North Carolina Planned Giving Council and Leave A Legacy Charlotte Present:  Recent Federal and North Carolina Developments in Charitable Planned Giving and How to Have a Conversation about Charitable Giving with Clients   Thursday, November 5, 2009 9:30 a.m. – 2:00 p.m. Hilton Charlotte University Place   Sponsored by Morning Session:  Recent Federal and North Carolina Developments in Charitable Planned Giving   SPEAKER:  Neill McBryde, JD, Partner, Moore & Van Allen PLLC, chairs the firm’s tax planning, estate planning, and trusts and estates groups. His primary area of emphasis include proving tax advice for closely held businesses, providing tax and estate planning for owners of closely held businesses and high net worth individuals, providing advice and counsel in connection with mergers and acquisitions involving stock, corporate assets, real estate and other assets and providing specialized services in wealth transfer, estate planning and estate administration. Mr. McBryde has lectured and written extensively in areas relating to closely held businesses, tax planning, insurance planning, and estate planning and administration.   Afternoon Session:  How to Have a Conversation about Charitable Giving with Clients   Pew Charitable Trusts recently conducted a research study of the professional financial advisor community to better understand their views on philanthropy. Approximately 75 professionals from seven leading financial institutions participated in the study. The Pew Study found that 92 percent of the advisors polled are asking their clients about philanthropic interests compared to 80 percent reported four years earlier. The study also revealed that 91 percent of advisors felt that being able to address philanthropic needs would differentiate themselves in the eyes of existing and would be clients. Interestingly, less than half, reported that they are "comfortable" bringing up philanthropy with their clients. Advisors cited their interest in learning more about how to help with " the softer side of philanthropy such as understanding passion and interests - and translating that into a family mission or values statement."   Learn from two of Charlotte's most well respected professional advisors and a veteran development professional about how they initiate conversations with clients about their philanthropic interests. Panelists will also highlight an example of a successful relationship between an advisor and a nonprofit  -- and the strategies that nonprofits can employ to build meaningful partnerships with professional advisors.   PANELISTS   Phillips Bragg, CFP, Vice President, Bragg Financial Advisors, provides extensive expertise in estate and gift planning for wealth management clients. In helping clients meet their charitable objectives, Phillips advises on the myriad alternatives available, including donor advised funds, charitable trusts, private foundations, and supporting organizations. Phillips serves on the boards of the Charlotte Estate Planning Council, the Financial Planning Association (FPA), and Leave a Legacy Charlotte.    Debra L. Foster, JD is a shareholder in Debra L. Foster, P.A. and a Fellow in the American College of Trust and Estate Counsel.  Her practice is focused on estate planning, estate administration and tax-exempt organizations matters.  Debra is certified by the North Carolina State Bar as a Specialist in Estate Planning and Probate Law and she serves as Chair of the North Carolina State Bar committee charged with the certification of qualified attorneys in this area of practice. A member of the Charlotte Estate Planning Council, Debra has lectured extensively on matters pertaining to estate planning and charitable giving.    Donna Mitchell, Vice President for Development, NC Blumenthal Performing Arts Center, raises over $3 million annually and supervises a staff of four that includes responsibility for corporate and individual giving, sponsorship/grants, communications, in-kind gifts, advertising sales in addition to member services.  A former board member of North Carolina Planned Giving Council, Donna currently serves as a member of the Steering Committee of Leave A Legacy Charlotte and the Planned Giving Committee for The Greater Charlotte Cultural Trust.   9:30 – 10:00 AM – Registration and Networking 10:00 – 10:15 AM – Welcome / Annual Meeting 10:15 – 11:30 AM  – Morning Session 11:30 - 12:30 PM – Lunch 12:30 – 2:00 PM – Afternoon Session   Location:  Hilton Charlotte University Place, 8629 J.M. Keynes Blvd., Charlotte, NC 28262    Program Fee:   NCPGC/LAL Members $35.00 - Non Members $60.00   Registration Deadline: October 30, 2009 DIRECTIONS: Exit from I-85 North or South at exit 45A, W.T. Harris Boulevard East. Hilton Charlotte University Place is 1/4 mile on the left in the University Place complex. The hotel is the high-rise building in the complex, totally visible from Harris Boulevard. Then left turn at J M Keynes Drive goes directly into the hotel parking lot.   http://www1.hilton.com/en_US/hi/hotel/CLTHUHF-Hilton-Charlotte-University-Place-North-Carolina/directions.do#localmap   Sponsored By Composer Interactive Presentation System Wachovia Zen and the Art of Solicitation:  Enhancing Your Skills During These Difficult Times

Wednesday, September 2, 2009 9:30 a.m - 4:30 p.m. Location: UNCG Campus, Elliot University Center, Cone Ballroom A&B 1400 Spring Garden Street, Greensboro, NC   Presenter: John Brown, President and Founder, John Brown Limited, Inc., Peterborough, NH   Have you ever attended a development seminar that promises to address the intersection of major and planned gifts with the highest of expectations only to lose interest when it turns out to be just a dry recitation all of planned gift vehicles and their definitions?  Yawn...  This extended session with John Brown promises to be truly different.  You will learn dynamic strategies you can take back and begin implementing immediately.   Key Goals of the sessions include increasing your comfort level when meeting with your planned and major gifts prospects by providing ideas for conversations with donors and redefining the pool of prospects.   Morning Session:  Fund Raising in a Tough Economic Climate   This session will focus on donor opportunities for major and planned gifts in the current economic climate and how institutions are responding to the challenge. Are your donors backing away from making large commitments? John will provide the tools and strategies to help you plan an approach that makes sense for your donors and your institution.   Working Lunch: Preparing for a Donor Visit - A Case Study   The Luncheon Session will provide a Case Study to prepare you and a key volunteer-such as a board member-for a donor visit. No more just simply handing your volunteer a profile to read!  You will learn a specific style of preparation to get the work done, complete the gift, and thoroughly engage your volunteer in the process.   First Afternoon Session: Know Your Prospect - Interviewing Techniques   In the afternoon, the focus will be on instrumentation and implementation. Learn practical techniques to interview prospective donors to probe for information you can use to help them achieve their philanthropic goals.  (It is more than admiring the office and asking about the people in the photo.)   Second Afternoon Session: Donor Expectations   What are the expectations of donors/prospects today?  What are you and your institution doing regarding stewardship? These are interesting times we are facing but there are opportunities that we haven't had before. John will give us ideas about what we can do to adapt in this new donor and non-profit environment.   John Brown founded John Brown Limited in 1978 on the philosophy that development professionals are most effective when their strategies include respect for donors' interests; relationship building; rehearsed, but comfortable solicitation; and planned giving integrated into all major gift endeavors. The hallmark of John's counsel is to motivate organizational leaders in building ownership among their constituents, and consistently achieving a greater level of success in fundraising.   Under John's leadership, JBL has served thousands of clients. By fostering donor ownership and respect, his clients run capital and endowment campaigns, effective major/planned gift programs and, most importantly, long-term financial and membership growth. Prior to opening his own firm, John served in several major gifts and planned giving positions at Syracuse University. He later created and directed the planned giving program at Harvard University, and was a founding member of the Planned Giving Group of New England. John volunteers his time lecturing at professional nonprofit conferences each year, including CASE and AFP.   Schedule of the Day:   9:15 - 9:45 AM           Coffee, Registration, Networking 9:45 - 10:00 AM         Introductions and Business 10:00 - 12:00               Session I 12:00 - 12:30 PM        Buffet Lunch 12:30 - 1:30 PM          Session II, Working Lunch 1:45 - 3:00 PM            Session III 3:15 - 4:30 PM            Session IV  Cost:  NCPGC Members $45.00  -  Guests $90.00

Kanuga Planned Giving Conference - May 5-6, 2009
Hendersonville, NC

Are you looking for a planned giving conference that will…

Wednesday, February 18, 2009
9:30 a.m - 2:00 p.m.
Location: NC Museum of Art - 2110 Blue Ridge Road, Raleigh NC  27607

Retirement Plan Gifts – Better Now or Later?

Presenter: Timothy J. Prosser, Vice President, Institutional Trust Consulting, TIAA-CREF Trust Company, St. Louis, Missouri

9:30 a.m.	10:00 a.m.	Registration & Networking
10:00 a.m.	10:15 a.m.	Welcome and Introductions
10:15 a.m.	10:45 a.m.	Partnership for Philanthropic Planning
10:45 a.m.	Noon	Retirement Plan Gifts - Now
Noon	1:00 p.m.	Lunch
1:00 p.m.	2:00 p.m.	Retirement Plan Gifts - Later

Retirement Plan Gifts- Better Now or Later?

With recent legal developments and market performance, today’s donors may hold most of their net worth in retirement accumulations. Favorable tax treatment has long made testamentary gifts of retirement assets a favorite donor technique. 

This session compares the technical requirements and pros and cons of testamentary and lifetime gifts of retirement assets; explores vital donor considerations in structuring these gifts; and discusses best practices for the donor, the professional advisor, the charity and the plan custodian in implementing these gifts.

NCPG’s Rebranding as the “Partnership for Philanthropic Planning”

In January 2009, the National Committee on Planned Giving (NCPG) became the Partnership for Philanthropic Planning (the “Partnership”), offering new opportunities for education and collaboration, while continuing to fill NCPG’s role as the only national organization dedicated to improving the quality and quantity of philanthropic planning.

Why did NCPG make this change?  What does it mean to you and to your local Council?  How can you get involved in shaping the Partnership’s future direction and the services it offers? 

Join Partnership board member Tim Prosser for open discussion, a special video presentation and Q&A.

Timothy J. Prosser is Vice President, Institutional Trust Consulting, for TIAA-CREF Trust Company, St Louis, Missouri, where he directs the delivery of planned giving technical consulting services to the company’s institutional clients. Prior to joining TIAA-CREF, he practiced law, assisting high net worth clients in estate planning, charitable giving and business succession planning, advised fiduciaries in administration of estates and trusts and represented parties in complex litigation. Prosser received his JD degree and MA degree in Public Administration from St. Louis University and his BA in Russian Area Studies from Loyola University.

Prosser is an At-Large Board Member of the Partnership for Philanthropic Planning (formerly NCPG) and is past president of the St Louis Planned Giving Council.