Nov 12 2026 9:00AM

From Transaction to Impact - How advisors and development professionals can work together to advance a donor’s goals

Learning Objectives
• Use transaction, relationship, impact, and legacy questions to clarify a donor’s intentions.
• Identify when to engage each profession and define its role in a coordinated plan.
• Distinguish a 401(k) required minimum distribution from IRA charitable distribution options.
• Plan a client-authorized handoff and follow-up that support informed decisions and satisfaction.

Key Learnings Across Four Scenarios
• A client needs a will. The lawyer leads estate planning. Financial advisors assess resources and family needs; development staff clarify mission and workable charitable terms when interest emerges; tax planners review relevant consequences before finalizing.
• A client seeks tax advice. The tax planner starts with circumstances, assets, and timing. Financial advisors assess tradeoffs, development staff explain impact and gift acceptance, and lawyers address ownership or gift terms when needed. Tax efficiency should serve the donor’s purpose.
• A client asks about a 401(k) RMD. Financial advisors coordinate plan requirements and future needs with the plan administrator and tax planner. A direct 401(k) gift is not an IRA qualified charitable distribution. An eligible IRA QCD may satisfy an IRA RMD, but not a separate 401(k) RMD.
• A donor wants to use wealth to make a difference. Development professionals explore values and desired outcomes while financial advisors assess capacity. Tax planners compare emerging options and lawyers document intent and flexibility. Define success before selecting a gift structure.

Discussion and Application
In each scenario, participants identify a question, missing information, a professional handoff, and a responsible next step. The closing discussion will help attendees decide the best ways to make these handoffs, what information would be useful in preparation for client handoffs and how we can all work together.

Nov 12 2026 10:30AM

Audience and Targeting: Out of the Box Thinking - The Bread and Butter of Planned Giving

The goal of the session is to help frontline fundraisers and those who do planned giving marketing with the tools for outright and deferred philanthropy. Gifts from Donor Advised Funds and IRA QCDs (from individuals ages 70 1/2 and older) are wonderful outright gifts from our generous donors. These gifts can then be converted to bequest/legacy designations, where convenient, and where appropriate from respective donors. The overall objective of the presentation is to demystify planned giving, so that all colleagues on your team - planned giving, annual giving, major giving, principal giving - are comfortable describing planned giving basics, while staying true to the missions of our respective organizations.