Whole Brain Thinking, Increasing the Charitable Gift Planners/Financial Advisors’ Effectiveness
Wednesday, May 9, 2019
Purser Hall, Logan University
7:30 a.m. registration
8 a.m.: Welcome
Ends with happy hour at 4 pm
For more information visit our website at www.slccgp.org
Working together is the name of the game with charitable gift planning and financial professionals. Gift Planners are called upon to use their astute listening skills, to share in their donors’ passions and inspire them. But Gift Planners work best with a team.
Donors rely on financial advisors such as accountants, attorneys and financial planners to assist them with their financial and gift planning. Join us as we provide not only practical information about how build a team that makes sure your prospect’s needs are fully served, but also how to break the ice about giving, to help donors understand what moves them. The Conference also provides a good technical understanding of planned giving concepts.
With approximately 97% of donations coming from 3% of the donors, the need for more precision in our conversations and interactions with donors has never been more critical.
Research of high net worth individuals show that nearly one third would be more likely to choose an advisor who is knowledgeable about charitable giving (US Trust Survey, “The Philanthropic Conversation,” 2013). Likewise, charitable gift planners often see their donors’ plans die when their financial team advises against a contribution.
Join us as we expand our ability to better serve our clients/supporters.
Target Audiences
Gift planning, major gift, development and financial professionals will benefit from attending. Board members of charities would also benefit.
Speakers
Keynotes
Rebecca Rothey, CFRE, CAP
Greater Washington Community Foundation
Bankers, Lawyers & Accountants! Oh My!Working with Professional Advisors.
Gift planners and financial professionals often complement each other's skill sets while enhancing donor/client satisfaction. Learn how to be a productive participant in this mix through this insightful presentation.
George Bailey JD, CMO
Vanguard, International Advisory Group
Estate planner, life insurance agent, host and co-founder of the podcast Choose the Nickel.
Multi-Generational Generosity: The Challenges and Opportunities of Teaching the Next Generation to Give
When donors' children pick up where they left off in support of a worthy cause, they can do a lot of good. But there's no guarantee that this next generation will share the same values, passion, or capacity for giving. Moderator George Bailey will seek insights regarding these issues from the following panel members: Rebecca Rothey, Vice President of Development and Senior Philanthropic Advisor for the Greater Washington Community Foundation; Josh Tolley, Nationally Syndicated Talk-Show Host and Lead Mechanic, Master Strategist, and Opportunity Snatcher for Purple Monkey Garage; and Whitney M. Kenter, Partner and Managing Member of Matter Family Office.
Schedule at a glance
All activities held at Purser Hall at Logan University.
Thursday, May 9, 2019 Conference, Logan University, Purser Hall
7:45 -8:15 a.m. - Registration and Breakfast
8:15 -9:45 a.m. - Welcome and Keynote, Rebecca Rothey, CFRE, CAP
10:00-2:00 p.m. - Conference Workshops
2:00 - 2:50 p.m. - Closing Keynote, George Bailey, JD
3:00 p.m. Networking Happy Hour
Thursday, May 9, 2019 SLCCGP Conference, Logan University, Purser Hall
Registration and Breakfast
Breakouts:
• From an Attorney’s Perspective, How Gift Planners Can Be Most Effective Kathleen Bilderback JD, LLM Founding Member, Affinity Law Group LLC
• Planned Giving Primer Larry Katzenstein, JD Partner, Thompson Coburn LLP
• Making the Ask Carol Weisman, MSW, CSP President, Board Builders
• Advanced Planned Giving Tools Larry Katzenstein, JD Partner, Thompson Coburn
• The Impact of the Tax Cuts and Jobs Act on Charitable Giving and Nonprofits Jeanne Dee, CPA/CGMA Partner, Anders CPAs and Advisors
• IRA Charitable Rollovers, Avoiding Unnecessary Administration Charles Slamar, JD, LLM, FCEP Vice President, Thompson & Associates
• What’s New in Creating, Managing and Marketing Endowment Funds Dianne Johnson, JD President, Endowment Builders
• Knowing Their Stories: Fostering Donor Loyalty Through Donors’ and Recipients’ Shared Experiences George Bailey, JD Co-Founder, Choose the Nickel, Vanguard International Advisory Group
• How Much is Enough? Helping Donors/Clients Find Their Comfort Elliot Dole, AEP, CFP, EA, CEP Wealth Advisor, Buckingham
Strategic Wealth