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Past Programs
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.
Wednesday, June 11, 2008 at 8:00 AM
Breakfast Program
*Marketing Planned Giving in a Donor-Centric World* Brian M. Sagrestano, JD, CFRE
THE ASSOCIATED
101 W. Mount Royal Avenue
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.
Click to Register
Coming Soon...On Line Registration! Check Back Often!
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.
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
Belvedere Square
600 E. Belvedere Avenue
Baltimore, Maryland 21212
(Ryan’s Daughter is near the intersection of York Road and Northern Parkway)
410-464-1000
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
Breakfast Program
Annual joint program with Baltimore Estate Planning Council
“Family and Charitable Planning with Retirement Accounts”
Professor Christopher Hoyt
Crown Plaza Baltimore (formerly the Holiday Inn Timonium)
2004 Greenspring Drive
Timonium, MD 21093
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 Register
Wednesday, March 12, 2008
Time: 8:00 a.m.
Topic: Realistic Expectations for Planned Giving Success
Speaker: John W. Jensen, CFP, Senior Vice President and Gift Planning Consultant, The Sharpe Group
Location:THE ASSOCIATED: Jewish Community Federation of Baltimore
101 W Mount Royal Ave, Baltimore, MD 21201(Get MapQuest Directions)
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
8:00 - 8:30 a.m. Registration and Continental Breakfast
8:30 - 8:45 a.m. CPGC business and announcements
8:45 - 10:00 a.m. Session
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
211 Hunters Ridge Road
Timonium, MD 21093
410-561-0699
Anne R. Meltzer, CPA/ABV
816 Queens Park Drive
Owings Mills, MD 21117
410-998-2085
www.tuckerandmeltzer.com
Wednesday, January 23, 2008
Time: 8:00 a.m.
Topic: Maximizing the Insurance Policy: The Underrated Capital Asset
Speaker: Alan Breus, CLU, ChFC, Managing Partner, The Breus Group
Location: Jewish Community Federation of Baltimore - 101 W Mount Royal Ave, Baltimore, MD 21201(Get MapQuest Directions)
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
8:00 - 8:30 a.m. Registration and Continental Breakfast
8:30 - 8:45 a.m. CPGC business and announcements
8:45 - 10:00 a.m. Session
The January Program is Sponsored by:
Company Name: Connelly & Assoc. Fundraising, LLC
Representative Name: Vince Connelly
Title: President
E-mail Address: vconnelly@connellyfundraising.com
Web Address: www.connellyfundraising.com
Address: 707 President Street #1423
City, State Zip: Baltimore, Maryland 21202
Phone: (443) 413-6033
Fax: (410) 332-0810
Wednesday, November 14, 2007
Time: 12:00 p.m.
Topic: Planned Giving Marketing: What’s Working Today and Why?
Speaker: Claudine Donikian, Director of Marketing, Pentera, Inc.
Location: Associated Jewish Community Federation of Baltimore - 101 W Mount Royal Ave, Baltimore, MD 21201 (Get MapQuest Directions)
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
12:00 – 12:30 p.m. Registration, Lunch and Networking
12:30 – 12:40 p.m. CPGC Business/Announcements
12:45 – 1:30 p.m. Presentation
1:35 – 2:00 p.m. Questions and Answers
The November Program is Sponsored by:

On March 2, 2007, PNC completed the acquisition of Mercantile Bankshares Corporation. With an experienced and stable leadership team and deeply committed employees, including the Mercantile Investment & Wealth Management division ("IWM"), Mercantile established a history of delivering exceptional results. As PNC and Mercantile join together we expect these core strengths to become even stronger when coupled with PNC's commitment to providing our clients with great service and powerful financial solutions.
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
Time: 8:00 a.m.
Topic: The Case for Donor-Centered Development:
Measures of Fundraising Effectiveness Promote a
New Paradigm of Total Philanthropy Planning
Speaker: Steven L. Meyers, PhD
Location: Associated Jewish Community Federation of Baltimore - 101 W Mount Royal Ave, Baltimore, MD 21201 (Get MapQuest Directions)
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:

Bank of America Philanthropic Management
The Philanthropic Management group at Bank of America delivers expertise and a comprehensive suite of investment, planned giving and charitable management services to help individuals and institutions build and sustain their missions. More than 9,000 philanthropic clients entrust us with over $30 billions in assets. The Philanthropic Management group has more than 130 philanthropic professionals in 26 locations, who are in tune with needs of your community, your organization and your key donors.
Wednesday, September 19, 2007
Time: 8:00 a.m.
Topic: 2007 Roundtable
Speakers: Kate Caldwell, Katharine Caldwell, Bernard J. Davisson, B. Thomas Lawson, Jr., Michael J. Dye, John Sieverts
Location: The Holiday Inn Timonium, 2400 Greenspring Avenue, Timonium.
Registration Flyer for September 19, 2007 Meeting
Title: The Basics of Planning Giving
Presenter: Kate Caldwell, Katharine Caldwell, Director of Gift Planning at the Johns Hopkins Bloomberg School of Public Health
Description: The Basics of Planning Giving will give a broad overview of the various types of planned gifts, with a strong focus on bequests. Learn ways that Planned Gifts feature in a donor's overall gift planning strategies, resulting in greater outright 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 agency.
Title: Tales from the Trenches
Presenter: Bernard J. Davisson, Vice President for University Advancement at Frostburg State University and Executive Director of the FSU Foundation, Inc
Description:Will gift planning as we know it ever again be the same? This session, based upon some real-life gift planning scenarios, will focus on the emergence of our next wave of gift planning donor, from their envelope-pushing proposed gift strategies to their complex assets. Learn how to effectively manage them - and yourself as you are challenged in new and exciting ways.
Title: Planned Giving Pointers—A View Back by a former Development Officer
Presenter: B. Thomas Lawson, Jr., Director, Philanthropic Management, Bank of America Philanthropic Management
Description: Tom Lawson served non profits for thirteen years as a development and donor services officer. His presentation will focus on demystifying planned giving and providing practical tips on how to move your program forward. He will discuss the evolving relationship between the non-profit and the for-profit sectors and its effect on gift planning.
Title: The Pension Protection Act of 2006 – What Is It Again and What Do I really Need To Know?
Presenter: Michael J. Dye, Esq., Director of Planned Giving, THE ASSOCIATED: Jewish Community Federation of Baltimore.
Description: This roundtable will summarize the necessary components of the Act for development officers focusing primarily on the Act’s impact on charitable giving from IRA assets. In addition to exploring ideas for marketing to donors, a look will also be taken at the future of the Act and whether it might be here to stay.
Title: Integrating Major and Planned Giving
Presenter: John Sieverts, Director of Development, The Boys' Latin School of Baltimore and Bruce Bigelow, Charitable Development Consulting
Description: This roundtable will explore the increasing role that planned giving plays in major gift officers’ prospect cultivation. How, where and when will the gift officer know when a planned gift or a combination outright and planned may be best for his or her prospect? An inside look at scenarios both hypothetical and real that will help define how these roles are becoming more intertwined.
The September Program is Sponsored by:

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

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.

GBMC Foundation
GBMC Foundation is the fundraising arm of the Greater Baltimore Medical Center, which includes GBMC Hospital, Hospice of Baltimore and the Gilchrist Center and GBMC Foundation. Outstanding physicians and superior nursing care combine with the highest degree of technology to make GBMC the first choice of more than 100,000 individuals each year – performing more than 40,000 surgical procedures, delivering more than 4,500 babies and treating more cancer patients than any other hospital in Maryland.

Ginger Cove Foundation
Ginger Cove is a life-care retirement community located on 30 wooded acres overlooking Gingerville Creek, 4-1/2 miles from the center of Historic Annapolis. We offer a variety of floor plans, a 61-bed Health Center and 30 Assisted Living suites. Amenities include a formal dining room, library, soda shoppe, card/billiard room, art studio, cocktail lounge, bank, beauty/barber shop, convenience store, gardening area, fitness center with a pool, whirlpool and saunas, and a pier at the waterfront. Services include one meal per day, all maintenance, weekly housekeeping, all utilities except phone, and more. To schedule a tour or request information, please contact us at 410-266-7300 or www.gingercove.com.
Johns Hopkins Institutions
Kennedy Krieger Institute

Smith Barney
The Smith Barney Advantage
Smith Barney is a leading provider of investment advisory services to individuals, institutions, corporations and private businesses, foundations and non-profits. We offer a full suite of investment services for IRA rollovers
retirement, education and charitable planning. Consider the increasing complexity of managing the growth of your assets, you might find that taking the next step to integrate advisory services in to your overall financial plan makes sense for you. To learn more and or schedule an appointment please contact me at 410-736-5352
or email jamie.ryan@smithbarney.com

The Walters Art Museum
The Walters Art Museum brings art and people together for enjoyment, learning and discovery. The Walters’ Planned Giving Advisory Council is comprised of individuals who have demonstrated a commitment to our mission and values and possess expertise and experience in charitable gift planning. The Council assists the Development Department of the Walters by lending their expert advice about estate planning issues that are important to members of our Legacy Society.

Towson University Foundation Towson University -- Thinking Outside: Towson University is reaching new heights -- by reaching out. As a metropolitan university, our commitment to reach-based learning with practical application extends beyond campus borders. Through our partnerships, people and programs, we influence the development and well being of our state and region.
For more information, go to www.towson.edu and www.towson.edu/giftplanning.

Virtual Giving, Inc.
VirtualGiving provides donor-focused, planned giving websites with “human content” to non-profits across the nation. Because we number our clients in the hundreds, not thousands, we're able to get to know each client and work collaboratively with them to help them succeed. We're not "The Newsletter Company," which means we haven't extended a tired product like print newsletters onto the Web. Instead, our highly customized planned giving websites are designed to break through the clutter of outdated, ineffective mass marketing methods and truly reach our clients' potential donors. We survey the world of Web marketing and analyze trends to discover what works and what doesn't, and then we pass this information along to our clients. After all, they have more important things to worry about - like closing gifts.
Thursday, May 17, 2007
Time: 7:15 a.m.
Topic: Charitable Planning in 2007 (and Beyond)
Speaker: Jerry J. McCoy
Location: 2004 Greenspring Drive, Timonium, MD 21093 – 410/252-7373
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
Time: 8:00 a.m.
Topic: Charitable Gift Annuities for Large or Small Shops
Speakers: Jamie Caplis, Christopher M. McGurn, Rebecca Rothey
Location: 101 W Mount Royal Ave, Baltimore, MD 21201
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.
The June Meeting is Sponsored by: Gallagher Evelius & Jones LLP
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
Time: 8:00 a.m.
Topic: Ch, Ch,...Changes: Turn and Face the Strain - Megatrends Affecting Planned Giving
Speakers: Jeff Comfort, Sr. Director of Gift Planning for Georgetown University and Cynthia Krause of Wilson & Krause
Location: Associated Jewish Community Federation of Baltimore - 101 W Mount Royal Ave, Baltimore, MD 21201 (Get MapQuest Directions)
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
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.
Wednesday, January 24, 2007
Time: 8:00 a.m.
Topic: Harnessing the Power of Charitable Lead Trusts
Speaker: Jonathan D. Ackerman
Location: Radisson Hotel at Cross Keys - 5100 Falls Rd, Baltimore, MD 21210 (Get
MapQuest Directions)
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
Topic: "Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk"
Speaker: Presenter, Gary M. Pforzheimer, PG Calc, Inc. - with Lunch and Videoconference at 'The Associated' Jewish Community Federation of Baltimore
Credit Hrs: Approved for 1.5 CE credit hours from the Certified Financial Planner Board of Standards, Inc.
Location: Associated Jewish Community Federation of Baltimore - 101 W Mount Royal Ave, Baltimore, MD 21201 (Get MapQuest Directions)
Time: 12:30PM - 2:00PM
*Bring your CFO or investment committee chair for free
Registration for November 15,2006 Meeting
Wednesday, October 18th, 2006
Topic: "The Advisor's Perspective of the Planned Giving Committee Experience. What works? What doesn't?"
Time: 8:00 AM to 10:00 AM
Place: Radisson Hotel at Cross Keys - 5100 Falls Rd, Baltimore, MD 21210 (Get
MapQuest Directions)
Phone: (410) 532-6900
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:
- Create realistic expectations among advisory committee members
- Avoid conflicts of interest
- Keep committee members engaged and excited about gift planning.
Moderator:
Natalie Sherman
Natalie Sherman is an attorney at Gallagher, Evelius & Jones, LLP, where her practice focuses on estates and trusts, and particularly on transfer tax and business succession planning, as well as on charitable giving strategies and techniques, exempt organizations law, and general business tax issues. Ms. Sherman's estate planning practice serves high net worth individuals, including entrepreneurs, professionals, and business owners. Ms. Sherman also represents educational institutions, religious organizations, and other non-profit entities with regard to their development programs, tax matters, and a wide range of administrative issues.
Ms. Sherman received a Bachelor of Arts degree, with high distinction, from the University of Virginia in 1990 and a Juris Doctorate degree, cum laude, from Harvard Law School in 1993. Ms. Sherman also clerked for the Honorable Marvin J. Garbis, U.S. District Judge, Baltimore, Maryland.
Panelists:
John Gilpin
John Gilpin has over 25 years experience providing investment, trust and wealth transfer, credit and banking solutions for affluent individuals, their foundations and their companies. John is a Senior Vice President and Market Trust Executive for The Private Bank at Bank of America. John is a graduate of The University of Baltimore School of Law (JD '78), The University of Virginia (BA '74) and Duke University's Fuqua Business School Executive Banking Program. A member of the American and Maryland Bar Associations, John is Chairman of the Arthritis Foundation of Maryland, a past Chairman of the Baltimore Board of the American Heart Association and a member of the planned giving committee for several organizations.
Sandra Gohn
Sandra P. Gohn is an attorney with Piper Rudnick who focuses on tax and estate planning for individuals,especially cross-generational transfers of start-up or family enterprises. She also has extensive experience in drafting wills and trusts, administering estates and trusts, preparing federal estate tax and individual and fiduciary income tax returns, and in will construction and other estate-related litigation. Ms. Gohn has written several journal articles and taught in both the University of Maryland and University of Baltimore law schools.
Charles Winner of Fisher and Winner
Charles S. Winner, senior and managing partner of Fisher and Winner, became an associate of the Firm in 1968. In 1971, he was made a partner of the Firm, and its name was changed to Fisher & Winner. He has established practice concentrations in all aspects of estate and trust law, business association law and tax law. Recently recognized by his peers for his distinguished career and accomplishments, Mr. Winner is included in Woodward White, Inc.'s 2003-2004 "Best Lawyers in America." Throughout his legal career, he has participated in the American Bar Association, the Maryland State Bar Association and as a Fellow of the American College of Trust and Estate Counsel and the American Health Lawyers Association.
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
Time: 8 am to 11 am
Topic: "Charitable Remainder Trusts – What, How and Who?"
Presenters: Bruce Bigelow, Charitable Development Consulting;
Ron Sapp, Planned Giving Consulting;
Chip Giese, Mercantile Institutional Services
Description: This roundtable will explore what charitable remainder trusts are, how they work, and who can help along the way.
Title: "Gifts of Real Estate: Why aren't there more of them?"
Presenter: Stephen O. Miller, Senior Gift Planning Advisor, Office of Gift Planning, Johns Hopkins Institutions
Description: Nearly every one of your constituents has real estate. Come discuss the various ownership interests & ways to give real estate that can propel you to discussing this with more of your constituents. Hear about how to manage your donors' experience & expectations.
Title: Meaningful Marketing on a Modest Budget
Presenter: Christina H. Cole, Charitable Consultant
Description: This roundtable will focus on simple, inexpensive, strategies for marketing planned giving opportunities to a charitable organization's constituency. It will look at the importance of a written planned giving marketing plan that includes one-to-one, one-to-few, and one-to-many strategies. The roundtable discussion will also address the importance of tracking and assessing the outcomes from marketing initiatives.
Title: Planned Giving 101
Presenter: John C. Jeppi, Director of Gift Planning, GBMC Foundation
Description: This roundtable will focus on planned giving basics: bequests and life income gifts like charitable gift annuities and charitable trusts. A solid understanding of planned giving fundamentals and gift vehicles can enhance your overall development mission, while providing your donors with more options to support your charitable organization.
Title: Planned Giving Relationship Building
Presenter: Rebecca Rothey, CFRE, Director of Gift Planning, Catholic Charities
Description: This roundtable will offer ideas about how to start relationships with donors; suggestions for what to do once a donor has agreed to meet; strategies for developing the relationship and for avoiding pitfalls in planned giving relationships. The presentation will provide concrete actions steps every major and planned gift officer can take to increase donor contacts and sustain donor relationships.
Title: Donor Advised Funds
Presenter: Michael Friedman, J. D., Vice President for Planned Giving and Endowments, The Associated: Jewish Community Federation of Baltimore
Description: This roundtable will discuss Donor Advised Funds: what they are; why donors like them; whether you should offer them; and how to manage them if you do. It will give an overview of legislation and trends, and discuss the benefits of this form of charitable giving.
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 suntrust.com
June 7, 2006
Topic: "Planned Giving Donors: Who Are These Wonderful People?"
Speaker: John Jensen, Consultant
Place: 8:00 a.m. at Radisson Hotel at Cross Keys - 5100 Falls Rd, Baltimore, MD 21210 (Get MapQuest Directions)
Phone: (410) 532-6900
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.
Download the Registration Flyer
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.
April 26, 2006 - Wednesday
Topic: "Charitable Grab Bag: Tricks, Traps & Tips"
Speaker: Lawrence Katzenstein, Esq., in conjunction with the Baltimore Estate Planning Council
Sponsored By: Mercantile Investment & Wealth Management
Location: Holiday Inn Select, Timonium, Maryland (Get MapQuest Directions)
Time: 7:00 AM
Registration Form (Adobe PDF): Download
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
Topic: "Professional Advisors: Opportunities and Pitfalls"
Place: The Radisson Hotel at Cross Keys (5100 Falls Road, Baltimore, MD)

Sponsored by Bank of America
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
Place: Radisson Hotel at Cross Keys
Time: 8-10 AM
Speaker: Doug White (He’s an author, chair of NCPGC’s Ethics Committee, and former NCPG Board member)
Topic: “Charity on Trial” (As charitable donations soar to nearly $250 billion annually, the public and Congress, analyzing and investigating charities more than ever before, are wondering just how the money is spent. Doug White’s book, Charity on Trial (scheduled for publication in the fall of 2006), examines the role of charities in society and what they can do to best address the growing scrutiny. Mr. White will discuss fundraising, reporting, governance, how the public evaluate charities, and the current charitable environment for fundraisers.)
Thursday, November 17, 2005 — Lunch meeting
Time: TBA
Speaker: Charlie Gordy Managing Director and Division Head
Planned Giving Services, The Bank of New York
Topic: Managing Risk in Charitable Remainder Trusts
Location: Sheppard Pratt Conference Center
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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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