Schedule of Washington Planned Giving Council Meetings for 2009

January 11 2010
Monthly Luncheon

"Momentous Changes in Estate Planning Tax Law: The Year 2010 Starts with a Bang"
Professor Samuel A. Donaldson, Professor at the University of Washington School of Law and Director of the law school's Graduate Program in Taxation

February 8, 2010
Monthly Luncheon

"Private Foundations and Community Foundations"
Jeff Pritchard, CFP, Director of Development, The Greater Tacoma Community Foundation
Nancy Atkinson, Vice President & Sr. Philanthropic Relationship Manager, Bank of America

March 8, 2010
Monthly Luncheon

April 12, 2010
Monthly Luncheon

Leveraging Your Gift Planning Resources
Mike Connell, Director of Gift Planning, WSU Foundation
Gabrielle Dudley, Assistant Director, Seattle Pacific Foundation
Paula Rimmer, Assoicate Director-Planned/Major Gifts, Seattle Opera

May 20, 2010

"Piecing the Puzzle Together: Making Planned Giving Part of Your Annual Plan"
WPGC Planned Giving Day

June 14, 2010
Monthly Luncheon

"IRAs: Roth Conversions, Charitable Rollovers, and Gift Planning"
John Creahan, Attorney, Amicus Law Group

July 12, 2010
Monthly Luncheon

"Gifts of Life Insurance: What You, Your Donors, and Board Members Need to Know "
P. Gerry Maurer, CLU, ChFC, AEP
Director of Estate and Business Planning,
Estate Strategies Group - Northwestern Mutual Financial Network

August 2010

no meeting

September 13, 2010
Monthly Luncheon

"Using Social Networking Sites to Strengthen Your Development Program"
Rebecca Zanatta, M.Ed., CFRM
Associate Director of Regional Development
Washington State University Foundation

October 11, 2010
Monthly Luncheon

November 9, 2010
Monthly Luncheon

December 13, 2010
Monthly Luncheon