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The majority of our events are held on the 2nd Wednesday of the month, September thru June, unless noted below.
Please mark your calendars!!
September 10, 2008
10:45-11:45 am Nuts & Bolts Speaker: TBD (Topic: Bequests)
12:30pm-1:30 pm Luncheon Speaker: Joe Bull, The Nature Conservancy
Wednesday, October 8, 2008
10:45-11:45 am Nuts & Bolts: "Designing a Basic Marketing Plan for Your Planned Giving Efforts" with Rob Blizard, Director of Gift Planning at George Washington's Mount Vernon
So, your boss asks you to take the reins for next year’s budget and design a marketing plan for your organization’s planned giving programs. Yikes! Where do you start? What do you include? How can you design your budget for maximum effectiveness? This nuts-and-bolts session will discuss some of the basics of putting together a plan for spending your money wisely with a focus on making your plan successful, user-friendly, and responsive to upper management. Rob Blizard, Director of Gift Planning at George Washington’s Mount Vernon, will lead an interactive session during which the group together will design a rudimentary plan.
12:30-1:30 pm Luncheon Speaker: Steve Moyhla Jr., CFP, Bridgeland Wealth (Topic: TBD)
Wednesday, November 12, 2008
10:45am -11:45 am Nuts & Bolts: Speaker TBD
12:30pm-1:30 pm Luncheon Speaker: Viken Mikaelian, President, Virtual Giving (Topic: Planned Giving Marketing)
Wednesday, December 10, 2008
10:45am-11:45 am Nuts & Bolts: Speaker TBD
12:30pm-1:30 pm Luncheon Speaker: Fred Tansill, Esq. (Topic: TBD)
Fred Tansill's practice focuses on tax-oriented estate planning, particularly for professionals, corporate executives, entrepreneurs and owners of closely-held businesses, as well as probate, trust and estate disputes and counsel to bank trust departments and other fiduciaries. He is frequently involved in business counsel and tax planning for individuals, corporations and not-for-profit organizations. He represents clients before the Internal Revenue Service in regard to audit and compliance issues. His practice includes estate planning and probate for residents of Virginia, Washington, D.C. and Maryland.
For eleven years Fred practiced as a partner in McGuire, Woods, Battle & Boothe, Virginia's largest law firm, and as a shareholder in Verner, Liipfert, Bernhard, McPherson & Hand ("Bob Dole's Firm"), one of Washington's largest law firms. In November 1997 Fred started his own firm in Tysons Corner/McLean.
He is frequently called upon to speak to Bar and industry groups on estate, tax, asset protection, international trust, charitable giving and closely-held business matters and on legal ethics.
Wednesday, January 14, 2009
Speaker: TBD
February Forum (Tentative Dates) Wednesday, February 11 or Thursday, February 12, 2009
Please check back for details
Wednesday, March 11, 2009
Speaker: TBD
Wednesday, April 8, 2009
Speaker: TBD
2009 Planned Giving Days Conference will be held May 14 - 15
Location: Hilton Arlington (Ballston)
Wednesday, June 10, 2009
Speaker: TBD
Program Schedule
Registration and Seating: 10:15 am - 12:00 pm
Nuts and Bolts starting: 10:45am - 11:45am
Lunch Service Begins: 12:00 pm
Welcome, Announcements, Introductions: 12:15 pm
Guest Speaker Presentation: 12:30 - 1:30 pm
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