National Capital Gift Planning Council

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Program Schedule


2018-19 Program Dates

Join us for valuable educational content, networking opportunities and up-to-date information on issues affecting gift planners. Mark your calendars now for our 2018-19 monthly events.

Monthly Luncheon at PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Donation of Personal Property: Benefits to All - Sandra Tropper, Accredited Senior Appraiser, Fine Arts
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Bequest Administration - Gary Altman, Esq., Attorney, Altman & Associates
1:30 – 2:30 p.m. – Novice and Master's Roundtable Discussions

 

Wednesday, November 14, 2018 - Monthly Luncheon

Location: PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Donation of Personal Property: Benefits to All - Sandra Tropper, Accredited Senior Appraiser, Fine Arts
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Bequest Administration - Gary Altman, Esq., Attorney, Altman & Associates
1:30 – 2:30 p.m. – Novice and Master's Roundtable Discussions

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

Registration opens on October 15, 2018, and closes at 12 Noon EST on November 12, 2018

Morning Presentation:
Donation of Personal Property: Benefits to All

Speaker: Sandra Tropper

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.

Luncheon Presentation:
Bequest Administration

Speaker: Gary Altman, Esq.

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.


Speakers

Morning Presentation:

Sandra TropperSandra "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.

 

Luncheon Presentation:

Gary AltmanGary 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.

 

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.

New Feature On Your on Your Confirmation Email: Add this Event to Your Calendar When you receive your registration confirmation email, look for a new feature that will easily let you add this event to your calendar. Look for this text: Click here to import this event into your calendar. It's that simple.

Note: We have a new, improved registration system for those registering more than one person.

 

Register

Wednesday, Dec 12, 2018 – Monthly Luncheon at PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Marketing Surveys - Nathan Stelter, Vice President for Business Development & Marketing, The Stelter Company
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Planned Giving Data Analytics - Jason Chestnutt, Director of Gift Planning, University of Virginia

Wednesday, Jan 9, 2019 – Monthly Luncheon at PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Donor Relations - Laura Gobbi, Director of Programming and Stewardship, Smithsonian Institution
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Blended Giving - Ed Cadogan, Senior Associate Director of Gift Planning, The Nature Conservancy
1:30 – 2:30 p.m. – Novice and Master's Roundtable Sessions

Wednesday, Feb 13, 2019 – Joint Meeting with AFP at Maggiano's at Chevy Chase

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Bequests, Part I - Lynn Malzone Ierardi, JD, Director of Gift Planning, University of Pennsylvania
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Bequests, Part II -Lynn Malzone Ierardi, JD, Director of Gift Planning, University of Pennsylvania

Wednesday, March 13, 2019 – Spring Social/Roundtables at Maggiano's at Chevy Chase (4:00 pm - 6:30 pm)

Wednesday, April 10, 2019 – Monthly Luncheon at PNC Bank (10:45 am - 1:30 pm)

Thursday, May 23 - Friday, May 24, 2019 – Planned Giving Days 2019

Wednesday, June 12, 2019 – Annual Meeting at PNC Bank (10:45 am - 1:30 pm)

 


Monthly Program Locations:
Maggiano's Little Italy at Chevy Chase — 5333 Wisconsin Ave NW, Washington, DC 20015
PNC Bank — 800 17th St NW, Washington, DC 20006

Taking Metro? For events at Maggiano’s, the nearest Metro is Friendship Heights (Red line). For events at PNC, the nearest Metro is Farragut West (Blue/Orange/Silver line).

Parking: For Maggiano's there is a garage located next to Maggiano's, with the entrance on Wisconsin Ave NW. Please follow the signs for Friendship Heights in the garage, and it will lead you to Maggiano's. There are several parking garages near PNC Bank, the nearest are on Pennsylvania NW and 17th Street NW, or 18th and I Street NW.

Access to PNC: You must be checked in by security at this building, so please allow a bit of extra time for this process.

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