Luncheon Materials

Feel free to peruse these materials, presented at our luncheons and provided by the speakers to our members:

March 8, 2010 Ms. Dyan Sublett	Listen With Your Eyes
January 11, 2010 Professor Samuel A. Donaldson	Momentous Changes in Estate Planning and Tax Law: 2010 Starts with a Bang!
December 14, 2009 Jeff Lydenberg Ann McPherson	Successful Planned Gift Marketing
July 13, 2009 Beth McCaw	UPMIFA Presentation
May 11, 2009 Russell Johanson Renee Kurdzos	Gifts of Tangible Property
February 9, 2009 Douglas Walsh	Letter to Independent Colleges of WA
January 5, 2009 Tom Rogerson	Family Wealth Preservation Values Edge Value Cards
December 8, 2008 Shannon Scott	Estate Gift Distribution Checklist
May 12, 2008 Anne Knapp	Bringing Your Board into Planned Giving Fiscal Year Mailing Guide Marketing Plan Worksheet Getting Serious About Endowments Gift Acceptance Policies Monthly Activity Report Tale of Two Endowments
November 2007 Mike Wagschal	Download presentation here
July 2007 Beth McCaw	"Trust Mill" Bill Presentation