Online registration for this event has closed. If you would like to attend, email firstname.lastname@example.org or call 804/368-3397 to determine availability.
By 2030, all Baby Boomers will be over age 65! Utilizing retirement assets within a charitable giving plan offers a significant opportunity to maximize philanthropy for donors no matter their worth. The ability for your institution to initiate meaningful donor conversations integrating retirement assets as a philanthropic tool is critical for current and future fundraising success. In this session, you’ll learn how financial and philanthropic professionals can start those impactful conversations for tax minimization, gift optimization, and life satisfaction. Participants will leave this session with practical strategies for leveraging retirement assets to spark gift conversations and maximize philanthropy.
Carlo Laurore, CFP® CHFC® CLU®, RICP®, AEP®, CFRE, CAP®, is the VP & Executive Director of the National Boy Scouts of America Foundation, where he has worked for almost the past decade. Currently, he leads the national planned giving efforts, corporate giving strategy, and Private Foundation relations for the office of development. Carlo also provides leadership for grant administration, restricted funds management, and fundraising educational initiatives for the organization. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and a current board member of his local North Carolina Planned Giving Council Board.
Previously, Carlo worked in higher education fundraising at NC State University and NC A&T University. Of note, he is responsible for starting the gift planning program at NC A&T, where he helped close the largest gift from a non-alum individual at that time. Afterwards, at NC State he led a complete revamp and expansion of their gift planning marketing efforts. The outcome, a 150% increase in closed gifts from marketing-related leads.
Prior to his work in fundraising, Carlo worked for 8 years in the financial services industry for BB&T, where he held the title of Vice President and managed a $50+ million-dollar portfolio of business loan clients. He holds numerous financial planning and fundraising designations, including his CFP®, CFRE, and CAP®.
Most importantly, he has a heart for philanthropy, youth development, and helping non-profit organizations big and small maximize their fundraising efforts through soliciting gifts of non-cash assets and optimizing their gift planning program. He has been featured speaker at various local CGP Councils, FPA chapters, and at the 2022 National CGP Conference.
- 10:00 a.m. Registration Begins/Member Networking/Coffee
- 10:30 a.m. Program Begins
- 11:30 a.m. Program Concludes/Q&A
- 12:00 p.m. Adjourn/Box Lunches
- There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
- The nonmember fee is $75.00. Nonmembers can also join now and then register at no additional cost.