIVE BIG!
  • How to work smarter - not harder for contributions.

 

Breakout: “Cows and Pigs and Chickens, OH MY!” (Gifts of Agricultural Assets)

If you live in the Midwest, you know that farming is big business. Many of our friends and family are farmers with the bulk of their wealth tied to the farm. In recent years charities have become more savvy about working with farmers and accepting gifts of farm assets to support their charitable work in big ways! These assets may sound scary, but they don’t have to be. You just need to know a few key things.

In this session we will focus on EXACTLY what you need to know about gifts of crops, livestock, and machinery. You’ll walk away knowing:

  • HOW to handle these gifts
  • WHEN donors are most likely to make gifts of farm assets
  • WHY these gifts are beneficial for charities and donors
  • DOS and DON’TS of accepting agricultural assets

 

PAST EVENTS

July 25, 2019 7:30am - 4:30pm | Earle Brown Heritage Center | Brooklyn Center, MN

Hosted By The Minnesota Council on Nonprofits

Dana's Session: Take the Fear Out of Real Estate Gifts!

Real Estate makes up about 30% of America's wealth, yet very few charities are prepared to accept it as a gift and miss out on billions each year. Are you prepared to receive gifts of real estate from donors? Does the thought of a gift of real estate strike fear into your heart? Well, it doesn't have to. This session will help you take the first step towards tapping into this immense opportunity. You'll walk away knowing:

  • Top reasons donors give real estate
  • Top ways donors give real estate
  • How to mitigate risks
  • Best Practices for Acceptance

You will walk away with actionable items you can start using right away to begin accepting valuable gifts of real estate in the best possible ways. These actionable items can add millions to your fundraising results!

June 26, 2019 | 8:45am - 4pm | Online Workshop

Hosted By The Minnesota Council on Nonprofits

Dana's Session: DAFs 201: The Practitioner’s Guide to Developing a DAF Fundraising Program

In this session, you will gain practical tips and tricks for working with your existing donors and your board members to access contributions from donor advised funds. Deepen your technical knowledge around internal tracking and receipting, the benefits of DAFs for your donors, how DAFs are used in planned giving and the donation of complex assets, IRS requirements, what to consider in crafting gift acceptance policies and gift instruments, and best practices.

About This Event

Donor advised funds...love them or hate them, there is no doubt that skyrocketing growth in this popular charitable giving vehicle has had a major impact with the passage of the 2018 Tax Cuts & Jobs Act. To successfully fundraise in this new environment, nonprofits need to understand what donor advised funds (DAFs) are, how they work, and how to approach donors who've opened DAFs. They also need a keen understanding of the major sponsors of DAFs -- both national ones and local community foundations. Join MCN for this one-day online event to explore these topics and more.

This Spotlight is a one-day online event offering five interactive live online sessions, each exploring a different key to understanding DAFs and how they work. Each session will be led by an experienced nonprofit leader or consultant and is designed to offer practical information that can be applied immediately. Registrants can participate in the live sessions and will also be sent a link to a recording of each of the sessions after the event ends.

 

Gift Acceptance Policies: The Good, The Bad, And The Ugly

June 18, 2019 | Private Event

Private Event

“Gift Acceptance Policies: The Good, The Bad, and The Ugly”

Gift Acceptance Policy feels kind of like flossing your teeth, doesn’t it? We all know it’s really important, but nobody I know actually likes to spend time on it. It doesn’t have to be this way. Giving thought to your policies can give rise to some exciting opportunities for growth, protect your organization from disaster, and help you feel empowered to take on big things. This session equip you to know:

  • WHY gift acceptance policies are vital to every organization.
  • HOW you can use gift acceptance policies to your advantage.
  • WHAT you should think about when drafting or revising your policies.
  • WHERE to look for further guidance.

June 6, 2019 9am - 2pm | Florida Southwestern State College | Fort Myers, FL

Hosted By The Planned Giving Council of Lee County, Florida

Turning Wealth Into What Matters™

Would you believe that only 10% of America's wealth is held in cash? It's true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets. If that's where the real money is, then why do charities constantly "chase the checkbook" for donations? Why do donors focus on giving from their checking accounts when the other 90% is just sitting there waiting to be shared for the benefit of life-changing causes? I'll tell you why. It's because until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. I'm here to de-mystify it for you.

  • Learn how to unlock the other 90% of donors' wealth by understanding how assets work.
  • Uncover countless more gift opportunities all around you when you understand how non-cash gifts coincide with specific life events.
  • Commit to growth and define your exciting new growth goals!
  • Implement your new found knowledge and reap the rewards.

May 16, 2019 | 11:00am - 1:00 pm | Northlink Golf Club, Mankato, MN

Hosted By Mankato Area Foundation

Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”

Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because of a lack of understanding of these unique tools. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”

  • Learn exactly WHY Donor Advised Funds have become so popular.
  • Learn HOW Donor Advised Funds work.
  • Learn HOW to Discuss Charitable Planning with clients.
  • Learn HOW Donor Advised Funds can enhance your work.