Below you will find handouts and visual presentations from the different workshops offered at the 2008 Leadership Conferences. The materials are divided by topic name. (Please note: You will need a PDF reader to access the handouts and a PowerPoint reader to access the presentations.)
Pre-conference: Mentoring for Growth &
Bonus: Mentoring for Retention
Pre-conference: Internal Financial Controls
Bonus: Mentoring for Retention (see Pre-conference: Mentoring for Growth)
Bonus: Fund-raising Tips
Presentations: Click here for presentation.
Bonus: Member Contact with Sentinel
Presentations: This file currently is being updated, please check back soon.
Bonus: Producing a Reunion Notebook for Candidates
Topic A: Scottish Rite Master Craftsman
Topic A: Highlighting and Promoting Our Philanthropies &
Topic B: Planning for the Financial Future
Presentations:
Click here for presentation A.
Click here for presentation B.
Handouts:
| Application for a Lifetime Gift Annuity |
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| Budget Instructions - How to create a budget |
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| Budget Worksheet |
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| Charitable Gift Annuity (CGA) - Summary |
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| CGA Contract Sample: Kansas - What a CGA contract looks like |
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| CGA Proposal: "The Prospects" - Hypothetical given to prospective donors |
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| CGA Special Agreement - For contracts that benefit a local foundation |
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| "Endow It?" - Article on endowments by Ill. James D. Cole, CPA, 33°, SGIG in Virginia |
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| Giving Checklist |
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| Pooled Income Fund: Instrument of Transfer |
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| How to Get a Gift |
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| Quiz - Get the facts to promote your charity |
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| Recognition Panel |
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Topic A: Valley Organizational Structure
Topic A: Managing Your Building and Taking an Inventory of Valley Assets
Topic B: Masonic Education in Your Valley
Topic B: Designing a Media Strategy
Topic B: Planning for the Financial Future (see Topic A: Highlighting and Promoting Our Philanthropies)
Topic B: Leadership Training for the Orient
Topic B: Assessing Your Dues
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