Securing Blended and Documented Estate Gifts

Presented by: Wm. David Smith, CAP

Change your donor conversations to secure more documented estate and blended gifts.  Presenter will discuss a series of questions that will help you increase the number of documented estate and blended gifts for your organization.  Several case studies will be highlighted that include donor fact patterns, principal factors that influenced donors’ gift documentation, and gift pathways that range from gifts of cash, appreciated stock, current charitable lead and remainder trusts, DAFs, and bequests.  The importance of gift agreements and donor stewardship will also be discussed.  

Wednesday, March 10, 2021

12:00 pm - 1:00 pm

Advance reservations are required

CGP Tampa Bay Members - $10.00

CGP Tampa Bay Member Covid Hardship - Free

Guests - $15.00

Please register to be sent the link/code to join the Session.

ANNUAL SPONSORS:

• American Cancer Society
• Community Foundation of Tampa Bay
• Fisher & Sauls, P.A. 
  
• Johns Hopkins All Children’s Hospital Foundation
• Johnson, Pope, Bokor, Ruppel & Burns, LLP
• Saint Leo University
• USF Foundation, Office of Gift Planning

Speaker Bio

Wm. David Smith, CAP ®, President and Founder - Dave founded Heaton Smith Group, LLC in February 2009. With nearly 25 years of experience in the nonprofit sector, he has served clients from a wide range of sub-sectors, which include healthcare, academic medicine, higher education, arts and culture, religion, and independent schools – and one Texas-based presidential library and think tank.  Dave’s work includes donors with modest estates as well as high-net-worth individuals and those with private foundations and family offices. 

Passionate about gift documentation, Dave has led his firm to become the leader in blended and documented estate gifts in the legacy and charitable estate planning space for an average gift of $515,000.  Dave serves on the boards of The Giving Institute and Giving USA Foundation.  He is a member of the Foundation’s Resource Development Committee and its Special Planned Giving Research Project Committee.  In addition, Dave serves on the Association for Healthcare Philanthropy Affiliate Advisory Council and its Sub-Committee for Statement of Standards & Code of Ethics.