Program Materials 

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

2019 Luncheons

May 13: Planned Giving Made Simple Presented by: Emma Conway, Philanthropy Advisor, Boys & Girls Clubs of South Puget Sound. Presentation Slides

February 25: Charitable Giving in the Post TCJA Era Presented by: Jane Searing, Clark Nuber
Presentation Slides | Presentation Handout 1 | Presentation Handout 2 | Presentation Handout 3

January 14: The Similarities and Differences Between Being an Amazon Executive and Founding/Leading an NGO Presented by: Ellenore Angelidis, Founder and Board President, Open Hearts Big Dreams Fund. Presentation Handout

2018 Luncheons

December 10: Engaging the Next Generation of Philanthropy Presented by: Doug WebbNext Generation Legacy Advisor, Seattle Children's Hospital. Presentation Handout

February 12: Tax Reform and the Potential Impact on Charitable Giving Presented by: Jennifer Becker Harris, Clark Nuber PS and John Creahan, Cairn Law, PLLC. Presentation Handout

January 8: Start 2018 Right with 12 Planned Giving Resolutions Presented by: Lorraine del Prado and Kristi Mathisen. Presentation Handout

2017 Luncheons

December 11, 2017: It's Showtime - How to Create and Deliver Presentations that Generate Leads and Inspire Gifts Presented by: Lani Starkey, JD, LLM, CPA. Presentation Handout

November 13, 2017: Debunking 4 Common Myths Surrounding Planned Giving. Presentation Part 1 | Presentation Part 2

September 11, 2017: Life Insurance as a Tool for Philanthropic Planning Presented by: Bart Danie, David Fain and Alan Pratt. Presentation

2016 Luncheons

February 8, 2016: Attract Millennial Donors using Social Media Presented by: Corinne Cavanaugh. Presentation Handout

March 14, 2016: The Art of Donor Conversations Presented by: James Plourde, CFRE. Presentation Handout

April 11, 2016: Building Your Family's Legacy: Donor Advised Funds and Planned Giving - Presented by: Allison Parker, CFRE. Presentation Handout

June 13, 2016: Integrating Charitable and Family Legacies Presented by: Lorraine del Prado. Presentation Handout

November 14, 2016: Big Results with Bequest Challenges Presented by: Aggie Sweeney, CFRE. Presentation Handout

Past Presentation Archives