RESERVATIONS: Reservations are required at least 24 hours prior to meeting. Those without reservations will be seated after all those with reservations. Cancellations made less than 24 hours prior to meeting will be billed. 'No Shows' will be billed. To reserve your place, please Email Us.
NOTE
NEW FEES:
$40 Members
$55 Non-members
$250 Annual Membership Dues
LOCATION:
The Cloyd Heck Marvin Center at the George Washington University, Foggy Bottom campus
800 21st St. NW
Washington, DC
Underground parking is accessible from the H Street side of the building, between 21st and 22nd Streets. Metro accessibility is also available -- Foggy Bottom.
"Making Gift Planning Your Career" with Thomas W. Smith, Vermont Community Foundation
Most of us consider moving up the administrative ladder at some point. What makes gift planning so special? What qualities and skills do you need to be successful, and to really enjoy work? What does the future of gift planning look like? Participate in a thoughtful presentation by a happy gift planner with 33 years of experience.
October 11, 2006
"Current Developments in Charitable Giving and Tax Planning" with Emanuel "Emil" Kallina, II, Kallina & Associates, L.L.C.
Mr. Kallina will discuss judicial, legislative, regulatory and administrative develoopments for 2006 relating to charitable giving, with an exphasis on H.R. 4 and year-end charitable giving techniques.
November 8, 2006
"The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing"
with Samuel Caldwell, The Planned Giving Company
Think you know who your planned giving prospects are? You may want to think again! Think the best way to reach your prospects is through newsletters and brochures? You may want to think that one over, too! Focused on the wealthy? Another assumption you may want to reconsider! Come and hear Sam Caldwell, nationally recognized planned giving professional, share some surprising facts and insights that could revolutionize your thinking about how you market planned gifts in your institution. If you are looking for better ways, you will not want to miss this thought-provoking session.
December 13, 2006
"Non-traditional Gift and Estate Planning" with Cindy Sterling, Washburn & McGoldrick, Inc.
Unmarried couples face unique challenges when arranging their financial, estate and gift plans. This talk will discuss some of the most significant issues facing many of our best prospects and help you better understand how to be a resource for them.
January 10, 2007
"Marketing Like Madison Avenue While Avoiding the Regulatory Minefields" with Ken Wolfe, Colonial Williamsburg Foundation
This program will feature guest speaker, Ken Wolfe of the Colonial Williamsburg Foundation. Mr. Wolfe's presentation will be entitled "Marketing Like Madison Avenue While Avoiding the Regulatory Minefields". This meeting is being sponsored by Mercantile Institutional Services and hosted by our friends at Powell Goldstein, LLC, located at 901 New York Avenue, NW Washington, DC.
February 15, 2007
"Building Planned Giving Success for Your Organization" with Pam Davidson, Davidson Gift Design
Spend the morning with noted planned giving expert Pam Davidson of Davidson Gift Design in Bloomington, IN to explore several aspects of planned giving. The program is designed to offer fundraising professionals of all levels an opportunity to explore this critical part of organization's efforts to steward life-long support from their donors. Topics will include:
Ten Steps Your Charity Can Take This Very Year for Planned Giving Success
Simpler Gift Plans All Charities Can Understand and Promote, Most without Administration - Planned Giving “Cliff Notes”
Talking to Real People about Real Gifts, Including the Topic in Every Conversation
Pam Davison, J.D., is a nationally recognized dynamic public speaker with more than sixteen years experience in the planned giving field. From 1984 through 1996, she served at the Indiana University Foundation, leaving as its Executive Director, Planned Giving and Associate Counsel. She served on the Board of Directors of the National Committee on Planned Giving for six years beginning in 1994, and was Chair of its Education Committee in 1995 and Secretary in 1996. She was the 1998 President-Elect of NCPG and served as its President in 1999 and, as a former president now serves on its ethics committee.
March 14, 2007
"What's Up with UPMIFA? Latest Legal, Management and Marketing Developments with Fundraising for Charitable Endowments" with Philip M. Purcell
The Uniform Law Commissioners have proposed a new uniform law to govern charitable endowments called UPMIFA (Uniform Prudent Management of Institutional Funds Act). Many states have already acted to replace the former law (UMIFA) with this newly proposed law. This session will explain what is new with UPMIFA - highlighting important differences from UMIFA. In addition, best practices in the marketing and managing of charitable endowments will be shared.
Philip Purcell currently serves as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation in Muncie, Indiana. Formerly, he served as Director of Gift Planning for the Central Indiana Community Foundation (Indianapolis, IN) where he created and directed the Planned Giving Resource Center serving area charitable organizations. Phil is an attorney and member of the American and Indiana State Bar Associations.
April 11, 2007
"Charity on Trial" with Douglas E. White
Over the past decade the media have increased their spotlight on charity practices and misdeeds. Despite a strong and healthy philanthropic sector, donors have become skeptical - public confidence in charities is low - and want to know, more than ever before, how charities operate and what they do with the money they get. This is particularly true for gift planners who solicit endowment and planned gifts whose effects will be seen far into the future. It is the wise charity that voluntarily heeds the call for accountability and transparency. Doug will discuss some of the steps gift planners can take to ensure they are doing what they can to satisfy donors, as well as the charity's own obligations to its public.
"Donor Engagement" with Eric Swerdlin, ChesterCAP, LLC
Development professionals are being asked to improve the results from their department by engaging donors more comprehensively and then keeping them engaged. This session will cover a diverse range of topics, including ways large organizations are using creative investment tactics to bring a more complete suite of solutions for asset management to their donors. How small organizations are taking part in the growing gift annuity market. The presentation will also include a discussion of the growing demand from donors for a more “granular” way of giving and ways that preference can be accommodated.
