The North Carolina Planned Giving Council and Leave A Legacy Charlotte Present

October 21, 2010

9:30 a.m. – 2:00 p.m.

Morning Program: Let’s Talk Bequests – with your prospects, donors, board, and leadership

Speaker: Karen Gallardo, Senior Director of Gift Planning and Major Gifts, AARP Foundation

Bequests are the foundation of our gift planning programs yet they tend to get less attention and enthusiasm than other planned gifts. This session will cover different ways to talk about bequests to the right donors and prospects; how to talk with your finance team to justify investment in a bequest program; and how to talk with different parts of your organization so they can understand and support your bequest program. In the past 18 months AARP Foundation has received more than 82,000 inquiries to its Lasting Legacy bequest marketing. Learn what our members are interested in and how we’re helping educate the 50+ population on the benefits of estate planning (and generate gifts along the way).

Afternoon Program: Donors Speak – A Panel Discussion

Moderator: Michael Marsicano is President and CEO, Foundation for the Carolinas, one of the largest community foundations in the country. 

Mr. Marsicano will moderate a conversation with four donors who have agreed to share what inspired them to make a planned gift and why it is meaningful. The panelists will also share how they decided to structure the gift and their philosophy of giving.

In a survey based on the 2009 financial data of the top 240 community foundations nationwide (the most current data available), Foundation For The Carolinas ranked 7th in gifts received, 10th in grants paid and 13th in assets. As of June 30, 2010, the Foundation had $739.5 Million in total assets owned and represented.

Panelists

Jill Dinwiddie, Executive Director, N.C. Council for Women/Domestic Violence Commission.  Jill is currently serving on the boards of Levine Museum of the New South in Charlotte, Planned Parenthood Health Systems, and the North Carolina Arts Council.

David Epstein, retired attorney, Chair of Jewish Federation Endowment Committee, board member of Foundation for the Charlotte Jewish Community and member of the Book of Life, a legacy society recognizing members of the Jewish community who have established a lifetime endowment or made a planned gift.

Robin Hayes, Owner, Mt. Pleasant Hosiery Mills, Inc, President of the Cannon Charitable Trust. Robin is a former N.C. Congressman, currently serving on the Board of Directors at the USO of NC, The US Air Force Academy, The Childress Institute for Pediatric Trauma and the J. Dennis Hastert Center at Wheaton College.

Linda Lockman-Brooks, President, Lockman-Brooks Marketing Services and serves on the Board of the Arts and Science Council, Foundation For The Carolinas, and the Women’s Intercultural Exchange.

LOCATION: Westin Charlotte, 601 South College Street, Charlotte, NC 28202

AGENDA

  9:30 - 10:00   Registration and Networking

10:00 - 10:15   Welcome / Business

10:15 - 11:30   Morning Program

11:30 - 12:30   Lunch

12:30 -   2:00   Afternoon Program

COST:  Members $35   Guests $60

REGISTRATION LINK