Lunch & Networking at 11:30
Presentation at 12:00
Catch up on the latest strategies to help donors make tax advantaged major gifts, including:
Planned giving offers donors tremendous tax advantages and nonprofit organizations great opportunities to receive major gifts. Building your ability to present new and continuing planned giving options in simple language can help your donors translate their desire to support your nonprofit into decisive action.
Join David Westcott, Vice President for Development for The Oregon Community Foundation, for an update on planned giving techniques and proposals. David has used his gift for plain talk about even the most complex planned giving strategies to help OCF surpass the $1 billion in assets threshold. Learn how he helps donors think through their options, including opportunities for generating tax advantaged income streams during retirement, while staying focused on the charitable goals of giving.
David L. Westcott is currently Vice President for Development and Gift Planning at The Oregon Community Foundation, a position he has held since 1997. David oversees a development staff of 14 with offices in six cities. Prior to joining the foundation, he was the Chief Financial Officer for the University of Oregon Foundation for 11 years, where he managed accounting, finance, endowment, and trust management operations.
As a business owner, David was president and founder of Independent Computer Services, a service bureau and accounting firm that specialized in nonprofit and fund accounting, with over 100 Oregon clients.
Each session of the Rogue Valley Nonprofit Training Series is designed to strengthen your development and management skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development and meeting with the experts, each session allows for networking and peer coaching in a collaborative learning environment.
|NAO Members & Affiliates||$ 22.50|