The Southwest Florida Planned Giving Council
presents the 2011 schedule of virtual seminars
Virtual seminars are held at the
Community Foundation of Sarasota County
Lunch and topics for discussion session, 12:30 – 1:00 p.m.
Virtual seminar, 1:00 – 2:30 p.m.
SWFPGC members attend free, guests are $15.00
Please make reservations at 941-556-2378 or Jill@cfsarasota.org
Motivating Your Donor Base: The Science (and Art) of Planned Gift
Marketing
March 16, 2011 at 12:30 PM EDT
Restricted budgets and cutbacks mean we all have to do the same planned giving
marketing—or more—with fewer resources. Whether you're starting your outreach from
scratch, or looking to tweak a fully mature program, you'll learn earn how to capture your
prospects' attention like a stop sign and direct it like a roadmap, in the course of a fiscal
year. Drawing data from planned gift metrics and actual gift situations, not suppositions,
you'll come away with secrets to put some mojo in your planned gift marketing.
Meet Our Presenter: Anne Melvin, Deputy Directory, Gift Planning, Harvard
University (Faculty of Arts and Sciences)
Anne Melvin has worked as both a volunteer and a professional in the field of
development for the past 15 years. For the past decade, Anne has specialized in planned
giving, negotiating and closing gifts for various schools at Harvard, creating and
implementing planned giving marketing programs, and working with a variety of donors
around the country to maximize their giving potential. Currently, Anne is the deputy
director of gift planning at Harvard's Faculty of Arts and Sciences. She is a member of
the Planned Giving Group of New England and Partners in Philanthropic Planning. Prior
to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude
graduate of Williams College and holds a J.D. from the Boston University School of
Law.
Structuring and Funding Life-Income Gifts with Retirement
Plan Assets
May 18, 2011 at 12:30 PM EDT
This session covers recent legal developments affecting gifts of retirement assets, and
presents case studies of life-income gifts funded from retirement accounts. Advisors
readily tout the economic and tax advantages of these gifts, but the "devil is in the
details" from a legal and administrative perspective. We will discuss actual CRT and
CGA gifts, choices made in structuring beneficiary designations, trust instruments and
gift annuity agreements, and real-life implications of those choices. We will identify
major issues to address in planning such gifts, discuss what was done well in each case,
and what could have been done differently.
Meet our Presenter: Tim Prosser, Relationship Manager/Senior Consultant, Kaspick &
Company
Timothy J. Prosser is a relationship manager and senior gift planning consultant with
Kaspick & Company, and vice president - institutional trust consulting at TIAA-CREF
Trust Company. Previously, Tim practiced law in St. Louis with the firms of
Sonnenschein Nath & Rosenthal and Armstrong Teasdale, focusing on estate planning,
trust and estate administration and related litigation. He received his B.A. from Loyola
University New Orleans, and his J.D. and M.A.P.A. degrees from St. Louis University.
Tim is a board member of the Partnership for Philanthropic Planning and past president
of the Saint Louis Planned Giving Council. He has served on the planned giving advisory
councils of several nonprofit organizations in the St. Louis area, and speaks widely on
charitable and estate planning topics.
Death Taxes and Gift Planning in a Time of Change
July 13, 2011 at 12:30 PM EDT
A new Congress will soon begin its work in Washington, DC, and this session considers
what we'll know in July about the future of federal estate taxes. Whatever the fate of the
estate tax, "death taxes" of other kinds, such as income in respect of a decedent and state
death taxes, will have an ongoing impact on many estates, and on how charities market
philanthropic options. This presentation covers:
-skipping transfer taxes and any
new legislation.
-saving strategies that encourage charitable bequests.
Meet Our Presenter: Marc Carmichael, R&R Newkirk
Marc Carmichael is president of the R&R Newkirk Company and has worked in the field
of charitable gift planning since 1976. His company provides gift planning training and
marketing material for hundreds of organizations and also publishes the Charitable
Giving Tax Service, a four-volume reference library on planned giving and charitable
estate planning. Marc is a graduate of the Indiana University School of Law and is a
member of the Indiana State Bar Association. He is a past chair of the National
Committee on Planned Giving (now the Partnership for Philanthropic Planning) and
served on the board of directors of the Chicago Planned Giving Council. He was chair of
the 1998 National Conference on Planned Giving and chaired the NCPG editorial
advisory committee, which publishes The Journal of Gift Planning, for four years. He
speaks regularly at local planned giving council meetings and at the national conferences
of PPP, AFP, ACGA, AHP, and NCDC. In 2005 he received the Russell V. Kohr
Memorial award for excellence in gift planning from the Chicago Council on Planned
Giving.
CRT Planning on a Napkin
September 14, 2011 at 12:30 PM EDT
The simplest way is often the best. Computer presentations and printed proposals are
nice, but when you meet face to face with a donor, a few boxes and arrows can be a
powerful way to convey your message about a gift that is personalized to his or her
situation. If you cannot explain the concept on a napkin, then your donors won't be able
to explain it to family and others who help with philanthropic decision-making. This
session demonstrates simple, direct ways to show how all kinds of charitable trusts work
from a donor's perspective.
Meet Our Presenter: Greg Baker, Renaissance Administration LLC
Greg Baker is executive vice president of Renaissance, the nation's leading third-party
administrator of charitable gifts. For the past 20 years, he has provided trust, tax and
philanthropic financial planning advice to over 4,000 attorneys and 8,000 financial
planners and development officers in all 50 states regarding more than 18,000 charitable
remainder trusts, more than 800 charitable lead trusts, and numerous foundations,
charitable gift annuities and donor-advised funds.Prior to his current tenure at
Renaissance, Greg was vice president, manager of charitable account services for Merrill
Lynch Trust Company and the Merrill Lynch Center for Philanthropy & Nonprofit
Management. As Merrill's charitable fiduciary risk manager, he identified and managed
account compliance projects for over $4 billion in planned gift instruments under
administration. Greg's advice has helped donors to contribute over $6 billion to charitable
gift plans. Greg has a JD from Indiana University and holds ChFC, CFP and CAP
credentials.
Moving Up in a Down Economy: The Career Outlook for Philanthropic
Planners
November 16, 2011 at 12:30 PM EST
Tough economic times in the nonprofit sector are reshaping expectations about who
'does' charitable gift planning and how resources are allocated to gift planners' salaries
and budgets. This session reviews findings from PPP's 2011 Gift Planner Profile survey
to identify factors that positively impact salaries and job advancement. Search specialist
Kris Hormann also shares an insider's view of what employers want and who they're
hiring.
Meet Our Presenter: Kris Hormann, Lois L Lindauer Searches
Kris Hormann is search director with the Boston-based firm of Lois L Lindauer Searches.
With nearly three decades of fundraising experience to her credit, Kris has held
development leadership positions in higher education, healthcare, and social service
institutions. Before joining LLLS, Kris served as associate director of development for
the MGH Institute of Health Professions, where she developed a major gifts program and
enhanced special events. She has also served as director of major gifts at Bentley College,
vice president for external affairs at Planned Parenthood of Massachusetts, chief
development officer of Horizons for Homeless Children, and director of development and
communications for Partners Homecare and Hospice. Kris brings to her searches and
clients a solid and complete understanding of all development areas including capital
campaign design and implementation, major/planned gifts, annual/reunion giving,
foundation relations, operations, volunteer management, and board relations. With many
years of experience at the senior staff level, Kris' expertise also encompasses staff
leadership and nonprofit strategic planning.