National Capital Gift Planning Council

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Program Schedule

2019-20 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 2019-20 monthly events.

8:15 - 8:45 a.m. - Registration/Networking
8:45 - 10:15 a.m. - Breakfast Presentation - Working with Donors, Fiduciaries, Families and Friends from Gift through Estate Administration - Steve Maughan, The Humane Society of the United States, Jade Bristol Verity, J.D., Human Rights Campaign and Patricia G. Wang, University of Maryland

Wednesday, October 16, 2019

Location: PNC Bank

8:15 - 8:45 a.m. - Registration/Networking
8:45 - 10:15 a.m. - Presentation

NCGPC Member Cost: $35
Non-Member Cost: $60
Walk-in Member Cost: $45
Walk-in Non-Member Cost: $70

Registration closes at 12 Noon EST on October 14, 2019

Presentation:
Working With Donors, Fiduciaries, Families and Friends from Gift through Estate Administration

Speakers: Steve Maughan, Vice President of Planned Gifts and Estates, The Humane Society of the United States, Jade Bristol Verity, J.D., Director of Estate Planning, Human Rights Campaign, Patricia G. Wang, Executive Director of Development, Gift Planning, University of Maryland

In the course of working on legacy gifts, certain issues often arise that require diplomacy, a balancing of competing interests and thoughtful donor relations. Today's panel will address their best methods for handling difficult issues such as: whether or not it is ever appropriate to contact a donor's family or friends; how a gift officer can provide stewardship to a donor's family through the estate administration process; how to deal with a family upset by a delay caused by an investment company or bank's refusal to distribute a gift unless one's organization or leadership opens an account; and how to work with family members who oppose a legacy gift or who want their deceased relative to receive a different level of recognition. Join us for an interactive discussion of the non-technical aspects of taking a donor's family through the gift and estate administration process. And don't forget to bring your questions to our panelists!


Speakers

Steve MaughanSteve Maughan, Vice President of Planned Gifts and Estates, The Humane Society of the United States

Steve Maughan is currently the Vice President of Planned Gifts and Estates for the Humane Society of the United States where he provides the strategic vision for HSUS's planned giving program.

Prior non-profit work includes leading the national planned giving program for Oxfam America and serving as the Northern New England Planned Gifts Director for the American Cancer Society.

Steve also has more than 20 years' experience in the financial services business where he was employed in various investment sales positions with Morgan Stanley and Charles Schwab.

Jade Bristol VerityJade Bristol Verity, J.D., Director of Estate Planning, Human Rights Campaign

As the Director of Estate Planning for Human Rights Campaign (HRC), Jade does more than close planned gifts and administer estates. With more than 13 years of charitable gift planning and general fundraising experience, she's obsessed with combining the objective (data) with the subjective (relationships) in order to create integrated marketing and outreach strategies that grow planned giving results.

A former private practice Trusts & Estate attorney, Jade enjoys working with executors, trustees and other fiduciaries during the estate administration process in order to accelerate and maximize revenue to her organization, while building relationships.

Jade is passionate about volunteering and regularly gives her time to local non-profits by serving as a board member, advisor, or consultant. She was also the founder of KidzCare USA, a non-profit organization focused on teaching young children about community service and volunteerism.

Jade is a cum laude graduate of Georgetown University Law Center, where she focused her studies on taxation, estates, and business planning. She received her Bachelor's Degree in English Literature, magna cum laude, from Humboldt State University in California.

Jade lives in Rockville, Maryland with her four teenage children.

Patricia G. WangPatricia G. Wang, Executive Director of Development, Gift Planning, University of Maryland

Patty's career in higher education fundraising has been in the service of UMD since 1986 in positions of progressive responsibility in front-line fundraising and development operations. She transitioned to gift planning and estate administration in 2006 and currently serves as the Executive Director of Gift Planning. Patty is a past president of the National Capital Gift Planning Council (NCGPC), the DMV council of the National Association of Charitable Gift Planners, and the 2019 recipient of the prestigious Distinguished Service Award, the highest recognition given by NCGPC. She received a bachelor's degree from the California State University Los Angeles.

 

Register

Wednesday, November 20, 2019 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation - IRAs: The "Tax Free" Gift or The Queen on Our Chessboard - Jeff Comfort, Oregon State University Foundation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation - The Silence of the Lambs: Retirement Plan Distributions to Charities - Jeff Comfort, Oregon State University Foundation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Thursday, December 12, 2019 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, January 8, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Wednesday, February 12, 2020 - Maggiano's Chevy Chase
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, March 11, 2020 - Maggiano's Chevy Chase
3:30 - 4:00 p.m. - Registration and Networking
4:00 - 5:30 p.m. - Spring Social
5:30 - 6:30 p.m. - Reception

Wednesday, April 29, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions


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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