Calendar

Jan
9
Wed
“Demystifying Working with Financial and Estate Planning Professionals: Everything you ever wanted to know but were afraid to ask.” @ Nashville Rescue Mission
Jan 9 @ 11:30 am – 1:00 pm

A Panel Discussion: “Demystifying Working with Financial and Estate Planning Professionals: Everything you ever wanted to know but were afraid to ask.”

This interactive discussion will share thoughts from the perspectives of the donor and financial and estate planning advisors regarding best practices in working together to achieve donor and institutional goals. We will share case studies and discuss the practical roles each play and how to work together to achieve the best solution for all parties.  

Led by a panel of experts:

Carla L. Lovell, J.D., Sherrard Roe Voigt & Harbison

Jeffrey Carson, J.D., Diversified Trust

Timothy Kaltenbach, J.D., Vanderbilt University Medical Center

Carla L. Lovell practices law with Sherrard Roe Voigt & Harbison. She is a graduate of the University of Tennessee at Knoxville and Vanderbilt University School of Law. Ms. Lovell is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and has been listed in Woodward/White’s Best Lawyers in America in the area of Trusts & Estates since 2012 and Mid-South Super Lawyers in the area of Estate Planning and Probate since 2016. She serves on the Boards of YWCA Nashville & Middle Tennessee, Vox Grata Women’s Choir, Inc., and the Planned Giving Council of Middle Tennessee, and is a frequent lecturer on estate planning topics before community groups as well as other lawyers.

Jeffrey L. Carson, J.D., LL.M., CPWA® is Senior Vice President with Diversified Trust Co. in the firm’s Nashville office. As a member of the client services team, Jeff coordinates and leads the Firm’s Wealth Strategy planning services in the Nashville office. Immediately prior to joining Diversified Trust, Jeff was a Senior Vice President with U.S. Trust, Bank of America Private Wealth Management, where he served as the senior fiduciary officer for the region. Additional previous experience includes serving as Of Counsel/Managing Attorney for the Tennessee office of Vasallo Law, P.L., a Miami-based boutique tax and estate planning law firm, as Vice President with The Northern Trust Company, as Assistant Legal Counsel for Southern Farm Bureau Life Insurance Company, and as an Attorney with Page, Kruger & Holland, PA., a boutique trial law firm in Jackson, Mississippi.

Jeff earned his B.A. degree at the University of Mississippi, a law degree (J.D.) from Mississippi College School of Law and the Master of Laws (LL.M.) degree in Estate Planning from the University of Miami Law School.

Timothy A. Kaltenbach, BA ’77, MA ’81, JD ’90, is executive director of Trusts, Estate and Gift Planning at Vanderbilt University Medical Center.  He practiced law in Buffalo and the Hudson Valley in New York with a focus on individual and corporate taxation, estate planning and probate administration.  In 1997 he became a Planned Giving director at Hadassah, WZOA, Inc. in New York City and in 2005 joined the Vanderbilt University planned giving office as executive director.  He is admitted to practice law in New York, Texas and Tennessee.

Program Submitted for Approval of 1 CFRE point 

Program Submitted for Approval of  1 CLE point 

Lunch catered by Answer

Please note our new meeting location:  Nashville Rescue Mission, 639 Lafayette Street, offering easy access and convenient free parking!

Feb
6
Wed
Tricks of the Trade in Finding Your Best Donors Today @ Nashville Rescue Mission
Feb 6 @ 11:30 am – 1:00 pm

“Tricks of the Trade in Finding Your Best Donors Today”

Technology affords us better insight than ever before and this session will share insight into how your program can be more efficient and successful identifying prospects .

Vanderbilt University Prospect Research Team

 

Please note our new meeting location:  Nashville Rescue Mission, 639 Lafayette Street, offering easy access and convenient free parking!

Mar
6
Wed
TBD @ Nashville Rescue Mission
Mar 6 @ 11:30 am – 1:00 pm

Program TBD

Please note our new meeting location:  Nashville Rescue Mission, 639 Lafayette Street, offering easy access and convenient free parking!

Apr
3
Wed
The Soul of Charitable Gift Planning @ Nashville Rescue Mission
Apr 3 @ 11:30 am – 1:00 pm

“The Soul of Charitable Gift Planning” 

The session will address the people and events that shaped our professional values and practices and made us who we are today. Planners can meet the needs of donors and nonprofits more effectively when we are familiar with five major events that shaped the values and practices of our profession.

Presenter:  Ron Brown New York, New York

Ron Brown, a graduate of Princeton University and the University of Chicago, has served as Director of Gift Planning for Princeton University, United Way of America, the National Wildlife Federation, Fordham University, and from July 2015 to the present, Senior Philanthropic Advisor for Gift Planning at Columbia University. He serves as a Board member, a member of the Rates Committee, and chair of the Research Committee for the American Council on Gift Annuities (ACGA); he wrote the national Gift Annuity Survey Reports in 2014 and 2010. He is a board member of the Philanthropic Planning Group of Greater New York and a member of the Planned Giving Advisory Council for the Lilly Family School of Philanthropy, the Planned Giving Advisory Committee for Princeton University, and the CANARAS Gift Planning Council.

Ron is a retired commander I the US Navy Reserve and has been decorated for research and writing while serving with the US Naval Historical Center. A past member of the Editorial Board of Planned Giving Today, Ron is a frequent speaker and resides in New York City.

 

Please note our new meeting location:  Nashville Rescue Mission, 639 Lafayette Street, offering easy access and convenient free parking!