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SAVE
THE DATE!
August
27, 2009: “Gifts of Closely-Held Assets”
Presenter:
Jeff Lydenberg, Vice President, Consulting, PG Calc
PG Calc Virtual Seminar
September
16, 2009: “Weathering the Economic Storm”
Presenter:
John Brown, President, John Brown Limited, Inc.
PGGNE
Virtual Seminar
October
21, 2009 and October 22, 2009: “The Fantastic Flexible
Charitable Remainder Trust”
Presenters:
Skip Fox, partner with McGuireWoods LLP, Charlottesville,
VA, and Tom Abendroth, partner with the Chicago law firm Schiff
Hardin LLP
Audio
replay of an American Bankers Association Telephone Briefing
November
19, 2009: Maine
Planned Giving Council Annual Meeting
"Best
Practices for Charitable Gift Annuity Programs”
Presenter:
Charlie Gordy, Director of Planned Giving, Harvard Law
School
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On
August 27, 2009, The Maine Planned Giving Council will
present a PG Calc virtual seminar titled:
“Gifts
Of Closely-Held Assets”
Time:
12:45 pm to 2:30 pm
Locations:
Healthcare Charities, Bangor, ME and The Maine Medical Center
Research Institute, Scarborough, ME (Directions Attached)
Program
Description
Millions of Americans own closely-held assets, such as a family
business. For many, it is their most valuable asset. This
Webinar will review the common forms of closely-held assets,
the opportunities for using them to fund a charitable gift,
and the important considerations to keep in mind when contemplating
this type of gift.
Presenter
Jeff
Lydenberg, Vice President, Consulting
Jeff is
a planned giving consultant to non-profits large and small
in a variety of industries. In that role he has advised planned
giving programs on staffing and development of policies and
procedures, trained boards and planned giving staff on planned
gift design, created planned giving marketing plans, and designed
marketing materials for planned giving programs.
Jeff has
also played a critical role in supporting the PG Calc’s
clients in their use of Planned Giving Manager and GiftWrap.
He is the lead trainer on use of Planned Giving Manager gift
proposal software.
Prior
to entering the field of planned giving, Jeff practiced law
for 6 years with the Cleveland-based law firm of Thompson,
Hine and Flory in its Cincinnati office.
Jeff's
planned giving career began at The Cleveland Clinic Foundation
in 1995 where he was the Assistant Director of Planned Giving
for five years. He also worked in a similar capacity at the
Cleveland Foundation. Jeff has a BA in American Studies from
Kent State University and a JD from Case Western Reserve School
of Law.
Jeff is
a frequent speaker at local, regional and national planned
giving groups. In October 2007 he presented a session on “Recognizing
Planned Gift Potential in Donors” to the National Committee
on Planned Giving. He has presented to planned giving councils
around the country on gift annuities, bequests programs, estate
planning for gift planners, creative uses of planned gifts
and a wide variety of other estate planning and gift planning
topics. He is the former programming chair for the Planned
Giving Group of New England. He is currently a member of the
Greater Cincinnati Planned Giving Council. He is a featured
speaker on PG Calc’s nationally broadcasted Webinar gift
planning seminars.
Continuing
Education Credit
PG Calc Webinars offer CFRE and CFP continuing education credit.
To receive credit: Please contact Jen Wickham at 888-474-2252
or email jwickham@pgcalc.com if you have attended a PG Calc
Webinar and would like to receive continuing education credit.
CFRE
credits: Participation in each PG Calc Webinar in the
series is eligible for 1.5 CFRE Continuing Education points
in Category 1.B – Education of the CFRE International
application for initial certification and/or recertification.
CFP
credits: Participation in each PG Calc Webinar in the
series is eligible for 1.5 CFP credits. Prerequisite: None.
Course level: Basic. Instructional method: Group-Internet.
To
Register:
To
register for the presentation in Bangor:
Both members
and non-members should register by emailing Chris Cox, ccox@emh.org.
In addition, non-members can send a check for $25, made out
to the Maine Planned Giving Council, to Maine Planned Giving
Council, c/o Brian Dietz, Treasurer, Portland Financial Planning
Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.
To
register for the presentation in Scarborough:
Both members
and non-members should register by emailing John Curran at
CURRAJ1@mmc.org.
In addition, non-members can send a check for $25, made out
to the Maine Planned Giving Council, to Maine Planned Giving
Council, c/o Brian Dietz, Treasurer, Portland Financial Planning
Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.
On
September 16, 2009, The Maine Planned Giving Council,
in partnership with the Planned Giving Group of New England,
presents a virtual seminar program by renowned philanthropy
expert John Brown titled:
“Weathering
the Economic Storm”
Time:
12:45 pm to 2:00 pm
Locations:
Bar Harbor Banking and Trust, Ellsworth, ME; Healthcare
Charities, Bangor, ME; and The Maine Medical Center Research
Institute, Scarborough, ME (Directions Attached)
Program
Description
Have you
ever attended a planned giving/major gifts seminar with the
highest of expectations only to be lost after the initial
definitions of the planned giving instruments available? This
session with John Brown promises to be truly different. You
will learn strategies you can take back and begin implementing
immediately—strategies that will increase your comfort
level when meeting with planned giving/major gifts prospects
by providing ideas for conversations with donors and redefining
the pool of prospects. Specific topics we will cover to help
you weather the current economic storm include:
- Relationship
building with your prospects
-Effective
ways to involve/utilize your board, volunteers, and others
in your constituency
- What’s
really working today
- How
to deal with prospects who are feeling “poor”
- Re-examining
your “case”
- Stewardship
that works
- Philanthropic
trends during economic downturns
- Knowing
your prospect – interviewing techniques
Presenter
John
Brown, President, John Brown Limited, Inc.
John Brown
is the President of John Brown Limited, Inc., a firm specializing
in providing educational training and consulting services
to non-profit institutions. He founded the company in 1978
in order to offer assistance to charitable organizations in
the development, implementation, and marketing of major gifts
and planned giving programs.
John Brown
provides a unique marketing approach to planned giving. His
counsel helps to build programs; train Board, staff, and volunteer
members; implement capital campaigns; and structure gifts
that secure the future and fulfill capital needs.
As a nationally
and internationally recognized expert and educator, Mr. Brown
lectures extensively throughout the United States, drawing
hundreds of development officers, attorneys, accountants,
administrators, trustees and donors to his seminars each year.
He lectures for a number of leadership organizations including
AFP, American Cancer Society, and the American Symphony Orchestra
League.
Prior
to founding John Brown Limited, Mr. Brown was the Associate
Director of the Planned Giving program at Syracuse University
in the early 70's, and went on to create and direct the Planned
Giving Program at Harvard University. While at Harvard, he
founded the Planned Giving Group of New England, an active
organization whose membership is comprised of development
professionals from the Northeast.
John Brown
has more than 30 years of direct experience consulting with
a diversity of clients, among which are Vassar College, the
National Geographic Society, The Scripps Research Institute,
The Conservation Fund, Museum of Fine Arts-Boston, and The
New York Public Library.
To
Register:
To
register for the presentation in Bangor:
Both members
and non-members should register by emailing Chris Cox, ccox@emh.org.
In addition, non-members can send a check for $25, made out
to the Maine Planned Giving Council, to Maine Planned Giving
Council, c/o Brian Dietz, Treasurer, Portland Financial Planning
Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.
To
register for the presentation in Scarborough:
Both members
and non-members should register by emailing John Curran at
CURRAJ1@mmc.org.
In addition, non-members can send a check for $25, made out
to the Maine Planned Giving Council, to Maine Planned Giving
Council, c/o Brian Dietz, Treasurer, Portland Financial Planning
Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.
To
register for the presentation in Ellsworth: (135 High
Street behind Bar Harbor Bank Branch – for more detailed
directions, email Sarah Robinson):
Both members
and non-members should register by emailing Sarah Robinson
at srobinson@bhbt.com.
In addition, non-members can send a check for $25, made out
to the Maine Planned Giving Council, to Maine Planned Giving
Council, c/o Brian Dietz, Treasurer, Portland Financial Planning
Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.
The Maine
Planned Giving Council, in collaboration with Planning for
Good, invite you to an audio replay of an American Bankers
Association Telephone Briefing:
“The
Fantastic Flexible Charitable Remainder Trust”
In this
two-hour briefing originally held in March, 2009, Skip Fox,
partner with McGuireWoods LLP, Charlottesville, VA, and Tom
Abendroth, partner with the Chicago law firm Schiff Hardin
LLP discuss the versatility and flexibility of the Charitable
Remainder Trust.
Topics
to be addressed
Operation
of CRTs
Use of CRTs to avoid capital gains tax
Special assets such as collectibles or real estate
Use of a CRT as a foundation substitute
Alternatives for terminating CRTs.
Speakers
Thomas
W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
Charles D. ("Skip") Fox IV, Partner, McGuireWoods
LLP, Charlottesville, VA
Who Should Attend
Trust
Officers
Estate Plannners
Trust Counsel
Trust Department Managers
Wealth Managers
Private Bankers
Trust Tax Professionals
Financial Planners
CTFAs
CFPs
CPAs
Gift Planners
WHEN:
October 21, 2009, 11am – 1:00 pm at the Maine State Bar
Association, 124 State Street, Augusta. Go to www.mainebar.org
for directions
Or October
22, 2009, 11am - 1:00 pm at the offices of Bar Harbor Trust
services, 135 High Street, Ellsworth. Call 877-475-5399 for
directions
Feel Free
to bring a bag lunch, coffee, tea and water will be provided
at both locations
COST:
Free for Maine Planned Giving Council members, $25.00
for non-members
Continuing
Education Credit available for CTFA’s, CFP’s and
CPA’s;
CLE’s
possible. Contact your bar association or continuing education
accrediting board.
To
Register: Both members of the Maine Planned Giving Council
and non-members should register by emailing Planning for Good
at srueflindquist@gmail.com. In addition, non-members should
send a check for $25 payable to the Maine Planned Giving Council,
to Maine Planned Giving Council, c/o Brian Dietz, Treasurer,
Portland Financial Planning Group, LLC, 477 Congress Street,
Suite 814, Portland, ME 04101.
Planning
for Good – because sustainability is a gift and Maine
Planned Giving Council
www.planningforgood.net
November
19, 2009: Maine
Planned Giving Council Annual Meeting
"Best
Practices for Charitable Gift Annuity Programs”
Presenter:
Charlie Gordy, Director of Planned Giving, Harvard Law
School
Detailed
information to be provided at a later date.
Cheryl
A. Callnan
President
Maine
Planned Giving Council
Directions
to Healthcare Charities
Directions
to Maine Medical Center Research Institute
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