Planned Giving Day Conference 2023
PROGRAM MATERIALS
Fundamentals: Estate Planning Basics
Paul Firuz, JD | Attorney, Firuz and Jeffery PLLC
Learn what you and your donors need to know about estate planning: the important estate planning documents including powers of attorney, community property questions, probate, leaving gifts to nonprofits and more.
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Donor Stories in Planned Giving Marketing - To Use or Not to Use
Claudine Donikian, JD | MBA, President and CEO, Pentera
The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement. A recent study suggests using certain donor stories could have the opposite effect. Claudine will offer guidelines on how to write effective donor stories and donor blurbs to get the best response rates possible.
Taxes and Gifting Planning: What You Should Know
Edie Matulka, JD | Senior Consultant, PG Calc
Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. Edie will cover income tax basics, transfer taxes and the tax benefits associated with charitable gifts along with factors that can affect those benefits.
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50 Shades of Gray: Ethical Dilemmas in Planned Giving
Moderator Monica Long, JD | Executive Director, Planned Giving, Providence
Panelist Rebecca King, JD | Partner, Northwest Elder Law Group
Panelist Len Maranan-Goldstein | Director of Philanthropy and Planned Giving, NW Maritime Center
Panelist Carl Wayne, JD | Assistant Vice President, Planned Giving, University of Washington
The panelists will share stories and lessons learned from ethical challenges encountered in the field of planned giving, discuss best practices for handling suspected elder abuse, fiduciary misconduct, and other potential conflicts of interest, and explore the role of planned giving professionals in advocating for transparency, equitable spending policies, and accountability in the nonprofit sector.
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Code of Ethics | Ethical Issues | Model Standards of Practice | Navigating Ethical Dilemmas
Fundamentals: Beyond Cash Gifts-Charitable Giving Strategies
Adrienne Jeffrey, JD | Attorney, Firuz and Jeffery PLLC
Cash is a common way that people give to nonprofits whose mission they support. However, there might be tangible tax benefits for donors to donate other types of assets, such as appreciated stock. Adrienne will explore different options of charitable giving; giving by check versus transfers of appreciated stock, gifts from IRAs, and the timing of charitable gifts –whether during life or at death. When is it appropriate to consider charitable remainder trusts, donor advised funds and private family foundations?
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Leading Through Change: Philanthropic Trends and Opportunities
Troy Niehuas, CFA | Vice President and Financial Advisor, Non-Profit Practice Leader PNW, Bernstein Private Wealth Management
Troy addresses issues such as how effective fiduciaries harness change for a better collective future, how the economy, capital markets, and legislation impacts the philanthropic landscape and which fundraising strategies and planned giving vehicles may offer particular promise as a result. You will take back actionable items to your organization.
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Key Fiduciary and Philanthropic Trends
Millennials: Next Generation of Planned Giving Professionals
Moderator Sarah Szabo, CFRE | CAP, Planned Giving Officer, Museum of Flight
Panelist Grayson Chester, JD | Associate Attorney, Holmquist + Gardiner, PLLC
Panelist Samantha Dittman | Client Strategist, BNY Wealth Management
Panelist Rebekah Stanley, CPA | Deloitte
Learn how four professionals are overcoming hurdles and the discomfort this generation can experience around the topic of estate planning and ways non-profit professionals can partner with advisors.
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Millennials: Next Generation of Planned Giving Professionals
Building A Network of Allied Professionals
Moderator Sarah Finney, CAP | AVP of Gift Planning and Donor Relations, Seattle University
Panelist Maria Gaydos I Attorney, Reed Longyear Malnati Corwin & Burnett, PLLC
Panelist Jen Lee, CAP | Director of Business Development, Give2Asia
Panelist Troy Niehaus | Vice President, Bernstein Private Wealth Management
Tapping into the expertise of allied professionals and the resulting collaborations can be significantly beneficial for an organization. Whether your desire is to formally engage an advisory council or to develop an ad-hoc group of trusted advisors, the speakers will share how an organization of any size might begin forging these relationships. Panelists will share insights into how they approach charitable planning.