How Best to Approach Philanthropy with Clients

Date: Thursday, July 12, 2018
Time: 11:15am - 1:00pm
Location: Christensen Hall of Fame Room - King Center SDSM&T
Speaker: Marc Littlecott

Marc Littlecott is the Director of Gift Planning at the South Dakota State University Foundation.  As a Chartered Advisor in Philanthropy (CAP®), he is a qualified resource to many SDSU supporters and their advisors, coordinating with them all aspects of gift language and design in the areas of estate planning, business succession, real property, stock options, etc.  He also leads the effort to secure gifts of land and land assets through SDSU's Jackrabbits Land Legacy program.

“How Best to Approach Philanthropy with Clients” is a presentation Marc has made to dozens of estate planning councils and bar associations, including in major cities like Cincinnati, Columbus, and Dayton, OH, where he worked as a planned giving director for The Salvation Army 16 years prior to coming to SDSU in 2014.  This presentation integrates many of the principals and practices taught to advisors through the CAP® course, primarily differentiating the typical “Charity Conversation” from the more effective, and client-friendly “Impact Conversation”.  For estate planners who understand and feel comfortable with this kind of planning approach, the results and degree of client satisfaction can be dramatic – not to mention impactful for the local community.

 Marc also serves as board secretary for the Charitable IRA Initiative (www.charitableira.org), the nonprofit organization that created and secured the Charitable IRA Rollover into law in 2015 and which presently is seeking its expansion to include charitable trusts and gift annuities through H.R. 1337 (The Legacy IRA Act).

 

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