Wednesday, September 11, 2019
10:15 - 10:45 am, Morning Presentation - Prime the Pump — How to Intentionally Discover the Best Available Gift Plan with
It isn't enough that you know the nuances of charitable remainder trusts or the due diligence required to analyze a gift of real estate. Your first challenge is to discover that your prospective donor is a promising prospect for a retirement CRUT or a bargain sale. Dan will introduce a proven conversational approach to discover the most promising gift plan or asset for a particular donor.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Three Steps to Introduce the Gift Plan with
In this session, you will practice how to introduce the selected gift plan or asset in a way that is intellectually accessible and emotionally appealing to the donor, who is almost always a layperson when it comes to estate planning and tax law. The effective charitable gift planner must be able to effectively walk this layperson through the pages of an illustration for a charitable gift annuity or explain why certain details are on a questionnaire for a gift from a closely-held business.
1:30 pm - 2:30 pm, Beginner's Roundtable Discussion - The Importance of Discernment in Gift Planning with Patricia G. Wang, Executive Director of Development, Gift Planning, University of Maryland
Explore how discernment can be key to more meaningful gift discussions with your prospects and what motivates their philanthropy. Members whose portfolio includes major and planned gifts, or those transitioning from annual or major gifts to planned giving may find this session helpful and encouraging.
1:30 pm - 2:30 pm, Master's Roundtable Discussion - Donors are Talking: Are You Listening? with Gayle Union, Manager, Planned Giving, Marine Corps Heritage Foundation
Join Gayle Union for a discussion on donor conversations: what to listsen for, and how and when to respond.
Dan Shephard, Principal, The Shephard Group
Dan Shephard is Principal of The Shephard Group, which provides training and consulting services focusing on the skillsets most valuable to frontline fundraisers. His training focuses on the intersection of major gifts and planned gifts and is based on the philosophy that, from the donor's perspective, they're one and the same. Dan's goal is to teach the frontline fundraiser to become an effective charitable gift planner.
A fundraising professional since 1986, Dan has served as Planned Giving Director for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Director of Development for the Chase College of Law at Northern Kentucky University.
Dan has taught hundreds of fundraising professionals the tools and techniques he will share with us today. His client list includes Columbia University, Cornell University, the Smithsonian Institution, Florida International University, Rochester Institute of Technology, World Wildlife Fund, and many more.
He is the author of Charitable Choices — How to Avoid Donor's Remorse.
June 12, 2019
10:45 - 11:45 am, Morning Presentation - 2019 Advocacy Update with
With data now becoming available on charitable giving in 2018, several bills have been introduced to expand the deductibility of charitable contributions. Learn the latest on efforts to introduce a universal charitable deduction, expanded IRA rollover legislation and who is supporting these initiatives to improve the environment for charitable giving.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Annual Business Meeting with Elana F. Lippa, NCGPC President
Join us for the NCGPC annual business meeting after the networking lunch. Our annual meeting is more than just a cursory review of financials and a vote on new board members.
It is your chance to bring up the topics you want to learn about next year and find ways to participate - after all, this is YOUR Council, and we need your input to make it strong. Please plan to stay to learn about the status of the Council and ways you can join the board and volunteers in meeting the needs of our professional community.
Michael Kenyon, President and CEO, National Association of Charitable Git Planners
As president and CEO of the National Association of Charitable Gift Planners, Michael strives to create an environment where CGP's 8,000 members can come together to educate, learn, network and strengthen the distinguished profession of charitable gift planning. He actively advocates for the value of charitable gift planning to legislators in D.C. and speaks throughout the country on the role of advocacy in the nonprofit sector. Kenyon has over 20 years executive leadership with community based, cultural, and professional membership organizations. He currently serves as, co-chair of the Financial Awareness Foundation 2019 Campaign and is Vice President for the Charitable IRA Initiative.
Wednesday, April 10, 2019
10:45 - 11:45 am, Morning Presentation - Charitable Practices and Preferences of Wealthy Households withand
The U.S. Trust Study (now Bank of America Private Bank) of High Net Worth Philanthropy is a collaborative effort between Bank of America Private Bank and the Indiana University Lilly Family School of Philanthropy. This study is a continuation of the 2006, 2008, 2010, 2012, 2014 Bank of America Study of High Net Worth Philanthropy and 2016 Study of High Net Worth Philanthropy research series.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - The Gift of a Lifetime and Stewarding Beyond with, and
An Annuity Gift story completed 6 months after the annuitant's death, thanks to the extraordinary efforts of PG Calc, PNC Bank, and some persistent gift officers.
It appeared unlikely to happen as the paperwork remained upon his desk and unsigned when Larry died on Christmas Day 2017. How did this get completed?
Marc Q. Broderick, Senior Vice President, Private Client Advisor, Bank of America Private Bank
Marc Broderick is a Senior Vice President and Private Client Advisor in the McLean, Virginia office of U.S. Trust, Bank of America Private Wealth Management.
Marc oversees the strategic development and delivery of U.S. Trust's private wealth management services to high net worth individuals, families, family foundations, and select not for profit organizations for endowment management throughout the United States. Marc joined U.S. Trust in 2013 and brings a wealth of knowledge and experience serving high net worth individuals, families, and private foundations after 20 years of leadership roles within the not for profit community.
Marc joined U.S. Trust because he was drawn to the comprehensive capabilities offered and the team structure as a key driver of client value. Together with a team of specialists, Marc crafts detailed wealth offerings that respond to a range of goals: investment management, trust and estate planning strategies, liquidity event strategies, credit and lending, family office services and philanthropy.
Marc is a long-term resident of the greater Washington, D.C. area.
Uday J. Shah, CFP®, Senior Vice President, Private Client Advisor, Bank of America Private Bank
Uday Shah is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Uday specializes in helping high net worth families and individuals manage their finances. He has been with U.S. Trust for over 16 years and has been providing a wide variety of wealth management services, including an emphasis in fiduciary planning and administration, as well as lending expertise.
Prior to joining U.S. Trust, Uday worked as a Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach track and field and cross country at the Olympic and Division I Collegiate level.
Uday received a B.A. from the University of North Carolina, Chapel Hill and completed his M.B.A. with a concentration in finance from the Moore School of business at the University of South Carolina. Uday holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Robert J. Brennan, Vice President for University Advancement, Mount St. Mary's University
As vice president for university advancement, Bob Brennan oversees all fundraising efforts for the university.
Previously, Brennan served as executive director of the Foundation for Physical Therapy. He has over thirty-four years' experience in advancement as a senior staff member and a consultant.
Brennan earned his bachelor's degree in business and finance from the Mount. He and his wife, Heidi have three children and reside Oak Hill, Virginia.
Patrick F. McAuliffe, Jr., Director of Gift Planning, Mount St. Mary's University
Upon graduating from Mount St. Mary's in 1981 with a Business and Finance degree, Pat began a 30-year sales, marketing, and business development career in the DC area within the Information Technology sector beginning with the Burroughs Corporation. Pat developed expertise in Financial System solutions for Banks, Savings Institutions and Credit Unions.
In 1984, Pat earned an MBA from Mount St. Mary's University and returned 30 years later to lead the Gift Planning Department at the Mount.
Chip Giese, Vice President, Sr. Planned Giving Relationship Manager, PNC Institutional Asset Management
Chip is a Planned Giving Client Product Specialist in PNC Institutional Advisory Solutions. He serves as the relationship manager for local and national Planned Giving clients. His responsibilities include serving as the primary point of contact for client service needs and coordinating the Planned Giving team that provides investment management, various administration services and education to nonprofits across the country.
Chip assumed his current position in 2005, after spending two years as the director of planned giving at The Gilman School in Baltimore. His industry experience extends back to 1994. Chip earned a Bachelor of Science degree in communications from Towson University. He has spoken at PNC Regional President gatherings and planned giving council programs. He is a current member of the National Association of Charitable Gift Planners and the American Council on Gift Annuities and a past board member of the Chesapeake Planned Giving Council.
March 13, 2019
4:00 - 5:30 p.m. - Roundtable Discussions
Blended Gifts — A Win-Win for Everyone with Vikki Ismael, CGPA
Cash makes up 5% of the nation's wealth, and most deferred gifts don't provide money now. Typically larger than a traditional major or planned gift on its own, blended gifts of cash and non-cash assets and/or current and future gifts can be a win-win for you and your major gift officers. Cheryl will share tips to help improve your ability to secure more blended gifts and meet the goals of your donor and organization.
Charitable Gift Annuities — The Good, the Bad and the Ugly with
Explore the benefits and challenges of a Charitable Gift Annuity program. ACGA rates or not? Does your shop accept Flexible Deferred annuities? When should a donor consider a CGA over another planned gift vehicle? What to do when a living donor terminates his/her CGA? Join Tiffanie to discuss these areas and more!
Donor Advised Funds and Impact Investing with
Want to go beyond donor advised funds? Hear from Shannon about community-based fundraising and how to incorporate innovative impact investing solutions as a way to help nonprofits work with socially-minded donors.
Gifts of Life Insurance with
Life insurance can be a very cost-effective way for a donor to fund a substantial gift to support your organization's mission that far exceeds what would otherwise be possible. Also, it's a good way to involve younger donors. Join Judith to discuss when to consider gifts of life insurance, how they work and the benefits.
Tiffanie Purvis, Esq., Assistant Director of Gift Planning, University of Maryland
Tiffanie joined the University of Maryland in April 2018 and works with donors and alumni interested in making a planned gift to the University. Prior to UMD, Tiffanie was with the Southern Poverty Law Center where she was instrumental in the growth of their Charitable Gift Annuity program. Tiffanie was also a solo practitioner in Estate Planning and Landlord Tenant Law.
In 2017, Tiffanie received the inaugural Rising Star Award from the National Association of Charitable Gift Planners and served on its 2018 conference committee. Tiffanie is past president of the Montgomery, AL, chapter of the Association of Fundraising Professionals.
Tiffanie received a Bachelor's degree from North Carolina A&T State University and a Juris Doctorate from Thurgood Marshall School of Law, Texas Southern University, where she graduated With Honors.
Shannon Scott, Chief Financial Officer, Greater Washington Community Foundation
Shannon Scott has spent much of her career in the nonprofit sector and has more than 25 years of experience in public accounting, financial services and social services. Shannon joined the Foundation as CFO in 2016 and leads the accounting, investments, financial planning and reporting, tax, budget and treasury functions as well as oversees human resources and information technology. She is also leading the charge to develop innovative impact investing solutions to help nonprofits extend their reach.
Prior to joining the Foundation, she served as CFO at National Housing Trust and the Council on Foundations, controller for Capital Impact Partners (formerly NCB Capital Impact), CFO at So Others Might Eat, and treasurer and volunteer photographer for Miriam's Kitchen.
Shannon graduated from George Washington University with an undergraduate degree in Accounting and from the Robert H. Smith School of Business at the University of Maryland with an MBA. She currently serves on the board of Mission First Housing, a nonprofit focused on safe and sustainable homes for our most vulnerable populations.
Judith H. Vereen, MBA, CLTC, Financial Services Professional and Licensed Agent, New York Life (Bethesda and Columbia offices)
Judith recently celebrated 15 years as a New York Life Agent and was a long-time New York Life policyowner prior to becoming an Agent. Judith and her team specialize in designing customized solutions and make tailored recommendations on a wide variety of protection and financial matters, helping families, individuals and business owners protect, accumulate and distribute wealth. These solutions range from life insurance protection to legacy planning to long-term care planning.
Judith is an Authorized to Offer Agent with AARP. Prior to joining New York Life, Judith had a career on Wall Street in municipal finance investment banking, financial advisory services, and public-private partnership financing.
Judith has a Bachelor of Business Administration degree in finance and insurance from Howard University and a Master of Business Administration from The Wharton School, University of Pennsylvania.
Beady B. Waddell III, J.D., MBA, LL.M., ChFC, CLU, Corporate Vice President - Advanced Planning Consultant
Beady Waddell III, is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company, supporting agents working in the African American cultural market.
Beady joined New York Life as a seasoned professional with solid credentials, blending knowledge and experience with planning and practice. Beady has trained and coached wealth advisors in the areas of insurance, estate, tax and retirement planning; and, collaborated with life insurance agents in the identification of insurance-based solutions for their affluent clients.
With over 20 years' experience as a business owner, branch manager and officer of financial services enterprises, Beady has established himself as a skilled and insightful specialist. Working with top-producing agents and other professional advisors, he helps customize practical and actionable estate and business planning strategies for high net worth individuals and business owners.
Beady attended Western Michigan University Thomas M. Cooley Law School in Lansing, Michigan where he earned his Juris Doctor, a Master of Laws in Taxation and a Master of Laws in Corporate Law and Finance. He received his Bachelor of Arts degree in Political Science and a Master of Business Administration in Finance from The University of North Carolina at Charlotte in Charlotte, North Carolina; and has been awarded the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College, Bryn Mawr, Pennsylvania. Beady holds a life insurance license and is a member of the North Carolina State Bar.
Wednesday, February 13, 2019
10:45 - 11:45 am, Morning Presentation - Bequest Programs: 10 Key Ingredients with
Whether you are creating a gift planning program from scratch, heating up the leftovers of a predecessor, or simply hoping to spice things up a bit, this session will offer a fresh look at the key ingredients for a successful bequest program. The discussion will also include beneficiary designations, which have become just as (if not more) important. While there is no single recipe that appeals to every taste, you will leave with key ingredients that will allow you to craft a bequest program that works well for your organization.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - What a Great Hat! with
Is gift planning a new hat for you? Are you a fundraiser that wears several hats (annual gifts, major gifts, events, gift planning...)? Perhaps you are a seasoned professional shifting hats (strategies) to respond to changing demographics or new tax laws. This session will explore how to wear the gift planning hat when it's new to you or it's not the only one you wear, including a review of how to start a planned giving program and how to encourage collaboration and integrate a program with your existing strategies. You will leave the session with easy to implement ideas - and you will look great in that Gift Planning Hat!
Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania
Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for nearly 30 years. She has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law.
Lynn is the current Chair of the national board of the National Association of Charitable Gift Planners (CGP), and a member of the CGP Leadership Institute. She has been a member of CGP since 1993.
She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP).
As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. She is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent — times two!
Wednesday, January 9, 2019
10:45 - 11:45 am, Morning Session - How Many Ways Can I Say Thank You?: Sharing Impact with Your Donors with
This session will provide an overview of best practices in donor relations, as well as specific stewardship ideas that will inspire your donors to stay engaged and committed to your organization. Strategies discussed are meant to inspire you to assess and recharge your current recognition programs in new and creative ways.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - Mindfulness & Gift Planning with
It seems like everyone is talking about mindfulness. Does it apply to our work as gift planners? Yes! Start 2019 off learning simple techniques to help you be more grounded, more present, more effective and satisfied in your job. The best part is that no equipment or accessories are needed. We'll explore techniques to help prepare for donor visits or difficult conversations including easy breathing exercises that can improve focus and concentration. And create better experiences for you, your donors, and the causes you serve.
1:30 - 2:30 pm, Beginner's Roundtable Discussion - The Importance of Discernment in a Gift Planning Discussion with Patricia G. Wang, Acting Executive Director of Gift Planning and Estate Administration, University of Maryland
Vikki Ismael, Director of Gift Planning, University of Maryland
Google the word discernment and you will find many definitions, such as the ability to obtain sharp perceptions or to judge well; the quality of being able to grasp and comprehend what is obscure; acuteness of understanding and so on.
Join Patty Wang and Vikki Ismael for a roundtable discussion on how discernment can be key to more meaningful gift discussions with your prospects and what motivates their philanthropy. Members whose portfolio includes major and planned gifts, or those transitioning from annual or major gifts to planned giving may find this session helpful and encouraging.
1:30 - 2:30 pm, Master's Roundtable Discussion - Legacy Challenges Revisited! A Powerful Way to Secure New Planned Gifts and Get Donors to Document Them with John B. Kendrick, CAP, Assistant Vice President of Development, Planned Giving, George Washington University
Courtney L. Tsai, CAP, Executive Director, Development, Planned Giving, George Washington University
Two years ago the NCGPC held a lively Master's Session on Legacy Challenges (also called Bequest Challenges) just prior to the launch of what proved to be a highly successful Legacy Challenge initiative for the George Washington University. Since then, many additional organizations have launched Legacy Challenges with a variety of program rules and matching gift arrangements (ranging from $1,000 per new planned gift to $25,000 or more), and GW has just launched a second, larger round of its Legacy Challenge with several enhancements. The one constant in all these programs: A pool of immediately expendable matching funds is secured that is matched with new planned gifts, enabling donors to achieve immediate impact even though funds from their planned gifts won't be received by charities until after the donors' lifetimes.
What makes these programs successful? How are organizations creating the pools of matching money? What have your experiences been with them, and how might you launch a Legacy Challenge for your organization if you haven't already? Your discussion moderators, John Kendrick and Courtney Tsai of GW, will share GW's "lessons learned" thus far in implementing two Legacy Challenge programs and discuss the results achieved and publicized by several other organizations. Come prepared to discuss, debate, brainstorm, and learn! Questions? Please contact John Kendrick at firstname.lastname@example.org or Courtney Tsai at email@example.com.
Laura Gobbi, Director of Donor Relations and Events, Office of Advancement, Smithsonian Institution
Laura Gobbi joined the Smithsonian's Campaign Team in June 2015. Leveraging the momentum of the Institution's first capital campaign that raised $1.88B, she developed a pan-institutional stewardship plan for donors that became the model for post-campaign advancement events and communications.
Prior to the Smithsonian, Laura was Assistant Vice President of Alumni Relations and Institutional Giving at Mills College. Laura managed all aspects of volunteer outreach and dramatically increased giving and alumni engagement.
In an earlier chapter, Laura was the Executive Director of the Alumni Association of Oberlin College, where she oversaw all volunteer activities, regional programs and the international alumni travel tour program. Before her career at Oberlin, Laura spent ten years as a museum scientist at the University of California, Berkeley.
Laura has a MA from New York University's Institute of Fine Arts and a BA in Art History and Flute Performance from Oberlin College. Before relocating to Washington D.C. from California, she served on the Board of Directors of the Golden Gate Audubon Society, one year as Chair. When she's not off looking for birds and nature journaling, she is probably swimming, her other preferred pastime.
Karen Gallardo, CFRE, CAP, Director of Planned Giving, Best Friends Animal Society
Since the start of 2015, Karen has led the team helping donors who make a gift to Best Friends in their will, trust or other financial plan. Karen streamlined and strengthened the estate administration processes at Best Friends to ensure that all donors' wishes are fulfilled after their passing. She is a frequent speaker on legacy and estate planning, and has created resources on planning for your pets.
She helps facilitate collaboration across all development functions and is a leader in planning and executing the Campaign to Save Them All, Best Friends' first comprehensive fundraising campaign. In addition, she leads the gift acceptance committee in reviewing different types of gifts and gifts of assets.
Karen is also a certified yoga instructor and enjoys teaching yoga and meditation to staff and donors in the animal areas at Best Friends Animal Sanctuary. Yoga with potbellied pigs, cats and bunnies provides a different and fun way of interacting with the rescued animals at the Sanctuary.
Before coming to Best Friends, Karen worked for the AARP Foundation, The Aspen Institute and The Nature Conservancy. She earned her undergraduate degree at the University of New Mexico and her M.B.A. at George Washington University.
December 12, 2018
10:45 - 11:45 am, Morning Presentation - Survey Says ... Know Your Donors — It Pays to Ask with
This presentation will provide answers to common questions planned giving professionals are asking about surveys and how to put them to best use in growing their planned giving program. No matter your nonprofit's size or sector you'll gain valuable information on:
- Why should your organization survey? What should you expect from surveying your donors?
- Who should you be surveying and what's the best format?
- How often should you send surveys? Can you survey too much?
- How can the results of your organization's survey impact your planned giving program?
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - Prospect Research and Management with Gift Planning withand
Chris Hubert is the Assistant Director of Research at the University of Virginia, a position he has held since 2013. He joined UVa in 2006 as a development researcher. He has served as publicity chair (2011-15) and interim treasurer (2012) for the Virginia chapter of the Association of Professional Researchers for Advancement (APRA). Chris has a B.A. (with honors) in English from Bates College, an M.A. and Ph.D. in Russian Literature from the University of Virginia, and a Certificate in Leadership from UVa's School of Continuing and Professional Studies.
Nathan Stelter, Vice President, The Stelter Company
Nathan Stelter is vice president for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,400 organizations nationally with a staff of over 100 individuals. The home office is located in Des Moines, Iowa, with regional representation in Dallas, Texas; Chicago, Ill.; Asheville, NC; Boston, MA; Washington, DC and Denver, Colo.
Nathan's responsibilities include a little bit of everything...from product development, strategic partnerships and marketing consultation to client services and corporate marketing. His primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions for Stelter clients that connect with donors and provide results for the organization.
Nathan's expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing, marketing trends, and cutting-edge donor and fundraising research. He's been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications. Nathan has recently accepted a nomination to join the board for the National Association of Charitable Gift Planners, he's a past board member of the National Capital Gift Planning Council (Washington, DC) and is currently a member of the Mid-Iowa Planned Giving Council.
Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing. When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va. They are the proud parents of 11-year-old Benjamin Hawkeye, 8-year-old Brody and 6-year-old Brynn along with three Brussels Griffon puppies, Lola, Bubbles and Fergus.
Jason Chestnutt, Chief Education Officer, Office of Gift Planning, University of Virginia
Jason was named Chief Education Officer for the University of Virginia this year and has been with the gift planning office since June 2007, including serving as director. Prior to joining the University, Jason spent eight years as a financial advisor at Morgan Stanley and Merrill Lynch, both in Atlanta. His experience lies in the area of wealth management with an emphasis on the legal and tax aspects of gift planning. Jason is a native of West Point, VA and graduated the University of Virginia in 1998.
Chris Hubert, Assistant Director of Research, University of Virginia
Chris Hubert is the Assistant Director of Research at the University of Virginia, a position he has held since 2013. He joined UVa in 2006 as a development researcher. He has served as publicity chair (2011-15) and interim treasurer (2012) for the Virginia chapter of the Association of Professional Researchers for Advancement (APRA). Chris has a B.A. (with honors) in English from Bates College, an M.A. and Ph.D. in Russian Literature from the University of Virginia, and a Certificate in Leadership from UVa's School of Continuing and Professional Studies.
Wednesday, November 14, 2018
10:45 - 11:45 am, Morning Presentation - Morning Presentation - Donation of Personal Property: Benefits to All with
Personal property is no longer just the extras that people have accumulated over their lifetime. This presentation will look at different types of personal property assets and discuss tax procedures and requirements for their donations, including the guidance material of the IRS, and the latest changed by the DOT in August 2018. Issues include fractional donations, capital gains property (as opposed to ordinary income propoerty) and "unrelated use."
The presentation will cover appraisal requirements including the definition of a "qualified appraiser", the components of a "qualified appraisal," and the responsibilities of the donor and the recipient institution.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Bequest Administration with
Gary will discuss the following: Current issues and emerging developments for estate planning and tax law. Opportunities and pitfalls for charitable planning under the new tax law. Proper estate administration when there are charitable beneficiaries, from the charities' perspective and the Estate's perspective. How to structure and administer the beneficiary of an IRA when there are charitable beneficiaries and noncharitable beneficiaries. How can a charity understand the charitable intent of a donor who has died and not expressed themselves.
1:30 – 2:30 p.m. – Beginner and Master's Roundtable Discussions
Beginner's Roundtable Discussion: Advancing Donor Strategies
Speaker: Kara Barnes
Join us for the Beginner's Session to discuss how to advance donor strategies. Explore ways to: 1) develop a trusting and authentic relationship with the donor; 2) inspire higher levels of philanthropic impact; and, 3) create a meaningful legacy for the donor at your organization. Please bring your own "case studies" for the conversation.
Master's Roundtable Discussion: Non-Tax Motivations for Charitable Giving
Speaker: John Jensen, CFP
With changing tax laws, there has been great fear about a possible drop in giving as fewer people itemize and the tax incentives fall. Most people give without tax incentives. This discussion will focus on non-tax motivations for giving, including some of what Sharpe has observed over the years. Bring your thoughts and examples and join the discussion. These non-tax motivations often also impact both the type and timing of gifts that are made, particularly larger gifts.
Sandra "Sandie" Tropper, Art Appraiser
Sandra Tropper has been a fine art appraiser and consultant in the Washington D.C. for more than 25 years. She holds the designation of Accredited Senior Appraiser (ASA) in the American Society of Appraisers, the accrediting organization in which she has served in numerous capacities including Chairy of the Personal Property Committee, the International Chair of Education for the Personal Property Committee, the Board of Governors and representative to The Appraisal Foundation Advisory Council.
While her accreditation is in Fine Art, she is an instructor and developer for courses for all personal property appraisers including appraisal report preparation and the legal and regulatory aspects of appraising. She has taught appraisal courses for the ASA, for other appraisal organizations, for private firms and at numerous universities including the George Washington University, the Rhode Island School of Design, Pratt, the University of Chicago, Massachusetts College of Art, and SUNY Purchase.
Ms. Tropper has a BA in Art History and Political Economy from Sweet Briar College, her MA in Art History from George Washington University, and an MA in International Studies from Johns Hopkins University.
Gary Altman, Esq., Attorney, Altman & Associates
Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, where he has been serving the Washington metropolitan area, practicing law since 1980 and estate planning since 1988.
The firm's practice is dedicated to all aspects of estate law: estate planning; tax planning; charitable planning; premarital agreements; business succession planning; special needs planning; elder law; asset protection strategies; reformation of irrevocable trusts and failed estate plans; trust beneficiary and fiduciary representation; trust and probate administration; and fiduciary litigation. Gary and his team of four lawyers have in excess of 70 years combined experience in estate planning and trust and probate administration.
A nationally recognized estate, legacy and business planning authority, Gary's "outstanding expertise, trustworthiness and commitment to his clients' needs" has earned him repeated recognition by Washingtonian magazine and Northern Virginia magazine as among the DC region's "Best Estate Planners." He has also been honored as a "Top 100 Attorney" by Worth magazine and likewise recognized as a Maryland and Washington, DC "Super Lawyer."
As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including: The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Northern Virginia Magazine, FOX News, CNN and more. He writes an estate planning blog, Altman Speaks, which can be found via the firm's web site.
As an industry leader, Gary has taught various estate planning courses to attorneys, accountants and financial planners. He is currently on the board of Hope Connections for Cancer Support. Gary has previously served as the President of the National Capital Area Chapter of the Financial Planning Association and the National Capital Chapter of the Society for Financial Service Professionals. In 2015, he was a member of Leadership Montgomery's Core Program.
Gary earned his Master of Law in Taxation (LLM) Degree from Georgetown University Law School and his law degree (J.D.) from the New York University School of Law in New York City. He completed a Bachelor of Science degree at Wesleyan University in Middletown, CT. He also became a CERTIFIED FINANCIAL PLANNER™ professional in 1986.
Gary resides in Potomac, MD with his wife Liz and their two Labrador retrievers. He enjoys spending his free time playing racket sports, reading, gardening, and restoring his pre-civil war historic home. Gary is a wine aficionado and enjoys BBQing and making homemade brick oven pizzas for friends and colleagues.
October 10, 2018
8:45 - 10:15 a.m. - Morning Presentation - Discussing Philanthropy with Their Clients: A Panel of Professional Advisors with Moderator:and Panelists: and
This session will feature a panel of 5 different professional advisors; a financial planner, a lawyer, an insurance specialist, a CPA, and an investment advisor, with the topic of talking to their clients about charitable giving. There will be a Q & A portion for attendees.
Mark Ewert, Philanthropy Advisor, Legacy Philanthropy Group, LLC
Mark Ewert is a Chartered Advisor in Philanthropy ® and an International Coaching Federation, Professional Certified Coach (PCC). Mark is the author of the book, The Generosity Path: Finding the Richness in Giving. His writings have been featured on The Motley Fool website, The Chronicle of Philanthropy, The Council on Foundations website, and in Sojourner's Magazine.
Tim Hughes, Director & Principle, Wealth Advisory, Bronfman Rothchild
Tim Hughes joined Bronfman Rothschild in 2015 through the acquisition of Highline Wealth Management. Tim started with Highline Wealth Management in 2007 and has over fifteen years of experience working with business owners, families, real estate developers, profit sharing plans, and retirees.
Erik Fromm, Financial Advisor, CSG Capital Partners of Janney Montgomery Scott, LLC
Erik Fromm, has been a financial advisor for over eight years. He prides himself on helping clients understand their financial lives and his agility to adapt the CSG team's guidance to changes in all phases of his client's lives. As a member of the DC Chapter of Advisors in Philanthropy and a member of AiP's national board, Erik is passionately committed to helping encourage philanthropic activity aligned with his clients' values.
Shawn Howard, Partner, Citrin Cooperman
Shawn M. Howard is a tax partner and co-practice leader of the firm's Government Contracting Practice. Shawn is currently based in the firm's Bethesda, Maryland office. He has extensive experience providing various tax services including the review of federal and multi-state tax returns, and tax strategies for a variety of domestic and international clients, including government contractors, professional services firms, technology companies, and private equity firms.
Kevin P. Conley, President, Freedom Broker Services
Kevin P. Conley, CLU, CASL, LUTCF is the current President of Freedom Broker Services, LLC, a full service brokerage outlet for Life, Disability Income, Long Term Care and Fixed Annuity products, representing 30 of the top carriers. Kevin is also Executive VP and Co-Founder/Owner of Destiny Financial Team, LLC a boutique Financial Planning firm specializing in Estate and Business Planning with a focus on Retirement planning. Kevin sits on the board of the Greater Washington Foundation of Insurance and Financial Advisors, and the U.S. Mayors Enterprise Inc. Board of Directors.
Aquanetta J. Betts, Senior Executive Director of Planned Giving, East Region for World Vision
Aquanetta J. Betts has 11 year's of experience as an attorney. Prior to World Vision, she worked with clients on estate plans & planned giving. She's a member of: MD & D.C., Bar Associations, Nat'l Charitable Gift Planners Assoc., & Chesapeake Planned Giving Council.
September 12, 2018
10:45 - 11:15 am, Morning Presentation - Addressing #MeToo in Nonprofit Development - Part I with
Nonprofits are not immune to the issues that the #MeToo movement has highlighted during the past two years. This two-session presentation will address an uncomfortable, but increasingly needed, dimension to our work in the fundraising profession.
During the morning session, Doug White will discuss developments at nonprofits and ask those in attendance to consider several serious questions related to preventing sexual harassment in the nonprofit workplace and when cultivating donor relationships.
11:15 am - 12:15 pm - Luncheon
12:15 pm - 1:30 pm, Luncheon Presentation - Addressing #MeToo in Nonprofit Development - Part II withand
Our conversations from the morning session will continue with contributions by a panel of industry professionals and experts, and questions from the audience, moderated by Doug White.
Doug White, Philanthropic Advisor
Doug White, a long-time leader in the nation's philanthropic community, is an author, teacher, and an advisor to nonprofit organizations and philanthropists. He is the former director of the Master of Science in Fundraising Management program at Columbia University in New York City, where he also taught board governance, ethics and fundraising. He is the author of five books on nonprofits and philanthropy. Since 1979 Doug has advised hundreds of charities of all types and sizes. Today, he works closely with select organizations on ethical decision-making, board governance, and fundraising, as well as with individual philanthropists who want to see their gifts used most ethically and most effectively.
Jason Hegy, Civil Rights Attorney
Jason Hegy is a DC attorney with extensive experience in labor and employment law, including harassment and other forms of employment discrimination. He worked for the Equal Employment Opportunity Commission (EEOC) for many years, at headquarters for the presidentially appointed Vice Chair, and also in the Chicago field office. While at EEOC, he litigated discrimination cases on behalf of both employees as plaintiffs and managers as defendants.
Elana Lippa, Director of Gift Planning, Charles E. Smith Life Communities
Elana F. Lippa is currently Director, Gift Planning, at Charles E. Smith Life Communities in Rockville, Maryland. Prior to serving in this capacity, Elana was Director of Gift Planning at Montgomery College, Planned and Major Gifts Officer at National Foundation for Cancer Research, and Planned Giving Associate and Major Gifts Assistant at the Smithsonian Institution. This is Elana's thirteenth year working in planned giving and fifteenth in development. She holds a Bachelor of Arts from Virginia Commonwealth University and a Master of Arts from American University. She has been involved with the National Capital Gift Planning Council for many years and is excited to again sit on the Board.
Angela Sosdian, Executive Director of Gift Planning, The Nature Conservancy
As Executive Director of Gift Planning, Angie Sosdian leads an experienced team focused on complex and deferred gifts that secures 2,000 bequests commitments and $200+ million annually in deferred gifts in support of The Nature Conservancy's ongoing mission. She initiated the Conservancy's Legacy Club recognition society, now 26,000 members strong, developed the Conservancy's Donor Advised Fund, and expanded the organization's development efforts to include a philanthropic planning effort.
Sosdian currently manages approximately 85 staff including Gift Planning Fundraising, Gift Administration, Gift Planning Marketing & Stewardship, Loyal Donor Engagement and Trustee Legacy teams. She joined the Conservancy in 1980 and has held a variety of fundraising positions over that time. She served as Director of the Campaign for a Sustainable Planet, leading the organization's first $1+ billion campaign; served as Chief Philanthropy Resources Officer and launched the collaborative development of organization-wide private fundraising goals and implementation of performance management strategies; and as executive sponsor of the Conservancy's Constituent Relationship Management System, which replaced an older fundraising management system. In 2005, she received the Conservancy's Lifetime Achievement Award for professional excellence.
Sosdian has served as officer and board member of the National Committee on Planned Giving (now the National Association for Charitable Gift Planners.) She is a past officer and board member of the National Capital Gift Planning Council and in 2006 received that organization's Distinguished Service Award. She graduated with a B.A. in Biology from Harvard University.
June 13, 2018
10:45 - 11:45 am, Nuts and Bolts Presentation - Tax Reform: What Comes Next? with
It's been roughly five months since Republicans in Congress pushed through the largest rewrite of tax law in the last 30 years, and although the sky hasn't fallen, the consequences of this massive bill are quickly becoming apparent. So, with the ink barely dry and a potentially historic midterm election on the horizon, what comes next?
This session will explore the current legislative landscape post-Tax Cuts and Jobs Act of 2017 and discuss new efforts to supplement and modify the law. The session will also examine how these changes could affect charitable giving in America and how the 2018 election may impact lobbying efforts of the nonprofit sector.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - NCGPC Annual Business Meeting with Meg Roberts
Join us for the NCGPC annual business meeting after the networking lunch. Our annual meeting is more than just a cursory review of financials and a vote on new board members.
It is your chance to bring up the topics you want to learn about next year and find ways to participate - after all, this is YOUR Council and we need your input to make it strong. Please plan to stay to learn about the status of the Council and ways you can join the board and volunteers in meeting the needs of our professional community.
Perry Wasserman is Managing Director of 501(c) Strategies, a Washington, DC-based lobbying firm that works exclusively with nonprofit organizations. In this capacity, he has served as the chief lobbyist for the National Association of Charitable Gift Planners (formerly Partnership for Philanthropic Planning) for over the last decade.
At 501(c) Strategies, Perry specializes in designing and implementing legislative campaigns, coalition building, and grassroots organizing on a range of legislative issues important to large and medium-sized nonprofits, such as charitable giving, nonprofit advocacy rights, and various budget and appropriations matters. Since co-founding 501(c) Strategies in 2005, Perry has worked on virtually every major piece of federal legislation directly affecting America's nonprofit sector and is frequently quoted in the media and invited to speak at conferences and conduct trainings throughout the country.
Prior to launching 501(c) Strategies, Perry was the Legislative Specialist in the Washington, DC office of Weil, Gotshal & Manges, LLP, a top international law firm. In this position, he worked to provide a variety of legislative and regulatory services to many of the firm's for-profit and nonprofit clients. At Weil, he also received national recognition for his lobbying work on behalf of an education trade association that secured federal appropriations exceeding $200 million for an innovative school reform program.
Before beginning his work as a lawyer and lobbyist, Perry served as Special Assistant for Government Relations and Public Affairs at Legal Services Corporation, a Congressionally-chartered nonprofit organization, and worked as an aide in the office of a Maryland Congressman.
Perry graduated with honors from both The George Washington University, where he received a bachelor's degree in political communication, and the University of Maryland School of Law. He lives in Baltimore with his wife, a clinical social worker, and two young daughters.
April 11, 2018
10:45 - 11:45 am, Nuts and Bolts - Giving IRAs: Risks and Opportunities with
Thanks to the PATH Act, gifts of IRA assets are hot right now. What risks to donors and charities are inherent in IRA gifts, and what are the opportunities? This session provides attendees with the knowledge to be conversant with donors who own IRAs and help them navigate giving options using retirement funds.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Donor Advised Funds: Heaven or Hell? with
This session explores the phenomenon of Donor Advised Funds, the way they are changing philanthropy and donor behavior today and concludes with an open group discussion on how to most effectively fund raise through and around DAFs. The presentation includes recent research into DAFs and DAF donors, pros and cons of increased DAF giving, and existing/proposed DAF regulation.
1:30 - 2:30 pm, Beginner's Session Roundtable - Creating a Multi-Channel Planned Giving Marketing Plan? with Kara Barnes
Join Kara Barnes on this open-ended discussion on a multi-channel planned giving marketing plan.
1:30 - 2:30 pm, Master's Session Roundtable - The Art of Making the Ask with John Kendrick
This will be a discussion of the most effective ways to ask for gifts. What works for you? What have you tried and discarded? What risks have you taken wwhen preparing to make asks that helped lead to wonderful gifts? A recent conference presentation by Lani Starkey of Fifty Rock Consulting discussed eight types of asks including the Momentum ask, French Fry ask, and Shotgun ask. We'll discuss these and more. Please come prepared to participate.
Originally a museum curator, John McKee has been in university major and planned giving for 17 years, at University of Maryland institutions and Gallaudet. John holds a BA from Yale in History of Art and earned his M.A. in Early American Culture from the Winterthur Program at University of Delaware. Born and raised in Seattle with family roots in Annapolis, John now lives in Baltimore and spends his free time boating and traveling.
March 14, 2018 — NCGPC Spring Social
4:00 - 5:20 pm, Roundtable Discussion
Real Estate Gifts with
About 50% of the net worth of the wealthiest people is in their real estate holdings. This roundtable will discuss when people should consider making these gifts and how to encourage more of them.
The New Tax Law with
What impact will the new tax law have on charities and their donors? Using the Sharpe Group's unique fact-based analysis of the new tax law, along with Sharpe and IRS studies and statistical examination, John Jensen will lead a discussion about the impact of the new law. John will share an updated white paper and offer suggestions about how to discuss the new law with donors and prospects.
Treasure or Trash? Accepting Gifts of Tangible Personal Property with
What impact will the new tax law have on charities and their donors? Using the Sharpe Group's unique fact-based analysis of the new tax law, along with Sharpe and IRS studies and statistical examination, John Jensen will lead a discussion about the impact of the new law. John will share an updated white paper and offer suggestions about how to discuss the new law with donors and prospects.
Working With Professional Advisors with
Helping your donors realize their charitable goals is often dependent on your ability to work successfully with their advisors. Join Rebecca Rothey to learn skills and strategies that will make you a more effective advocate for your organization.
David S. Disend, Senior Director of Philanthropic Planning at the National Trust for Historic Preservation
David S. Disend is the Senior Director of Philanthropic Planning at the National Trust for Historic Preservation. He has planned, led, and executed fundraising campaigns that have achieved over $1.2 billion in fundraising success. David and his teams have amassed 27 CASE and IABC awards, including twice winning, as CAO, the CASE award for most improved fundraising effort.
After a decade of service to independent schools, David entered the world of higher education. Rising to the rank of vice president before turning age 40, he served as a college and university vice president for over 15 years. In service to the profession, David has served as the President of the San Francisco AFP chapter as well as on the AFP International board for three years. David currently serves on the national board of the National Association of Charitable Gift Planners.
Concerned that philanthropy will not achieve its full opportunity if its workforce of development professionals does not look more like the communities they serve, David led the effort to establish AFP's Diverse Communities Scholarship program, and he is pleased to have created and endowed his own David Disend and 馬奔 Diverse Communities Scholarship.
John W. Jensen, Senior Consultant and Senior Vice President, Sharpe Group
John W. Jensen, CFP®, is a Sharpe Group Senior Consultant and Senior Vice President based in Washington D.C. He has worked with more than 100 nonprofits to improve their planned giving performance. He regularly conducts Planned Giving Program Audits and Assessments, in addition to a wide range of gift planning consulting services. John works with a broad range of groups, but has a particular specialty with national, membership and direct mail-based charities.
Prior to joining Sharpe Group, John served as vice president for development at both The Nature Conservancy and National Wildlife Federation. He served as the executive director of The Nature Conservancy's Maine Chapter and the development director of the Maine Audubon Society. He was the founding chairman of Earth Share, served on the Direct Marketing Association Nonprofit Council board and served 4 years in the Maine House of Representatives.
Jane B. Kolson, Senior Planned Giving Advisor, The George Washington University
Jane B. Kolson is Senior Planned Giving Advisor at the George Washington University, where she has worked since September 2005. Her current responsibilities include planned giving and fundraising for the University's Luther W. Brady Art Gallery.
Jane has more than 35 years of fundraising experience at institutions including Case Western Reserve University, the Folger Shakespeare Library, and Washington National Cathedral. She is a cum laude graduate of Allegheny College and holds an M.P.A. from Kent State University.
Rebecca Rothey, Vice President of Development and Senior Philanthropic Advisor Greater Washington Community Foundation
Rebecca Rothey, CFRE, CAP® joined the Greater Washington Community Foundation on August 1, 2016 as Vice President of Development and Senior Philanthropic Advisor. Prior to coming to the Community Foundation, Rebecca has held several charitable gift planning positions. It was her three years, from 2012-15, as director of major and planned giving at the Baltimore Community Foundation that sparked her passion for the role community foundations play in helping donors to give back to their communities and in educating donors' professional advisors.
Rebecca received her undergraduate degree in philosophy from the Notre Dame of Maryland University, from which she graduated summa cum laude, and certification as a fundraising specialist from Goucher College. She became a Certified Fund Raising Executive (CFRE) in 2004 and received her designation as a Chartered Advisor in Philanthropy (CAP®) from The American College in 2014.
February 14, 2018 — Joint Meeting with AFP-DC
10:45 - 11:45 am, Nuts and Bolts Presentation - Blended Gifts Part I with
As a development professional, you communicate your organization's mission to donors and help them support your cause. The very best practitioners in our field know how to be both mission-centric and donor-centric. Blended gifts give them some of the important tools they need to serve both their charities and the donors who fund their missions.
Most fundraisers use specialized techniques to grow annual support, capital funding, major, planned and principal gifts. These skills support our fundraising goals and institutional roles. We know that comprehensive campaigns often produce the best opportunities to reach the loftiest goals and generate the biggest gifts.
While there are specialized techniques for raising certain gifts, identifying a donor as a planned giving or major donor takes away choices and constricts conversations about the donor's intent and philanthropic dreams. Our specializations can create silos and divide us and our donors into categories, resulting in a failure to meet them on their terms and address their desires. We can't really listen to their ideas about the gifts they find most meaningful if we are concentrating on the particular type of gift we want them to give.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Blended Gifts Part II with
In this session, you will explore how to use blended gifts, which use elements of more than one of the three recognized goals of contemporary annual and comprehensive campaigns. You will learn the skills that help you say, "Yes, we can help you do that," when a donor suggests something that doesn't fit into what you set out to propose. Blended gifts help you raise immediate cash if the donor has that type of asset available, long-term gifts that meet your organization's needs, or both. And having these techniques in your toolbox allows you to partner with donors to meet their needs through giving to your organization. Come to this session if you want to grow in your ability to achieve revocable, irrevocable and immediate goals, rather than chasing only cash, which makes up 5% of the nation's wealth, or only raising deferred gifts that don't meet many current institutional goals.
This practical, two-part "how-to" session will engage adult learners in using major and planned giving skills and meaningful listening to raise the best and biggest gifts that allow their institutions to reach annual, capital and comprehensive campaign goals this year and in the future.
Dr. Scott Janney, CFRE
Dr. Scott Janney, CFRE, RFC, is the Chief Development Officer at Bancroft, directing all fundraising efforts. Bancroft, located in New Jersey, is a leading regional nonprofit provider of specialized services for individuals with intellectual and developmental disabilities, including autism and brain injuries.
A sought-after speaker on topics related to gift annuities, donor motivation, and major and planned gifts, Scott has given 10 presentations at the National Conference on Philanthropic Planning, published 17 articles in national fundraising periodicals, and written a chapter for a popular book on marketing planned gifts.
He served as the President of the Planned Giving Council of Greater Philadelphia, where he is a past president, and on the Board of the National Association of Charitable Gift Planners. Scott received a Certificate in Financial Planning and is a Certified Fund Raising Executive (CFRE).
January 10, 2018
10:45 - 11:45 am, Nuts and Bolts Presentation - 50 Ways to Lose Your Deduction with
The IRS has changed its plan of attack against income tax deductions for charitable gifts. Rather than beginning a cumbersome and expensive "battle of the appraisers," it now starts by attacking the associated receipts and appraisals. When the paperwork does not conform precisely to statutory requirements, the result is no deduction at all. In an effort to learn from the mistakes of others and preserve available tax benefits, this session will take a somewhat humorous look at the serious subject of how donors have lost substantial deductions by failing to follow technical rules for substantiating charitable gifts.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Creating Effective Gift Acceptance Policies with
Gift acceptance policies are a combination of aspirational statement about a charity’s relationship with its donors, practical how-to information for accepting and stewarding charitable gifts, and defensive measures to help avoid the dreaded "white elephant" gift. This session will examine all three aspects and explore how to craft gift acceptance policies that fit a particular charity.
1:30 pm - 2:30 pm, Beginner's Session Roundtable - You Want to Give Us What? with Patty Wang
Charities depend upon the philanthropy of generous donors to support worthwhile and important causes. But what do you do when you run into the occasional challenging donor or gift? We will look at some real scenarios and how they were resolved — or not. Come prepared to share some of your own stories with the group.
1:30 pm - 2:30 pm, Master's Session Roundtable - Addressing Tax Law Changes with our Donors and our Institution's Leaders with John Kendrick, Craig Stevens, CPA, and Steve Mohyla
A major overhaul of the nation's tax law (as of this writing) is like to occur soon — and may occur by January 10, 2018. How will your organization react to the changes? Will you need to alter how you talk about taxes and promote giving?
Bill Gray, Partner, McGuireWoods
Bill's practice focuses on nonprofit, tax-exempt and charitable advisory services, estate planning, charitable giving, trust and estate administration and fiduciary litigation.
Bill is a frequent speaker in state and national programs, including those sponsored by professional groups, the Nonprofit Learning Point, the University of Richmond Institute of Philanthropy, and various community groups, on topics such as charitable giving, estate planning, forming nonprofits, lobbying and advocacy, and ongoing compliance issues.
He is a founding director and former president of the Virginia Gift Planning Council, a director of the National Association of Charitable Gift Planners, and a Fellow of the American College of Trust & Estate Counsel. Bill also serves on the Virginia Bar Association committee that reviews and draft state legislation pertaining to trusts and estates. He has published annual updates on trusts and estates legislation and Virginia Supreme Court decisions for more than 30 years.
December 13, 2017
10:45 - 11:45 am, Nuts and Bolts Presentation - An Insider's Guide to Prospect Research with
Devon Villa Gessert, owner of DVG Discovery, will provide a guide for novices and a refresher for seasoned fundraisers on the key components of prospect research and the wonderful stories it can tell. We already know the benefits research can provide us when it comes to gaining more information and insights into our prospects, but how do you get there? Maybe you don't have a lot of time to dive into someone's financials or a prospect's entire family tree. Devon will show research tactics that are quick, easy and free so you are able to self-sufficiently gauge a prospect's potential wealth and capacity, as well as interest. Walk away with a solid foundation of what to look for and the sources (both free and cost) for the information.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Understanding Your Organization's Unique Culture and History: Learning the Culture and Leveraging Key Relationships to Accelerate You Getting Settled withand
Our speakers will share their experiences on when they joined organizations serving the deaf and blind communities. Learn how they accelerated the learning curve, used the opportunity to become better acquainted with donors, and leveraged key relationships.
Devon Villa Gessert, Owner, DVG Discovery
A Washington, D.C. native, Devon Villa Gessert has 15 years of prospect research and prospect management experience and more than 20 years of experience in the non-profit sector. Devon's development career started as a development assistant at KCET-TV in Los Angeles. She went on to serve as development associate with Atlanta Women's Foundation, and most recently served as research coordinator, assistant director of research, and finally director of research at American University, where she built and managed a team of researchers.
During her tenure at AU, Devon managed the design of AU's prospect management system. The system, intended to focus on collaboration and coordination within the Advancement office, was aimed at identifying a prospect's interest and matching that interest with the right fundraiser.
Having been involved with the ARPA for many years, Devon was called to lead the formation of the "Prospect Research" domain of the ARPA Body of Knowledge. Additionally, serving in various volunteer roles during numerous conferences, Devon is the recipient of both ARPA's Distinguished Service Award and the APRA-Metro DC Chapter's 5 Year's of Leadership Award. She also was selected to join the 21st Century Leadership Institute at American University in 2015.
Jaye Lopez Van Soest, CFRE, Director of Development, American Foundation for the Blind Consultant
Jaye Lopez Van Soest, CFRE, serves as director of development for the American Foundation for the Blind, which works to create a world of no limits for people who are blind and visually impaired.
Jaye previously served as development director for Public Justice and for UDC Law. She is a past president of the Association of Fundraising Professionals Washington, D.C. Metro Area Chapter (APF DC), where she also served as vice president for membership, and co-chair of the Diversity Committee for the chapter. Jaye currently serves on the board of directors for the Association of Fundraising Professionals (AFP), and was co-chair of AFP's Diversity and Inclusion Summit, held October 2013 in Pittsburgh, PA. Jaye served as chair of AFP's Diversity & Inclusion Committee in 2015-2016.
Jaye was co-chair of the 6th Annual Bridge to Integrated Marketing & Fundraising Conference, held July 2011 in National Harbor, MD. The Bridge Conference combines the resources of two dynamic associations: AFP DC and the Direct Marketing Association of Washington (DMAW).
Born and raised in suburban Los Angeles, Jaye graduated from the University of Southern California and currently lives in the Washington, D.C. area.
Steven L. Titlebaum, CFRE, Consultant, Strategic Donor Solutions
Steven is a fundraising consultant with more than 20 years of non-profit experience, 15 years specifically in direct fundraising with local and national nonprofit organizations. Most recently, he was working with the United Fresh Start Foundation to set up their development operations.
Previously, he worked at Gallaudet University, the world's only university with programs specifically designed to accommodate deaf and hard-of-hearing students. He was the director of development and worked with major donors to raise funds for special projects. He has served as director of resource development for Capital Caring (formerly Capital Hospice) where he managed corporate giving and created a Corporate Advisory Group. Steven also taught (in American Sign Language) an "Introduction to Fundraising" course at Gallaudet, the first of its kind offered by the University.
Currently he serves on the boards of Discovering Deaf Worlds and DAWN (formerly Deaf Abused Women's Network). Previously, he served on the board of the Association of Fundraising Professionals (AFP) DC Chatper. In addition to his volunteer work, Steven has spoken on a variety of nonprofit and fundraising topics. He has spoken at AFPDC and DMAW's Bridge Conference for the last three years. In 2016, he presented at the National Council on LaRaza's Conference in Orlando, Florida. He served on the Interactivity Foundation's policy panel focused on first-generation college students and has served on two other policy panels: "Future of Civil Rights" and "Future of Childhood." He spent more than eight years as a "Big Brother."
Steven has a Master's degree in Human Services Administration from Spertus College in Chicago and became a Certified Fundraising Executive (CFRE) in 2007.
November 8, 2017
10:45 - 11:45 am - Nuts and Bolts Presentation - Elder Financial Abuse: What Do We Need To Know? with
Barbara C. Mulitz, Esq., Vice President, Sandy Spring Trust, and former Commissioner, Montgomery County Commission on Aging, will discuss the complexities of Elder Financial Abuse. This presentation will cover who commits these crimes, why these crimes are growing, and what everyone should do to decrease the risk of becoming a victim personally or helping adult donors when we, as fundraising professionals, find out about it.
11:45 am - 12:30 pm - Luncheon
12:30 - 1:30 pm - Luncheon Presentation - Ethics Confidential with
In this interactive session, Doug White will describe ethical dilemmas relating primarily to issues arising when the elderly are making deferred and outright charitable gifts. How does the gift planner know when to incorporate family members into the discussion? How does the gift planner do this to ensure the viability of the decision-making process while ensuring adherence to the donor's wishes? What ethical principles should guide the process?
1:30 - 2:30 pm - Beginner's Session Roundtable
1:30 - 2:30 pm - Master's Session Roundtable
Barbara C. Mulitz, Esq., MMSc, Vice President, Sandy Spring Trust
Barbara Mulitz, Esq., M.M.Sc., is a Vice President and Senior Trust Officer at Sandy Spring trust. She served for six years as a Commissioner, on the Montgomery County Commission on Aging, where she focused on Public Policy and Elder Financial Abuse. Ms. Mulitz is an active advocate for elder financial abuse prevention and a frequent speaker on the topic, as well as related topics for older adults — including estate and wealth planning issues. Advocating for legislation to protect older adults, Ms. Mulitz helped successfully enact the 2012 financial "must report" statute in Maryland, and the Money Transmission Statute, enacted in Maryland in 2014. She has co-authored The Senior Resource Guide: How to Stop and Spot Elder Abuse, which appeared in the Washington Jewish Week — a consumer's guide to promote public education and awareness.
Ms. Mulitz holds a law degree from American University, The Washington College of Law; a Masters in Medical Science from Emory University, School of Medicine, Division of Allied Health; and a Bachelor's degree from the University of Maryland, with Mortar Board and Phi Kappa Phi Honors. She is a member of Leadership Montgomery '17, and currently serves on the Eldersafe Advisory Board, The Sidwell Friends Graduated Parents Alumni Board, and several other community-based organizations.
Doug White, Author, Teacher, Advisor
Doug White is the former director of Columbia University's Master of Science in Fundraising Management program. He has written four books, and is completing his fifth. The subject of one of the books is ethical decision-making at nonprofits. He also writes a regular column for the National Capital Gift Planning Council addressing ethical dilemmas.
October 4, 2017
Monthly Meeting Sponsor
8:45 - 10:15 a.m, Breakfast Presentation - On the Road Again: Best Practices for Donor Visits withand
Join us as we explore the importance of preparation and prospect research, asking the right questions during a donor visit, and following up after a meeting. During this conversational session, we will provide concrete ideas you can use the next time you go out to meet with prospects.
Adam Lewis, CFRE, Senior Associate Director, Planned Giving, The George Washington University
Adam Lewis is Senior Associate Director of Planned Giving at the George Washington University. In that capacity, he serves as planned giving liaison for GW’s School of Medicine and Health Sciences and Graduate School of Education and Human Development. Lewis, a Certified Fund Raising Executive, also serves as Vice President for Membership of the National Capital Gift Planning Council. He holds a bachelor’s degree in journalism with honors from the University of Maryland, College Park, and a master’s degree in higher education administration from the George Washington University.
Sumana Chatterjee, Senior Development Officer, Folger Shakespeare Library
Sumana Chatterjee joined the Folger Shakespeare Library as Senior Development Officer in August 2017. Prior to the Folger, she was Director of Development and Alumni Relations at the GW School of Medicine and Health Sciences for nearly 7 years during GW’s $1B campaign. Chatterjee’s previous roles include overseeing the annual giving and stewardship programs for the National Academies of Sciences, Engineering, and Medicine, as well as foundation and corporation relations work in support of the National Research Council of the National Academies, and donor relations support during Marymount University’s $25M capital campaign. She holds a B.A. in English from Wellesley College and an M.A. in education policy and research from Stanford University.
September 13, 2017
10:45 - 11:45 am, Nuts and Bolts Presentation - Tax Economics of Charitable Giving with
During the first Nuts and Bolts presentation of the season, Craig R. Stevens, Partner at Aronson, LLC, will review the basic tax concepts affecting charitable giving. This presentation will cover how tax brackets affect deductions, how credits work, itemized deductions versus alternative minimum tax and talk about how proposed legislation could affect our donors.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - Putting the Centric in Donor-Advised Funds with
Promoted by community foundations since the 1930's, the use of donor-advised funds increased in the last 25 years to be one of the leading charitable gift vehicles in the United States. With over $78 billion in charitable assets, donors are taking advantage of establishing donor-advised funds to accomplish their charitable goals.
The Greater Washington Community Foundation is one of the region's leading philanthropic institutions with more than 500 donor-advised funds. This presentation examines the history, components and usage of donor-advised funds.
Craig R. Stevens, Partner, Aronson, LLC
Craig R. Stevens, CPA, is a partner in Aronson LLC's Nonprofit and Association Industry Services Group. He joined the firm in 1986 and has spent more than 20 years in the industry. Craig specializes in accounting, auditing, taxation, internal controls systems, fundraising and strategic planning for nonprofit organizations.
As an expert in the field, he has made various presentations to the American Society of Association Executives (ASAE), the Virginia Society of Certified Public Accountants and the Maryland Association of Nonprofit Organizations on topics that include investment management, accounting and reporting issues. Craig has also provided more than 30 articles on various issues impacting nonprofit organizations and authored The Nonprofit Controller's Manual, published by Warren, Gorham & Lamont, and was a co-author, with other members of the firm, of the Financial Management Handbook for Associations and Nonprofits published by ASAE. He is an active member of AICPA, ASAE, and Finance Management Roundtable.
Craig earned his bachelor's degree in business administration from Virginia Tech in 1983. Upon earning his CPA, Craig earned the Elijah Watts Sell Award presented to the CPA candidates who attain the highest combined grades when taking all four sections of the Uniform Certified Public Accountant Examination at one administration.
Joanne Pipkin, Director of Development, Greater Washington Community Foundation
Joanne Pipkin, Director of Development, Greater Washington Community Foundation
Since August 2016, Joanne has been serving as the Director of Development for the Greater Washington Community Foundation. With extensive experience in relationship management and working with premier non-profit organizations, Joanne focuses on building collaborative partnerships amongst donors, professional advisors and The Community Foundation. The Greater Washington Community Foundation is the largest grant-maker in the Washington, DC, region, with more than $1 billion in grants since its inception in 1973.
Prior to joining The Community Foundation, Joanne had a career in the financial service industry with more than 19 years as a Senior Relationship Manager and Team Leader in Charitable Asset Management at State Street Global Advisors.
Joanne holds a Master of Administrative Science-Finance from Johns Hopkins University and a BA in Political Science and Pre-Legal Studies from Goucher College.
June 14, 2017
10:45 a.m.-11:45 a.m., Session #1 - 2017 Advocacy and Association Update with
With the first year of the Trump administration now reaching the halfway point, what do we know about legislative priorities and potential outcomes of legislation? Tax reform along with other issues that could affect the charitable sector will be discussed as well as what the sector must do to protect and create a positive environment for charitable giving.
Also, get updated on the many changes with the national association, CGP, and learn how national and your local council complement and work together to provide a comprehensive member experience.
11:45 a.m. - 12:30 p.m. - Luncheon
12:30 p.m. - 1:30 p.m., Session #2 - National Capital Gift Planning Council Annual Meeting with
Join us for the NCGPC annual business meeting after the networking lunch. Our annual meeting is more than just a cursory review of financials and a vote on new board members. It is your chance to bring up the topics you want to learn about next year and find ways to participate — after all, this is YOUR Council and we need your input to make it strong. Please plan to stay to learn about the status of the Council and ways you can join the board and volunteers in meeting the needs of our professional community.
Michael Kenyon, President & CEO, National Association of Charitable Gift Planners
As president and CEO of the National Association of Charitable Gift Planners, Michael strives to create an environment where CGP's 8,000 members can come together to educate, learn, network and advocate for the distinguished profession of charitable gift planning. Working closely with the CGP board, Michael helps develop and champion the organization's strategic vision, ensuring that CGP's budget, staff and priorities are aligned with its mission to serve charitable gift planners and bring to life the art and science of charitable gift planning. It's Michael's job to navigate change, foster innovation and bring people together to build a healthy and successful organization.
Before joining CGP, Michael served as the executive director of the Percussive Arts Society. For 11 years, he led this international music service organization that serves 7,500+ members, 50 U.S. chapters and 28 international chapters. Among many successful initiatives, he led the organization through development of a new facility for the Rhythm! Discovery Center, a museum and educational space that USA Today named one of the top places in the United States for hands-on music making.
Michael holds B.M. and M.M. Degrees from Arizona State University and began his professional life as a musician before transitioning into arts and nonprofit administration. He has worked with St. Martin's Hospitality Center for the homeless, Celebrate Youth and the New Mexico Jazz Workshop.
Michael currently serves as Honorary Co-Chair for the 2017 Improving Financial Awareness & Financial Awareness Movement, vice-president for the Charitable IRA Initiative, is a member of the board of directors for the Percussive Arts Society and serves on the steering committee for Music Crossroads, a strategic initiative focused on advancing quality of life in Indianapolis through the performing arts.
April 12, 2017
10:45 - 11:45 am, Nuts and Bolts Presentation - Estate Administration Essentials aka R.I.P (Realizing Individuals' Plans)
You have just received notice that your devoted donor has died, and your charity is to receive a portion of the estate. Or you receive notice regarding the passing of a donor with whom you are completely unfamiliar. What do you do? What documentation is required? Which offices within your organization do you need to work with to ensure that they obtain the information needed (Finance, General Counsel)? When do you thank the donor's family? Join us for a discussion of best practices in estate and trust administration, how to maximize the amount of money you receive, and how to collect it in a timely fashion.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Presentation - Short of a Séance: Following A Donor’s Expressed Wishes and Probate Problem-Solving with, Estates Administrator, Smithsonian Institution, , Director, Gift and Estate Administration, The George Washington University and , Director of Gift Planning and Estate Administration, University of Maryland
Moving beyond the basics of estate administration, we will dig deeper to discuss some common, and not so common, challenges that may arise during the administration process: unresponsive executors/trustees, gift designations that are unclear or unrealistic, gifts of real property or gifts in-kind, and collecting Beneficiary Designation Gifts (oh, the horror!). We will take questions and discuss some unusual estate scenarios and the lessons learned from them.
Rachel A. Eichhorn, Estates Administrator, Smithsonian Institution
Rachel Eichhorn is the Estates Administrator in the Office of Advancement at the Smithsonian Institution. She manages open estates across the Institution by collaborating with executors, estate attorneys, and financial institutions. She has spent 4 years in development and worked previously at the Institute for Women’s Policy Research and the National Geographic Society.
Justine E. Van Wie, Director, Gift and Estate Administration, The George Washington University
Justine Van Wie is the Director of Gift and Estate Administration at the George Washington University and has been with the GW Office of Planned Giving since 2006. She manages estate administration, donor stewardship, and Heritage Society events, among other responsibilities.
Patricia G. Wang, Director of Gift Planning and Estate Administration, University of Maryland
Patty Wang has extensive fundraising experience in higher education with the University of Maryland through both of its comprehensive campaigns, Bold Vision Bright Future and the Great Expectations Campaign for Maryland. She transitioned from major gifts to planned giving 11 years ago and has focused primarily on estate administration for the last five years. Patty held previous positions in donor relations and stewardship, corporate and foundation relations, alumni relations, and annual giving. She has been a proud member of NCGPC since 2006 and is the Immediate Past President of NCGPC.
March 8, 2017
NCGPC Spring Social
4:00 p.m.-5:20 pm - Roundtable Sessions
Chevy Chase Pavilion, 5333 Wisconsin Ave NW, Washington, DC 20015
Facilitated by: , The Community Foundation for the National Capital Region
Although many community foundations are driven by donor advised funds for gifts, there are opportunities to talk about planned giving. If fundraising at your organization is driven by one type of giving program, e.g., donor advised funds or annual giving drive, join this table to talk about how to recognize, educate, and integrate planned gifts at your organization.
Facilitated by: , National Park Foundation
Donor testimonials and profiles can be a powerful tool in your planned giving program. Profiles of donors inspire and educate potential donors and steward your existing donors. Learn more about how to identify the right donor, conduct interviews, find the donor’s emotional connection and more.
Managing and Building a Successful Gift Planning Team
How do you measure performance, motivate, mentor, and retain a high performing team? We will discuss creating career paths and succession plans, using "teachable moments," showing appreciation, giving feedback, and managing difficult employees.
Facilitated by: , MiniMatters
From basic how-tos to strategy and results, ask anything you want to know about video, and share with your colleagues about what they are doing and what is working for them.
5:20 p.m.-6:00 pm - Networking & Socializing
Rob Drucker, Gift Planning Officer, AARP Foundation
Rob has been in the gift planning field for 15 years and is a Gift Planning Officer at AARP Foundation, the charitable arm of AARP, which works to win back opportunity for Americans 50 and older in four main areas: housing, hunger, income, and isolation.
Prior to AARP, he served as an Advancement Officer at the Foundation for the National Institutes of Health (FNIH), where he worked in planned giving, annual giving and stewarding donor directed funds, and also as a Planned Giving Officer at Consumers Union, the publisher of Consumer Reports magazine. He also worked in a law firm as a trusts and estates attorney in estate planning and administration.
Nicole Engdahl, Planned & Annual Giving, National Park Foundation
Nicole Engdahl is the Vice President of Planned & Annual Giving for the National Park Foundation (NPF). Over the past 20 years, Nicole has developed an extensive background in nonprofit fundraising with both national and international organizations, with the last 12 years primarily focused on planned giving. Nicole joined NPF from Special Olympics International where she helped the organization create and grow its national planned giving program. Prior to Special Olympics, Nicole was a Planned Giving Officer for the National Geographic Society. In addition, Nicole has served as the Director of Development for the Tuberous Sclerosis Alliance, the Associate Director of Annual Giving for St. Olaf College and the Associate Executive Director of the Cystic Fibrosis Foundation – Wisconsin Chapter. Nicole has an M.A. from Northern Illinois University and a B.A. from Luther College. She lives in Washington, D.C.
Elissa Lief, MiniMatters
Elissa Leif is CEO and co-founder of MiniMatters, a video production and marketing company specializing in videos for nonprofit organizations, foundations, and associations—and particularly for planned giving. A former development director, Elissa is keenly interested in the value engaging donors and clients in storytelling has for deepening philanthropic connections, as well as for these individuals personally and developmentally. In her work, Elissa also sees an important role in advising clients about how to leverage video investments and stories with smart distribution through the web, email, and social media.
Elissa holds a Master's Degree in Education from the Harvard Graduate School of Education and a B.A. in history from Yale University. She enjoys teaching about technology in a user-friendly way, and presents occasionally about both storytelling and online video marketing. Presentations have included the National Conference on Philanthropic Planning (2013), ASAE, the Association Foundation Group, PPGGNY, the Planned Giving Group of Connecticut, and PG Days, the annual conference of the National Capital Gift Planning Council.
D. Kay Malone, Senior Director, Gift Planning, World Wildlife Fund
D. Kay Malone, J.D., a graduate of American University's Washington College of Law, practiced law for six years before moving into the field of planned giving. She served as the Director of Major Gifts and Planned Giving for the international organization Project HOPE prior to becoming a freelance writer for The Stelter Company and a fundraising consultant with DeWitt and Associates. She later served as the Director of Major Gifts at American Farmland Trust and has been in her present position as Senior Director of Gift Planning with World Wildlife Fund since 2008. Kay is a certified Master Teacher with the Association of Fundraising Professionals and has been a member of both AFP and CGP for many years.
Joanne Pipkin, Director of Development, The Community Foundation for the National Capital Region
Joanne Pipkin is the Director of Development for The Community Foundation for the National Capital Region. With extensive experience in relationship management and working with premier non-profit organizations, Joanne focuses on building strong and collaborative partnerships between the regional professional advisors and the Community Foundation. Joanne also oversees the Community Foundation's planned giving program, which includes opportunities in complex gift scenarios, estate intentions and charitable trusts.
Prior to joining the Community Foundation, Joanne had a far-reaching career in the financial service industry, with the last 19 years as a Senior Relationship Manager and Team Leader in Charitable Asset Management at State Street Global Advisors. Joanne has presented at several regional planned giving conferences and completed planned giving training sessions at various non-profit organizations.
Joanne holds a Master of Administrative Science – Finance degree from Johns Hopkins University, and a BA in Political Science and Pre-Legal Studies from Goucher College. Joanne is a member of the National Capital Gift Planning Council. In the inaugural year for Found in Translation, Joanne assisted as a mentor, and for several years she served as a Board member to the Portsmouth High School (NH) Futures program.
February 8, 2017
Opening Session, 11:00 a.m.-12:15 p.m. - Crafting Your Message with
All strong communications begin with a clear, powerful message. It’s the idea that sticks in your donor’s head, the phrase that your Board members repeat in conversation, the “a ha” moment that makes your mission click.
Through this session, we will cover:
- What constitutes a true message—and what doesn’t
- How to articulate your case in a short set of three to five key messages
- Examples of powerful donor-ready messages from across the nonprofit sector
Networking & Lunch, 12:15 p.m.-1:00 p.m.
Luncheon Session, 1:00 p.m.-2:30 p.m. - Major Gifts: Bigger, Better, Sooner with
What if, working with the exact same donors in your current portfolio, you could substantially raise more in immediate, outright gifts? Would you want to know how? This session is for every major and planned gift officer. Through teamwork, better discovery and leveraging each other’s strengths, you can dramatically increase the number and size of major gifts to your organization. Leave this session with a blueprint for action giving major and planned gift officers the tools to work together.
Andy Brommel, Director Communications Consulting, Campbell & Company
Andy Brommel leads Campbell & Company’s creative communications services for clients, co-manages the firm's communications team, and directs its thought leadership program in communications, including the popular annual Fundraising Communications webinar series.
As a consultant, Andy serves clients across the nonprofit sector. Since 2007, he has worked with over a hundred clients, including fundraising campaigns of all sizes. In all projects, he brings a strong focus on messaging, with a disciplined approach to defining core ideas that translate powerfully across communications media.
Jay Steenhuysen, Principal
Jay Steenhuysen is the founder of Steenhuysen Associates and Gift Strategies. Widely recognized as a dynamic and inspiring consultant, coach, and major gifts/gift planning expert, Jay has more than 25 years of experience advising national and international nonprofit and charitable organizations including World Vision, The Nature Conservancy, World Wildlife Fund, AARP Foundation, Salvation Army, and ACLU. Jay has helped these organizations and others effectively refine and refocus their gift planning, major gift, and marketing programs to meet the needs of donors at all wealth levels.
January 11, 2017
10:45 a.m.-11:45 a.m. - Nuts and Bolts Presentation with
This presentation will review the fundamental framework for developing a successful real estate gifting program at your charitable institution. What are the critical issues to address in accepting gifts of real property? How can you insulate your charity from undue risk in a real estate gift transaction? What resources can be marshalled to facilitate and manage the gift acceptance process? We will review sample language to incorporate into a gift acceptance policy to protect your charity in real estate gifting situations. We will also review particular issues in preparation for a gift agreement relating to real estate gifts.
At the conclusion of the session, the participants will:
- Understand the spectrum of issues involved in promoting and accepting real estate gifts;
- Be proactive with donor prospects in discussing real estate gifts;
- Receive specific details for protecting your charity in naming real estate gifting arrangements; and
- Be prepared to expand and increase contributions of real estate to their charities.
11:45 a.m.-12:30 p.m. - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - Pitfalls and Possibilities: A Close Look at Complex Gifts of Real Estate with
While some gifts of real estate are straight-forward, others can be quite complicated. What happens if the property has a large mortgage? What if it's owned by several family members? What if it's located outside the US? What if the donor wants an income stream from his gift of real estate? Join a panel of experts in learning the answers to these and other questions that will increase your understanding of the flexibility that gifts of real estate offer to charities.
Allen Thomas, JD, CFRE, CAP, Vice-President for Advancement and Alumni Relations, the American College, Bryn Mawr, PA
Allen Thomas, JD, CFRE, CAP, Chief Philanthropic Advisor, has served for the past 31 years as a senior executive in the not-for-profit community with the Devereux Foundation and The American College. He is a fundraising professional who has most recently completed a successful $50 million campaign for The American College. They are in the planning phase for a new $30 million campaign. Allen is a nationally recognized consultant and speaker on philanthropic best practices. He has a specialty in gifts of real property and frequently lectures on this underutilized opportunity of giving.
Sarah Funt, Residential & Commercial Real Estate Agent, Long & Foster, Bethesda, MD
Sarah is a Long & Foster real estate agent with more than 24 years of experience. She consistently ranks in the top 10 agents at the firm's Bethesda Gateway Office, which is the number one national sales office for Long & Foster, with annual sales of over $1 billion annually. Sarah is a Certified Buyer Representative and is licensed in Washington, DC, Maryland, and Virginia. In recent years, she has partnered with Chase Magnuson and the George Washington University on several occasions to finalize charitable gifts of real estate to GW.
Chase Magnuson, President, Real Estate for Charities, Arlington, VA
Chase Magnuson has over 20 years of substantial experience across the spectrum of real estate transactions, including land development, commercial and residential sales, commercial leasing, and property management. He also has an extensive background in facilitating donations of individual, corporate and commercial investment real estate. Chase developed marketing material of guidelines for donations of real estate for charities and donors and has conducted training sessions across the country to help others learn how to make gifts of real estate beneficial to each party.Chase is President/CEO of Real Estate for Charities, an organization he founded in 1996 to facilitate donations of real estate to charities. He is the President of the Realty Restoration Gift Fund, located in Santa Fe, NM, a qualified 501(c)(3), facilitating gifts of real estate and providing education to other non-profits on techniques used to complete the process. He has successfully guided the donations and liquidation of corporate surplus properties to fund various charities and his portfolio of completed transactions includes the exchange of real estate equities for Charitable Gift Annuities, Charitable Remainder Trusts, Bargain Sales and Donor Advised Funds.
Chase earned a BS from Ball State University in Muncie, IN. He holds the elite designation of Certified Commercial Investment Member (CCIM). He is a Certified International Property Specialist (CIPS), a Senior Real Estate Specialist (SRES), and a member of the International Council of Shopping Centers and the Corporate Real Estate Network. His clients include AARP Foundation, the California State University Foundation, CCIM Education Foundation, Easter Seals, San Diego State University, United Way Worldwide, United Way Chicago, United Way Los Angeles, United Way San Diego, Scripps Hospital Foundation, and Muscular Dystrophy Foundation.
December 14, 2016
10:45 - 11:45 a.m., Nuts and Bolts Presentation - An IRA Primer: The Basics of the Individual Retirement Arrangement facilitated by
A truly "nuts and bolts" session, we will look at the IRA and its history to provide a basis for the lunch presentation. Different types of IRAs will be presented including Traditional, Roth, and SIMPLE.
11:45 a.m. - 12:30 p.m. - Lunch
12:30 p.m. - 1:30 p.m., Lunch Presentation - IRAs and How To Use Them in Planned Giving with
In some cases, you may have donors who are required to withdraw money from an IRA that is not needed for their own expenses. We will talk about how to have the conversation with the donor as to whether the money is surplus income and how it could help the donor further his/her charitable aims.
Stephen Y. Mohyla Jr.
Steve began his career helping individuals, businesses, and charities with their financial issues almost twenty-three years ago. Prior to that he was in the Computer Consulting profession including three years with the international management consulting firm, McKinsey & Co., and four years with the firm now known as Accenture. Steve’s Financial Advisory career started with Mutual of New York in 1994. In addition to his practice serving clients, he spent three years as an Assistant Managing Director where he guided other financial advisors in their practices. Immediate Past Chairman of the Board of Directors of the Central Fairfax Chamber of Commerce, Steve served previously as Vice Chair of Membership Services and Vice Chair of Business Development. He is also a member of the boards of the Northern Virginia Estate Planning Council (NVEPC) (currently serving as president) and the National Capital Gift Planning Council (NCGPC). (He recently completed his term as treasurer of NCGPC.) Among his civic activities, Steve has been a basketball official in Northern Virginia since 1981. Steve is married to Mary whom he met in their freshman year at Georgetown University. His son Mike and daughter-in-law MaryElla live in Herndon and Steve's daughter Megan is pursuing her career as a singer songwriter in Los Angeles.
November 9, 2016
10:45 am - 11:45 am, Nuts and Bolts Presentation - Panel Discussion with Gift Planning Professionals facilitated by
A panel of seasoned gift planning practitioners will share their lessons learned about marketing bequest and CGA programs, which techniques have worked best for their organizations, and how to segment the most appropriate audience for the specific channel and campaign.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - How to Use Surveys to Achieve Planned Giving Success: Tips and Real World Examples to Get You Started withand
Surveys (print and digital) have shown to be a superior vehicle for surfacing new planned gift intentions and building a pipeline of qualified leads. Surveys can also be used as a moves management tool and for engagement. Two planned giving practitioners, one experienced using surveys and one new to the technique, will share their experiences. You’ll learn:
- The philosophy behind the survey content
- Who should receive a survey
- What you need to prepare prior to launching a survey
- What results you can expect
Phyllis Freedman, President, SmartGiving
Phyllis Freedman is President of SmartGiving, a consultancy providing planned giving marketing advice and counsel to organizations such as City of Hope, Special Olympics, Defenders of Wildlife, Earthjustice and Easter Seals. Previously, Phyllis was Managing Director of Epsilon's nonprofit group. She also served as Associate Executive Director of Paralyzed Veterans of America and as Vice President, Marketing & Development for Special Olympics International. Phyllis is a frequent speaker on planned giving and stewardship. She is The Planned Giving Blogger. You can read or sign up for her posts at www.plannedgivingblogger.net.
Bradley C. Snowden
Bradley C. Snowden, Senior Director of Advancement, Shenanhoah University
Licensed to practice law, he maintained an active law practice for 17 years before beginning his career in advancement at Shenandoah University.
Brad has been a member of Shenandoah University’s Advancement Office since October 1, 2002 and began his career as Director of Planned Gifts where he raised more than $16 million in planned gift commitments during the Spirit of Shenandoah capital campaign. Brad became Senior Director of Advancement-Conservatory in 2010 and was instrumental in the completion of Shenandoah’s successful $3.5 million campaign to become an All-Steinway piano program. As is Senior Director of Advancement, Brad focuses his advancement efforts on major gifts of $25,000 and above, on the qualification, cultivation of both major and planned gift prospects and on the management of Shenandoah University’s planned giving donor and prospect portfolio.
Brad is deeply committed to public service and his involvement with civic and profession organizations includes the Tri-State Planned Giving Council, the Tri-State Chapter of the Association of Fundraising Professionals where he is Past President, member of the Board and currently serving his third term as Treasurer, and the Conference Caucus of the Virginia Fundraising Institute where he was the 2015 Conference Co-Chair and the 2014 Committee Program Committee Co-Chair.
Debbie Eliason, Senior Director Planned Gifts, WETA TV and Classical WETA 90.9 FM
During her tenure, Legacy Society membership has tripled to 270 and bequest intentions have increased by $3.5M. A development professional with more than 17 years fundraising and planned giving experience in the arts and public media, Debbie was the first full-time planned giving officer at WAMU 88.5 FM, where she helped grow bequest intentions by $1.5M in under two years. She served as the Director of Major and Planned Gifts at WHRO TV and FM in Hampton Roads and was the Director of Special Campaigns at the U.S. Holocaust Memorial Museum. A veteran of the US Air Force, Debbie is also the proud mother of three and grandmother to Clementine and Sebastian. She holds a Master of Human Relations from the University of Oklahoma and a B.A. (English) from the University of Maryland. A member of CGP/NCGPC, she serves public broadcasting stations as a member of the PBS Planned Giving Advisory Committee.
Adam Lewis, Senior Associate Director, Planned Giving, The George Washington University
Adam Lewis is the Senior Associate Director of Planned Giving at the George Washington University. He has nine years of fundraising experience, with the last eight years primarily focused on planned giving. Adam joined GWU from Charles E. Smith Life Communities in Rockville, MD. In his role at GW, his responsibilities include serving as the planned giving liaison for the university’s School of Medicine and Health Sciences, Graduate School of Education and Human Development, College of Professional Studies, School of Media and Public Affairs, and the Milken Institute School of Public Health. Adam earned a bachelor’s degree in journalism with honors from the University of Maryland, College Park, and a master’s degree in higher education administration from the George Washington University.
Karen Gallardo, Director of Planned Giving, Best Friends Animal Society
Karen Gallardo, CFRE, CAP brings 23 years of fundraising experience to her work helping nonprofits raise more money. She enjoys connecting donors to programs and assisting them in making larger gifts than they dreamed possible. She also enjoys documenting those positive gift experiences and writing donor profiles.
Karen joined Best Friends Animal Society in January 2015. She is leading a team raising more than $30 million annually. From 2008 to 2014, Karen served as Director of Gift Planning and Major Gifts for the AARP Foundation. In this position she built a bequest and major gifts program to generate current and future revenue to serve low-income seniors. She launched Opportunity Builders giving society and increased gifts of $1,000+ by 305%.
Before joining AARP Foundation, she worked at The Aspen Institute and also spent more than 14 years at The Nature Conservancy in leadership positions in several fundraising departments including Gift Planning, Corporate Fundraising, Cause-Related Marketing, Membership and South American conservation.
Charlotte Meyer is the Director of Planned Giving at Ocean Conservancy, a national environmental nonprofit in Washington, DC that strives to be the world’s foremost advocate for the ocean. Her 28 years of service in the nonprofit sector includes ten years of experience in charitable gift planning and 18 years in major gifts and general development with a particular emphasis on donor relations and stewardship. Most of her years of service have been with Ocean Conservancy. She also served as Director of Development for the Institute for Justice and as a Major Gift Officer for the Central Arizona Chapter of the American Red Cross. Mrs. Meyer earned her B.A. in Political Science from American University. She is a member of the National Capital Gift Planning Council and the Partnership of Philanthropic Planning.
Dulcy Hooper serves as Project HOPE’s Director, Legacy Gifts. Project HOPE is an international health care organization founded in 1958 and most known for the SS HOPE, the world’s first peacetime hospital ship. Dulcy is responsible for managing Project HOPE’s estate gifts, income-producing trusts, charitable gift annuities, IRA distributions and stock gifts. Prior to joining Project HOPE, Dulcy was Vice President of the Sibley Memorial Hospital Foundation in Washington, DC, where she provided leadership in the planning, formulation and execution of all channels of the hospital’s fundraising efforts. In addition, Dulcy worked directly with the hospital’s president and board of trustees in planning and implementing the hospital’s first comprehensive campaign in 50 years. Prior to Sibley, Dulcy served in two director positions at United Way of the National Capital Area, working initially with high net worth individuals in the Washington metropolitan area and subsequently heading the Major Corporations Division, where she was responsible for $22,000,000+ annual fundraising encompassing corporate support and the largest private sector workplace campaign in the area.
October 5, 2016
Morning Presentation: Special Needs Trusts: What They Are? How Do They Work? Who Needs Them? What Are the Charitable Gift Possibilities? with
Increasing numbers of Americans of all ages are facing disabilities and special need situations. Autism alone is said to strike nearly 2% of children, but is far from the only special needs topic we are hearing about these days.
Learn about Special Needs Trusts (SNTs) and Pooled SNTs, how they work, and how they can fit into estate plans. SNTs can be funded by family members, either directly or through charitable remainder trusts. Charities can then be named remainder beneficiaries.
For families with a special needs loved one, these trusts can provide critical assistance as part of their estate plans. They also are a way to preserve assets for people with special needs. Unlike other trusts, a SNT can do this without jeopardizing government benefits.
Joanne Marcus, Executive Director of Commonwealth Community Trust (CCT), will explain how all of this works and how these trusts can and should be administered. She will also offer practical tips and suggestions in dealing with SNT situations. CCT is a Richmond based charity created by families of individuals with special needs that has administered more than 1,300 SNTs and Pooled SNTs. CCT is also a wealth of educational and technical information about these arrangements.
Joanne Marcus, MSW
Joanne Marcus, MSW, Executive Director, Commonwealth Community
Joanne is executive director of CCT, a national nonprofit organization that provides first-party and third-party pooled special needs trust administration services for individuals with special needs. Ms. Marcus brings to CCT 35 years of experience in nonprofit administration and has served as the executive director of CCT for over 16 years. Under the leadership of Ms. Marcus, CCT has grown to serve over 1,200 trust beneficiaries throughout the United States.
Joanne has been a speaker for the National Academy of Elder Law Attorneys, Financial Planning Association of Central Virginia, Virginia Trial Lawyers Association, North Carolina Advocates for Justice and others. She has published articles in NAELA News Online, (National Academy of Elder Law Attorneys), Special Needs Alliance’s Blog, AAJ Workers’ Compensation Newsletter (American Association for Justice), NAMI Voice (National Alliance on Mental Illness), Virginia State Bar’s Trust and Estate Section Newsletter, The Legal Examiner Blog, Autism Asperger’s Digest, AAPD News (The American Association of People with Disabilities), Life In Motion (United Spinal Association), Brain Injury Association of Virginia Newsletter and CPA Solutions.
Joanne received her Master’s Degree in Social Work from Virginia Commonwealth University and previously held executive positions at Catholic Charities and Jewish Family Services focusing her career in leadership roles for nonprofit organizations.
September 14, 2016
Nuts and Bolts Presentation - Tips and Techniques to Blend Annual, Major and Planned Gifts with
Share tips and techniques to bridge annual, major and planned gift strategies. Learn how to create a donor-centered culture that integrates traditional annual, major and planned giving tactics. We will discuss five specific strategies that will enable any member of the development team to influence practices that will create an increase in annual giving, identify more major gift prospects, and result in more transformational planned gifts.
Luncheon Presentation - The Practitioners Point of View: How to Create a Blended and Integrated Fundraising Strategies with
A panel discussion featuring Chief Development Officers who have successfully implemented a blended gift approach to their fundraising shops.
Tycely Williams, CFRE
Tycely Williams, CFRE, Vice-President, Development with YWCA USA
Tycely Williams, a self-proclaimed matchmaker, has raised and managed more than $80 million dollars by connecting individuals and institutions to charitable causes. Currently, Tycely serves as vice-president of development for YWCA USA. Over the past 19 years, Tycely advanced philanthropy as a regional chief development officer for the American Red Cross, an association director of major gifts for the YMCA of Metropolitan Washington, a director of development for two health and human services organizations, the artistic director of two community-based dance studios, and the executive director for a nonprofit organization founded by a Fortune 500 Company.
April 13, 2016
Nuts and Bolts Presentation - Family Feud: Macro Trends in Giving Among High Net Worth Individuals with
The top answers are on the board...the answers about giving motivations and strategies presented in the2014 U.S. Trust Study for High Net Worth Philanthropy. With two teams needed through at least six rounds, every willing audience member will surely play...Family Feud!
Luncheon Presentation - Women and Philanthropy: They Have the Wealth. Do You Have the Tools to Reach Them? with
The unequivocal truth is that women are changing the face of philanthropy. More and more philanthropic decisions are being made by women, who now control more than half the wealth in the United States—with that percentage projected to rise dramatically over the next several decades. At the same time, exciting new research shows that women are more philanthropic than men and that women donors think and act differently than their male counterparts. Women tend to get much more involved in a cause and are much more likely to want to work with other women when making philanthropic decisions. In this session, we will explore this research and look at communication strategies through a marketing lens for connecting with women donors.
E. John McKee, Executive Director of Gift Planning, University of Maryland
John directs the Office of Gift Planning and works with individual donors. He received a BA in History of Art from Yale and his MA in Early American Culture from Winterthur-University of Delaware. John joined the UMD Office of Gift Planning as Associate Director in December 2001, and currently serves as Executive Director of Gift Planning.
Claudine A. Donikian, President & CEO, Pentera, Inc.
Claudine A. Donikian, JD, MBA, is the president/CEO of Pentera, Inc. Claudine is regarded as one of the foremost experts in planned giving marketing and is a sought-after speaker on the national planned giving and AFP circuits. She is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients about program growth and marketing strategy and execution. Claudine serves as a member of the Advisory Board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the Partnership for Philanthropic Planning of Greater New York (PPGGNY) and of the national National Association of Charitable Gift Planners (CGP).
March 9, 2016
Roundtable Topic #1: Building A Strong Endowment One Planned Gift at a Time with moderator Sara L. Eigenberg, Assistant Director of Planned Giving and Endowments, United States Holocaust Memorial Museum
How to use planned gifts to secure a robust endowment fund, in addition to how to leverage an endowment campaign to promote planned giving within your institution as well as with your donors.
Roundtable Topic #2: Launching an Effective Bequest Campaign with moderator Debbie Eliason, Director, Planned Gifts, WETA
Marketing bequests today is the easiest way to guarantee revenue tomorrow. This session will look at marketing strategies that are simple, successful, and strategic to help increase your inquiries and grow your intentions immediately!
Roundtable Topic #3: Help Your 70½+ Year Old Prospects Help You with moderator Lars Etzkorn, Esq., Lawyer, Lars Etzkorn Law PLLC
No more nail bitting over renewal, the IRA Rollover to charities is now permanent. We will discuss its use and other charitable tax issues as time allows.
Roundtable Topic #4: Effective Estate Administration with moderator Barbara Spitzer, Senior Planned Giving Officer, BrightFocus Foundation
Administering bequests in an organized, efficient manner can help ensure that you will receive your funds in a timely manner. This session will discuss pitfalls to watch out for, what documentation you are entitled to receive, efficient means to track the administration of files as well as dealing with uncooperative attorneys, trustees and/or executors.
February 10, 2016
Opening Panel Discussion - Tips and Techniques to Opening Doors to Personal Contact with Donors with, and
One of the biggest challenges faced by major and planned gift officers is achieving desired personal contact with prospects. It’s becoming increasingly difficult to have the kind of personal contact we know is needed if we are to move prospects toward higher levels of giving and legacy gifts. Three pros will share unique and proven techniques for reaching donors on the phone and getting visits. Attendees will have the opportunity to ask questions of the panelists and to share their own tricks of the trade.
Luncheon Session - How Old Are You and Did You Know You Could? with
Now that you’ve learned how to get through to your donor on the phone and set up a visit, how do you initiate the planned gift conversation? In this session, for veterans and novice gift officers alike, you’ll learn how to ask strategic questions, how to introduce the topic of a planned gift and how to make a combined planned and major gift solicitation. You’ll also learn the common cues and clues for various planned gifts.
Anna B. Tate, Assistant Director, Major & Planned Gifts, The Children's Inn at NIH
Anna has more than 25 years of professional fundraising experience, working in a variety of nonprofit organizations, ranging from higher education (Drexel University, American University, and Marymount University), to advocacy organizations (Women's Legal Defense Fund), to healthcare-related organizations (Sibley Memorial Hospital and The Children's Inn at NIH).
As Director of Planned Giving at American University, Anna established the university's first planned giving program and was an integral part of AU's first major capital campaign for $100 million. More recently, Anna was the Planned Giving Officer at Sibley Memorial Hospital for 10 years, where she grew the hospital's legacy and charitable gift annuity program from $300,000 to more than $6.5 million in assets.
For the past six years, Anna has been responsible for major gifts and planned giving at The Children's Inn at NIH, where she has built The Inn's individual giving and planned gift programs. During her career, Anna has worked with hundreds of individuals and corporations --cultivating, soliciting and stewarding them from first-time, transactional donors to million-dollar major/planned gift donors, fully engaging the donors with the organization's mission and vision.
Anna earned her BA in Journalism from UNC-Chapel Hill and her Master of Public Administration with honors from American University. Anna served on the board of Silver Spring Community Vision.
Barbara L. Tesner, Principal, BLT Philanthropy Services
Barbara L. Tesner has over 20 years of development experience plus an accomplished career in the corporate sector. After two decades as a skilled fundraising practitioner, Barbara established BLT Philanthropy Services LLC to expand her reach in helping nonprofit organizations achieve their goals through strategic fund development and management consultation. Her background encompasses all areas of fundraising and positions at Princeton University, Baltimore Zoo, American Lung Association, Baltimore Educational Scholarship Trust, UMBC, and GWU. She has advised nonprofit leadership, college deans, university presidents, trustees, and board members on fundraising strategies, solicitations, and engagement activities. Additionally, she has developed and executed comprehensive and pioneering fundraising plans to enable resource growth.
An active mentor, trainer, and educational presenter, Barbara has been a member of the Association of Fundraising Professionals (AFP) since 1994. She currently serves on the AFP DC Board of Directors and Education Committee. Previously Barbara was active with AFP Maryland for many years including serving on the Board, chairing the annual conference, and chairing the Volunteer Fundraiser Award committee. Additionally, she taught in Goucher's Fundraising Management Certificate Program.
Charlotte Meyer, Director of Planned Giving, Ocean Conservancy
Charlotte Meyer is the Director of Planned Giving at Ocean Conservancy, a national environmental nonprofit in Washington, DC that strives to be the world's foremost advocate for the ocean. Her 28 years of service in the nonprofit sector includes ten years of experience in charitable gift planning and 18 years in major gifts and general development with a particular emphasis on donor relations and stewardship. Most of her years of service have been with Ocean Conservancy. She also served as Director of Development for the Institute for Justice and as a Major Gift Officer for the Central Arizona Chapter of the American Red Cross.
Alexandra P. Brovey, Senior Director of Gift Planning, North Shore-LIJ Health System Foundation
Alexandra Pia Brovey is the Senior Director of Gift Planning at the North Shore-LIJ Health System Foundation in Great Neck, New York. After practicing law as an estate planning attorney for six years, Alex has focused on gift planning for the past 17 years at three institutions of higher learning (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining Northwell Health (formerly North Shore-LIJ Health System) in 2008.
January 13, 2016
10:30 - 11:45 am, Nuts and Bolts - Getting Started in Charitable Gift Planning withand
Gift planning is often portrayed as a difficult field to enter due to complex tax code provisions and legal requirements. However, the real truth is that getting started in gift planning requires just a basic understanding of gift planning concepts and how to structure an effective gift planning program. In this session Brian and Robert will share the details on the basics needed to enter the gift planning field, and how to start a successful gift planning program.
12:30 pm - 1:30 pm, Luncheon Session - Are They Listening: How to Reach Your Entire Planned Giving Audience, Including Younger Donors withand
With the significant press focused on Millennials today, it seems impossible to imagine that there is anything left to say on how to reach younger donors. Yet most organizations have set up their fundraising and gift planning efforts to reach the Traditionalists, donors born pre-1946, and failed to update those programs for the New Philanthropists generations, born 1946-present. Join us as Robert and Brian lead us through their research in the Philanthropic Planning Companion and how we can reach these younger donors for outright and planned gifts going forward.
Distinguishing the line between providing helpful philanthropic assistance vs. inappropriate financial advice
Gift Planners sometimes walk a fine line between providing donors with important, helpful information on philanthropic options and providing financial advice that they may not be qualified to provide and which may not be appropriate for the donor. What is appropriate? Where should the line be drawn? Come prepared to discuss your experiences and how your organizations deal with these issues.
Brian M. Sagrestano, JD, CFRE
Brian M. Sagrestano, JD, CFRE, is an author, public speaker and thought leader in the gift planning world. As the President and founder of Gift Planning Development, a full-service gift planning consulting firm, Brian provides gift planning services to a wide range of charitable clients from national organizations focused on high end gift plans to local charities seeking to start new gift planning programs. His Planned Giving Essentials and Planned Giving in a Box® programs have made gift planning accessible to the full-range of charities for the first time. Brian is also a principal of Constellation Advancement, LLC, a full-service development consulting firm. Brian and co-presenter Robert Wahlers just released their second and third books together,Getting Started in Charitable Gift Planning, following their award winning first book, The Philanthropic Planning Companion.
Robert E. Wahlers, MS, CFRE
Robert E. Wahlers, MS, CFRE, is the Vice President of Development for Meridian Health Affiliated Foundations (MHAF), where he oversees gift planning, annual giving, and the grants development programs. Since February 2010 he has served as the leader for the gift planning program across the Meridian Health System and also had administrative functions as the Senior Director of Development & Gift Planning. He served as Executive Director at the Jersey Shore University Medical Center Foundation, where he managed the development program in support of the mission at JSUMC and the K. Hovnanian Children’s Hospital for 2012, 2013, and 2014, raising more than $11 million in leading their Next Step Capital Campaign over goal. He is also an Adjunct Professor on the faculty at Columbia University for their Masters of Science Program in Fundraising Management, where he teaches the Major Gifts course.
December 9, 2015
10:45 am, Nuts and Bolts - Is it Donor Relations or Stewardship? with
For years these terms were synonymous, and at many organizations they are still used interchangeably. But, times are changing. Find out what these terms really mean and how they relate to planned giving. Learn the components of both areas and discover the must-haves to make sure you and your organization are meeting donors' expectations.
Luncheon Session - Stewarding Planned Gifts and Engaging Planned Giving Donors
How do you steward a gift that may not be realized for decades? How to you engage a donor who may never see the outcome of his/or her generosity? This working session will help you focus on new ways to incorporate planned gifts and planned giving donors into your organization's current stewardship and donor relations activities.
Kathleen Diemer has more than 15 years of donor relations and communications experience. In July 2013 she began her tenure at George Mason University where she currently serves as Executive Director of Donor Relations and Advancement Communications. In this role she is responsible for implementing and managing an institution-wide comprehensive donor relations and advancement communications program. Prior to joining Mason she served as the Director of Donor Relations at the University of Maryland. During her time at Maryland she led the university's central donor relations unit and worked closely with university relations staff and other members of the campus community to ensure the university's donors were appropriately acknowledged, recognized and stewarded.
Her expertise in donor relations and stewardship has made her a frequent faculty member and speaker at professional conferences. In the past she has presented at annual conferences for Academic Impressions, the Association of Donor Relations Professionals (ADRP), the Association of Fundraising Professionals (AFP), Council for Advancement and Support of Education (CASE), National Capital Area Planned Giving Council and SunGard Higher Education.
In September 2007 she was honored with the University of Maryland University Relations Achievement Award, which recognizes extraordinary service to the division. She is also the recipient of a CASE Faculty Star Award (2005), a CASE Silver Circle of Excellence Award (2005) and two CASE Stellar Speaker Awards (2011 and 2012). Kathleen is a Certified Fund Raising Executive who holds a BA in Journalism from the University of Maryland and a certificate in Leadership Development. An active member of ADRP since 2007, she was elected to the ADRP Executive Board and began a three-year term of service to the board in January 2013.
October 14, 2015
8:45 am – 10:30 am, Presentation - Approaching Annual Fund Donors to talk about Estate Planning with
Author Tom Stanley talks about The Millionaire Next Door and Marketing expert Bill Good calls it Mining for Diamonds in the Back Yard. Our consistent annual donors can be the best source of planned gifts but instead of talking to our modest donors we may find ourselves looking for that huge gift instead of a number of modest gifts that could total much more. This session will show you how to engage the consistent donor in a discussion about their legacy gift.
Stephen Y. Mohyla Jr., CFP, Independent Financial Advisor
Steve Mohyla, CFP is an independent financial advisor and has been serving a select group of individuals, private businesses, and charities in the Northern Virginia area for the last 21 years. He currently serves on the boards of the National Capital Gift Planning Council and the Northern Virginia Estate Planning Council.
September 16, 2015
10:30 - 11:45 am, Morning Session - "Gifts, Money, and Taxes 101" with
Craig will cover the basics of taxation including income tax and tax brackets, charitable income tax deductions, capital gains tax, alternative minimum tax, IRS Discount Rates, gifts of tangible personal property and substantiation, Income in Respect of a Decedent (IRD), and the IRA Rollover.
11:45 am - 12:30 pm - Luncheon
12:30 pm - 1:30 pm, Luncheon Session - "Tax and Estate Planning Implications of Obergefell v. Hodges" with
Obergefell v. Hodges, the June 2015 Supreme Court ruling which asserts that all jurisdictions in the United States must recognize and treat equally the marriages of same-sex married couples, has implications for gift and estate planning. Michele will talk about what this means for the gift planning community and what we can expect going forward.
Craig R. Stevens, CPA
Craig R. Stevens, CPA, is a partner in Aronson LLC's Nonprofit and Association Industry Services Group. He joined the firm in 1986 and has spent over 20 years in the industry. Craig specializes in accounting, auditing, taxation, internal controls systems, fundraising, and strategic planning for nonprofit organizations.
As an expert in the field, he has made various presentations to the American Society of Association Executives (ASAE), the Virginia Society of Certified Public Accountants and the Maryland Association of Nonprofit Organizations on topics that include investment management, accounting and reporting issues. Craig has also provided over 30 articles on various issues impacting nonprofit organizations and authored The Nonprofit Controller's Manual, published by Warren, Gorham & Lamont and was a co-author, with other members of the firm, of the Financial Management Handbook for Associations and Nonprofits published by ASAE. He is an active member of AICPA, ASAE, and Finance Management Roundtable.
Craig earned his bachelor's degree in business admnistration degree from Virginia Tech in 1983. Upon earning his CPA, Craig earned the Elijah Watts Sell Award presented to the CPA candidates who attain the highest combined grades when taking all four sections of the Uniform Certified Public Accountant Examination at one admnistration.
Michele Zavos, Esq.
Michele is a partner in the Zavos Juncker Law Group, PLLC, which practices family law in the District of Columbia, Maryland, and Virginia. She has been a pioneer for over 30 years in creating legal protections for LGBT headed families. She founded the first Maybe Baby group in the Washington metropolitan area in 1982. Her daughter is 30.
Her Firm won the case of Port v. Cowan in 2012, causing Maryland to recognize marriages between same-sex couples from other jurisdictions, predating Maryland’s establishment of marriage equality by popular vote. She also initiated the new law in the District of Columbia that allows same-sex couples who were married in the District to divorce in the District if both members of the couple live in a jurisdiction where they cannot divorce, and a law establishing jurisdiction for an adoption to be based solely on the birth of a child in the District, which has allowed many couples to obtain a second-parent adoption that they otherwise could not because of where they live.
Michele is a selected member of the National Family Law Advisory Council for the National Center for Lesbian Rights. Congresswoman Eleanor Holmes Norton named her an “Angel in Adoption” in 2009.
Michele has won many awards for her service to the LGBT community. Michele and her law partner, Eva N. Juncker, were recently selected two of the top 25 divorce lawyers in Montgomery County by Bethesda magazine. She was named Family Law Practitioner of the Year by the Bar Association of Montgomery County in 2013.
April 8, 2015
Who Should Attend
- Client advisors to wealthy families
- Fundraisers working with high capacity donors
10:45-11:45 am, Nuts & Bolts - "Planning for Closely-held Business Owners Using Charitable Tools" with
How to capitalize on the growing opportunity with Boomer business owners as they transition from success to significance. Learn how charitable tools fit. Learn how to open the conversation of purpose. And learn how to engage advisors from your seat at the planning table. This talk is not primarily technical. It is about your role in opening a necessary and important conversation with "the millionaire next door," currently in your database.
12:30-1:30 pm, Luncheon Presentation - "Inspired Philanthropy for Highest Capacity Donors" with
Learn how to partner with the highest capacity donors to help them achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support.
At the End of this Talk You Will be Able To:
- Conduct a "donor dialogue" that will elicit the client's highest aspirations for self, family, and society.
- Understand your role at the gift planning table, whether you are an advisor or a nonprofit professional.
- Be able to collaborate effectively with allied professionals to help clients and donors create the most meaningful legacies.
1:30 pm - Novice Study Group Session
1:30 pm - Master's Study Group Session: Options for Serving Potential Gift Annuitants When You Aren't Registered (or aren't registered everywhere)
Recently the Comerica Foundation decided they would no longer issue new CGAs. This was a blow to organizations that used Comerica to issue gift annuities in states where they were not registered. What options does that leave for organizations that have chosen not to undertake the CGA registration process in some or all states?
Come share your experiences with alternative options that may appeal to potential annuitants such as creating different life income gifts; presenting other options that help a donor accomplish objectives in line with what they would have accomplished with a CGA; or sharing a CGA with a third organization (yes, some organizations will do this). This facilitated roundtable discussion is designed for experienced (10 years+ plus) colleagues. All are welcomed, however, especially if your organization has a CGA prospect you can't serve or if you are faced with the challenge of deciding whether and how to undertake CGA registrations.
Phil Cubeta, CLU, ChFC, MSFS, CAP
Phil is the Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services. In that role, he develops curricula for the Chartered Advisor in Philanthropy (CAP ®) designation. Prior to joining the American College, Phil was Chief of Staff for The Nautilus Group, a service of New York Life, located in Dallas, Texas, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.
Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil.
Phil's essays on philanthropy have appeared in Tracy Gary's Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want (Altimira Press: 2007); Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press, 2008), and in Nonprofit Quarterly, Summer 2013.
Phil serves on the Board of Interfaith Worker Justice and on the Planned Giving Advisory Board of The Carter Center. He is a Past President of the Dallas Council of Partnership for Philanthropic Planning. In 2012 he was awarded The Power of the Purse (Advisor) for Dallas Women's Foundation. In 2012 he shared the Advisors in Philanthropy Fithian Leadership Award with Charles Collier, Senior Philanthropic Consultant at Harvard.
March 11, 2015 – Spring Social - 3:45 pm – 6:00 pm
Back by popular demand, it's our Spring Social. Join us on March 11 for this unique event where participants enjoy roundtable discussions followed by networking and happy hour in a casual environment. Come prepared to learn from and share with your colleagues. This event will be held at The City Club of Washington in downtown DC () on a different timetable than our usual events.
Reduced Registration Fees
Advance registration will be $15 for members, $35 for nonmembers (onsite registration will be available at $25 for members, $45 for nonmembers). Your registration fee will include one drink ticket. We will provide complimentary hors d'oeuvres and a cash bar.
Roundtable Topics and Discussion Leaders
Two-Headed Cow Lectures at Harvard. Wins Awards.
, CEO, and , Account Executive, PlannedGiving.Com
As silly as this sounds, there are many silly ideas given out yet followed by many... especially when it comes to planned giving marketing. Why? Because most people focus on the shiny object of the year. Stop being a lemming! Discover what works and what doesn't to close more and larger gifts. You'll take home tools you can use today.
Build Your Network, Build Your Career.
, Senior Philanthropic Advisor, Hollins University
Learn how to create authentic relationships with peers and develop a strategic approach to building an influential professional network.
Planned Giving in a Small Shop.
, Associate Director, Gift Planning, Children's Hospital Foundation
If you are a one-person shop, or have many responsibilities including planned giving, we can discuss resources and ideas to help you and your program thrive.
Bequest admnistration for Charities.
, Senior Associate Director of Planned Giving, The George Washington University
- 3:45-4:00 pm - Registration
- 4:00-4:30 pm - First Roundtable Discussions
- 4:30-5:00 pm - Second Roundtable Discussions
- 5:00-6:00 pm - Networking Reception
Logistics for March 11th NCGPC Meeting
The City Club of Washington is conveniently located at Metro Center (12th & F street exit). In building parking is also available.
Directions by Metro
Metro rail travelers can arrive at the Club by stopping at METRO CENTER. They will exit the station through the 12th and F Street exit. Arrive on street level and walk straight ahead to reach the entrance of the Columbia Square Building on the left. This is only 25-30 paces from the escalator of the Metro. This entrance to the building is NOT wheelchair accessible.
Directions by Car
From Route 66: Follow Route 66 East to the end where it will turn into Constitution Avenue. Follow Constitution Avenue about one and one half miles to 12th Street. Turn left onto 12th Street. Travel two blocks to E Street and turn left. Go one block to 13th Street and turn right. You will find the Columbia Square Building on the right, adjacent to the Warner Theater.
From Interstate 395: Take Interstate 395 to the 14th Street Bridge. Travel on 14th Street until you reach Pennsylvania Avenue. Turn right onto Pennsylvania Avenue. Continue one block to 13th Street and turn left. Once you cross E Street, you will find the Columbia Square Building on the right, adjacent to the Warner Theater.
To access the parking garage from 395, cross the 14th Street Bridge and continue on 395N. Exit at 12th Street and head North. Parking garage will be the second garage on the left after crossing E Street.
From Interstate 270(Frederick/Gaithersburg): Follow Interstate 270 South to Interstate 495 South. Take Route 66 East to the end where it turns into Constitution Avenue. Follow Constitution Avenue about one and one half miles to 12th Street. Turn left onto 12th Street. Travel two blocks to E Street and turn left. Go one block to 13th Street and turn right. You will find the Columbia Square Building on the right, adjacent to the Warner Theater.
From Silver Spring, Maryland: Take 16th Street south approximately 8 miles to K Street. Turn left onto K Street and travel east until you reach 13th Street. Turn right onto 13th Street. Continue south on 13th Street for 5 blocks. Once you cross F Street you will find the Columbia Square Building on the left, adjacent to the Warner Theater.
Founder and CEO
In 1999 Viken co-founded VirtualGiving.Com, the first company focused specifically on bringing planned giving to the Internet. Since then, VirtualGiving.Com has helped over 1,200 nonprofits get their planned giving programs on the web, published numerous white papers, and conducted various national surveys to help our industry understand itself better. Viken is also the founder of Planned Giving.Com which provides complete planned giving marketing solutions including downloadable content, brochures, direct mail and postcards. He also publishes the quarterly publication Planned Giving Tomorrow, which distributes practical planned giving marketing ideas for all fundraisers — not just planned giving executives. Viken's expertise in combining planned giving principles with marketing and technology tools to inform and inspire the lay prospect continues to make him a driving force in the gift-planning community. In the past nine years alone, he has presented at over 220 planned giving councils, AFP, and AHP chapters, foundations, and banks, including four presentations for the National Association of Charitable Gift Planners (formerly the National Committee on Planned Giving). Concentrating over the past 19 years on development communications, Viken has produced over 1,600 publications for capital campaigns and planned giving programs. His former marketing firm's portfolio includes numerous awards, including five from CASE. Viken is a graduate of the University of Pennsylvania. He was a pre-med student and decided to become a doctor. Both the planned giving community and society at large are very thankful that he did not.
Lauren S. D'Ambrosio
Lauren brings twenty years of experience from General Electric where she used her Master Project Management and Facilitator Certification to lead sales and marketing groups through complex planning and implementation sessions. As a strategic account manager with PlannedGiving.com, she marries these skills with her passion for nonprofits to help her clients develop and execute strategic and sustainable planned giving marketing programs. Lauren often remarks that the challenges facing her independent college and secondary school clients are really not that different than those she saw in the corporate world, "Whether it's a planned giving marketing program for a development office of five or a global product launch with a sales and marketing team in the thousands, success is dependent on the same things: goal-setting, prioritizing, getting buy-in, and following through." Upon graduating from The University of Pennsylvania with a BS in Liberal Arts, Lauren moved to the Philadelphia area where she's active in her church, loves to play the drums, plays less golf than she wishes she could, and serves in the role of "Tiger Mom" to her children Ian and Isabella.
Senior Philanthropic Advisor
Suzanne (Suzy) Mink is an accomplished, highly regarded fundraising professional and a tireless, effective volunteer leader. In her professional life Suzy has served as a vice president for development at Drew University, CASE, World Wildlife Fund and the Elizabeth Glaser Pediatric AIDS Foundation. She also served twice as the Director of Development at Washington's National Cathedral, serving first during the completion phase of the Cathedral's 80-year construction and later as Senior Philanthropic Advisor at the time when the Cathedral required extensive repairs following an unusual 2010 earthquake. Suzy has been a volunteer leader and fundraiser for numerous organizations, including with the National Cathedral Association and at Hollins University, where she has served on the Alumnae Board and as co-chair of her class' record-setting giving campaigns. She has also served a board member for the Episcopal College of Preachers, Chase Collegiate School, The Choral Arts Society of Washington, Friends of the National Zoo, General Theological Seminary, the Arlington Arts Center, co-chair of the Soper Trust for the Episcopal Diocese of Washington, and vice chair of the Episcopal Church Foundation. A distinguished speaker, Suzy was among the first recipients of CASE's Steuben Apple, which is given to the organization's leading conference teachers. She currently serves as senior philanthropic advisor at Hollins, her undergraduate alma mater and where she formally began her career in advancement following graduation. Based in Washington, DC, she is responsible for Hollins' principal gift efforts, in which she partners with the university's president, trustees and volunteers to enhance engagement and support from the university's top current and prospective donors. Suzy has a BA in Spanish and Art from Hollins and pursued graduate studies at the Universidad de Salamanca; she also has masters of Arts in Teaching with a concentration in Spanish from the University of Virginia. She is an accomplished runner and triathlete, and last year represented the United States as member of Team USA for the Age Group Triathlon World Championships.
Associate Director of Gift Planning
Children's Hospital Foundation
Cindy Barrington is the Associate Director of Gift Planning at Children's Hospital Foundation, the fundraising of Children's National Health System (formerly known as Children's National Medical Center.) After moving to Washington from Brooklyn, NY, she began her development career in membership services at the Bethesda-Chevy Chase YMCA and subsequently worked 14 years at American Farmland Trust. Near the end of that position, she volunteered to take on planned giving responsibilities, and look what happened! Cindy has had gift planning experience at The Wilderness Society and at PFLAG National, but her favorite gig was at her alma mater Auburn University. Originally from Birmingham, AL, she calls Auburn her hometown but currently lives in Camp Springs, MD. Cindy earned a BS in Marketing from Auburn and a BA in Visual Arts from Florida State University. Her entire family are Auburn graduates and fans, so please do not contact her on Saturdays in the fall.
Justine Van Wie
Senior Associate Director of Planned Giving
The George Washington University
Justine Van Wie is Senior Associate Director of Planned Giving and has been with the GW Office of Planned Giving since 2006. She manages estate admnistration, planned giving prospect marketing programs, and Heritage Society events, among other responsibilities. Justine is an alumna of St. Mary's College of Maryland and has completed master's degree in clinical exercise physiology through GW's Milkin Institute School of Public Health.
February 11, 2015 - Held in conjunction with AFP DC
Location for this event
PNC Regional Headquarters
800 17th Street
Washington DC 20006-3962
Note:To comply with PNC's security procedures, you will need to check in at the security desk upon arrival and your identification may be requested.
10:45-11:45 am, Nuts & Bolts - "Gift Planning - When That's Not All You Do" with
Current trends in the field, why blended gifts are critical to fundrasing today and key factors that translate to a successful program.
12:30-1:30 pm, Luncheon Presentation - "2015: Charitable Giving's Best Year, Like Ever!" with, Principle and Founder of Steenhuysen Associates
Major Gift donors have significantly benefitted from an across the board appreciation in assets. From equities to commodities to real estate to IPO's, our best prospects have prospered. Come hear why this positions charities for their best year of major gift fundraising ever. Discover what you need to know to participate in this opportunity. Learn what to listen for and what to do to engage your best donors into making their biggest gifts to your organization.
Joe Chickey brings 28 years of experience in the charitable arena, with a focus on gift planning to The Sharpe Group. He serves as managing Consultant with our clients. He has spoken locally, regionally, and nationally on planned giving to Estate Planning Councils, AFP, CASE and local CGP groups. Joe serves on the board of the national planned giving group, National Association of Charitable Gift Planners.
Joe served as lead fundraiser for a $1.5 billion capital campaign at the University of Illinois and a $500 million capital campaign for major hospital in Chicago. He has closed charitable remainder trusts, lead trusts, gift annuities, life estates, and IRA gifts.
He has experience from the nonprofit side and for-profit side, as a gift planner for nonprofits and a bank trust officer. For 14 years, he worked with non-profit endowments, family foundations and high net-worth clients. His expertise includes estate and financial planning, asset management and charitable planning.
As a Vice President and Trust Officer for Regions Bank, he was a leader in the Endowments and Foundations Group and worked with over 125 charities throughout the Southeastern United States. Prior to Regions, Joe was a Vice President and Business Development Officer for SunTrust Bank.
In the fundraising arena, he served as director of gift planning for the University of Illinois Foundation. He was also major gift officer for Rush University Medical Center in Chicago and a planned giving officer for St. Jude Children's Research Hospital.
Joe is also active in the community, currently serving as president for the Fifty Forward Endowment Board. He is on advisory councils for the Nashville Symphony and University School of Nashville. He is past president of the Planned Giving Council of Middle Tennessee and a past board member of the Chicago Planned Giving Council. He has served on the boards of the Boys & Girls Club, Family & Children's Services, and the Adventure Science Center.
Joe earned a bachelor's degree of arts in finance from Rhodes College and master's degree in business admnistration from University of Illinois.
Principle and Founder of Steenhuysen Associates
Jay has helped these organizations and others effectively refine and refocus their gift planning, major gift, and marketing programs to meet the needs of donors at all wealth levels.
Jay's work in analyzing existing operations, gauging donor potential, and developing customized strategies and tactics is well-known and highly regarded by development leaders in many diverse non-profit sectors. His unique expertise in understanding, applying, and teaching the principles and action steps that motivate philanthropic giving is based on his extensive work with major donors. He has been cited by Worth magazine as one of the nation's top resources for high-net-worth families seeking assistance with philanthropy.
Steenhuysen Associates also provides high-quality, high-capacity donor qualification and cultivation services through telephone conversations with skilled donor relationship managers. Working on behalf of nonprofit clients, our trained specialists help charities connect with their donors one-on-one, strengthen and cultivate relationships, capture valuable information, and qualify donors for major and planned gifts.
Prior to establishing his own firm, Jay served as Managing Director of Philanthropy Services at MyCFO, a financial services firm whose 300+ clients had an average net worth of $125 million. He worked with individuals, families, and business owners to identify and develop their philanthropic interests and find ways to express those interests through charitable giving.
Jay was responsible for the development of Brown University's philanthropic planning program within the principal gifts department. Prior to that appointment, he served as the Principle Gifts Officer at World Vision, an international relief and development organization, directing that organization's Gift Planning Program and Capital Campaign.
Jay's commitment to the fundraising profession includes leadership positions and service with the National Association of Charitable Gift Planners, where he served as Board Chair in 2014. He co-chaired the committee responsible for developing the CGP Leadership Institute, a forum where senior members engage in a diverse range of educational, motivational, and networking activities and programs designed to strengthen the gift planning community nationwide and ensure that the values and ideals of charitable giving will be championed with passion and excellence for years to come. Jay holds a BA from Seattle Pacific University, an MA in theological studies from Gordon Conwell Theological Seminary, and an MBA from Pepperdine University.
January 14, 2015
10:45-11:45 am, Nuts & Bolts - "How to Ask for a Gift" with
We always hear about significant gifts and the impact they have on our organizations. However, we don't often hear the whole story. In this session, you will hear some of the "trade secrets" many of the DC area's top planned giving professionals use to develop planned gifts and the strategies they use when making the ask. This session will be very interactive, so please consider inviting other staff from your organization who may be able to benefit from this program.
12:30-1:30 pm, Luncheon Presentation - "Planning in an Electronic Age: Digital Assets" with
Increasingly, Americans are living their lives online. Email, online banking, social media accounts, and cloud storage of photos, communications, and other data have an impact on the admnistration of assets at death. This program will address the issues presented by digital assets--what they are; how fiduciaries gain access to them; how they should be valued; how they get distributed; and how they affect charitable (and other) beneficiaries.
This 15-30 minute informal discussion is your opportunity to ask a question about something you didn't understand from the Nuts and Bolts or Luncheon presentation, or you may bring a topic you'd like to discuss.
Robert J. Brennan
As Vice President for University Advancement, Bob Brennan oversees the Development office for major gifts, alumni support, endowment donations, the annual fund campaign and the fundraising efforts for the entire University to include athletics, the Seminary and Our Lady of Lourdes Grotto.
Most recently, Bob served as Executive Director of the Foundation for Physical Therapy. He has over twenty-eight years of experience in advancement as a senior staff member and as a consultant. He began his career as a consultant with his family's planned giving consulting firm serving clients including; Yale University, the American Red Cross and St. Louis University. He later moved to the Humane Society of the United States as the Director of Planned and Major Gifts. He joined Aronson and Company in Rockville, MD in 2000 to launch their philanthropic consulting practice working with charitable organizations including: Wolf Trap, Landon School, and the University of Maryland. He accepted the Executive Director position at the Foundation for Physical Therapy in March of 2008 and helped the Foundation complete its largest and most successful capital campaign, exceeding their original goal by over 20 percent.
Bob earned his BS degree in business and finance from the Mount in 1985. He and his wife, Heidi, also a 1985 graduate of the Mount, have three children: Connor, Ryan and Annie. They reside Oak Hill, Virginia.
Anne Coventry's law practice is devoted to estate planning for wealth preservation, premarital and domestic partnership agreements, and the admnistration of estates and trusts. She has lectured and written on estate planning for digital assets, planned charitable giving, grantor trusts, and estate planning for same-sex couples.
She has extensive experience counseling a diverse client base, working with blended and non-traditional families, entrepreneurs with business succession planning needs, senior citizens, young professionals, and families in transition. Her goal is always the same: secure her clients' ideal future through thoughtful planning.
Anne was named one of the area's top estate attorneys by Washingtonian in November 2012 and made that magazine's list of "Washington's Best Lawyers" in December 2013. She joined Pasternak & Fidis in 2007, after practicing for several years in Washington, D.C., where she began her legal career at Arnold & Porter.
Anne grew up outside of Chicago and received a BA in English at Lawrence University in Appleton, Wisconsin, graduating cum laude in 1995. She serves as a Gift Planning Chair on the university's Legacy Circle National Council for planned giving, serving as a resource for other alumni who have included the university in their estate plans. She graduated fourth in her class from the College of William & Mary's Marshall Wythe School of Law in 1999, where she was a member of the Order of the Coif and served on the Law Review.
An avid patron of the visual and performing arts, Anne served from 2004-2012 as a member of the board of directors of Friends of Fillmore Arts Center in the District, which provides skills-based arts education for D.C. public school children. She currently serves on the board of directors of the American Dance Institute in Rockville, MD.
December 10, 2014
10:45 - 11:45 am, Nuts & Bolts - "Getting the Most Out of Your Mentor--Even if You Don't Think You Have One"., Senior Director, Gift Planning, World Wildlife Fund, will be our moderator for this panel discussion.
, CEO, MiniMatters Video+Marketing
, Director of Development, Mid-Atlantic Region, CARE
Mentor relationships don't always look like your traditional senior and junior colleague matches.
Please join us and discover how mentorship is helping NCGPC members grow professionally. Kay Malone will moderate a conversation with Elissa Leif and Steve Marcus about the many, and sometimes surprising, benefits of their formal mentorship pairing. And, hear how they continue to learn through relationships with informal mentors as well.
12:30 - 1:30 pm, Luncheon Presentation - "Building the Bridge: Skills That Transfer Between the Nonprofit and For-Profit Sectors" with, Senior Associate Vice President for Principal Gifts and Planned Giving, The George Washington University & , Assistant Vice President for Development, Columbian College of Arts and Sciences, The George Washington University
What can development officers take from their experiences that translates to work in the for-profit world? What can trust officers, bankers, relationship managers, and venture capital professionals offer from their work that lends itself to the planned giving world? Learn from two presenters who've worked on both sides of the divide how they bridged the gap and what those experiences taught them.
D. Kay Malone, JD
D. Kay Malone, JD, is the Senior Director of Gift Planning with World Wildlife Fund. She was a trial attorney for six years before becoming Director of Major Gifts and Planned Giving for Project HOPE, and later Director of Major Gifts at American Farmland Trust. Kay is a longstanding freelance writer/consultant for The Stelter Company and an AFP certified Master Teacher.
CEO, MiniMatters Video+Marketing
Elissa Leif is CEO and co-founder of MiniMatters Video + Marketing, a video production and marketing company specializing in videos for nonprofit organizations, associations, and foundations--with an especially satisfying niche in the area of planned giving videos. An NCGPC member and former development director, Elissa enjoys filming donors and capturing and crafting their stories into engaging videos. Besides donor story videos, she and MiniMatters produce testimonials, animated videos, gala videos, conference promotion videos, anniversary videos, and other fundraising videos.
Elissa holds amster's Degree in Education from the Harvard Graduate School of Education and a BA in history from Yale University. She speaks and reads Japanese, enjoys teaching about technology in a user-friendly way, and blogs about video marketing for associations and nonprofits at www.minimatters.com/blog.
Director of Development, Mid-Atlantic Region, CARE
Steve Marcus joined CARE as a Director of Development in the summer of 2012. Based in Washington, DC, he serves as a resource to CARE donors throughout the Mid-Atlantic region and connects generous individuals as well as family and community foundations with CARE programs throughout the world.
Before joining CARE, Steve helped build support for New York Law School, where he took classes in the evening to eventually obtain a law degree. Professionally, Steve worked with thoughtful alumni to expand the law school's scholarship and academic programs as well as school facilities. Meanwhile, he focused his academic concentrations on taxation and estate planning.
In 2007 Steve joined the World Wildlife Fund, working with supporters on long-term gift arrangements through their wills and trusts. It was through his work with WWF that Steve learned of CARE's innovative and forward-thinking approach toward community-based development in Mozambique. This led him to be increasingly interested in CARE's global efforts to address poverty and seek a position at the organization.
Steve holds his bachelor's degrees in history and philosophy at Rutgers University and obtained his juris doctorate degree, with honors, from New York Law School.
Bernard J. Davisson II
Senior Associate Vice President for Principal Gifts and Planned Giving, The George Washington University
Bernard J. (B.J.) Davisson II serves as the senior associate vice president of development and alumni relations at the George Washington University. In this capacity, B.J. works closely with institutional leaders, key volunteers, and a large and diverse development staff in securing significant gifts to the institution. His primary duties include coordinating the principal gifts ($1 million plus) and planned gift operations.
Prior to joining GW, B.J. served as the vice president for university advancement and executive director of the FSU Foundation, Inc., at Frostburg State University, where he was responsible for fundraising, alumni relations, publications, and media relations programs, as well as the public radio station, WFWM.
Previously, Mr. Davisson worked for Kaspick & Company, a subsidiary of TIAA-CREF, serving as a relationship manager between the nonprofit organizations that are the firm's clients and those who manage and admnister the planned gift assets on their behalf. His career prior to joining Kaspick & Company spanned more than 20 years in higher education advancement, including positions as senior director of gift planning at the Johns Hopkins Institutions and as associate vice president for development at Hood College in Frederick, Md.
B.J. earned a bachelor's degree in Sociology from Frostburg State University and master's degree in Higher Education admnistration from the Ohio State University.
Assistant Vice President for Development, Columbian College of Arts and Sciences, The George Washington University
With more than 25 years of experience in higher education, business, and nonprofit management, Phillip Horne serves as the chief development officer for the Columbian College of Arts and Sciences at the George Washington University. Prior to joining GW earlier this year, Phillip served for four years as Managing Director for Greenfire Capital Partners, a privately held investment and merchant bank and advisory firm specializing in tax equity investments, leveraged leasing, and structured finance transactions for high net worth individuals, family offices, and institutional investors.
As an advancement professional, Horne enjoyed a variety of roles for institutions that raised more than $1 billion of philanthropic support for their respective capital and comprehensive campaigns; as Associate Dean for External Relations for the Mason School of Business at the College of William & Mary; as Vice President for the East Carolina University Foundation; and as Senior Director of Gift Planning at North Carolina State University.
Horne is also the inventor and co-owner of two financial services information technology patents. His articles and commentary have appeared in CASE Currents, The New York Times, and CNN Financial News. He is a founding member and former officer of the North Carolina Planned Giving Council. In his capacity as Executive Producer (fundraiser) for two film and theatre production companies, Phillip has received the Emmy Award® from the Academy of Television Arts and Sciences and the Tony Award® from the American Theatre Wing.
Horne holds a BA in Economics and Communications from North Carolina State University, MA from East Carolina University, and has completed additional graduate study at the University of North Carolina at Chapel Hill and Duke University. He serves on several regional and national philanthropic, charitable, and arts advisory boards.
November 12, 2014
10:45-11:45 am, Nuts & Bolts - "What to Expect When You Are Expecting…a Bequest" with, Owner, McNally Fiduciary Support LLC
Join us for a detailed journey through the estate/trust admnistration process from a nonprofit beneficiary's perspective. Topics will include timetables, what documents to request, how to review what you receive, when to hire an attorney and your options when you cannot hire an attorney to resolve problems.
12:30-1:30 pm, Luncheon Presentation - "Case Studies of Bequest Gifts" with
Hear about lessons learned from real bequests, which will illustrate how even small changes (when the bequest is being created), easily implemented by organizations of all sizes, can result in bequests that are more likely to be efficiently accepted and utilized by an organization.
What if a donor makes a gift through a will, but all the assets are in a trust? Or the will or trust names one beneficiary of life insurance, but their beneficiary designation names another?
What if your organization has changed names (perhaps several times) and a bequest is received naming a former iteration of your organization?
How do you work with your general counsel and/or finance team when accepting bequests, especially if the gifts are complex assets from estates?
Is there language that allows your organization the flexibility to accept a restricted gift if a program has changed?
What if a family member calls your organization asking for copies of his or her parent's will, trust of other documents?
Karen will also discuss how to talk to donors while they are living to clarify expectations of a future bequest, including documentation of special requests (for example, special rent rate or life estate for personal assistant or family member).
Beth K. McNally
Owner, McNally Fiduciary Support LLC
Beth McNally has been active in trust/estate and guardianship admnistration for 33 years. She currently owns McNally Fiduciary Support LLC, which assists fiduciaries with their court filings and admnistrative responsibilities. In addition, she is a nonprofit consultant regarding bequests.
Prior to opening MFS, she served as Estate admnistrator for The Nature Conservancy (2001-2012), managing over 8,000 estates, including many in litigation. Before joining the Conservancy, she spent 21 years in the legal field, including managing the trust/estate departments of several Washington, DC, area law firms. She has personally admnistered over 1,200 trusts, estates, and guardianships, including serving as a fiduciary. Beth received her BA from Indiana University in Bloomington, IN.
Karen Gallardo, CFRE
Karen Gallardo, CFRE, brings 21 years of fundraising experience to her work helping nonprofits raise more money.
In 2014 Karen began an effort called Joyful Giving, created to find, document, and inspire more gifts that bring joy to donors and recipient organizations. From 2008 to 2014 Karen served as Director of Gift Planning and Major Gifts for the AARP Foundation. In this position she built a bequest and major gifts program to generate current and future revenue to serve low-income seniors in America. She launched Opportunity Builders giving society, and increased gifts of $1,000+ from 178 to 650 donors.
Before joining AARP Foundation, Karen worked at The Aspen Institute. She also spent more than 14 years at The Nature Conservancy, working in Gift Planning, Corporate Fundraising, Cause-Related Marketing, Membership, and South American conservation.
Karen serves on the local board of the Association of Fundraising Professionals and the Cacapon and Lost Rivers Land Trust. She is co-chair of the 2014 National Capital Philanthropy Day, celebrating philanthropy in the DC Region. She just finished serving on the national board of the American Council on Gift Annuities and is past president of NCGPC. She is also actively involved in the National Association of Charitable Gift Planners, the Executive Women's Golf Association, and the Juvenile Diabetes Research Foundation.
She earned a Bachelor of Arts in English and Communications from the University of New Mexico and master of Business admnistration from The George Washington University.
October 8, 2014 - Breakfast Meeting
Part One - "What's Working and What's Not: Marketing Charitable Gift Annuities" with, Director, Gift Planning Marketing and Stewardship at Special Olympics International & , Director of Planned Giving at The George Washington University
Whether you are starting a new charitable gift annuity program, or trying to breathe some fresh air into your current program, this session will offer marketing strategies to help your organization find success. Come hear about innovative ideas as well as time tested strategies in gift annuity marketing to help you take your gift annuity program to the next level of success.
Part Two - "Show and Tell: Planned Giving Marketing Successes" with&
Come with your marketing samples and share with the group how effective they were in generating leads or closing gifts. Nicole and Meg will facilitate a discussion of innovative and tried-and-true marketing strategies utilized by our colleagues in the room.
Director, Gift Planning Marketing and Stewardship at Special Olympics International
Nicole Engdahl has worked as a fundraising professional for more than 17 years and currently serves as the Director of Gift Planning Marketing & Stewardship for Special Olympics International at their headquarters in Washington, DC.
Nicole's primary focus is to direct the national planned giving marketing program, as well as assist the local chapters with their planned giving marketing efforts. Over the past three years, Nicole has helped the organization grow its legacy society by more than 170%.
Meg Roberts, CFRE
Director of Planned Giving at The George Washington University
Meg Roberts is Director of Planned Giving at GW, where she has worked since 2009. Her responsibilities include managing a portfolio of donors, advising major gift donors on planning giving solutions for their donors, and coordinating multi-faced marketing program for planned gifts across the University.
A Certified Fund Raising Executive (CFRE), Meg has over 15 years of fundraising experience, including 12 years focusing on planned giving. Meg served as a board member of the National Capital Gift Planning Council from 2009-2014.
September 17, 2014
10:45-11:45 am, Nuts & Bolts - "You Are What You Ask: Making the Most of Gift Discussions (Part I)" with, Executive Director of Gift Planning, University of Maryland
This interactive session addresses these dilemmas common to all development officers, covering the subjects of setting up a discussion, asking the right questions that lead to an ideal proposal, and creating a proposal perfect in its timing and proposed gift amount. The subjects covered are relevant to major gift officers or planned gift officers of any experience level.
12:30-1:30 pm, Luncheon Presentation - You Are What You Ask: Making the Most of Gift Discussions (Part II) with, Executive Director of Gift Planning, University of Maryland
We will put the morning's topics to use in the afternoon session, when we will conduct a group role playing exercise of asking questions and creating an ideal proposal. How do you make a gift discussion happen? What do you ask in a gift discussion? What kind of information is important vs. unimportant? How does one know the best time to ask for a gift, and the best amount?
E. John McKee
Executive Director of Gift Planning
University of Maryland Office of Gift Planning
John McKee is Executive Director/Senior Gift Planner in the University of Maryland Office of Gift Planning, the office that cultivates and manages planned gifts for the colleges and development units at Maryland's flagship campus in College Park. John has worked full time in planned giving for 12 years, and overall in development for 17 years. Prior to UMD, John worked in major and planned giving at Gallaudet University in Washington, DC, and prior to that served as Executive Director of the Saratoga History Museum (formerly the Historical Society of Saratoga Springs). In addition, John's experience includes being an agent and registered representative for New York Life Insurance Company. Before starting a career in museum work, John earned a Bachelor's from Yale and master's from University of Delaware.
Born and raised in Seattle, John now calls downtown Baltimore home.