February 20, 2013
NC Museum of Art - Raleigh, NC

The NCPGC is thrilled to present nationally renowned charitable gift and estate planning expert Winton Smith, J.D. to discuss "The Best Planned Gifts In the History of The Republic".

This presentation will highlight relevant topics for the best planned gifts historically and new/improved opportunities in light of the current Fiscal Cliff Legislation.

This session will appeal on an integrative model for the basic planned giving generalists as well as the advanced planned giving professionals.

Included within the substantial program content will be information regarding various outright and planned gift vehicles, as well as multiple other more strategic trust variations promoting detailed family and charitable planning, while taking into account the tax benefits/consequences and their relevance on each gift mechanism. This seminar will be invaluable to all gift planning professionals with a donor/client centered approach.

Winton's ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country and is the only CASE presenter to consistently receive top ratings for his delivery of the course Introduction to Planned Giving. Winton has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). His expertise will provide detailed applicable information for use in daily practice for all planned gift professionals.

COST: NC & SC Planned Giving Council Members $35.00
AFP, Wake County Estate Planning Council, FPA Members $45.00
Guests: $60.00

About Our Presenter: Winton Smith, JD

Winton Smith, J.D. is a charitable gift planner whose clients include both philanthropists and charitable organizations. He helps charitable organizations build and conduct planned giving programs that encourage donors to learn how they can make both the smartest gift and also give more to their charitable interests than they ever dreamed possible.

Winton is a practicing attorney who specializes in estate tax strategies and tax planning, financial development and planned giving for charitable organizations. His background includes 25 years of practical experience in structuring and marketing major gifts. He represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable gifts.

Winton's ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country and is the only CASE presenter to consistently receive top ratings for his delivery of the course Introduction to Planned Giving.

Winton has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). He regularly presents charitable tax strategy seminars and workshops for bar associations, estate planning councils, colleges, universities, law schools and hospitals as well as natural resource and conservation, religious, social welfare and other charitable organizations. Mr. Smith's programs on charitable gift planning have been approved for continuing education credit by State Bar Associations and State Accountancy Boards.

NC Planned Giving Council - AFP Charlotte - Leave A Legacy Charlotte
present
How to Become an Expert in the Conversation of Philanthropy

Kathryn W. Miree

October 17, 2012  9:45 am – 2:00 pm

Harris Conference Center – 3216 CPCC Harris Campus Dr Charlotte, NC 28208

One of the greatest challenges to major gift officers and even planned gift officers is talking to donors about their charitable goals in a way that is comfortable and moves the donor towards his or her ultimate gift.This session will take the anxiety out of the conversation and focus you on engaging the donor in a way that builds a long-term relationship with your organization.In this session you'll understanding how to identify your best prospects for gift planning conversations, learn how to engage donors to discuss their charitable visions, learn to translate what you hear into gift opportunities, and gain insight into the value of ongoing conversation and stewardship.

Ms. Miree received a B.A. from Emory University and a J.D. from the University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of a large southeastern bank rising to the position of Senior Vice President and manager of the Personal Trust Department. She then joined a regional brokerage firm to establish its trust company and serve as its initial President and CEO. In these positions she worked extensively with not-for-profit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments.

Ms. Miree is a past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving council, past president of the Estate Planning Council of Birmingham, and past president of the Alabama Bankers Association Trust Division. She is a member of the Alabama Bar Association and Birmingham Bar Association.

Ms. Miree is also an active member of her community serving as a volunteer on a number of community boards. She is a past chair of United Way of Central Alabama, a past chair of The Altamont School and past president of the Independent Presbyterian Church Foundation.

Ms. Miree is a nationally recognized speaker and author on nonprofit gift planning and administration topics.

Cost:  AFP Members, Leave A Legacy Steering Committee and NCPGC/SCPGC Members $40; Non-Members $60   Registration Link

*Kathryn is also presenting at AFP Charlotte's Senior Forum meeting on the 17th from 8:00 – 9:30, same venue.  For more information or to register visit www.afp-charlotte.org

February 29, 2012
9:30 am - 2:30 pm
North Carolina Museum of Art
2110 Blue Ridge Road - Raleigh, NC

Issues With Aging Donors

Whether you are a one person office or a cog in a giant wheel, your personal interactions with aging donors will be affected by these issues at some point.This valuable and timely session will help you in dealing with older donors, their families and their legal advisors.

Schedule of the Day
9:30 - 10:00 Registration/Coffee/Networking
10:00-10:15 Welcome and Overview
10:15-11:45 Early Cognitive Impairment Issues
12:00-12:45 Lunch and Topic Roundtables
1:00- 2:30 Legal Issues in Dealing with Aging Donors

2:45 OPTIONAL-RSVPs required-Guided Museum Tour

Early Cognitive Impairment Issues: "Senior Moments" or Alzheimer's Disease- the Practical Implications

Speaker: Kathleen A. Welsh-Bohmer, PhD
Professor of Psychiatry and Director, Joseph and Kathleen Bryan Alzheimer's Disease Research Center, Duke University Medical Center

Join us as Dr. Welsh-Bohmer describes the clinical and pathological distinctions between normal brain aging and Alzheimer's disease. She will inform us how to recognize early cognitive changes and when cognitive capacity may be impaired, and conclude with a discussion of the interventions now available and the practical first steps one can take to help individuals get assistance they need.

Legal Issues in Dealing with Aging Donors

Speaker: William G. Alexander, Attorney
W. G. Alexander & Associates, PLLC - Raleigh, North Carolina

Join us as Bill discusses issues of capacity in dealing with donors making outright or deferred gifts.

Why is it important that you are aware of issues with aging donors?

What is the law in NC regarding Diminished Capacity and making contracts?

Incapacity versus Diminished Capacity
Minimal or Sufficient Capacity
Impact on current gifts and testamentary gifts
What is Undue Influence?

What are the signs to look for?
Factors in determining diminished capacity

What actions should be taken to protect the intended gift and your group's reputation?

Understanding the donor's family situation, communication, and positioning a desire to make a gift versus capacity issues

Thoughts and ideas around establishing and documenting donor intent as early in the gift planning process as possible

How do Powers of Attorney play into gift planning?

How to work with a legal counsel to achieve your donor's wishes

Please NOTE:If you have specific questions or situations you wish Bill to address about this topic, please e-mail us at ncpgcadmin@gmail.com and we will forward them to Bill prior.

COST: NC Planned Giving Council Members $35.00
Financial Planning Association & Wake County Estate Planning Council member: $50.00
Guests: $60.00

"Prospect Researching for Planned Giving Donors" with Timothy D. Logan, ACFRE Vice President and Senior Consultant, Planned Giving Services, Nonprofit Healthcare Fundraising - RuffaloCODY

October 12, 2011

9:30 a.m. – 2:00 p.m.
Harris Conference Center - Conference Hall ABDE, Charlotte NC

Developing a Proactive Planned Giving Marketing Plan

Brochures, mailings, the Internet. . . all techniques you use to market your planned giving program.But what about those qualified prospects who stay just below your radar? Are you proactively identifying planned giving prospects and adequately qualifying and reaching out to them?

In this session we will discuss identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies.You will learn the seven step process to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

AGENDA:
9:30 - 10:00 Registration and Networking
10:00 - 10:15 Welcome / Business
10:15 - 11:45 Timothy Logan, ACFRE
11:45 - 12:30 Lunch with Roundtable Topics
12:30 - 2:00 Afternoon Panel

Afternoon Panelists:

Moderator: Sheryl Aikman, Vice President, Development, The Community Foundation of Western North Carolina
Brenda Lea, Executive Director, Institutional Advancement, CPCC Foundation
Bart Landess, VP-Planned Giving/Major Gifts, YMCA of Greater Charlotte

ROUNDTABLE TOPICSPlanned Giving in a Small Shop (1-3 staff) (Tom Norwood)
Are you ready for planned giving? (Phil Warshauer)
Gift Annuity Programs (Sheryl Aikman)
2011 Successful Planned Gift Stories (TBD)
Communicating Your Organization's Impact to Donors (David Taylor)
Donors' challenges in these uncertain times (Erich Hamm)
Leveraging your legacy society (Annette Lynch)
Professional Development (Steve Watt)

COST:

NC Planned Giving Council Members: $35.00
LAL Steering Committee Members: $35.00
Non-Members/Guests: $60.00

The North Carolina Planned Giving Council and Leave A Legacy Charlotte Present Let's Talk Bequests and Donors Speak!

October 21, 2010
9:30 a.m. – 2:00 p.m.
Charlotte, NC

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:

NC Planned Giving Council Members: $35.00
LAL Steering Committee Members:    $35.00
Non-Members/Guests:                $60.00

August 5, 2010
Elliott University Center of UNCG, Cone Ballroom
9:00 am - 4:00 pm

Aim High:  The Art of Asking with Jerold Panas

In this often-requested presentation, Jerold Panas - nationally renown as a noted author and speaker on major gift fundraising - tells how to prepare the right people...to call on the right prospects...for the right amount...and in the right way.
 
Jerry describes the eight factors that distinguish an annual campaign from a major effort; he cautions about the nine reasons prospects decide not to make a gift; and he explains how setting the appointment is the single most difficult part of calling on a prospect!
 
In short, Jerry takes you through a step-by-step analysis of the actions necessary to achieve a successful ask!  Jerry employs plenty of group participation throughout the program - ensuring a lively presentation that absolutely takes the fear out of asking. 

In addition, you will take away with you a copy of Jerry's book, ASKING - a 59-minute Guide to everything Board Members, Volunteers, and Staff Must Know to Secure the Gift...our gift to you!

Thursday, February 4, 2010
9:30 am - 2:00 pm
Durham - Fuqua School of Business 

With Marc Carmichael, JD, President and Publisher of the Charitable Giving Tax Service for R&R Newkirk

Morning session:  Tax code changes with estate and IRA provisions followed by a review of charitable estate planning and settlement issues. 

Afternoon session:  Changes in Roth IRA legislation will allow the wealthy to make a transfer from an IRA to a Roth, thereby avoiding tax on the growth in the plan.  This will be an important strategy in 2010 when paired with a charitable gift.

Location:  Durham - Fuqua School of Business - McClendon Hall 

About the Presenter:  Marc Carmichael, JD, is President and Publisher of the Charitable Giving Tax Service for R&R Newkirk. He is a graduate of Indiana University and Indiana University School of Law. Marc has been a featured speaker at every major national fund raising conference, including the National Conference on Planned Giving, Conference on Gift Annuities, Association of Fundraising Professionals (AFP), CASE Advanced Planned Giving Conference and the Association for Healthcare Philanthropy (AHP). He was the 1998 president of NCPG and served as chair of NCPG's Editorial Advisory Committee, which publishes the Journal of Gift Planning, for four years.

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

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.

Location:Hilton Charlotte University Place, 8629 J.M. Keynes Blvd., Charlotte, NC 28262

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.

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

Are you looking for a planned giving conference that will…

Give you more information than what you can get from a two-hour lunch meeting?
Cover technical topics as well as practical marketing topics?
Supply useful information for the new people on your staff as well as the seasoned professional?
Offer presentations you usually have to go to a big national conference to hear?
Provide a relaxed atmosphere where you can network and enjoy the company of other professionals at a cost that won't break your budget?
Well…..you've found it!

The South Carolina and North Carolina Planned Giving Councils have put together such a conference in the beautiful mountains of North Carolina at the Kanuga Conference Center. 

The NC Planned Giving Council has approved $50 rebates for the first 30 NCPGC members who register for this conference.  FIRST COME-FIRST SERVED.  

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.

Women and Philanthropy

Wednesday, November 19, 2008

Salem College Campus in Winston-Salem - Bryant Hall

Speaker:Nancy Schwartz Sternoff

Program Description:What is distinctive about women and their philanthropy?Are there generational factors that affect women's giving?Does it matter if wealth is controlled by women who give it?What should the planner know about how women are motivated to give?Should their stewardship be different also?

About the Presenter:A long-time activist on behalf of women and girls, Nancy Schwartz Sternoff has been the director of the Dobkin Family Foundation in New York since 1998.She devotes considerable time to encouraging women of means to implement their philanthropic aspirations effectively and generously, as well as to offering technical assistance to organizations supported by the foundation.Prior to coming to the Dobkin Family Foundation, Nancy served for five years as the Director of the Women's Department of the Baltimore Jewish Federation. A native of Charlotte, NC, Ms. Sternoff graduated from Syracuse University and earned a MA degree from New York University. She is the mother of four children and has four granddaughters and one grandson.