Planning giving discussions with our clients often results in complex conversations that allow us to serve as a resource for some of the related estate planning issues that our clients and their special needs family members face. This 1-hour turbo tour will be a discussion of care planning resources, public benefits that may be relevant, use of Self-Settled Special Needs Trusts, Third Party Supplemental Needs Trusts and new information regarding ABLE accounts. This will be an opportunity for an interactive discussion for us to look for common ground between Special Needs Planning and Planned Giving concepts so as to allow us to leverage special needs planning and planned giving concepts for Win-Win opportunities.
Linda Anderson is the founder and principal of Anderson Elder Law, a firm in Media, PA serving clients of all ages in the Delaware Valley. The firm is dedicated to aiding individuals and families to navigate the legal, financial, and medical issues related to elder law, estate planning, and long-term care and special needs planning. Ms. Anderson has over 30 years’ experience in the elder law field, and is a Certified Elder Law Attorney, as conferred by the National Elder Law Foundation and authorized by the Pennsylvania Supreme Court.
Luncheon Session (1:00 p.m. – 2:00 p.m.)
"Gift Planning in a Campaign: The Consultant Perspective"
Gift planning is an increasingly important component of any good fundraising program and it is especially critical in a campaign. Planned gifts can easily represent 20% to 50% of campaign totals. While we have covered this topic in the past from the perspective of a fundraiser, in this session you will hear from three campaign consultants with extraordinary expertise in campaign assessment, planning and implementation. They will share with you some best practices for successfully incorporating gift planning at each of these stages. Topics will include setting campaign gift planning goals, counting and crediting planned gifts, and strategies for campaign success – strategies that will translate more broadly to success in your fundraising program beyond a campaign.
Sarah Andrews is an Assistant Vice President at Averill Fundraising Solutions and has extensive experience in capital campaign management, feasibility studies, development assessments, and annual fund programs.
Michael J. Degenhart, Consulting Vice President for Gift Planning at Grenzebach Glier + Associates (GG+A), brings more than 20 plus years of professional experience in development and fundraising with higher education institutions.
Dominic Pepper is a Senior Director at CCS Fundraising and has a decade of experience in the non-profit sector. With a focus on fundraising strategy development and program conceptualization and implementation, Dominic’s tenure with CCS Fundraising has spanned a range of clients across multiple sectors. He is a member of the Planned Giving Advisory Team at CCS and the National Association of Charitable Gift Planners.
Registration Fees: PGCGP Members: No Charge (included in your annual membership dues)
Non-Members: $50 per person
CE Credits: Two education credits will be offered for CFRE, PACE and PA CLE.
Our Theme for the 2018 Planned Giving Day Conference is “Growing Common Good”as we remain resilient and ever vigilant of the increasing array of social, economic and political challenges within our philanthropic landscape. The planned giving community remains undaunted; confident that donors will continue to provide support, and aware that planned giving retains its prominent role as donors consider the benefits of deferred along with current giving strategies. Our conference is a destination for personal and professional growth and the authenticity necessary for our collaborative efforts with individual philanthropists, large and small, crafting charitable legacies for tomorrow.
Planned Giving Day provides an understanding of various planned giving options and the necessary information to structure and implement these charitable giving strategies. We encourage you to submit presentations which address the current environment – such as the changing demographics, challenges in the financial market place, shifting national priorities and politics, blended gifts, and new marketing tools – and to illustrate their impact on philanthropic planning strategies.
The Planned Giving Day Conference offers masters, intermediate and fundamentals tracks for seasoned gift-planning professionals, attorneys and financial planners, as well as those just starting in planned giving. Attendees will expand their understanding of a broad range of topics during 60-minute workshops, making this conference the best and most cost-effective one-day seminar on planned giving you will find!
Conference registration covers access to all sessions, roundtable discussions, continental breakfast, lunch, and the popular “Networking Happy Hour.”
Continuing Education Credits for CFRE, PACE, and CLE (Pennsylvania) will be offered at this conference.