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.
Have a look at gift planning in the context of what is certain right now. Low interest rates and low values open up opportunities for certain charitable giving vehicles. Jonathan Ackerman will discuss those opportunities and how to spot and address them with your donors/clients.
12:30pm-1:30 pm Luncheon: "Gifts of Business Interests: Situations and Solutions" with Jonathan Ackerman, Esq.
What are the various types of entities and why are certain ones used by business owners? Jonathan Ackerman will explain how to spot gift planning opportunities and how to address hurdles in gifting these assets. Case studies will be used to highlight situations and solutions for creating a complex gift of business interests. Time will be available for discussion of real life situations in your shops.
10:45-11:45 am Nuts & Bolts: "The ABCs of DAFs" with Kenny Emson, CPA, Senior Vice President, Development and Donor Services, Community Foundation of the National Capital Region
What is a Donor Advised Fund: how and why would a person create a DAF? What are the differences between DAFs set up at community foundations and DAFs set up with commercial entities? Mr. Emson will answer all these questions and more.
12:30pm-1:30 pm Luncheon: "The Do's and Don'ts of DAFs" with Kenny Emson, CPA, Senior Vice President, Development and Donor Services, Community Foundation of the National Capital Region
Mr. Emson will discuss how, why and when people and advisors use Donor Advised Funds to accomplish philanthropic and financial objectives. The presentation will include legal issues related to using donor advised funds for charitable gifts.
10:45-11:45 am Nuts & Bolts: "Good Deeds: Opportunities for Gifts of Real Estate" with Chase Magnuson, Director of Development, Planned Giving Program, at The George Washington University
Even in this economy, real estate holdings comprise more than 40% of the capital wealth in the US, making it a significant asset to consider as a charitable gift. But gift officers at smaller-sized charities often avoid gifts of real estate due to the complexity of the transaction. Mr. Magnuson will dispel these beliefs and explain how all charities can benefit from gifts of real estate. Included in the session is an overview of how gifts of different types of real estate (private residences, commercial property, land leases, farms, and many others) can benefit charities.
12:30pm-1:30 pm Luncheon: "Good Deeds: Case Studies of Gifts of Real Estate Assets" with Chase Magnuson, Director of Development, Planned Giving Program, at The George Washington University
This interactive luncheon session will include several case studies looking at various different types of real estate and a variety of donor needs. Explore creative solutions to meet the donor’s estate planning needs when real estate is the donation asset of choice.
NEW - 10:45-11:45 am Master’s Study Group: "Truth in Marketing: Has Planned Giving Marketing Gone Too Far?"
We have created a new educational/networking opportunity within NCGPC for senior-level gift planning professionals (ten+ years of experience) – The Master’s Study Group. The sessions are facilitated roundtable conversations. You must be a current member of NCGPC in order to participate. The Master’s Study Group is intended to provide appropriate, challenging and stimulating learning opportunities for senior planned giving professionals. Members contribute their ideas, interests and experience (successes and failures) to provide learning opportunities for the group.
OR
10:45-11:45 am Nuts & Bolts: "The Evolution of Charitable Gift Annuities" with Ron Brown, Director of Gift Planning, Princeton University
Coming straight from Ron Brown’s research for his upcoming book on Charitable Gift Annuities, this presentation will look at the the first "golden age" of life income gifts, why the Committee on Gift Annuities was needed, how the Committee created national standards for life income gifts, and what the Great Depression can teach us about issuing gift annuities today.
12:30pm-1:30 pm Luncheon: "All in the Family: Intergenerational Philanthropy" with Ron Brown, Director of Gift Planning, Princeton University
Family philanthropy is not just the purview of the Rockefellers and the Carnegies. Families all across America are joining together to maximize their impact. This session will explore why donors are encouraging their family members to join them in being philanthropic, what issues these people and their philanthropic advisors are confronting and solving in the process and what role a planned giving officer can play in assisting these families in creating their own legacies.
10:45-11:45 am Nuts & Bolts: "Put the Pedal to the Metal: Getting from Zero to Sixty in Your Planned Giving Program" with Samuel Caldwell, President and CEO of the Planned Giving Company
This presentation will show you how to put the pedal to the metal! You’ll learn: 1) where and how to focus your energy; 2)why solicitation is 50 times better than marketing; 3) how to accurately identify planned giving prospects; 4) how to get appointments without really trying; and 5) how to make 85 visits a year without giving up eating and sleeping. Whether you are a veteran or a beginner, you won’t want to miss this stimulating session!
12:30pm-1:30 pm Luncheon: "Third-Party Planned Giving Calling Programs Are Getting Traction" with Samuel Caldwell, President and CEO of the Planned Giving Company
Looking for a way to accelerate your deferred gifts program? Want to qualify your prospect pipeline in a matter of months instead of years? Tired of super low response rates in your marketing program? Want to find out who included you in their estate plans but never told you? Much has been touted in regard to planned giving calling programs. One of the leading innovators in the field of planned giving marketing will describe how these programs work and present data to show why they are so successful.
Due to the unprecedented snowfall over the weekend and the prediction for additional accumulation on Tuesday and Wednesday, our monthly program on Feb. 10 is cancelled. We will reschedule this program, if possible, and will let you know of the snow date as soon as it is confirmed. Payments received for this program will be credited for an upcoming monthly program registration.
Wednesday, March 10, 2010
NOTE -> This program will be held at the Bank of America building, 730 15th Street, NW, 10th Floor -- Penthouse Verandah. (Metro, Blue Line, McPherson Square, White House exit).
Ethical Dilemmas in the Nonprofit World:
Being Prepared
An Educational Session Hosted by:
Association of Fundraising Professionals,
Washington DC Chapter and
The National Capital Gift Planning Council
10:45-11:45 am Nuts & Bolts: "Fundraising and 'Friend Raising'" with Doug White
How do we navigate the various delicate situations that come up while we are raising support and cultivating friends of our organizations? Join us for a discussion of some ways to find guidance dealing with real-life ethical dilemmas. This is an excellent opportunity for seasoned professionals and novices to share experiences and learn together.
12:30pm-1:30 pm Luncheon: "Whose Gift is it Anyway?" with Doug White
What is this concept—“donor centered”-- that fundraisers use as the ‘guide’ when working with supporters? How/when/why can this guide create conflict for the fundraiser in some circumstances? These and other questions about “donor-centered fundraising” will be addressed in the context of case studies. The presentation is intended to be interactive, with guidance from Doug to create a framework/tool for fundraisers to use when assessing situations.
10:45-11:45 am Nuts & Bolts: "Bequest Boot Camp" with Karen Gallardo, AARP Foundation
Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We’ll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests – the foundation of gift planning.
-OR-
NEW- 10:45-11:45 am Master's Study Group: "The Consumer Financial Protection Agency: What it may or may not mean for nonprofit organizations"
Our facilitators will be:
Chris Quinn, Executive Director of the Direct Marketing Association Non Profit Federation and Jonathan Ackerman, Esq., Nationally recognized nonprofit legal counsel
H.R. 4173 (passed by the U.S. House of Representatives on Dec. 22, 2009 as part of the Wall Street Reform and Consumer Protection Act) would create a new agency, the Consumer Financial Protection Agency (CFPA), with regulatory authority over “consumer protections” regarding financial services, activities, and products. Affected organizations under CFPA authority would be subject to potential certification / registration / examination processes and fees. As originally proposed, the expansive definition of “financial activity” would potentially subject nonprofits to CFPA authority because of their fundraising efforts (charitable giving advice / planning / donor instruction) or if the nonprofits include any financial education (no matter how basic), credit counseling, debt management, or tax planning (other than return prep) as part of their programming.
Please join us for the latest information on the CFPA. Background material will be provided in advance of this exciting session so please come prepared to participate
-AND-
12:30pm-1:30 pm Luncheon: "Marketing Ideas from the Trenches" with John McKee, Senior Director of Gift Planning, University of Maryland Foundation; Richard Reider, American Red Cross; & Rob Blizard, Director of Development, Washington Animal Rescue League
Competition for donors is on the rise, and pressure to get more results is growing. Attend the April luncheon and learn cutting edge marketing techniques that will help you get and keep planned giving donors, while getting the "buy in" from your organization to do it. Our panel of experts who are “in the trenches” with us include John McKee who will share secrets of marketing planned giving within your organization. Richard Reider will present information on how the Red Cross is using the web, e-mail and social networking to expand their donor base and enhance their messages. And, Rob Blizzard of the Washington Animal Rescue League will focus on the topic of marketing a planned giving program to estate planning professionals, drawing on his own experience at two different charities and the experiences of other NCGPC members. He will be presenting information on what has and has not worked. Don't miss this great opportunity to hear techniques from those who have tried and tested them!
Knocked Down by the Snow but Not Out -- Rescheduled From February 10
10:45-11:45 am Nuts & Bolts: "Creative Ideas for Working with Affluent Donors in Challenging Times" with Robin Ganzert, Deputy Director, Philanthropic Services, The Pew Charitable Trusts
In this interactive session, Robin Ganzert, Deputy Director of Philanthropic Services at the Pew Charitable Trusts will share strategies for successfully engaging affluent donors. The session will address:
Understanding your high-net-worth donors to better address their philanthropic interests and goals, including tips on how to overcome hurdles;
Building your own pitch for an effective philanthropic dialogue; and
Discussion of strategies and successes
12:30pm-1:30 pm Luncheon: "Fiduciary Excellence: What to be aware of when developing your planned giving program" with Robin Ganzert, Deputy Director, Philanthropic Services, The Pew Charitable Trusts; & Michelle Sly Laughlin, Regional Director, Roland Criss
The role of the fiduciary in philanthropic planning is more crucial today, as we see mounting financial scandals, mismanagement, fraud, and a roller-coaster market with historic lows. In the wake of the market collapse, investment fraud and competition for charitable gifts, the Investment Fiduciary Leadership Council (IFLC) has sponsored a Foundation Task Force comprised of institutional and family foundations to develop criteria, substantiated by legislative requirements, legal precedents, and best practices in order to help foundations assess their adherence to a Standard and make appropriate changes as needed. Learn about this exciting initiative through an IFLC task force member, Robin Ganzert of The Pew Charitable Trusts and Michelle Sly Laughlin of the Roland Criss organization, a leader in helping charitable organizations acquire an assurance of safety in their role as a steward of other people’s money.
Due to the unprecedented snowfall over the weekend and the prediction for additional accumulation on Tuesday and Wednesday, our monthly program on Feb. 10 is cancelled. We will reschedule this program, if possible, and will let you know of the snow date as soon as it is confirmed. Payments received for this program will be credited for an upcoming monthly program registration. 