2025 Western Regional Planned Giving Conference

Become familiar with the basics of planned giving. Identify assets which may often be overlooked to enhance your mission. Identify and examine current practices that may not always be in the best interest of the donor or the recipient. Become familiar with provisions of the Tax cuts and Jobs Act and implications for charitable giving, estate planning, and the broader economy. Learn what motivates women donors to charitable giving and what their personal values and charitable causes are. Become familiar with the basics of CRT and best practices. Create a longterm plan for a planned gift and learn how to nurture the relationship. Become comfortable with change and use it to lead. Know how to be a responsible charity in the course of a trust and estate administration. Understand how to identify and analyze different giving behaviors. Learn effective engagement strategies. Apply your understanding in various scenarios applicable in real life. Understand the risks associated with charitable reminder trusts and learn how to maximize the benefits to your charity. Generate quality marketing leads. Learn how to cultivate relationships with advisors. Understand the ins and outs of deferred gift annuities. Become knowledgeable in navigating difficult relationships between donors and the charity. Apply the latest donor-advised funds research to make informed decisions. Be able to identify potential gift opportunities Know how to identify red flags and when to call in legal representation. Be able to discuss the differences between CLATs, CRUTs, and CRATs. Analyze and apply trends identified in the 2025 charitable gift report. Understand the importance of monitoring gift proposals and when and how to adjust. Develop a conversational understanding of planned giving to confidentally engage in donor conversations Understand the nuances of a gift of real estate and how to turn it into a profit to your charity. Be inspired by the impact of planned gifts and the good of the future.