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.
10:45-11:45 am Nuts & Bolts Speaker: "60 Minutes on Charitable Remainder Trusts" with Joe Bull, Senior Philanthropy Officer for Global Priorities The Nature Conservancy
The charitable remainder trust is both the most flexible and most complex of all charitable gift planning instruments. This session will provide an overview of the issues specific to CRT’s, including general trust basics, CRT mechanics, CRAT’s vs. CRUT’s, income tax issues, the components of the income tax charitable deduction and how each affects the deduction, Federal gift and estate tax issues, managing and administering CRT’s, clues to look for, etc. While not the last word, this session will provide a good working introductory knowledge that all gift planners should have.
12:30pm-1:30 pm Luncheon Speaker: "What’s Wrong With This Gift?" with Joe Bull, Senior Philanthropy Officer for Global Priorities The Nature Conservancy
The old saying, “Truth is stranger than fiction,” certainly applies to charitable gift planning. This session will examine several real life scenarios, and participants will be asked to determine what is wrong and what the gift planner should have (or should not have) done. If you like interactive sessions, this one is definitely for you.
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: "The Millionaire Donor Next Door" with Steve Mohyla Jr., CFP, Bridgeland Wealth
Tom Stanley shared the surprising traits of the Millionaires who live next door: what they thought, how they bought, and what they cared about. His book is a way to get into their heads, so to speak.
Steve Mohyla will share studies showing what your potential donor is thinking, buying, and more importantly, worrying about. The Millionaire Donor Next Door will explore these and other issues with some thought provoking questions for you to ask yourself as you prepare to sit down with the Donor. Being able to put yourself in their place can help you better see what charitable plans will fit into their lives.
Wednesday, November 12, 2008
10:45am -11:45 am Nuts & Bolts: "Bequest Cultivation: You don't get what you don't ask for......A discussion of a program that works" with Kathryn L. Ward, CFRE, Senior Vice President of the American Institute for Cancer Research
12:30pm-1:30 pm Luncheon: "Dead Wrong Marketing: The 13 Sins"
with Viken Mikaelian
In this presentation, Viken examines successful tactics that for-profits use to increase sales, what non-profits can learn from them, and how to avoid mistakes that alienate prospects and squander limited budget resources. Through concrete examples of good and bad marketing pieces, he emphasizes the important role the Internet plays in planned giving marketing and suggests additional alternative marketing options. He also explores how the new generation of donors differs from traditional prospects. Attendees will learn how to select the best planned giving prospects and reach them in ways they never thought possible.
Wednesday, December 10, 2008
10:45am-11:45 am Nuts & Bolts:Planned Giving 101 -- What You Need to Know to Get Started Right with Richard D. Barrett
New to planned giving? This session will review basic charitable gift planning methods and tools, and a guide to implementing a planned giving program from scratch.
About the Nuts & Bolts Speaker: Richard Barrett is president of Barrett Planned Giving, Inc., a consulting firm that provides marketing, coaching and telephone donor consulting services to a wide range of nonprofit organizations. Former Director of Gift Planning for Georgetown University, he combines the experience of establishing that university's successful planned giving program with three decades of banking and nonprofit board membership. He is co-author of Planned Giving Essentials: A Step-by-Step Guide to Success, Second Edition, Aspen Publishers, Inc., 2002, and is a frequent conference speaker on planned giving topics.
12:30pm-1:30 pm Luncheon Speaker: Planning in Uncertain Times with Fredrick J. Tansill, JD, LLM
This presentation will discuss financial and estate planning in uncertain times; ideas to preserve wealth, instill family values, and achieve charitable objectives; charitable remainder trusts, lead trusts, private foundations and donor advised funds; charitable giving income tax limits; the future of the estate and gift tax; and the future of income tax rates.
About the Luncheon Speaker: 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
10:45am-11:45 am Nuts & Bolts: "Don't try this...with donors" with Mary Todd Hardeman, Senior Director of Gift Planned Giving, Georgetown University
A practical look at some issues that can trip us up before we even walk in the door to ask for the major planned gift.
12:30pm-1:30 pm Luncheon: "How to Ask for the Major Planned Gift" with Bob Brennan, Executive Director, Foundation for Physical Therapy
Wednesday, February 11, 2009
10:45am-11:45 am Nuts & Bolts: "Gifts of Life Insurance" with John McKee, Director of Gift Planning, University of Maryland
12:30pm-1:30 pm Luncheon Speaker: "Techniques, Strategies, and Program Ideas for Planned Gifts in Hard Economic Times" with Ted Meyers, Senior Partner, Integrated Development Solutions
Learn how low-cost techniques can maximize your plan giving marketing budget.
Employ strategies now that will position your organization for current and future financial hard times.
What are some of the programs we should be marketing to best help our donors.
Wednesday, March 11, 2009 - 7:30a.m. - Noon
NCGPC/AFP Forum - (Joint 1/2 Day program with AFP/DC) - The Art of Planned Giving: What You - and Your Donors - Need to Know
A Half-Day Educational Forum Sponsored by: In partnership with
Association of Fundraising Professionals: Washington, DC Chapter &
National Capital Gift Planning Council
Location: AARP - Brickfield Conference Center, 601 E Street, NW, Washington DC
Session I: Douglas White on The Art of Planned Giving
Doug White is a national leader in the philanthropic community. Since 1979 he has worked with charities of all types and sizes on planned and major giving, as well as on the many issues related to organizational development. Doug is also an adjunct assistant professor of philanthropy and fundraising at New York University, where he teaches ethics-based philanthropy. Throughout his career, he has worked with organizations such as the Smithsonian Institution, the United States Holocaust Memorial Museum, Jewish Recovery Houses, and the Wilderness Society. He is the author of Charity on Trial, published in 2007, and The Art of Planned Giving: Understanding Donors and the Culture of Giving.
Session II: In Their Own Words: Donor Panel
If you want to understand your donor’s needs and desires, come hear from donors in area organizations about why they give and what matters most to them when considering major planned gifts. Panelists include: Robert M. Coffelt, Jr., Philanthropist; Stephen Baldacci, Children's Hospital Lead Trust Donor and Robert E. Madden, Partner, Blank Rome LLP;
Registration Fees for this event only
Breakfast and Part 1 only: $40 members / $50 nonmembers / $60 late/on-site registrations
Breakfast plus Part 1 & 2: $75 members/ $85 nonmembers / $95 late/on-site registrations
Note: Late fees will be assessed after Friday, March 6, 2009.
Space is limited! Reserve your spot today by registering online at www.afpdc.org, click on Education and Events and then Current Events.
Wednesday, April 8, 2009
10:45am-11:45 am Nuts & Bolts: "Dream Book--Guide to Financial, Gift & Legacy Planning" with Wayne W. Sharp, PhD, CFP®, ChFC®, CFS, CRPC® Senior Financial Advisor, Ameriprise Financial Services, Inc. and Gregg S. Konopaske, CFP(r), CRPC(r), Senior Financial Advisors, Sharp, Konopaske & Associates, An Ameriprise Platinum Financial Services(r) Practice
Wayne, a long-time NCGPC member, and his Business Partner, Gregg, are both Certified Financial Planners and Chartered Retirement Planning Counselors with 35 years of combined experience in helping affluent clients plan for and live the lifestyles of their dreams. Their Practice's Mission is to enable their clients to "Retire & Thrive" and "Leave a Legacy". Utilizing the "Dream Book" guide by Ameriprise, Wayne and Gregg will share with you some strategies, ideas, and techniques to help uncover your donors and prospects goals & dreams, and hopefully insure that your organization or charity is part of their vision. They will demonstrate how they use Financial Planning to help clients understand how they can "Leave a Legacy" after funding their families' "Needs" and "Dreams".
12:30pm-1:30 pm Luncheon: "The Power of Passionate Fundraising" with Wayne Olson, Vice President, Charitable, Foundation & Endowment Group, The Trust Company of Virginia
In an uncertain economy the concern for donor relations, donor behavior and donor predictability is more important than ever. This session will explore the reasons why donors give, and what we can do to help them achieve their philanthropic goals. The key is passion for the mission, passion for the donor and the desire to engage the donor in the mission more passionately.
2009 Planned Giving Days Conference will be held May 14 - 15
(Click for details)
Location: Hilton Arlington (Ballston)
Wednesday, June 10
10:45am-11:45 am Nuts and Bolts - Recognizing Planned Giving Potential in Donors, with Gary M. Pforzheimer, President, PG Calc, and Chair of Partnership for Philanthropic Planning (PPP)
12:30pm-1:30pm Philanthropic Planning as a Field of Practice: A Reflection on Change and PPP's Strategic Response, with Gary M. Pforzheimer, President and Chair of Partnership for Philanthropic Planning.
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.
Tom Stanley shared the surprising traits of the Millionaires who live next door: what they thought, how they bought, and what they cared about. His book is a way to get into their heads, so to speak.
10:45am -11:45 am Nuts & Bolts: "Bequest Cultivation: You don't get what you don't ask for......A discussion of a program that works" with Kathryn L. Ward, CFRE, Senior Vice President of the American Institute for Cancer Research
In this presentation, Viken examines successful tactics that for-profits use to increase sales, what non-profits can learn from them, and how to avoid mistakes that alienate prospects and squander limited budget resources. Through concrete examples of good and bad marketing pieces, he emphasizes the important role the Internet plays in planned giving marketing and suggests additional alternative marketing options. He also explores how the new generation of donors differs from traditional prospects. Attendees will learn how to select the best planned giving prospects and reach them in ways they never thought possible.
New to planned giving? This session will review basic charitable gift planning methods and tools, and a guide to implementing a planned giving program from scratch.
This presentation will discuss financial and estate planning in uncertain times; ideas to preserve wealth, instill family values, and achieve charitable objectives; charitable remainder trusts, lead trusts, private foundations and donor advised funds; charitable giving income tax limits; the future of the estate and gift tax; and the future of income tax rates.
10:45am-11:45 am Nuts & Bolts: "Don't try this...with donors" with Mary Todd Hardeman, Senior Director of Gift Planned Giving, Georgetown University
Session I: Douglas White on The Art of Planned Giving