What Every Advisor Needs to Know About Charitable Giving

What Every Advisor Needs to Know About Charitable Giving: What Your Clients Should Expect from You and What You Should Expect from Charities

Thursday, June 24 - 3:00 p.m. - 4:14 p.m.
Scott Lumpkin, Associate Vice Chancellor, University of Denver

What Every Advisor Needs to Know About Charitable Giving: What Your Clients Should Expect from You and What You Should Expect from Charities
Scott Lumpkin draws on 25 years working with major donors and their advisors to present practical tips on how advisors can facilitate more, larger, and better charitable gifts. His presentation is designed for advisors of all levels and will cover topics such as:

• What You Can Do to Help Your Clients Make Better Gifts
• Drafting Gift Agreements that Protect Your Clients (and Charities)
• Understanding Endowment Payouts and Investments
• What Really Motivates Donors
• How Charities Value, Count and Recognize Gifts
• Negotiating Gift Conditions and Payment Terms
• Enforcing Gift Restrictions
• Utilizing Overlooked Gift Assets
• The Most Effective Gift Strategies for Today
• Secrets to Creating Transformational Gifts