Program Schedule

Wednesday, March 13, 2019 - Spring Social/Roundtables

Location: Maggiano's at Chevy Chase

3:30 - 4:00 p.m. - Registration/Networking
4:00 - 5:30 p.m. - Roundtable Discussion
5:30 - 6:30 p.m. - Networking Reception

NCGPC Member Cost: $30
Non-Member Cost: $60
Walk-in Member Cost: $40
Walk-in Non-Member Cost: $70

Registration opens on February 19, 2019, and closes at 12 Noon EST on March 11, 2019

Roundtable Discussion I:
Blended Gifts — A Win-Win for Everyone
Speaker: Cheryl Harrison, Senior Associate Athletics Director and Chief Development Officer, University of Maryland

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.

Roundtable Discussion II:
Charitable Gift Annuities — The Good, the Bad and the Ugly
Speaker: Tiffanie Purvis, Esq., Assistant Director of Gift Planning, University of Maryland

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!

Roundtable Discussion III:
Donor Advised Funds and Impact Investing
Speaker: Shannon Scott, Chief Financial Officer, Greater Washington Community Foundation

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.

Roundtable Discussion IV:
Gifts of Life Insurance
Speaker: Judith H. Vereen, MBA, CLTC, Financial Services Professional and Licensed Agent, New York Life (Bethesda and Columbia offices)

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.

Speakers

Roundtable Discussion I:

Cheryl Harrison, Senior Associate Athletics Director and Chief Development Officer, University of Maryland

For more than two decades, Cheryl Harrison has been with the University of Maryland as a development professional. Cheryl oversees intercollegiate athletics fund raising and alumni relations programs. She spent the majority of her career in the Maryland Athletics Department serving in several capacities, including as a major gift officer, Executive Director of the Terrapin Club, and now as Senior Associate Athletics Director.

Just prior to her current role, Cheryl served as Director of Gift Planning for four years where she married her major gift and planned gift skills to craft strategy and secure larger blended gifts.

Raised in Baltimore, Cheryl graduated from Winston-Salem State University (NC) with a degree in business administration and a concentration in information systems.

Roundtable Discussion II:

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.

Roundtable Discussion III:

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.

Roundtable Discussion IV:

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.

ASL Interpreting If you will need a reasonable accommodation (e.g., large print materials, sign language interpreter), please specify this on the registration page of our website. This request must be received at least eight business days prior to the program date to guarantee provision of the requested accommodation.

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