Calendar

2017-2018 Upcoming Events

September 7, 2017 – “Stewarding Planned Gift Donors”, panelists:  Brian Yeley, Indiana University; Abbe Ernstes, Cathedral High School; Megan Madia, Riley Children’s Foundation; Beatrice Cork, American Cancer Society

October 5, 2017 –  “Creating an Effectively Integrated Donor Proposal for Annual, Major and Planned Gifts” presented by Phil Purcell, Fellowship of Catholic University Students

November 2, 2017 – “Structuring and Funding Life-Income Gifts with Retirement Plan Assets” presented by Tim Prosser, ITAA Kaspick

December 7, 2017 – “Measuring What Matters:  Creating Standard Performance Metrics for Charitable Gift Planners”  presented by Joe Bull, Carnegie Mellon University

February 1, 2018 – “Planned Giving for the Small Shop” presented by Ed Sandifer, Indianapolis Zoo

March 1, 2018 – “Donor Engagement Strategies to Start Gift Conversations” presented by Michael Hutney, The Stelter Company

April 5, 2018 – “Economic Indicators for Charitable Planning” presented by Michael Hicks, Ball State University

May 3, 2018 – Half day conference with AFP-IC

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.

 

 

Nov
2
Thu
November 2, 2017- Structuring and Funding Life-Income Gifts with Retirement Plan Assets @ Willows on Westfield
Nov 2 @ 11:30 am – 1:00 pm

Structuring and Funding Life-Income Gifts with Retirement Plan Assets

 

Baby boomers have trillions of dollars in retirement plans, so fundraisers and advisors need to be up to date on the best ways to use these assets for philanthropy. The economic and tax advantages of these gifts are compelling, but the devil is in the details from a legal and administrative perspective. At this meeting, one of the country’s top authorities covers recent legal developments affecting gifts of retirement assets. We will discuss actual cases, including choices made in structuring beneficiary designations, trust instruments and gift annuity agreements, and real-life implications of those choices. You will learn to identify major issues to address in planning such gifts and analyze what was done well in each case, and what could have been done differently.

Tim Prosser-Kaspick & Company

Tim Prosser joined Kaspick & Company in 2009 with nearly 20 years’ experience in legal practice and financial services. Prior to joining TIAA-CREF Trust Company in 2000, Tim practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis, MO. Tim has served on the board of the National Association of Charitable Gift Planners and as chair of its National Conference. He is a board member and past president of the Saint Louis Planned Giving Council and is a recipient of the Council’s “Founders Award.” Tim is a frequent speaker at national and regional conferences on charitable and tax planning topics. He received his JD degree and MA degree in Public Administration from St. Louis University in December 1990 and his BA in Russian Area Studies in 1987 from Loyola University, New Orleans.

No cancellations or refunds after 5 p.m. on Friday, October 27, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.

 

 

 

Dec
7
Thu
December 7, 2017- Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners @ Willows on Westfield
Dec 7 @ 11:30 am – 1:00 pm

Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners

The Chair of CGP’s national Metrics Task Force brings an update on the challenging process of measuring the performance of gift planners and planned giving programs. We know that many gift planners consider their metrics to be counterproductive, incentivizing the wrong behavior and imposing a short-term view on a long-term process. CGP is working with the national Fundraising Effectiveness Project to develop an alternative that offers large and small organizations a realistic way to understand how individual performance contributes to overall fundraising results. In this program, you’ll learn the current thinking about key performance metrics, and see how those numbers might be used to generate information that helps managers understand the importance of gift planners’ work.

Joseph O. Bull- Carnegie Mellon University

Joseph O. Bull is the Executive Director of Gift Planning at Carnegie Mellon University. Prior to this appointment, he served as Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, leading the Zoo’s philanthropy, strategic partnerships, marketing, communications, government relations, membership, and group sales functions. Previously, he Interim Director of Philanthropy for Strategic Gifts and as Senior Philanthropy Officer for Global Priorities for The Nature Conservancy and Director of Planned Giving for his alma mater, The Ohio State University. Joe was the 2005 Chair of the Board of the Partnership for Philanthropic Planning and he is a past President of the Central Ohio and North Carolina Planned Giving Councils. He was co-chair of COPGC’s LEAVE A LEGACY program, which became the model for the national initiative of the same name. He is admitted to the Ohio and North Carolina bars.

No cancellations or refunds after 5 p.m. on Friday, December 1, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.

 

 

 

Feb
1
Thu
February 1, 2018- Planned Giving for the Small Shop @ Willows on Westfield
Feb 1 @ 11:30 am – 1:00 pm

Planned Giving for the Small Shop

Don’t deprive your donors of a chance to leave their legacy through your work! Even small charities can manage an organized effort to ask their supporters for planned gifts. In this program, you’ll learn how to educate from the inside out, starting with your board members and staff and working into the wider community. You’ll also get a do-able plan for communicating, relationship-building and recognizing and thanking donors, all on a limited budget.

Ed Sandifer- Indianapolis Zoo

Ed Sandifer serves as the Planned and Major Gifts Officer for the Indianapolis Zoo, joining the Zoo in 2002. He began his service in philanthropy in 1999, serving as the first Director of Planned Giving at Marian College (now Marian University) in Indianapolis, while concurrently serving as Assistant Counsel to the Indiana State Senate. Before entering the not-for-profit arena, Ed worked in the private practice of law focusing on estate planning, probate, real estate, and family law matters. He is a past president of Charitable Gift Planners of Indiana and currently serves on the board of directors of the national CGP board and Association of Fund Raising Professionals – Indiana Chapter. Ed received his B.A. from Indiana University and his J.D. from Indiana University McKinney School of Law.

No cancellations or refunds after 5 p.m. on Friday, January 26, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.

 

 

 

Mar
1
Thu
March 1, 2018- Donor Engagement Strategies to Start Gift Conversations @ Willows on Westfield
Mar 1 @ 11:30 am – 1:00 pm

Donor Engagement Strategies to Start Gift Conversations

Advances in online communication methods have narrowed the gap between nonprofits and the donors who support them. This increase in exposure and accessibility enables nonprofits to build deeper relationships with existing donors and develop bonds with newer donors at a rapid pace. Yet, with all this opportunity, many nonprofits struggle to gain a measurable return on investment from their online communication efforts. Join us to discover a research-based, step-by-step plan for a robust online communication program that resonates with your audience, reinforces your mission and accelerates gift conversations with your donors. Three budget/experience levels will be showcased using real-life, nonprofit examples. Note: This presentation will be not be Stelter- or product-centric. Rather, we seek to provide vendor-neutral thought leadership and actionable ideas, which any nonprofit can leverage.

 

Michael Hutney-The Stelter Company 

Michael Hutney is the Director of Emerging Media with The Stelter Company and relies on his extensive background in sales, communications and marketing to spearhead Stelter’s product strategy and innovation. Throughout his career with Stelter, Michael’s passion and curiosity has been heralded as the driving force behind the successful transformation of individual donor connections into valuable, long-term relationships. Beyond his work in emerging media and product strategy, Michael continues to work directly with national and international organizations such as the U.S. Fund for UNICEF, Memorial Sloan Kettering Cancer Center, Girl Scouts of the USA, The George Washington University and the National Society Daughters of the American Revolution. Before joining Stelter, Michael worked for the Hewlett-Packard Company, where he was the sales director for strategic accounts in the Midwestern United States. Prior to that, Michael worked for the Vignette Corporation, where, most recently, he served as a strategic client executive. Michael graduated from Texas A&M University in College Station, Texas, with a Bachelor of Arts in history with minor concentrations in French and business management.No cancellations or refunds after 5 p.m. on Friday, January 26, 2017.  Any unpaid no shows will be invoiced.

No cancellations or refunds after 5 p.m. on Friday, February 23, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.

 

 

 

Apr
5
Thu
April 5, 2018- Economic Indicators for Charitable Planning @ Willows on Westfield
Apr 5 @ 11:30 am – 1:00 pm

Economic Indicators for Charitable Planning

Surveys show that most planned gift donors are motivated to support causes they love, not to get tax benefits. But the economy—including the tax regime, the stock market, real estate values and interest rates—is an essential element in the ecosystem of charitable giving, and both donors and planners need to understand how it affects their options. In this program, Michael Hicks reviews the economic indicators most likely to impact charitable planning, and analyzes trends that may warm or cool the future climate for decision-making about planned gifts.

 

Michael J. Hicks, PhD– Ball State University

Michael J. Hicks, PhD, is the George and Frances Ball distinguished professor of economics and the director of the Center for Business and Economic Research at Ball State University. He previously served on the faculty of the Air Force Institute of Technology’s Graduate School of Engineering and Management and at research centers at Marshall University and the University of Tennessee. Michael’s research interest is in state and local public finance and the effect of public policy on the location, composition, and size of economic activity. He has authored three books and more than 50 scholarly papers and is best known for his work on tax incentives and the impact of Walmart. Michael received research and teaching awards from Tennessee, Marshall, AFIT, and Ball State, and his work has been highlighted in such outlets as the Economist, Wall Street Journal, New York Times, and Washington Post. He has appeared nationally on CSPAN, MSNBC, NPR’s “All Things Considered,” and Fox Business News, and his weekly column on economics and current events is syndicated in several outlets across the state. He earned doctoral and master’s degrees in economics from the University of Tennessee and a bachelor’s degree in economics from Virginia Military Institute. He is a retired army reserve infantryman having served in combat and peacekeeping operations in North Africa, Southwest Asia, Korea and Japan.

No cancellations or refunds after 5 p.m. on Friday, March 30, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.