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Education
National and local speakers present programs on topics, such as tax law changes, the nuts and bolts of planned giving, marketing strategies, and advanced planned giving techniques. Non-members are welcome to attend. Members receive reduced rate to all programs.
Networking
CPGC provides opportunities to meet the local community of gift planners: attorneys, development officers, trust officers, insurance professionals, and accountants. Members include both novice and veteran gift planners.
Tuesday, September 16th Roundtables
NEW LOCATION! FOR THIS PROGRAM ONLY, our program will be held at The Conference Center at Sheppard Pratt at 6501 N. Charles Street,
Baltimore, MD 21204
Time: 8:00 a.m.
Topic: 2008 CPGC / AFP-Md Roundtables
Speakers: Frank C. Weiss, Jr. CLU, AEP, CLTC; Betsy Nelson; Nancy Turner; Jamie Ryan, CFP; Mindi S. Bressler, CCIM; Natalie B. Sherman, Esq.
Location: The Conference Center at Sheppard Pratt at 6501 N. Charles Street, Towson, MD 21204
Registration Flyer for September 16, 2008 Meeting
Overview of Roundtables Program:
The Chesapeake Planned Giving Council presents a joint program with the Association of Fundraising Professionals – Maryland Chapter. The “Planned Giving Roundtables” offer a quality learning experience covering important topics under the direction of experienced planned giving, financial, and legal professionals. Each topic will be run twice in two consecutive sessions with time allowed for networking between sessions.
Title: Questions to Open Hearts and Minds to Planned Giving Opportunities: Why do donors engage in philanthropy, specifically planned giving?
Presenter: Frank C. Weiss, Jr. CLU, AEP, CLTC, Special Care Planner, Principal at Garrison Financial LLC.
Description: Discussion will cover: why and when to ask questions, to whom do we ask questions, and what questions do we ask?
Title: Family and Philanthropy
Presenter: Betsy Nelson, Executive Director of the Association of Baltimore Area Grantmakers.
Description: This session will explore how philanthropy can be used as a family strengthening activity, how to involve the next generation, and how advisors can facilitate this process.
Title: The “Real” Benefits of Tangible Assets
Presenter: Mindi S. Bressler, CCIM, Sr. Vice President, Specialty Asset Management, US Trust Bank of America.
Description: As the “Greatest Generation” incorporates philanthropy into their legacy planning strategy, they are more likely to leave cash to their heirs and bequeath non-financial assets such as real estate, oil & gas and closely held business interests to charitable and not-for-profit institutions. Discussion will cover the size of the opportunity, how your organization can benefit by accepting these assets, and risk factors to be aware of.

Title: Gift Planners and Professional Advisors
Presenters: Nancy Turner, Director of Gift Planning, Goucher College and Jamie Ryan, Certified Financial Planner, Financial Advisor, Citi Smith Barney.
Description: Let's talk about the advantages of working together to enable our clients/donors to meet their philanthropic goals.
Title: The Planned Giving Advisory Council (This roundtable will be open for the 2nd session, only: 9:45 – 10:30 a.m.)
Presenter: Natalie B. Sherman, Esq., Gallagher Evelius & Jones LLP.
Description: All planned giving programs have them ... or think they should. Planned Giving Advisory Committees take a great amount of staff time to create and support. Committee members donate their valuable time and talents to promote gift planning knowing it will be many years until the results of their work will be realized. How can you determine whether such a committee is right for your organization and, if so, make the most effective use of such a group?
Title: Introduction to Planned Giving - Tools and Understanding the Language of Planned Giving. (This roundtable will be open for the 1st session, only: 8:45 – 9:30 a.m.)
Presenter: Natalie B. Sherman, Esq., Gallagher Evelius & Jones LLP.
Description: An introduction to the various types of planned gifts. No matter what the size of your shop, planned gifts can be integrated into your marketing program with the potential for significant benefit to your organization.
CPGC THANKS AND PROUDLY ACKNOWLEDGES OUR SEPTEMBER PROGRAM SPONSORS:

In a dynamic financial marketplace, intellectual capital is often as valuable as financial capital. It is essential to identifying opportunities and assessing risk, and to developing sophisticated, innovative solutions. Devising effective wealth management solutions requires extensive financial acumen and deep technical skill. Building on the legacy of a firm that began more than 200 years ago, a dedicated U.S. Trust advisor leads a team of specialists who work to develop integrated solutions to help you achieve your goals. U.S. Trust offers professional expertise, backed by access to some of the industry's most respected talent in wealth structuring, investment management, estate planning, legacy and philanthropy, taxation, private business finance and the strategic use of credit.

The American Cancer Society is the nationwide community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer, through research, education, advocacy, and service.
White Marsh Office
8219 Town Center Dr
Baltimore, MD 21236
410-931-6850

Families of Faith Making a Forever Impact
The Catholic Family Foundation was established to assist, encourage, support and promote the stability and improvement of educational, charitable and pastoral programs in parishes, schools and ministries of the Archdiocese of Baltimore. Through the Foundation, individuals can established named family endowment funds as a way to leave a legacy of love to benefit their particular passion and pass on the gift of faith to future generations. www.archbalt.org/cff

For more than 80 years, our mission at THE ASSOCIATED: Jewish Community Federation of Baltimore has remained the same—to care for the members of our community here in Baltimore, in Israel, and around the world, as well as to strengthen the ties to Jewish community life that bind us together.

Connelly & Assoc. Fundraising, LLC offers Capital Campaigns, Feasibility & Planning Studies, Major Gift Campaigns, and Fundraising Staff Search, primarily throughout the Maryland and Washington, DC area.

In today's increasingly competitive world, you deserve counsel that incorporates a long term vision for your organization's future. At Development Resources, inc., we build sustainable, philanthropic programs for non-profit organizations, corporations, associations and foundations. From growing and diversifying your base, to defining and refining corporate resources and strengths, to attracting and acquiring the right leadership and staff, DRi is committed to ensuring program sustainability and achieving success for your organization. Led by principals Jennifer M. Dunlap and Nancy K. Racette, CFRE, DRi is proud to work with the sector's finest enterprises that are touching lives and strengthening communities both nationwide and across the globe.
Please send RFP's and resumes to search@driconsulting.com
1601 N. Kent Street, Suite 1200, Arlington, VA 22209
703-294-6684 Phone 703-522-6741 Fax
www.driconsulting.com

GBMC Foundation was founded in 1987 as a 501(c)(3) nonprofit organization to centralize and coordinate fundraising efforts to benefit Greater Baltimore Medical Center. The Foundation's Board of Directors and professional staff carry out fundraising events, annual appeals, capital campaigns and seek gifts from grateful patients and other friends of the hospital, as well as grants from corporations and private foundations. The Foundation does not have any affiliation with federated funds or public agencies. The GBMC Foundation is registered with the State of Maryland as an approved charitable organization.
GBMC Foundation
6701 North Charles Street
Towson, MD 21204-6808
443-849-3303
http://www.gbmc.org/foundation
Goucher College is an independent, coeducational institution dedicated to the interdisciplinary traditions of the liberal arts and a broad international perspective on education. T The first college in the nation to pair required study abroad with a special travel stipend of $1,200 for every undergraduate, Goucher believes in complementing its strong majors and rigorous curriculum with abundant opportunities for hands-on experience in the world. Through internships, community service, and study abroad – and a first-rate arts and sciences academic program – Goucher teaches its students to engage the world as true global citizens.
The Office of Gift Planning
Our philosophy and role at Johns Hopkins:
We are charitable planning specialists and have resources available to fully support both our benefactors’ investigation and implementation of gift planning techniques. Our services are professional, confidential, collaborative and provided without cost or obligation. We encourage benefactors to call on us to assist them, their families and advisors in exploring financial, estate and charitable planning. We strive to provide information on effective charitable planning options in order to help our benefactors achieve optimum tax, financial and philanthropic results.
Gift planning is a highly individualized process that is governed by our benefactors’ philanthropic and financial priorities. We often assist people who are contemplating:
What will my legacy be?
How has Hopkins made a difference in my life or the life of a loved one?
We are a central division of the Johns Hopkins Development and Alumni Relations team and work with all schools and division of the Johns Hopkins Institutions. We raise approximately $90 million annually and are playing a critical role in the current Johns Hopkins Knowledge for the World Campaign that has a goal of $3.2 billion. The total market value of Johns Hopkins’ planned giving program exceeds $168 million and consists of over 1,000 active planned gifts. Kaspick & Company assists us with the management and administration of our internally administered planned gifts.
For general information about gift planning at Hopkins, please visit our website: www.jhu.plannedgifts.org or contact us at:
Johns Hopkins Institutions
Office of Gift Planning
Wyman Park Building, 7 South
3400 N. Charles Street
Baltimore, Maryland 21218
Phone: 410-516-7954 or 800-548-1268

Sheppard Pratt Health System, established in 1853, is a private, non-profit behavioral health organization that provides a full range of services in a variety of settings to meet the needs of children, adolescents, and adults. Headquartered in Towson, Maryland, just outside of Baltimore, Sheppard Pratt has more than 2,400 employees and 36 programs in 12 counties of Maryland, Baltimore City and in Northern Virginia. Last year, Sheppard Pratt Health System served more than 46,000 individuals. Sheppard Pratt is consistently ranked among the top ten psychiatric institutions by US News and World Report.
Sheppard Pratt Health System
6501 North Charles Street
P.O. Box 6815
Baltimore, MD 21285-6815
410-938-4018

Founded in 1866, Towson University is recognized among the nation's best regional public universities, offering more than 100 bachelor's, master's and doctoral degree programs in the liberal arts and sciences, and applied professional fields. With nearly 20,000 students, Towson University is the second-largest public university in Maryland.
Thursday, September 18th Happy Hour
Combined APRA-MD / AFP-MD / CPGC Networking Happy Hour Thursday, September 18, 2008 5:30 PM - 7:30 PM Ryan's Daughter - Belvedere Square 600 E. Belvedere Avenue Baltimore, Maryland 21212 410-464-1000
(Ryan's Daughter is near the intersection of York Road and Northern Parkway.)www.rdirishpub.com
All fundraisers and those who work with fundraisers are welcome to attend! Please pass this information on.
A New Tradition! These Combined APRA-MD/AFP-MD/CPGC Networking Happy Hours are not limited to members; non-members, prospective members, friends and colleagues are also welcome to attend. Please consider joining us.
All attendees will be eligible to enter a free drawing for CPGC Memberships, APRA-MD Memberships, and AFP-MD Programs.
There is no charge to attend, but attendees pay for their own drinks.
Please RSVP to Caitlin Rettaliata at crettaliata@jhu.edu and please feel free to contact Caitlin with any questions regarding our Happy Hour Events.
Future Programs
2008 Program Dates (Morning Meeting Unless Otherwise Noted):
- January 23, 2008 – “Maximizing the Insurance Policy: The Underrated Capital Asset”
- March 12, 2008 – “Realistic Expectations for Planned Giving Success”
- May 6, 2008 – "Family and Charitable Planning with Retirement Accounts"
- June 11, 2008 – “Marketing Planned Giving in a Donor-Centric World”
- June 18, 2008 – “APRA-MD/AFP-MD/CPGC Networking Happy Hour”
- September 16, 2008 – Planned Giving Roundtables
- November 19, 2008 – (Lunch program) “Ethical Issues in Planned Giving”
Past Programs >
To sponsor a meeting, contact Sponsorship Co-Chairs Deborah Bentley (410-237-5266 or Deborah.Bentley@mercantile.com) or Nancy Turner (410-337-6378 or nturner@goucher.edu).
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