11:30 AM - 1:00 PM
NCGPC Member — Complimentary
Guest — $20.00
Registration Notes: A unique Zoom link will be sent to each attendee one day before the event.
Endowments, Foundations and Planned Giving in 2021: What is changing and what will stay the same?
Over the past four years, there have been significant changes to philanthropy under Federal tax law. Following the election and as we move into 2021, gift planners will be looking for more clarity around potential policy changes that will affect their donors. Join us for a presentation and discussion of the political landscape and the challenges and opportunities for charitable giving that we may expect going forward.
Speaker: Richard Miller, Senior Relationship Manager and Wealth Advisor, Glenmede Trust Company N.A.
Speaker Bio: Richard Miller ("Dutch"), CFP, is a Wealth Advisor in Glenmede's Washington, D.C. office. In this role, he is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Mr. Miller partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients' wealth management objectives are fulfilled. Mr. Miller brings over 20 years of experience advising individual and families, and specializes in trust and estate planning, tax planning and trust administration.
Prior to joining Glenmede, Mr. Miller served as a Senior Relationship Manager at Northern Trust, where he provided trust administration and service, as well as financial planning to complex relationships. Previously, Mr. Miller was one of the founding members of the Northern Trust Company of Delaware, and has served as the Director of Development for a number of non-profits and educational organizations.
Mr. Miller earned a Bachelor of Arts degree in American history from Yale University and a Juris Doctor degree from Vanderbilt University. He is a CERTIFIED FINANCIAL PLANNER and a member of the Washington, D.C. and Montgomery County Estate Planning Councils, and STEP (Society of Trust and Estate Practitioners).
Speaker: Nina Cohen, Director of Endowment and Foundation Advisory, Glenmede Trust Company N.A.
Speaker Bio: Nina L Cohen is Director of Endowment and Foundation Advisory. Ms. Cohen and her team provide advisory and administrative services to foundations, endowments, and other not-for-profit organizations. In addition, she assists individuals, families, and organizations with charitable gift planning and the development of philanthropic strategies.
Prior to joining Glenmede, Ms. Cohen practiced law with a concentration in trust, estate charitable and business planning; complex estate and trust administration; elder law; and estate planning for parents of children with developmental disabilities. She also served as the Executive Director of a local community foundation.
Ms. Cohen received her J.D., cum laude, from the University of Pennsylvania and her undergraduate degree in social work, summa cum laude, from Temple University. Active in many community organizations, Ms. Cohen currently serves as a Board member of Samost Jewish Family & Children’s Services and Philanthropy Network of Greater Philadelphia, and is on the Board of Advisors of the Jewish Community Foundation of Southern New Jersey (past President).
Ms. Cohen frequently lectures on fiduciary responsibilities, best practices, strategic grant making, planned giving, leadership succession and legal issues for foundations and other not-for-profit organizations.