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• Eliminating Delays When Requesting IRA and Other Death Claims

  • When
    August 21, 2024
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  Register

  Unlocking Efficiency: Removing Barriers in IRA and Death Benefit Claims

  Identify the resources available to guide you through the obstacle course of IRA beneficiary payouts including the RIFT Database and the RIFT Advocates working group. Join the national effort for charities to create a united front to flight back against financial institutions holding charities hostage and have the tools to advocate for your own organization on both state level and national levels.

  Featured Speaker

  Karen Smedley

  Karen is the former Assistant Director of Trust and Estate Administration for Duke University and Duke Health. She currently works as Principal Auditor in Duke's Office of Audit Risk & Compliance. She has extensive expertise in managing all classes of death claims including states, trusts, IRA beneficiary claims, and brokerage accounts. Karen is the founder and facilitator of RIFT Advocates and is on the board of The RIFT Project. She earned her Master of Studies in Law from Wake Forest University School of Law with an emphasis on business law and compliance and a B.A. in Political Science from the University of Texas at Arlington.
  

  
  

  Registration

  Member - $25

  Non-member - $60

  Continuing Education

  This program qualifies for Continuing Education credit for individuals CAP certified. Please contact us should you need a Certificate of Completion.
  

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• Next Level Charitable Gift Annuity Strategies

  • When
    September 18, 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    PSA Financial - 11311 McCormick Rd., Ste 500, Hunt Valley, MD 21031 - Potomac Room

  Register

  Fulfilling Donor Needs

  This simplicity of establishing a Charitable Gift Annuity [CGA] has driven its popularity and allowed many charities to grow their planned gifts for decades. In this, session we will share:
  

  • Statistical and industry evidence to help promote the CGA concept from within you organization.
    
  • 'Have you considered' creative gifts strategies to go beyond the standard CGA offering and story.
    
  • 'Have you considered' stewardship strategies to help deepen the relationship with your donors.
    

  Discussion will begin with a brief overview of the CGA. We will quickly move to general industry observations to help promote the CGA concept from within your organization. Next, we will share 'have you considered' creative gift strategies to go beyond the standard CGA offering and story. Create a gift based on what your donor tells you they need. Finally, we will present 'have you considered' stewardship strategies. Join us to explore the powerful cultivation and stewardship potential of you CGA program.

  Featured Speaker

  Chris McGurn, SVP Director, Planned Giving Solutions - PNC Institutional Asset Management

  Chris is currently a Senior Vice President with PNC's Institutional Asset Management residing in Saint Augustine, Florida. He is the Director of PNC's Planned Giving Solutions Group. He has been in the planned giving business since 1992.

  McGurn served on the board of the National Association of Charitable Gift Planners [2015-2018] and as its Chair in 2018. Currently he is serving on the Charitable Gift Planners of Central Florida [CGPCF] board. He has also served on the board of the Chesapeake Planned Giving Council [CPGC] and the National Capital Gift Planning Council [NCGPC] in DC during his career.

  
  

  Registration

  Member - $50

  Non-member - $75
  

  
  

  Continuing Education
  

  This program qualifies for Continuing Education credit for individuals CAP certified. Please contact us should you need a Certificate of Completion.
  

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• The Expiring Provisions

  • When
    October 16, 2024
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  Register

  The Expiring Provisions of the Tax Cuts and Jobs Act of 2017, and Their Potential Impact on Philanthropy

  When the TCJA was passed in 2017, major tax provisions including tax rates, deductions and credits were created to expire after December 2025. Although that sounds like a long time in the future, many professional advisors have been discussing the implications for their donors for a long time. This whole issue is also dependent on political leanings of congress and the presidency. How will higher tax rates, a substantially reduced estate tax credit, and other aspects of this legislation affect your donors and clients?

  Featured Speaker

  Robert Shafis

  Director of Planned Giving Services, Veritus Group

  Robert Shafis has been a successful fundraiser, speaker and attorney for over 30 years, and through his personal fundraising and through programs under his direction has accounted for over $800 Million in major and planned gifts.  He is currently Director of Planned Giving Services with Veritus Group. 

  He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries.  He was Director of Planned Gifts for the National Alzheimer’s Association, and for Alexian Brothers Health System Foundation. As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each.  He was most recently Territorial Director of Planned Giving for the Central Territory of The Salvation Army, working with its 10 planned giving programs around the Midwest. 

  At Veritus Group Bob has analyzed over 1 million donor records for planned giving purposes, finding hundreds of millions of dollars of unidentified planned gifts, and thousands of names ready for planned giving solicitation and marketing.  He also manages planned giving programs for clients, helps develop planned giving campaigns, and evaluates planned giving programs.

  Bob has taught major and planned giving at North Park University, is a member of the CAMOTOP Planned Giving Group, and was Secretary and a board member of the National Association of Charitable Gift Planners.  Bob has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising.

  
  

  Registration

  Member - $25

  Non-member - $60

  
  

  Continuing Education

  This program qualifies for Continuing Education credit for individuals for CAP certified. Please contact us should you need a Certificate of Completion.
  

  
  

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• 2024 CGP Conference

  • Start
    October 28, 2024
  • End
    October 30, 2024
  • Location
    Orlando, Florida

  

  enhance your skills, build relationships,

  work along side industry experts

  
  

  CGP Conference is a unique meeting place for all professionals working in charitable gift planning. In your work, you'd love to find these people at the planning table - charitable, financial and estate advisors. At CGP Conference, you'll sit around that training table, collaborating with the experts at the podium and with your peers, leaving with the tools to do your job better.

  CLICK FOR CONFERENCE DETAILS
  

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• Have Your Cake and Eat It, Too

  • When
    November 19, 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    Stewart, Plant & Blumenthal, LLC - 100 Light Street Baltimore, MD 21202 - B1 Conference Room

  Register

  Tax-Efficient Charitable Giving

  Back by popular demand! Allison R. Clapp, Esq., will discuss planning strategies for making charitable gifts in a way that is tax-efficient, examining the income tax and estate tax advantages of structuring a gift using a split-interest trust. The presentation will provide basic information about charitable remainder trusts, charitable lead trusts, and pooled income funds and discuss fact patterns where these vehicles may be useful. Ms. Clapp will also discuss the advantages and disadvantages of donor-advised funds and private foundations. The presentation will incorporate a discussion of recent legislation relate to decanting in Maryland as well as proposed legislation that may be on the horizon for donor-advised funds.

  Featured Speaker

  Allison R. Clapp, Esq.

  Allison is trusts and estates lawyer with Stewart, Plant & Blumenthal, LLC, in Baltimore. She previously worked as an associate for Venable LLP and interned for Judge Rudolph Contreras of the U.S. District Court for the District of Columbia. Ms. Clapp obtained her J.D., magna cum laude, from the Georgetown University Law Center, and her B.A., summa cum laude, from Grove City College.
  

  Registration

  Member - $50
  

  Non-member - $75

  
  

  Continuing Education
  

  This program qualifies for Continuing Education credit for individuals CAP certified. Please contact us should you need a Certificate of Completion.
  

   

  Show details
• Year End Wrap- Up - What's Happening

  • When
    December 11, 2024
  •  
    10:00 AM - 11:30 AM
  • Location
    Zoom

  Register

  Gain Essential Insights and Expert Perspectives on Financial Planning and Planned Giving for Year-End Success

  Join us for the Chesapeake Planned Giving Council's December Webinar: Year-End Wrap-Up - What's Happening [Sunsetting, Legislation, etc.]. Gain valuable insights and expert perspectives on the latest developments affecting planned giving. Don't miss this opportunity to stay informed and enhance  your year-end strategies.

  Key Takeaways

  • Legislative Updates: Understand the latest changes in legislation affecting planned giving and financial planning.
    
  • Sunsetting Provision: Learn about key sunsetting provisions and impact on your year-end planned strategies.
    
  • Expert Insights: Gain expert perspectives and practical advice to enhance your approach for year-end success.
    

  Featured Speakers

  Lisa Chmiola, M.S., CFRE, CSPG

  Lisa has more than 22 years in philanthropic development. Currently the Director of Gift Planning for the University of Missouri-St. Louis, she has served in major gifts and gift planning roles in education [public and private] and religious institutions, following initial career experience in event-based philanthropy. She also serves as the Chief Fablanthropist for Fablanthropy [the intersection of fabulous and philanthropy], working with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly on legacy giving strategies.

  An AFP Certified Facilitator since 2014 and TEDx speaker, Lisa has presented at five AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. Lisa is an active volunteer, serving as chair of the AFP Global U.S. Government Relations committee and member of the AFP PAC board, as a past National Association of Charitable Gift Planners board member [and past president of the Houston chapter], as a Junior League sustainer, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP's Advancing Philanthropy magazine.
  

  Tiffanie Purvis

  Tiffanie joined the Greater Washington Community Foundation in January 2023 as its General Counsel and Senior Philanthropic Advisor. In this role, she handles general legal matters for The Community Foundation and works with professional advisors and donors to craft and achieve philanthropic solutions and strategies. Additionally, Tiffanie educates professionals on charitable giving with a specialization in gift-planning strategies, manages The Community Foundation's Legacy Giving and Nonprofit Endowment Programs and oversees The Community Foundation's Professional Advisors Council.

  Before joining The Community Foundation, Tiffanie held positions at the Southern Poverty Law Center and the University of Maryland, College Park, where her work focused on charitable gift-planning strategies, which resulted in her raising millions for her perspective organizations by leveraging blended gift strategies and working collaboratively with advisors and donors.

  

  Phil Purcell

  Phil has enjoyed a thirty-year career in planned giving and as counsel to nonprofits. He currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army. In this role, he is the directional leader of over thirty planned giving officers in eleven states who close approximately $70 million in planned gifts each year.

  Phil is an attorney and member of the American and Indiana State Bar Associations. He serves as Editor for Planned Giving Today, a monthly national publication. He is legal advisor for the Community Foundation Legal Help Desk, a national online subscription service. Phil serves as counsel to Philanthropy Ohio. Phil teaches law of nonprofits organizations, law philanthropy, and planned giving fundraising for the Indiana University Maurer School of Law, Lilly School of Philanthropic Studies.

  Phil serves as Vice Chair of the American Bar Association's Charitable Giving and Organizations Group [Real Property, Trust and Estate Section] and is a ember of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service [Great Lakes states].

  Registration

  Member - $25

  Non-member - $60
  

  Continuing Education

  This program qualifies for Continuing Education credit for individuals CAP certified. Please contact us should you need a Certificate of Completion.
  

  Show details