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.
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.
Gift Acceptance Policies: The Good, The Bad, And The Ugly
June 18, 2019 | 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 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.
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!