Wessebago Consultancy and TAIS Present

A Planned Giving Workshop

 Doug Gortner

Managing Partner, Wessebago Consultancy

Description:

Due to the low interest rate environment and the enormous appreciation in the value of stocks and real estate over the last 25 years (the Dow Jones was at $776 when our Managing Partner, Doug Gortner, founded Deerfield Academy’s planned giving program in 1983;  today it is over $10,000) it is “the best of times” for planned giving.  For example, a mailing Wessebago Consultancy prepared last summer for “the Monroe Harding of Vermont” demonstrated that the after-tax, cash-in-pocket return of a 6.6% Gift Annuity is more than five times that of a national-average 2.0% one-year Certificate of Deposit.  In his workshop Doug will be discussing this and other financial tools that are capable of providing schools with stable income in our current economic environment. 

Doug Gortner:

After graduating from Brown University, Doug Gortner embarked on a career as an international underwriter and banker.  In 1983 he was lured back to his old boarding school, Deerfield Academy, to launch a planned giving program.  Since that time he has served as chief development officer at a university, an art museum, and three independent schools, and has served as a fundraising consultant for more than 40 nonprofit organizations, including 14 independent schools.  He recently authored for CASE Deferred Giving . . . Give Now, Pay Later, a short book on planned giving, contributed articles to Planned Giving Today (the peer-to-peer journal of the profession) and has spoken regularly on planned giving for over 25 years to CASE/NAIS conferences.  In addition to planned giving, Mr. Gortner’s specialties include stewardship programs, annual fund turn-around, and major gifts. 

Where:  Currey Ingram Academy

When:  Thursday, April 29, from 10:00 am to 2:30 pm (lunch is included)

Cost:  $20.00 per person

To register for this event on the TAIS website click here.