Calendar

Mar
7
Wed
March 7, 2018- Gifts of Retirement Assets: Tax Considerations, Recent Legislation, and Much More! @ University Club of Nashville- Vanderbilt Campus
Mar 7 @ 11:30 am – 1:00 pm

Gifts of Retirement Assets: Tax Considerations, Recent Legislation, and Much More!

Assets held in retirement accounts represent over 40%* of the value of all public U.S. companies! Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This presentation will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.

* As of June 30, 2017, Americans held $26.6 trillion in their retirement plans, of which $8.4 trillion were in IRAs and another $7.5 trillion in 401(k)s.

Speaker: Jeff Lydenberg, Vice President, Consulting, PG Calc, Cambridge, MA

Jeff is a planned giving consultant to non-profits large and small in a variety of fields. He has been with PG Calc since 1999 and, in this role, he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs. Prior to entering the field of planned giving, Jeff practiced law for six years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office. Jeff’s planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years.

Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. Jeff is a frequent speaker at local, regional, and national planned giving groups. He has presented to planned giving councils around the country on gift annuities, bequests programs, estate planning for gift planners, creative uses of planned gifts and a wide variety of other estate planning and gift planning topics. He is the former programming chair for the Planned Giving Group of New England (PGGNE) and is currently a member of the Greater Cincinnati Planned Giving Council. In 2013, he served as Board Chair of the Partnership for Philanthropic Planning (PPP) the predecessor to the Association of Charitable Gift Planners.

Thank you to our event sponsors:

 

Members: $27.00

Non- Members: $35.00

This program has been approved for 1 CFRE Point

This program has been approved for 1 general CLE

Apr
11
Wed
April 11, 2018-Black Belt Gift Planning: Ten Stages to Becoming a Master @ University Club of Nashville- Vanderbilt Campus
Apr 11 @ 11:30 am – 1:00 pm

 

Black Belt Gift Planning: Ten Stages to Becoming a Master

 

Speaker: Alex Brovey, Senior Director, Gift Planning, Northwell Health Foundation, New York, NY

Alexandra Pia Brovey is the Senior Director of Gift Planning at the North ShoreLIJ Health System Foundation in Great Neck, New York. After practicing law as an estate planning attorney for 6 years, Alex has focused on gift planning for the past 16 years at three institutions (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining North Shore-LIJ in 2008. She is currently Past President of the Philanthropic Planning Group of Greater New York, as well as a member of the (Long Island, NY) Charitable Estate Planning Council and the Estate Planning Council of Nassau County (NY). Alex was formerly a member of the Pittsburgh (PA) Planned Giving Council, and a founding member and Vice President of the Central Pennsylvania Planned Giving Council. She has spoken at the national, regional and local levels for a variety of organizations. Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami. Alex is an alumni interviewer for Georgetown Law and coaches junior soccer and baseball.

Thank you to our event sponsors:

 

 

Members: $27.00

Non- Members: $35.00

This program has been approved for 1 CFRE Point

This program has been approved for 1 general CLE

May
16
Wed
May 16, 2018- Super Session!!! @ University Club of Nashville- Vanderbilt Campus
May 16 @ 9:30 am – 1:00 pm

Morning Program: The Science and Art of Persuasion

Description: At its heart, fundraising is about persuading people to give away money. How the best fundraisers do it is an intangible art, but there is hard science behind the six universal principles of social influence that sway people: liking; authority; reciprocation; social proof; scarcity; and commitment and consistency. We will examine each of these, how we unknowingly use them, how we can use them more intentionally, and putting them to good use for the charities we care about. First, we’ll dive into social science experiments that underlie the six principles of social influence. Next, we’ll look at ways to apply those principles to your one-to-one interactions with prospects as well as marketing. Sometimes small changes in presentation or behavior can yield large changes – and larger gifts. Make sure you understand the subtle, unspoken language of social influence, and that you’re not accidentally “saying” the wrong thing to prospects.

Learning Objectives:

• Understand the six social science principles of liking, social proof, reciprocity, authority, commitment and consistency, and scarcity

• Learn ways to use all of these principles in your fundraising practice with prospects and donors, marketing pieces, and volunteers

• Understand the unspoken and little-understood forces that motivate all of us

• Secure more gifts by understanding how to apply these principles to your daily work

Lunch Program: Asking for the Largest Gift of Your Career: A Bequest

Description: Did you know that most people give a larger total dollar amount to a particular charity through their estate than all their lifetime gifts to that charity combined? Asking for a bequest, by definition, will help you secure some of the largest gifts you’ll ever bring in for your organization. Are you doing this? Unless you’re a gift planning professional, the answer is usually ‘no’. Officers can be terrified of the bequest ask. Often, they fear that a bequest conversation means talking about death, dying, and cutting the kids out of an inheritance. Who wants to do that? This session will help you examine the roots of any hesitation around this very valuable conversation, reframe your understanding of the bequest ask, understand various ways to talk about the subject of bequests, and arm you with the kind of knowledge that will help you make the bequest discussion a positive, life-affirming experience for both you and your prospect. This session will present dozens of direct types of asks that you can take back to your shop and use with your prospects so you can not only be comfortable with the bequest discussion, but possibly help you land some of the biggest gifts of your career.

Learning Objectives:

• Understand and overcome your fear of asking for a bequest

• Reframe the way you think about bequest conversations

• Find several ways of framing an ask for a bequest that feels comfortable to you so you can incorporate it in your own fundraising practice

 

Speaker: Anne T. Melvin, Director of Training and Education, Harvard University, Cambridge, MA

Bio: Anne Melvin has worked as both a volunteer and a professional in the field of development for over two decades. In recent years, Anne specialized in planned giving, negotiating and closing gifts for various schools at Harvard. As Deputy Director of Gift Planning at Harvard College, she directed the marketing portion of Harvard’s gift planning efforts for 12 years, revamping its approach to marketing and tripling its lead generation. She also worked with prospects, soliciting and closing gifts. For the past three years, Anne has directed the fundraiser training and overall development education program at Harvard’s central development office. Anne is a member of AFP, the Partnership for Philanthropic Planning (PPP), and the PPP Leadership Institute. She speaks around the country to professional development organizations and leads trainings at non-profits, specializing in donor motivation, gift planning, cultivating the donor, fundraiser training and gift solicitation and negotiation. Anne serves on the board of the Wellesley Education Foundation, and volunteers her time consulting for a number of non-profits, as well as fundraising for her alma mater. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

 

Thank you to our event sponsors:

 

 

 

 

 

Members: $60.00

Non- Members: $80.00

This program has been approved for 1 CFRE Point

Each program (morning and afternoon) has been approved for 1 general CLE