| Meeting Date |
Morning program |
Luncheon Program |
| Thursday, September 27, 2007 |
Topic: "Inspiring Giving"
10:30am: Mally Cox-Chapman, Benefactory Philanthropic Advisors
|
Topic: “Encouraging Gifts from IRAs”
12:00pm: Presentation of the Elizabeth Keitel Leadership Award
12:30pm: Danielle Ferrucci, Shipman and Goodwin, LLP |
| November 8, 2007 |
9:00 Planned Giving Quiz
Jonathan Tidd, Esq.
10:30 Successful Bequest Fundraising: Lessons From Research
Adrian Sargeant
Robert F. Hartsook Professor of Fundraising, Indiana University |
12:00 Annual Meeting
12:30 Stewardship, Building Relationship, and Ethical Behavior
Thomas W. Smith, CFP
Consultant, plannedgivingstartup.com |
January 10, 2008
|
10:30 Changes, Changes, Changes - Megatrends Affecting Planned Giving
Jeffrey Comfort
Senior Director of Planned Giving for Georgetown University |
12:00 Leave a Legacy Update
12:30 Successful Management of Charitable Gift Assets
Jan S. Adams
Senior Managing Director, State Street Global Advisors and Manager, Charitable Asset Management Group
David G. Ely, CFA
Vice President, State Street Global Advisors and Portfolio Manager, Charitable Asset Management Group |
March 13, 2008
|
10:30 Proactively Managing Your Estate Administration Program
Jackie W. Franey
Director, Gift Planning and Donor Relations
Communities Foundation of Texas |
12:30p.m. Tips from the Trenches: Proactively Managing Your Estate Settlement Program
Jackie W. Franey
Director, Gift Planning and Donor Relations
Communities Foundation of Texas |
May 8, 2008 – Extended Day Program
Click here to download a full program notice |
9:00 Killer Apps of Total Philanthropy Planning
Steven L. Meyers, PhD
Vice-President for Planned Giving, The American Committee for the Weizmann Institute of Science
10:30 a.m. What You Don’t Know Can Hurt You: Landmines in Estate Settlement and Litigation With a Detour into the Unauthorized Practice of Law and a Side Trip into Charitable Gift Annuities
Jeffrey L. Crown, Attorney |
12:45
Gift Planning at Middle Age: The Future of Philanthropic Planning 40 Years After the Birth of the CRT
Thomas P. Lockerby
Associate Vice President for Capital Giving and Campaign Director, Boston College |
