2011-2012 Meeting Program Schedule

RESERVATIONS: Reservations are required at least 48 hours prior to meeting. Those without reservations will be seated after all those with reservations. Cancellations made less than 48 hours prior to meeting will be billed. No Shows will be billed. All on-site registrations will incur an additional $10 charge.

REGISTRATION:
To register for the upcoming NCGPC Progam:

LOCATION:
GWU Marvin Center
800 21st Street Northwest
Washington D.C.,
DC 20052

FEES:
$40 Members
$55 Non-members
$280 Annual Membership Dues

OFFICAL POLICY ON HANDOUTS:
Present all handouts to be distributed at NCGPC events, including luncheons and the annual conference, to the Administrator no less than 72 hours before the event. Handouts are subject to approval by the NCGPC's Vice President for Programming (for luncheon handouts) or the Program Chair (for conference handouts).

September 14

Join us on September 14 for Our Next Luncheon Featuring Marc Carmichael at GWU’s Marvin Center, Room 403.

It's time to kick off the NCGPC's 2011-2012 program year, and we hope you can join us for our first luncheon. If you've been lucky enough to hear Marc Carmichael of R&R Newkirk, you already know that he's a great and informative speaker. Please join us for two engaging sessions with Marc.

10:45-11:45 am., Nuts & Bolts: State and Federal Death Taxes Primer with our Speaker Marc Carmichael, JD, President of R&R Newkirk

Charitable gift planners don't need to be accountants or tax attorneys to be effective, but they do need to know the basics of state and federal transfer taxes and be conversant with estate planning strategies that may include charitable giving--especially the estate tax charitable deduction. Although it's true that less than 1% of Americans have estates large enough to owe federal estate taxes, these donors can be found in the databases of most charities. Tax savings can result in significant bequests from these folks to your organization. Additionally, 22 states and the District of Columbia impose inheritance or estate taxes, which can be reduced through charitable giving.

12:30-1:30 pm., Luncheon Presentation: Marketing Charitable Bequests Under the New Rules

Bequests are said to account for 80-90% of all planned gifts, and may take on even greater importance if incentives for lifetime giving are reduced by Congress as part of deficit reduction. What bequest marketing approaches are available, now that federal estate taxes affect only a relative handful of Americans? Are state death taxes a factor in planning charitable bequests? What nontax strategies remain for charitable estate planning? Where should we be spending our scarce marketing dollars? Direct mail? Internet? Seminars? Telephone solicitations? How do we get donors to make or change estate plans, and include our organizations?

October 12 - 8:30 to 10:00 am - Note Special Time!

Marketing Round Table Breakfast

Please note-- different date and time and special pricing for this breakfast meeting only!!
$20 for members / $25 for non-members

Location: GWU’s Marvin Center, Room 403

Sponsor:

Do you ever wish that we had more time to network and learn from your colleagues? Now's your chance! Come to a lively and informative discussion, facilitated by Kay Malone from WWF, about what is working (or not) and share your marketing materials to get some great ideas.

November 9

Gift Planning Conversations, Building Relationships, Gift Structuring, and More

Handout for this meeting is available in the
Member's Only section

Please join us on November 9 for two informative and engaging sessions.

10:45-11:45 am., Nuts & Bolts: Questions to Initiate Gift Planning Conversations with Gregory J. Sharkey, J.D., Senior Philanthropy Advisor, The Nature Conservancy

Join us for an interactive discussion with Gregory J. Sharkey, JD, on how we can use thoughtful questions to build our relationships with our donors and be in a better position to help them achieve their philanthropic goals.

12:30-1:30 pm., Luncheon Presentation: Should My Donor Do This? with Facilitator Gregory J. Sharkey, J.D.

Panelists:
Charles E. Taylor, P.C.
Dana Sippel, CFP, CPA/PFS
Walther H. Deyhle, CPA/ABV/CFF, CFFA, CFP

Don’t miss this unique opportunity to compare advice from three esteemed allied professionals. This stimulating panel discussion, on topics ranging from gift structuring to working with donors in the current economic environment, will help you guide donors as they weigh their options. We’ll get the conversation going, but please be sure to bring examples of challenges facing your current prospects.

December 14

Are you confused by the various and ever-changing state requirements for charities that issue gift annuities? Are you intrigued by the potential offered by gifts of real estate but alarmed by stories about charities that have been “burned” by such gifts? Then join us on December 14, as Noland Mackenzie “Mac” Canter, a founding partner of Copilevitz & Canter, LLC, discusses both of these important topics for gift planners.

Handouts for this meeting are available in the
Member's Only section

10:45-11:45 am., Nuts & Bolts - "The Ins and Outs of CGA Registration" with Mac Canter, Founding Partner, Copilevitz & Canter LLC

In recent years, an increasing number of states have passed new laws, regulating both CGA funds and the issuance of CGA agreements to residents of their state, or if the charity has offices in that state. This session will review the various requirements for state registration among charities that offer charitable gift annuities to their donors, including reserve requirements and state- and federally-mandated disclosures.

12:30-1:30 pm., Luncheon Presentation - “Tapping the Unrealized Potential of Gifts of Real Estate with Mac Canter, Founding Partner, Copilevitz & Canter LLC

Real estate is the greatest source of family wealth in the US. Yet many development officers don’t pursue gifts of real estate because of concerns about risk associated with real estate and because real estate gifts can be complex. This presentation will focus on understanding risks and using techniques that minimize or eliminate risks. Mr. Canter will discuss special planned giving formats for real estate gifts, including bargain sales, charitable remainder trusts, and charitable gift annuities. He will also address the federal tax on unrelated debt-financed income and the “step transaction” doctrine as it may apply to real estate gifts.

January 11

Seating is limited!!

Sponsored by

10:45-11:45 am., Nuts & Bolts - "Performance Measures and Accountability Standards for Gift Planning Fundraisers" with Jeff Comfort, ED, Principal Gifts and Gift Planning, Georgetown

Performance Measures "is more fundamental, blocking and tackling" session, especially beneficial for new gift planning and development staff.

12:30-1:30 pm., Luncheon Presentation - "Gift Planning in Current Economic Environment.... " with Jeff Comfort, ED, Principal Gifts and Gift Planning, Georgetown

This session includes revocable Gifts (aka bequests etc...) now more than ever...how to market them, how to introduce them, how to close them, how to count them, how to steward them. The economic data behind them, the two distinct pools of prospects making these gift commitments and why more than ever donors and their advisory are choosing this plan.

February 8