At this year’s NCPP conference, my colleague Barbara Haupt and I did a pre-conference session called “From Simple to Spectacular: Recipes for Planned Giving Video at Any Level.” One of the audience questions was: “If you had budget for only one video or could make only one planned giving video, what should it be?”
The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. You can help your donors and your organization avoid tax penalties by studying up on disqualified people and prohibited transactions. Jeffrey Davine's presentation at NCPP 2016, “Dealing with the Self-Dealing Rules,” addressed this very issue.
Find out how well you know the self-dealing rules.
At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.
The National Conference on Philanthropic Planning is a meeting place for all the advisors who sit around the planning table. Steve Meyers, Phil Cubeta and Tim Belber got together to present an approach to blended giving that makes sense to donors and their estate and financial planners and creates immediate impact for the organization receiving the gift.
Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.
It’s true, PPP is undergoing a complete renovation, centered on member-focused, service-driven improvements that will bring new life to the organization… and it all started with our members
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