Luncheon Materials

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

April 11, 2011 Frank Minton	Gift Planning Trends Gift Planning Trends (slides)
March 14, 2011 James McBain	Charitable Planning With Business Assets
February 14, 2011 Jim Carney, CFP Detective Pam St. John Karen Treiger, JD Jan Pitzer	COMBATTING THE FINANCIAL ABUSE OF ELDERS: What You Should Know
October 4, 2010 Rebecca Zanatta Email- Rebecca.zanatta13@gmail.com Twitter- @rebeccazanatta LinkedIn- http://www.linkedin.com/pub/rebecca-andrew-zanatta/4/76a/350	Using Social Media to Strengthen Your Development Program
September 13, 2010 Grant Whitney	Gift Packages: Mix and Match to Maximize
July 12, 2010 P. Gerry Maurer, CLU^®, ChFC^®, AEP^®	Gifts of Insurance: What You, Your Donors, and Board Members Need to Know
April 12, 2010 Mike Connell Gabrielle Dudley Paula Rimmer	Bequest Calling Program - Washington State University Legacy Calling on a Budget: A Glimpse into Seattle Pacific University's First Attempt at Telemarketing for Bequests Augmenting Planned Giving Cultivation, Solicitation and Stewardship with Board Volunteers
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
July 2007 Beth McCaw	"Trust Mill" Bill Presentation