Program Schedule

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 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 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. 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