ORBA’s Not-For-Profit Group, along with co-sponsors Horwood Marcus & Berk and Bernstein, invite you to attend a seminar focusing on Planned Giving. Join us as speakers from all three firms guide you through the steps of developing your organization’s planned giving approach. Presentations will focus on:
- Understanding the different stages of planned giving, from building an organizational structure that is set up to accept and monitor gifts, to drafting and negotiating gift acceptance agreements with appropriate and beneficial terms for your organization.
- Establishing an investment policy that is aligned with your investment portfolio and can support your future spending plans.
- Enhancing communication and understanding between development and accounting to make sure that gifts are accounted for in the correct way to avoid costly mistakes in the future.
Breakfast and networking will begin at 8:30 a.m., with presentations to follow at 9:00 a.m. There is no charge to attend this program.
Seats are limited. Please register on or before December 1, 2015.
Agenda
ORBA’s Not-For-Profit Group, along with co-sponsors Horwood Marcus & Berk and Bernstein, invite you to attend a seminar focusing on Planned Giving. Join us as speakers from all three firms guide you through the steps of developing your organization’s planned giving approach. Presentations will focus on:
- Understanding the different stages of planned giving, from building an organizational structure that is set up to accept and monitor gifts, to drafting and negotiating gift acceptance agreements with appropriate and beneficial terms for your organization.
- Establishing an investment policy that is aligned with your investment portfolio and can support your future spending plans.
- Enhancing communication and understanding between development and accounting to make sure that gifts are accounted for in the correct way to avoid costly mistakes in the future.
Breakfast and networking will begin at 8:30 a.m., with presentations to follow at 9:00 a.m. There is no charge to attend this program.
Seats are limited. Please register on or before December 1, 2015.