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Washington Planned Giving Council announces 2012 Virtual Seminar Series

The Washington Planned Giving Council (WPGC) is pleased to offer its members a series of virtual seminars offered through the Partnership for Philanthropic Planning. These seminars provide an opportunity for you to hear national experts in a setting close to home with a group of your colleagues.

A few things to know:

• Each seminar will be offered at a different location throughout the Puget Sound region.
• Participation for WPGC members is free; non-members will be charged a nominal $15 per seminar.
• To ensure that we have sufficient attendees to offer the seminar, reservations are required. Please attend if you sign up!
• All of the seminars listed below are eligible for 1.5 hours of CFRE credit, and the programs scheduled for May and July are approved for CFP credit.
• Each session will be followed by an optional, informal discussion of the seminar topic over a brown-bag lunch.

February 14, 2012 10:00am

Money Has No Value, Except What You Choose to Do With It (Level: intermediate)

Many fundraisers approach prospects with a charity's compelling story of need and worth, and that is important. But what is the prospect's frame of reference? Do they hear a conversation about capacity, or commitment? When the conversation begins with an individual's view of generosity and values, the fundraiser can respond by demonstrating how philanthropy fulfills personal and community values. This session will feature gift scenarios illustrating how the fundraiser's paradigm of the call and process can shift towards donors' values, resulting in better dialogue, larger gifts and more meaningful activity.
Praise for this session from the National Conference on Philanthropic Planning: "Pamela is a must see-she is inspirational and offers best practice, donor centered insights every time."

About the presenter:

Pamela Jones Davidson, J.D. is President of DAVIDSON GIFT DESIGN (Bloomington, IN), a consulting firm specializing in gift planning, planned giving program design and implementation, and training. She is also a Senior Vice President for THOMPSON & ASSOCIATES, offering estate planning services to nonprofits. Before forming Davidson Gift Design in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, and served for eleven years with Indiana University Foundation, most as its (Executive) Director of Planned Giving and Associate Counsel.

Pam received her undergraduate and law degrees from Indiana University. She has previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with the Indianapolis law firm of Bingham, Summers, Welsh & Spilman (now, Bingham McHale) before joining the nonprofit sector in 1985.

She is a past chair of the National Committee on Planned Giving, and served NCPG in various capacities during her six years on the Board. She is also a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Association of Fundraising Professionals), and a past board member and president of the Planned Giving Group of Indiana.

Location: Wells Fargo, 999 3rd Avenue, 40th Floor, Cascade Room, Seattle WA 98111-3927
Host: Tammy Miller

Event Details and Registration

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March 14, 2012 1:00 to 2:30 Eastern

How to Manage Volunteers in the Gift Planning Program (Level: Intermediate)

Volunteers can play an innovative role in your plans to advance a gift planning program. This presentation demonstrates how to create a planned giving advisory committee, a planned giving seminar series and a corps of solicitors for the planned gift phase of a comprehensive campaign. You will learn how to train volunteers to solicit others for planned gifts and how to create a focus group to review your current planned giving program needs. Sample job descriptions for advisory committees and creative examples of program invitations will be highlighted.
Praise for this session from the National Conference on Philanthropic Planning:"Excellent model of how to work with Volunteers-presented in a very visual and attractive manner."

About the presenter:

Steven Rosenblum has been the Director of Planned Gifts at the Saint Louis Zoo since 2005. He brings a wealth of knowledge in the areas of charitable gifts and estate planning from his seven years at Washington University and his work with the St. Louis Planned Giving Council Board where he serves as Vice President, and the council's LEAVE A LEGACY® program where he serves as Co-Chair. Steven is a graduate of Washington University Law School (JD 1992) and has a BA from the History Honors College at the University of Texas at Austin (1989). In addition to his career goals, Steven is also active in the community and serves on several boards, including the Crown Center for Senior Living, an independent living apartment complex for low income seniors, the Clayton History Society and the Clayton Community Foundation.

Event Details and Registration

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May 16, 2012 1:00 to 2:30 Eastern

Charitable Gifts of Business Interests (Level: advanced)

Business owners usually have four goals when they leave their businesses: retire from the business; sell to a new owner (family members, employees, or third parties); minimize taxes and maximize profits. For those who are already charitably inclined, business exit planning using charitable strategies allows them to add a fifth goal: doing good things for their favorite charity or their community. In this session we will explore some frequently used charitable planning tools, such as, charitable remainder trusts and charitable lead trusts, and point out some common pitfalls, such as, prearranged sales, unrelated business taxable income (UBTI) and self dealing.
Praise for this session from the National Conference on Philanthropic Planning: "Great topic and helpful presentation - EXCELLENT-especially the supporting materials."

About the presenter:

David A. Libengood is Director, Relationship Management at Kaspick & Company. He has 25 years of experience in planned giving and is a frequent speaker at regional and national conferences. Libengood serves as a member of the Board of Directors, and co-chairman of the Rates Committee, of the American Council on Gift Annuities (ACGA). He is also a past president of the Planned Giving Group of New England. Prior to joining Kaspick & Company in 2001, Libengood was responsible for gift planning, trust and bequest administration, and the investment of life income gifts at The First Church of Christ, Scientist in Boston. He graduated with high honors from the American Bankers Association's National Graduate Trust School and is a Certified Trust and Financial Advisor (CTFA). He holds a Bachelors of Music Performance degree and an MBA with distinction from The University of Michigan.

Event Details and Registration

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July 18, 2012 1:00 to 2:30 Eastern

Donor Relations When Legal Capacity Becomes an Issue (Level: intermediate)

What does it mean to be legally incapacitated, and how should charitable planners deal with the donor, donor's family, and professional advisors in situations where legal capacity could be a problem? This session helps planners to avoid scenarios where a development officer or organization could exert undue influence on a donor with questionable judgment; and to handle challenges from a donor's family after the donor has already made a planned gift.
Praise for this session from the National Conference on Philanthropic Planning: "Excellent examples and good ideas for major gift/planned gift planners to be aware of."

About the presenter:

Laura Hansen Dean, Attorney at Law (Texas, Indiana). joined The University of Texas at Austin in April 2007, serving as the Executive Director of Gift Planning. For over twenty-five years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning. A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country's largest private foundations. She is a past member of the board of the National Committee on Planned Giving and a past president of the Planned Giving Group of Indiana. She served on the editorial review committee of The Journal of Gift Planning, and is a frequent speaker and teacher and contributor to publications on philanthropy.

Event Details and Registration

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September 19, 2012 1:00 to 2:30 Eastern

Accept Real Estate Gifts! (Level: intermediate)

This presentation will provide insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts. Special focus will be on the analysis and structuring of real estate to fund planned gifts with the objective of minimizing risk that the unwary charity might otherwise encounter. The topics covered will assume that the attendee already has exposure to and training in the basic issues relating to real estate gifts. Upon completion, the seminar participant will have greater comfort with planned gifts funded by real estate and will be prepared to make informed recommendations to the governing board about real estate donations.
Praise for this session from the National Conference on Philanthropic Planning: "Highly enlightening; great case studies; practical pointers."

About the presenters:

Allen Thomas has enjoyed a 25-year year career serving the nonprofit community. He currently serves as Vice President of Advancement at The American College in Bryn Mawr, PA, where he is responsible for major and planned gifts and stewards a $50 million comprehensive campaign. To date, he has personally achieved pledges and commitments to the campaign of $7.2 million. Allen was previously employed by The Devereux Foundation, where her served in a number of positions, the last being Vice President of Planned Giving and Real Estate. During his tenure with Devereux, Allen was directly responsible for gifts and expectancies donated or committed in excess of $27 million. He sold in excess of $74 million of surplus Devereux property between 1985 and 2009. Prior to joining Devereux, he worked in the real estate finance groups of Massachusetts Mutual Life Insurance Company and Aetna Life and Casualty Company. Allen holds a Bachelor of Science in Economics from American International College in Springfield, MA and his Juris Doctor from Western New England College, School of Law, also in Springfield, MA.

Chase V. Magnuson is Director of Planned Giving-Real Estate for The George Washington University, in Washington, DC. Chase has over 40 years of experience in the real estate industry, with substantial experience across the entire spectrum of real estate transactions, including land development, commercial and residential sales, and commercial leasing and property management. He has been involved in more than 200 transactions encompassing over $1 billion in cumulative value. As a consultant, he has worked with AARP Foundation, California State University Foundation, National Philanthropic Trust, United Way America, California State Universities at San Diego, San Jose, and Dominguez Hills, Alzheimer's Association, San Diego Hospice, Northern Virginia Health Organization, Salvation Army, Scripps Hospital Foundation. He has also established strategic alliances with organizations such as Price Waterhouse Coopers, The Prudential Company, Coldwell Banker Commercial, the National Real Estate Foundation and Restoration America to provide additional professional services to nonprofit clients and developed a national network of 9000 commercial brokers to handle the complete process on donations of real estate to charities.

Event Details and Registration

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November 14, 2012 1:00 to 2:30 Eastern

Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising (Level: intermediate)

While most of us have tried Facebook, Twitter or LinkedIn by now, there is no body of research on how charities are actually using social media to reach donors for planned gifts. This presentation covers best practices based on a review of over 100 charity social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts. The virtual seminar updates information presented at the 2011 National Conference on Philanthropic Planning, and introduces attendees to new best practice models for social media.
Praise for this session from the National Conference on Philanthropic Planning: "GREATLY appreciate her effort to survey people for best practices. Very valuable information!"

About the presenter:

Kristen Schultz is Senior Vice President for Crescendo Interactive, Inc., where she is responsible for charitable tax planning support, client education and consultation for Crescendo's software and Internet services. Kristen also serves as a principal faculty member for GiftCollege and is an editor for the GiftLegacy and GiftLaw weekly eNewsletters and the GiftLaw Pro charitable tax reference guide. She specializes in planned gifts social media and Internet marketing and writes daily charitable updates for CrescendoTweet and her planned giving blog http://www.kristenschultz.blogspot.com. Prior to joining Crescendo, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C., and as Oversight Counsel to the Committee on the Judiciary of the U.S. House of Representatives.

Kristen serves as a board member for the American Council on Gift Annuities (ACGA), a member of the ACGA Committees on Rates and State Regulations, the Planned Giving Today Editorial Advisory Board, the Ventura County Planned Giving Council and has served as a committee member and volunteer for several charities. She is a licensed member of the State Bar of California, the District of Columbia Bar and the Maryland State Bar. Kristen graduated Summa Cum Laude from Westmont College with a B.A. in Economics & Business and Philosophy. She obtained her J.D. from UCLA School of Law where she was Law Review Editor. She completed her LL.M. in Taxation with High Honors at Loyola School of Law.

Event Details and Registration

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 Questions? Contact:

Jane Pryor, CFRE
Member, WPGC Board of Directors
Vice President of Development and Public Relations
Northwest Kidney Centers
700 Broadway, Seattle
pryorj@nwkidney.org
206-292-2771, ext. 5354

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