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Programs / Annual Planned Giving Roundtable |
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Wednesday, June 16, 2010 Date: Wednesday, June 16, 2010 View the event invitation. Summary:
Cost: Walk-in: Program Questions? REGISTRATION: We accept MasterCard, Visa, and American Express and Checks Thursday, May 6, 2010 Date: May 6, 2010 Registration is now being accepted for the final breakfast education program for this BEPC year. This is the annual joint meeting with the Chesapeake Planned Giving Council and will feature Lawrence Katzenstein who will present: Charitable Planning Potpourri. This program is scheduled for THURSDAY MAY 6th at the Crowne Plaza Baltimore (2004 Greenspring Drive-Timonium) and is sponsored by PNC Bank. Mr. Katzenstein is a nationally known authority on estate planning and planned giving, as well as a frequent speaker around the county to professional groups. This presentation will include an update on why charities need to monitor bequests, creative uses of flip unitrusts, marital deduction issues in charitable planning and what's new in termination and division of charitable remainder trusts. Coffee and networking will begin at 7:15 am with breakfast 7:30 am and Mr. Kazenstein's one hour presentation at 8:00 am. This is the last of six annual meetings held by the Baltimore Estate Planning Council. This will be your last chance to satisfy your annual meeting requirement. Sign up on-line at the Baltimore Estate Planning website: www.baltimoreepc.org. 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 
Thursday, January 28, 2010 Date: January 28, 2010 Click Here for Registration Information As we enter 2010, donors are consulting with their financial, legal and tax advisors at rapidly increasing rates relative to charitable planning and family philanthropy. This shift is at the expense of traditional relationships with both nonprofit personnel and community foundation staff. Are you prepared to support this trend, and what can you do to expand the communication and collaboration among your clients/donors, trusted advisors and the foundations and nonprofits they seek to support? Join us on January 28 when William Hewitt, CMO for Crown Philanthropic Solutions and the firm behind the innovative DonorFirst™ web application, will address this issue, and explore the ways that trusted advisors, foundations and nonprofits can better support this demographic shift and in doing so, increase client satisfaction & retention, improve donor development, and build a better bridge between the advisory and nonprofit communities. SPEAKER: Bill Hewitt has been involved in the financial services industry for over 30 years, during which time he has served as director of investment and financial planning education for New England Life, managing principal for Century Investors and CUNA Brokerage Services, and regional vice-president for Nationwide Financial. He is a nationally recognized financial educator and trainer with a background in the design, development and implementation of content for financial services audiences of up to 2,500 producers, as well as public programs involving employee investment education and family financial planning. For the last six years Bill has been heavily involved in developing programs and technology focused on tapping the intergenerational wealth transfer phenomenon for both the financial and nonprofit communities. Those efforts led him to his current position as a Chief Marketing Officer at Crown Philanthropic Solutions with responsibility for the national distribution of Crowns DonorFirstTM technology platform. In that role Hewitt is focused on developing and delivering solutions that enhance the collaboration and engagement between foundations, donors, and their trusted advisors. LOCATION: The Conference Center at Sheppard Pratt 6501 N. Charles Street, Baltimore, MD 21285 SCHEDULE:
8:00 - 8:30 a.m. Registration and Continental Breakfast Program Questions? Call Joel Simon at 410-601-4438 Membership or Registration Questions? Call Jackie King at 443-678-1186. Cost:
REGISTRATION: 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: Step 1: Go to Link: http://guest.cvent.com We accept MasterCard, Visa, and American Express and Checks Registration & Cancellation Deadline: January 25, 2009 
Tuesday, November 10, 2009 Lunch Program at 12:00 PM Date: November 10, 2009 Click Here for Registration Information This presentation covers the fundamental principles of web site design, branding, and integration through a review and analysis of nonprofit eMarketing strategies. Special emphasis will be given to eMarketing with eNewsletters, eLiterature, video and eProposals. Participants will come away from the presentation with a better understanding of effective eMarketing strategies as well as the tools needed to evaluate and implement an eMarketing system for planned gifts. June H. Kim is the Assistant Vice President for Crescendo Interactive, Inc. based in California. She provides product support and marketing expertise for Crescendo's GiftLegacy eMarketing product. Kim consults with nonprofits throughout the country on how to implement e-Marketing to maximize their planned giving results. Prior to joining Crescendo, she worked as the Associate Director of Gift Planning for Westmont College. She has significant experience working with local charities and is a member of the planned giving roundtable of Southern California. June holds a B.A. from Bucknell University in PA and M.S. from Mercy College in NY. Wednesday, September 16th Roundtable Program
Date: September 16, 2009 PLEASE NOTE: If you are attending the September 16 Roundtable Program From the Beltway, southbound on Charles Street, From the City, northbound on Charles Street Once on the Sheppard Pratt campus follow Campus View Drive past two stop signs, the Conference Center is on the right. Click Here For Registration Information Overview of Roundtables Program: The Chesapeake Planned Giving Council presents the “Planned Giving Roundtables” offering 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. Keynote: Roundtables: Breaking Down the Silos Among Major, Annual & Planned Giving Donor Centered: we know what it is – but how do we really make it work? Sharing Gift Stories: successful and not so successful stories and tales from the trenches, real lessons learned! Exploring the Relationship Between Advisors and the Non-Profit Representatives: Make Room For Planned Giving: how to do planned giving when it’s not all you do? Schedule: 8:00 registration and breakfast Sponsored by: CPGC THANKS AND PROUDLY ACKNOWLEDGES OUR SEPTEMBER PROGRAM SPONSORS: GOLD SPONSOR:
Progress begins with you! Please remember the American Cancer Society in your will, trust or financial plan!
DLA Piper is one of the oldest and most prestigious law firms in Maryland. DLA Piper today has nearly 4,000 lawyers in more than 65 offices in Asia, Europe, the Middle East and the United States. Their client commitment is their brand – everything matters when it comes to the way they serve and interact with their clients. Clients range from multinational, Global 1000 and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidieries.
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.
McDonogh is an independent, coeducational, K-12, college-preparatory school with a five-day boarding option for the Baltimore region, combining excellent academics with arts, athletics, and service.
RCM&D specializes in effective wealth management strategies that address the meaningful role life insurance plays in preserving and transferring wealth. Life insurance is an integral part of wealth transfer and estate planning. It is flexible and can be used for personal, business or charitable giving purposes.
Stoy, Malone & Company, P.C. is a public accounting firm located in the heart of Towson. The firm was formed in 1917 and has grown to become one of the premier accounting firms in Maryland. Stoy, Malone provides services for a number of high wealth individuals, closely held businesses, medical, legal, manufacturing, and wholesale distributors. We are proud of the reputation we have earned by providing professional services of the highest caliber. We believe in the value of relationships with our clients and our employees. The Baltimore Daily Record has recognized Stoy, Malone as one of Maryland’s favorite accounting firms. The Firm is also included in the Baltimore Business Journal’s Book of Lists as one of the 25 largest accounting firms in the Baltimore area. For more information please visit our website at www.stoycpa.com. Vincent P. Nesline Jeffrey M. Lawson
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 21,000 students, Towson University is the second-largest public university in Maryland. 
Wednesday, June 10th Breakfast Program at 8:00 AM Date: June 10, 2009 In this time of economic uncertainty, many of the tried and true methods of estate and financial planning that advisors have relied on have become ineffective because of the drastic changes in the economy. This program will focus on two areas: gift planning tips in troubled times and recent developments which may help you find solutions to your clients’ or potential donors’ problems. Topics that will be discussed include:
From the Law Office of Jonathan Ackerman, LLC, Jonathan D. Ackerman represents donors and tax-exempt organizations on a national basis. He is a past President of the National Committee on Planned Giving and also served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations. He is a frequent speaker on the topics of charitable gift planning and tax-exempt organizations and has published numerous articles. He is a member of the American Bar Association and Maryland State Bar Association, Taxation and Real Property, Probate and Trust Sections. He attended the University of Maryland, the University of Baltimore School of Law, and obtained his Masters of Laws in Taxation at Georgetown University Law Center. Philanthropic and Private Wealth Planning Strategies: Opportunities And Risks In Challenging Times Date: Thursday, May 07, 2009 Annual Joint Program with the Baltimore Estate Planning Council Sponsored by PNC Bank Crowne Plaza Baltimore This year’s charitable planning update takes a fresh look at clients’ and donors’ charitable and personal wealth planning in light of the fast-changing legal and financial environment. Mr. Beckwith will emphasize what is most on people’s minds and what obstacles they face in choosing the right financial and charitable planning strategies. He will review current and proposed legislative and regulatory proposals that could impact charitable planning and how planners address their clients' needs, and he will offer concrete strategies for managing risk and navigating an ever increasingly complex landscape. Mr. Beckwith is nationally recognized in the legal and administrative specialties which concern establishing and guiding the operations of charitable and educational organizations, healthcare institutions and trade associations. His advice is often sought with respect to the maintenance of the tax-exempt status of such organizations and the tax aspects of contributions and other financial support programs. A significant aspect of his practice involves the application of the tax laws to family and business financial arrangements. He lectures throughout the United States and has written extensively, including articles and speeches for the American Law Institute/American Bar Association Committee on Continuing Professional Education and the Council on Foundations To RSVPClick Here Wednesday, March 11th Breakfast Program at 8:00 AM Location: Sheppard Pratt Conference Center. Why do high net worth donors give? What are their philanthropic priorities? What are the best methods for communicating gifting opportunities? Portraits of Donors, sponsored by Bank of America, is a report researched and written by the Center on Philanthropy at Indiana University. Based on the Bank of America Study of High-Net-Worth Philanthropy, released in the fall of 2006, Portraits of Donors identifies 12 distinct types of donors and examines differences in their philanthropic motivations. Using this study, Ms. Alexander will offer valuable new insights into High-Net-Worth donors’ charitable practices, motivations and preferences. Camille Alexander is the Regional Director for Bank of America Philanthropic Management. The Philanthropic Management Group works with nonprofit organizations to provide flexible, advice-based investment solutions that encompass and address the financial needs of their clients. Having worked in the financial services industry for over 18 years, Ms. Alexander joined Bank of America in 2007. A portfolio manager for most of her career, she has managed a mutual fund as well as investments for trusts, foundations, pension plans and other clients. Ms. Alexander earned her B.A. in Economics and her M.A. in Political Science from the University of Texas at San Antonio. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Washington DC. She is also a member of the National Capital Gift Planning Council. Wednesday, January 14th Breakfast Program at 8:00 AM
Date: March 11, 2009 Wednesday, January 14th Breakfast Program at 8:00 AM
Date: January 14, 2009 NEW LOCATION! Sheppard Pratt Conference Center. Charitable Giving Strategies Explained In Practical Terms for All Donors Proper charitable planning allows clients to improve their personal cash flow, create income tax deductions to reduce income tax, and meet estate and charitable giving goals. Bradley*s presentation will cover many planning concepts from the Internal Revenue Tax Code in practical and easy-to-understand terms, which business owners, real estate investors, stock investors, and anyone with charitable intent can use to lower estate and income tax for a donor by moving investments and assets to charitable organizations. Bradley Troy is Senior Vice President with First Financial Group of Maryland. He is a Certified Financial Planner and a Chartered Advisor in Philanthropy. Bradley was chosen by Philanthropy International, a non-profit which provides planning support and resources to advisors and non-profits, to be a Charitable Planning Specialist for non-profits in the Mid-Atlantic USA. In addition to providing financial planning, business planning and registered investment advisory services to clients, his firm provides a focused approach to help clients incorporate advanced planned giving strategies in their planning. Sponsored by: 
Erickson Retirement Communities is one of the leading national developers of full-service retirement communities. Headquartered near Baltimore, Maryland Erickson has built an innovative network of 22 communities that combine a maintenance-free active lifestyle with an ever-expanding host of amenities, social activities, and wellness and medical centers, proven to improve both physical and mental health. These campuses are located in Colorado, Illinois, Kansas, Maryland, Massachusetts, Michigan, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, and Virginia, which together are home to more than 21,000 people and employ more than 12,000. Currently, seven of the ten largest U.S. retirement communities are built and managed by Erickson.
Wednesday, November 19th Lunch Program at 11:30 AM 
Time: 11:30 a.m. Registration Flyer for November 19, 2008 Meeting Ethics is a topic that affects everyone involved in gift planning from the donor…to the charity's gift planning officer...to the charity's board... to all the professional advisors such as the donor's lawyer, financial advisor, tax professionals. A lapse in ethical standards by any one involved can cause irreparable damage to both the donor and the institution--making the discussion of ethics of paramount importance. In addition, this session is relevant to all attendees because it addresses ethical issues coming from all parties in the transaction, not just the donor or the charity. This program is an inter-active group discussion including how to avoid problematic conflicts of interest with donors. Attendees will discuss the NCPG model standards and the donor bill of rights. Hypothetical case studies exposing ethical dilemmas will be analyzed and discussed such as the appropriateness of paying a donor's legal fees or property appraisals, what to do if your donor appears incompetent, what to do when your donors pay their pledges with their donor advised funds and many more. Johni is from Des Moines, Iowa, and is the Senior Planned Giving Consultant for The Stelter Company. She’s an attorney and author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni speaks nationally on estate, retirement and charitable planning topics and has been quoted in the Wall Street Journal. Johni graduated in 1993 cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa. 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. 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: 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.) 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
Families of Faith Making a Forever Impact
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
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
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: 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
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
Wednesday, June 11, 2008 at 8:00 AM *Marketing Planned Giving in a Donor-Centric World* Brian M. Sagrestano, JD, CFRE Traditional planned giving marketing focuses on gift planning vehicles. As programs move to a donor-centered approach, helping prospects integrate their philanthropy into their overall tax and financial planning, our marketing needs to evolve as well. When this new, donor-centered marketing needs to be applied across a large institution with multiple constituencies or several chapters, the task can seem impossibly daunting. This session will describe a three-tier gift planning pyramid and how gift planning programs can implement a marketing strategy to encompass prospects from all giving levels while also customizing the message to reach a wide range of constituencies. Coming Soon...On Line Registration! Check Back Often!
Brian is a nationally known speaker on gift planning topics and serves on several boards, including the National Committee on Planned Giving, the Gift Planning Council of New Jersey and the Planned Giving Council of Greater Philadelphia. An honors graduate of Cornell University and Notre Dame Law School, Brian lives with his wife and three daughters in Bucks County, Pennsylvania. Wednesday, June 18, 2008 5:30 to 7:30 PM Combined June 18 APRA-MD/AFP-MD/CPGC Networking Happy Hour All fundraisers and those working with fundraisers are welcome to attend. Please pass this information on to coworkers, friends, etc., and please consider joining us. Ryan’s Daughter 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. There is no charge to attend, but attendees pay for their own drinks. Please RSVP to Anne Bradley at abradley@sheppardpratt.org and please feel free to contact Anne with any questions regarding our Happy Hour Events. Tuesday, May 6, 2008 at 7:15 AM “Family and Charitable Planning with Retirement Accounts” Estate and income tax planning implications of recent tax legislation, especially Charitable IRA Rollover and pending estate tax changes. Opportunities and obstacles from recent IRS rulings on IRA distributions, especially paying pecuniary fixed dollar amounts from an IRA at death. Click to RegisterWednesday, March 12, 2008 Registration Flyer for March 12, 2008 Meeting Realistic Expectations for Planned Giving Success This session will address the known and believed characteristics and demographics of planned giving donors, dispelling myths and providing facts. This is based on a wealth of information from public studies and an in-depth analysis of planned giving at a variety of charities. This session will show you how to ‘benchmark’ your planned giving efforts against other charities and understand what the reasonable potential is for charitable bequests and other planned gifts from your donors. Understand who makes planned gifts and motivates them to give. Learn how to project dollar value of planned gifts that will come from YOUR donors, and understand the differences between planned gift donors and major gift donors. John W. Jensen, CFP, Senior Vice President and Gift Planning Consultant, The Sharpe Group With over 35 years of nonprofit development experience, John works with charitable organizations and institutions in Washington, D.C. and across the country to design and implement effective charitable gift planning programs. He is a frequent speaker at national gatherings of gift planning professionals and has served as a columnist and on the editorial advisory board of a number of planned giving publications. Certified Financial Planner, John was formerly the development vice president at The Nature Conservancy and National Wildlife Federation. In both cases, he was responsible for major expansions of both its direct marketing and planned giving programs. He served four years in the Maine House of Representatives and was the founding chairman of Earth Share. SCHEDULE The March Program is Sponsored by:  The firm's founding partners have extensive experience and credentials in providing independent business valuations for closely-held companies. We offer in-depth appraisal services to a wide variety of clients, including law firms, individuals making charitable donations, and companies. Our philosophy is to provide the highest quality work to our clients and keep the scope of the valuation within the client's needs. We perform all of our work in a timely fashion and at a moderate cost. S.G. Brooke Tucker, ASA
Anne R. Meltzer, CPA/ABV www.tuckerandmeltzer.com Wednesday, January 23, 2008 Registration Flyer for January 23, 2008 Meeting Maximizing the Insurance Policy: The Underrated Capital Asset As a less often used but powerful tool in planned giving, the quiet option of life insurance will be closely examined. Attention will be paid not only to refreshing the audience on the basics of life insurance but also to details such as: gift scenarios and most importantly...valuation. An in depth look will be taken to understand how charities are maximizing these gifts through careful examination of each gift and its marketability. Alan Breus is a certified member of the nationally recognized Appraisers Association of America, Inc. and has spent 40 years engaged in the business of financial, insurance, estate planning and appraisal services. He has built his expertise in charitable gift and life insurance policy appraisal through his professional experience and through multiple studies he has conducted. Studies include: Legal and Ethical Aspects of Appraising, IRS Legal Guidelines in Valuation, Research Methods for Appraisers and Uniform Standards of Professional Appraisal Practice (USPAP). SCHEDULE The January Program is Sponsored by:  Company Name: Connelly & Assoc. Fundraising, LLC Wednesday, November 14, 2007 Registration Flyer for November 14, 2007 Meeting Planned Giving Marketing: What’s Working Today and Why? Ms. Donikian is the Director of Marketing and Consulting Services at Pentera, Inc., in Boston. She has worked for Pentera for six years in marketing, consulting, and sales. Certified by the Direct Marketing Association and holding an MBA with a focus in marketing, she works with non-profits’ planned giving departments, advising them on direct marketing strategies, as well as creative design and messaging for direct mail marketing. This presentation will take an in depth look at current marketing tools for planned giving. Questions that will be covered include: What methods are available? What are charities using and why? How do I know what’s best for my Organization? Drawing from the feedback of Pentera’s client base, Ms. Donikian will share the strategies that are employed more and more by today’s charitable organizations and why. SCHEDULE The November Program is Sponsored by:
The dedicated Planned Giving Services group that has severed both the Baltimore and National Planned Giving Communities since 1974 will continue to provide those services to its charitable clients. With products and services tailored to meet the specialized needs of planned giving programs, PNC Institutional Investments delivers personal service on a local basis, giving clients hands-on access to their dedicated teams. We look forward to continuing our support of CPGC programs. Wednesday, October 17, 2007 Registration Flyer for October 17, 2007 Meeting The Case for Donor-Centered Development: Measures of Fundraising Effectiveness Promote a New Paradigm of Total Philanthropy Planning Steven L. Meyers, PhD, has been involved in charitable gift planning and program design for more than seventeen years. He is the vice president for planned giving and a member of the management team at the American Committee for the Weizmann Institute of Science (ACWIS). Previously, Steven established the planned giving program at the Jewish Home for the Elderly of Fairfield County (CT). He holds a Masters in Organization and Management from Antioch and a PhD from the University of Buffalo. He is a member of the Planned Giving Group of Greater New York and the Planned Giving Group of Connecticut, where he was a member of the board of directors. Steven has published in the Journal of Gift Planning and speaks frequently about “Planned Giving in the Big Picture” and the new paradigm of donor-centered development. He has presented to the National Conference on Planned Giving and councils in Connecticut, New York, New England, San Francisco and Houston. Steve was a member of the planned giving committee task force which recommended new guidelines for reporting and counting charitable gifts. and developed a series of innovative profiles for measuring fundraising effectiveness along key dimensions corresponding to how donors actually structure their gifts. More recently, based on that work, Steve exploring new techniques for integrative donor-centered philanthropy planning. The October Program is Sponsored by:
Wednesday, September 19, 2007 Registration Flyer for September 19, 2007 Meeting Title: The Basics of Planning Giving Title: Tales from the Trenches Title: Planned Giving Pointers—A View Back by a former Development Officer Title: The Pension Protection Act of 2006 – What Is It Again and What Do I really Need To Know? Title: Integrating Major and Planned Giving The September Program is Sponsored by:
Johns Hopkins Institutions Kennedy Krieger Institute
Thursday, May 17, 2007 Charitable Planning in 2007 (and Beyond) Jerry J. McCoy is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt organizations and estate planning. He holds law degrees from Duke University and New York University. A Member of the American Law Institute and a Fellow of both the American College of Trust and Estate Counsel (AACTEC@) and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, and The Best Lawyers in America. A frequent presenter at planned giving, tax and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is the past chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC, and Group Chair of the Charitable and Exempt Organizations Group of the ABA Section of Real Property, Probate and Trust Law. Mr. McCoy is Co-Founder and Co-Editor of two newsletters, Charitable Gift Planning News, and Family Foundation Advisor. He is co-author of The Family Foundation Handbook (2ND Ed.), published by CCH (2006). Wednesday, June 13, 2007 Registration Flyer for June 13, 2007 Meeting Charitable Gift Annuities for Large or Small Shops  Jamie Caplis, Director of Philanthropic Services, Baltimore Community Foundation With the community foundation since 2001, Mrs. Caplis works with potential donors to help them achieve their charitable goals through creation of donor-advised funds, field of interest funds and various planned giving options. Mrs. Caplis also works with members of the nonprofit community, creating BCF partnerships that help agencies build their endowments and offer planned giving options, primarily Charitable Gift Annuities, to their donors.  Christopher M. McGurn, Senior Vice President, Mercantile Planned Giving Mr. McGurn is responsible for the management and marketing of Mercantile’s Planned Giving Services Department. In addition, he also serves as the primary relationship officer for several local and national planned giving programs. Prior to rejoining Mercantile in 2003, (Mercantile Planned Giving from 1992 to 2000), he served as the Director of Gift Planning at Catholic Charities of Baltimore for three years. He currently serves on the board of the National Capitol Gift Planning Council (NCPGC) and is co-chair of the sponsorship task force. He is a current member of the National Committee on Planned Giving (NCPG), and the Chesapeake Planned Giving Council (CPGC) where he has held the office of Program Chairman, Treasurer and President (2001).  Rebecca Rothey,CFRE Director of Gift Planning, Catholic Charities Rebecca has 26 years experience raising funds, the past five specializing in planned giving with an emphasis on gift annuity programs. Prior to her position at Catholic Charities, she served as manager of major and planned gifts at the American Red Cross of Central Maryland.
Gallagher Evelius & Jones LLP is a full-service law firm providing legal representation for businesses, institutions, and individuals throughout the Mid-Atlantic region. As part of our practice, we provide sophisticated yet practical advice to many religious and secular non-profits with sensitivity to their unique cultures and legal issues. The firm draws on expertise from different practice areas within the firm to serve the needs of our non-profit clients, which range from small local churches to large international charities, and who work in diverse areas including human services, education, health care and housing. Wednesday, March 21, 2007 Registration Flyer for March 21, 2007 Meeting As gift planners, our work is being shaped by the confluence of existing and emerging megatrends, dramatically affecting the way we work, our alliances, and the donors, prospects and charities we serve. Our ability to understand these trends and adjust our thinking and acting will spell the difference between success, mediocrity or failure in the future. This session will explore the impact of four megatrends on the charitable gift planning industry and offer insights for success from seasoned gift planners across the country. The March Program is Sponsored by: The Stelter Company
Wednesday, January 24, 2007 Registration for January 24, 2007 Meeting Jonathan will lead an interactive session and will initially work through the fundamental concepts associated with charitable lead trusts. He will then discuss some of the technical issues surrounding the recommendation, funding and operation of a CLT in any case. A complete analysis of the economics of a CLT will be provided, considering a number of differing fact patterns. The presentation will conclude with a discussion of advanced topics and uses for a CLT. Jonathan represents donors and charitable organizations on a national basis. His advice is often sought by tax-exempt organizations in their creation and operation, especially with respect to contributions and other funding opportunities for charities, as well as by families who desire to integrate philanthropy into their financial and estate plan. For the past 20 years, Jonathan has developed considerable experience in the areas of charitable gift planning, tax-exempt organizations, charitable solicitations laws, federal corporate and partnership taxation, estate planning and probate, IRS practice and procedure, real estate and business formations and transactions. He is a frequent speaker and author on the topics of charitable gift planning and tax-exempt organizations and was the 2002 President of the National Committee on Planned Giving. The January Program is Sponsored by: Corinthian Solutions LLC Maureen L. Stewart CPA, President of Corinthian Solutions LLC, is dedicated to providing innovative tax planning and tax compliance services to high net worth families. Corinthian Solutions LLC supports family offices with a variety of business services, which include core services such as record keeping, bill paying, tax planning and tax preparation, as well as premium planning services including establishing charitable trusts and private foundations, wealth transfer planning, and gift/estate planning. Ms. Stewart has 27 years of experience working in public accounting firms, single family offices and multi-family offices. Wednesday, November 15, 2006 Registration for November 15,2006 Meeting Wednesday, October 18th, 2006 Description: All planned giving programs have them ... or think they should. Planned Giving 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 we all make the most of the committee's volunteer time? Four estate planning professionals will share their personal experiences as planned giving committee volunteers. Panelists will explore how to:
Moderator: Natalie Sherman Panelists:
Mr. Winner currently serves on many committees, including the Ethics Committee, of which he is a past chair, the Citizen's Law Related Education Committee, and, as Section Counsel, the Arbitration and Mediation Section of the Maryland State Bar Association. He is a Trustee of the Baltimore Bar Association Insurance Trust, Board member and Chair of the Lifebridge Audit and Compliance Committee, Chair of the Associated Jewish Community Federation Planned Giving Roundtable, Secretary/Treasurer of Levindale Hebrew Geriatric Center and Hospital, and General Counsel to the Negro League Baseball Players' Association. Mr. Winner is a frequent speaker on estate planning and administration, tax planning, business, and legal ethics. September 12, 2006
June 7, 2006 Most of us see such a small number of PG donors that it can be hard to know what is "typical" and what is unusual. This presentation will talk about who these donors are, known characteristics, demographics, average gift sizes, etc. It provides a wealth of statistical information, analysis & insights from public and proprietary sources. The first step to getting gifts is to learn about these wonderful donors.
April 26, 2006 - Wednesday 
Mr. Katzenstein will discuss: Marital deduction traps in charitable planning; new spousal waiver requirements for charitable remainder trusts; income tax issues in administration of estates with charitable beneficiaries; sale of tangible personal property through charitable remainder trusts; a number of other issues. Mr. Katzenstein is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs to Internal Revenue Service estate and gift tax attorneys. He appears annually on several American Bar Association-American Law Institute estate planning programs, and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Mr. Katzenstein is an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel and is listed in Best Lawyers in America in the trusts and estates category. Mr. Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used around the country by tax lawyers and accountants as well as the Internal Revenue Service. This meeting is held jointly with the Baltimore Estate Planning Council. For more information about the Council, visit http://councils.naepc.org/_cgi-bin/homepage.asp?CouncilID=140 March 22, 2006 While charities inspire donors to make gifts, it is the professional advisors-attorneys, accountants, financial planners, investment officers, trust officers and life insurance agents-who provide the legal and financial context for the donor's personal and charitable planning. Unless these advisors understand charitable planning goals and concepts, many potential planned gifts will vaporize. How can charities bridge this gap to reach advisors likely to influence their donors' decisions? Speaker: Judy Sager is Director of Gift Planning at MIT where she spent over five years overseeing a program that raises $35m in planned gifts and bequests each year. She has more than 20 years of experience in institutional advancement and as an attorney and trust officer in Boston. Prior to joining MIT, she was the Director of Planned Giving and Endowment at WGBH, one of PBS's flagship stations. Judy also worked in the development offices of Brandeis University, UUSC, and the Pro Arte Chamber Orchestra. Her professional activities include past service on the boards of Planned Giving Group of New England, as Vice President for Programming. She is frequent speaker at northeast councils and spoke at the Chesapeake Council several years ago. Judy is a graduate of Goucher College. January 18, 2006
Thursday, November 17, 2005 — Lunch meeting
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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Speaker Info:
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.
Title: Questions to Open Hearts and Minds to Planned Giving Opportunities: Why do donors engage in philanthropy, specifically planned giving? 
Title: Family and Philanthropy
Title: The “Real” Benefits of Tangible Assets 
Title: Gift Planners and Professional Advisors
Title: The Planned Giving Advisory Council (This roundtable will be open for the 2nd session, only: 9:45 – 10:30 a.m.)
Brian M. Sagrestano, JD, CFRE, is the founder and managing director of Gift Planning Development, LLC, a full-service gift planning consulting and executive search firm based outside of Philadelphia, PA. His areas of expertise include gift planning assessments, strategic planning, gift planning marketing and training seminars. For the last twelve years he has worked as a charitable gift planner, running the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations. He has also worked in gift planning at Hamilton College and Clarkson University. 
Time: 12:00 p.m.
Time: 8:00 a.m.
The June Meeting is Sponsored by: Gallagher Evelius & Jones LLP
Time: 8:00 a.m.
The mission of The Stelter Company is to assist charitable organizations nationwide in accomplishing their missions by writing, designing, producing and distributing high-quality direct mail newsletters, collateral material and Internet-based products. In addition, through our knowledgeable field consulting staff, we will help organizations to determine their marketing needs and recommend appropriate solutions and strategies. Our home office staff will follow through to provide the best quality products and customer service.
Time: 8:00 a.m.
Topic: "Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk"
John Gilpin
Sandra Gohn
Charles Winner of Fisher and Winner
Topic: "Charitable Remainder Trusts – What, How and Who?"
Title: "Gifts of Real Estate: Why aren't there more of them?"
Title: Planned Giving 101
Title: Planned Giving Relationship Building
Title: Donor Advised Funds
SunTrust Bank, Maryland, part of SunTrust Bank Inc., is headquartered in Baltimore at 120 East Baltimore Street. Led by President & CEO, Donald P. Hutchinson, SunTrust Bank, Maryland, operates an extensive branch network consisting of over 63 traditional and supermarket in-store branches across the Maryland region, and provides a full array of technology-based, 24-hour delivery channels. The Company also serves customers in selected markets nationally. Its primary businesses include deposit, credit, trust and investment services. Through various subsidiaries the Company provides credit cards, mortgage banking, insurance, brokerage, equipment leasing and capital markets services. SunTrust Bank Inc. is one of the nation's largest banking organizations, serving a broad range of consumer, commercial, corporate and institutional clients. As of March 31, 2006, SunTrust had total assets of $178.9 billion and total deposits of $122.0 billion. SunTrust’s Internet address is 
Topic: "Planned Giving Donors: Who Are These Wonderful People?"
Bay National Bank is a unique bank created exclusively to meet the complete financial needs of small to middle-market businesses, professional service firms, nonprofit entities and successful individuals. We are an innovative, entrepreneurial bank whose seasoned, solid bankers have the ability to listen, the agility to make decisions, and the resolve to follow through.
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CPGC, PO Box 44123, Baltimore, MD 21236 (phone) 443-678-1186 (fax) 410-931-2978
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