Washington Planned Giving Council announces 2010 Virtual Seminar Series

The Washington Planned Giving Council (WPGC) is pleased to offer its members a NEW benefit this year at no additional cost: 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.
• You may register on-line for each seminar by clicking the links below.
• Each session will be followed by an optional, informal discussion of the seminar topic over a brown-bag lunch.

First Session

March 17, 2010, 10 a.m.  SEMINAR IS NEXT WEEK -- SIGN UP TODAY!!
Bequest Boot Camp - Ten Exercises to Strengthen Your Bequest Program
Host: Jan Jacobs
Host site: PATH, 2201 Westlake Avenue, Suite 200, Seattle, WA 98121
Driving directions and parking information

Description:
Like a boot camp fitness class, this session is based upon the principles of discipline, motivation and teamwork. We'll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning. CEUs: This program is approved for 1.5 hours CFRE credit.

Presenter: Karen Gallardo, Senior Director of Gift Planning and Major Gifts, AARP Foundation
Karen Gallardo serves as senior director of gift planning and major gifts for the AARP Foundation. In this role she leads the gift planning and major gifts effort and spearheads a bequest program to generate future revenue to serve America's most vulnerable seniors. Prior to joining AARP Foundation, Ms. Gallardo worked at The Aspen Institute. She also spent more than 14 years at The Nature Conservancy, working in major gifts for South American Conservation, gift planning, corporate fundraising, cause-related marketing and membership development. Ms. Gallardo serves on the board of the National Capital Gift Planning Council, the American Council on Gift Annuities, and the Cacapon and Lost Rivers Land Trust. She earned a BA in English and Communications from the University of New Mexico and an MBA from The George Washington University.

Click here to register

Date: May 12, 2010, 10 a.m.
Topic: Charitable Gift Annuity Reinsurance: What It Is, What It Isn't, When It Works and When It Doesn't
Host: Cherry Tinker, Senior Development Director
Host site: Evergreen Healthcare Foundation, 12333 NE 130th Lane, Suite 300, Kirkland, WA 98034

Description:
Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This session will help attendees better understand what reinsurance can and can't do to mitigate risk. Case studies will be used to answer most of the frequently asked reinsurance questions. CEUs: This program is approved for 1.5 hours CFP credit and 1.5 hours CFRE credit.


Presenter: Bryan Clontz, CFP^®, CLU, ChFC, AEP, CAP
Bryan Clontz, serves as the president and co-founder of Charitable Solutions, LLC in Jacksonville, Fl. Over the last 15 years, he has served as the director of planned giving for the United Way of Metropolitan Atlanta, director of planned giving at the national office of Boys & Girls Clubs of America and as vice president of advancement at The Community Foundation for Greater Atlanta before starting Charitable Solutions, LLC in 2003. Mr. Clontz has extensive experience in planned giving consulting, charitable gift annuity risk management, non-cash asset receipt/disposition and donor advised funds. He received a bachelor's degree in business administration from the College of Charleston, a master's degree in risk management and insurance from Georgia State University and a master's degree in financial services from The American College. He is a past member of the Partnership for Philanthropic Planning board and has served in leadership positions for the Georgia and Northeast Florida chapters of PPP.

Click here to register

Date: July 14, 2010, 10 a.m.
Topic: Elder Law: A Primer for Gift Planners
Host: TBD
Host site: TBD

Description:
Philanthropic planners are among the trusted advisors who can help to ensure that older Americans are safe, informed, fairly treated and economically secure as they age. This program provides a background in the key components of elder law that may affect charitable planning, including Medicaid eligibility, long term care insurance, trusts used primarily for estate planning, donations of real estate, personal property and other items. CEUs: This program is approved for 1.5 hours CFP credit and 1.5 hours CFRE credit.

Presenter: Kate White
Kate White is executive director of Elder Law of Michigan, a nationally recognized provider of legal and aging services. Once limited to serving people in Michigan, the organization has grown to become a national voice in the conversation around independence and economic security for all people at all ages. Ms. White has a background in Humanities, with a bachelor's degree from Michigan State University. Her career encompasses experience in the public and private sector in government, aging, employment and training and resource development. She presently serves on the State Bar of Michigan's Internal Cabinet and the Judical Cross Roads Task Force, the State Bar of Michigan's State Planning Body, the Michigan Department of Community Health's Consumer Task Force, and the Blue Cross and Blue Shield of Michigan's State Advisory Council. She joined Elder Law in 1996. She is a member of the Mid-Michigan Planned Giving Council.

Click here to register

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

Annual Calendar of WPGC Meetings

Regular luncheon meetings are generally held on the second Monday of each month. For a complete listing of annual meeting dates, please click here.

11:30: Registration
12:00: Lunch and program
The registration deadline is the Thursday prior to the meeting at 12:00 noon

Reservations
For meeting reservations, please contact: wpgc@sbims.com or Register Online

WPGC
206-367-8704
206-367-8777 fax

Cost
$25 members with pre-reservations
$35 non-members with pre-reservations and all walk-ins
(Walk-ins are welcome but cannot be guaranteed seating or a meal.)
No Lunch: Members Free, Non Members $5
(A vegetarian alternative is available if requested in advance.)

We welcome suggestions for speakers and topics...this is your council.
Please contact Alison O'Carroll at 206-329-8144 or aocarroll@pgcalc.com

SAVE THE DATE!!!
Piecing the Puzzle Together: Making Planned Giving Part of Your Annual Plan
WPGC Planned Giving Day
May 20, 2010