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Programs / Annual Planned Giving Roundtable |
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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. Happy Hour Click here to view the AFP/CPGC Networking flyer information. Wednesday, March 10, 2010 Date: March 10, 2010 Click Here for Registration Information In conducting our fundraising activities, we genuinely want our Donors to experience best solicitation practices, which call for the finest blend of "high touch" and “high tech.” How we personally grow from good to great as fundraisers depends in part on how we perfect the art of asking “pin drop” questions. This presentation will give you five diagnostic questions to ask your donors, together with the purpose and objectives behind the questions and some supporting philosophy. This presentation is designed so that you can use these approaches immediately and in a way that is most comfortable for you and your style. 
SPEAKERS: Dan Rice is the Philanthropy Architect of the Educational Media Foundation, the world’s largest Christian music broadcaster and parent organization of the listener supported K-LOVE and Air1 radio networks. Dan is also the Vice President of the K-LOVE & Air1 Foundation, which supports EMF. Dan coaches philanthropists, solicits principal gifts and conducts charitable gift and estate planning. Previously, Dan was the Senior Philanthropic Advisor in the Principal Gifts department for World Vision, Inc., and also World Vision’s National Director for Gift Planning, during the 26 years he served World Vision. While at World Vision, Dan designed philanthropic financial and estate plans, offered charitable gift planning consulting and conducted philanthropy coaching. He also co-authored the Family Philanthropy Guidebook. Dan is a co-founder and Chairman of Charitable Trust Administration Company, a third party charitable trust and foundation administration services corporation. Dan serves on the board of the Morgan Stanley Smith Barney Global Impact Funding Trust and is a member of the Partnership for Philanthropic Planning, the Association of Fundraising Professionals, the Planned Giving Forum of Sacramento and formerly served on the advisory committee for the Chair of Philanthropy at The American College. Since 1980, Dan has actively consulted with highly successful individuals and families, working in tandem with their team of professional advisors and is nationally recognized as a humorous and informative communicator on philanthropic planning. Emanuel J. Kallina was educated at Bowdoin College (BA), the University of Maryland School of Law (J.D.), and New York University School of Law (LL.M. in Taxation). He is licensed to practice law in Maryland and the District of Columbia, and is admitted to practice before the U.S. Fourth Circuit Court of Appeals, the U.S. District Court for the Districts of Maryland and D.C., and the U.S. Tax Court. While Mr. Kallina currently focuses his practice on estate and charitable planning for high net worth individuals and representing a number of charities on an ongoing basis, he has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships, and real estate. LOCATION: The Conference Center at Sheppard Pratt 6501 N. Charles Street, Baltimore, MD 21285 SCHEDULE: Cost:
Walk-in:
CPGC is now offering paperless on-line registration! Please visit www.cpgc.org and register thought the Programs page OR go directly to our on-line registration company Cvent: We accept MasterCard, Visa, and American Express and Checks
To sponsor a meeting, contact Sponsorship Co-Chairs Vince Connelly (443-413-6033 or vconnelly@connellyfundraising.com) or Maureen Stewart, CPA (410-454-5433 or MStewart@lmcm.com). |
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He is the founder of CharitablePlanning.Com, a co-founder of the Planned Giving Design Center, a former member of the Board of Directors of the National Committee on Planned Giving, former Chairman of the Government Relations Committee of the NCPG, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., EMF (K-Love and Air One Radio), and a number of other boards. On behalf of NCPG as Government Relations Chairman, CharitablePlanning.Com, and also on behalf of clients, he has testified frequently before the IRS and currently works with the staff of various Congressional committees regarding charitable legislation. Mr. Kallina is a nationally recognized speaker on estate planning and charitable giving and a frequent author on these topics. |
CPGC, PO Box 44123, Baltimore, MD 21236 (phone) 443-678-1186 (fax) 410-931-2978
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