Zoom
Always Look a Gift Horse in the Mouth
Kent Weimer, CAP
April 7, 2021
Not all gifts are beneficial. To protect your organization, you need to fully understand what you’re getting when offered a gift that doesn’t come completely strings-free. Before accepting gifts with restrictions, or gifts that require further action from the organization, make sure that you’re willing–and able–to do what it takes to maximize the gift. In this session, we’ll walk through some of the warning signals to watch for when offered gifts with restrictions or non-traditional gifts. We’ll share experiences that have been ripped from the headlines and discuss how to best handle difficult conversations. Attendees will leave with a better of understanding of what red flags to watch for–and why–and will be armed with tips on how to communicate with donors when you can’t say yes. This presentation has been well received at the CGP National Conference and the AFP International Conference.
Kent Weimar is Director of Trusts, Estates & Gift Planning at Parkland Foundation where he works with donors and their advisors to make estate gifts, create endowments, or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development, and social service organizations. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president.