EVENTS




Upcoming events

    • July 17, 2024
    • 12:00 PM - 1:30 PM
    • U.S Naval Academy Alumni Association & Foundation - 301 King George Street, Annapolis, MD 21402
    Register

    Three topics. Three seasoned professional.

    Three great discussions.


    Seasoned professionals will lead three meaningful discussions about planned giving during this interactive session. You choose whether to stay with one topic for the entire session, or participate in all three conversations. Regardless, bring your questions to hear what our seasoned professionals and your colleagues have to say.


    Featured Speakers


    Multi-Generational Philanthropy: Engaging the Next Generation

    Facilitated by David Thompson, CAIA

    J.P. Morgan.

    David oversees client relationships, providing strategic advice to individuals, families, and their related entities. He facilitates access to the firm's internal resources and provides holistic advice across a range of strategies, including: investments, credit, banking, pre-transaction planning, estate planning, and charitable giving.


    Donor Advised Funds

    Facilitated by Rosemary Calderalo, Ph.D.

    Community Foundation of Anne Arundel County

    Rosemary assists in the cultivating and stewarding relationships with current and prospective donors, as well as professional advisors, including members of the Anne Arundel Estate Planning Council (AAEPC). She assists them with trusts, estate planning, and other deferred gifts to help their clients achieve a lasting philanthropic legacy in the community.



    IRA Giving and IRAs in General

    Facilitated by Peter D Evans, CPFA

    Merrill Lynch Wealth Management

    Peter is the Senior Financial Advisor for the Evans Group. He focuses on creating long-term, personalized wealth management strategies in addition to overseeing portfolio analysis, design, and management.








    Registration

    Member - $50

    Non-member - $75

    Event Policy

    Click here to view the event policy.

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


    • September 18, 2024
    • 12:00 PM - 1:30 PM
    • 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

     

    Event Policy

    Click here to view the event policy.

    • October 16, 2024
    • 12:00 PM - 1:00 PM
    • 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 Alzheimers Association, and for Alexian Brothers Health System Foundation. As Director of Major Gift Planning at Chicagos 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


    Event Policy

     

    Click here to view the event policy.

    • October 28, 2024
    • October 30, 2024
    • 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

    • November 19, 2024
    • 12:00 PM - 1:30 PM
    • Stewart, Plant & Blumenthal, LLC - 100 Light Street Suite 1401 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


    Event Policy

    Click here to view the event policy.


     

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


Past events

June 12, 2024 Getting Help: Engaging Volunteers to Grow Your Gift Planning Program
May 08, 2024 Hoensheid - The Assignment of Income Conundrum
April 10, 2024 Life Insurance for Charitable Planning
March 13, 2024 In Her Shoes
February 13, 2024 Introduction to Fidelity Charitable's Private Donor Group
January 24, 2024 Lunch and Learn
November 06, 2023 Online Wills & The Uniform Electronic Wills Act
November 01, 2023 2023 CGP Conference
October 18, 2023 Legacy Challenge
October 03, 2023 2023 Maryland Nonprofits Annual Conference
September 12, 2023 Charitable Planning Vehicles
August 30, 2023 Should Your Organization Have a Planned Giving Advisory Board, Recognition Society, or a Focus Group? What are the Pros and Cons?
July 18, 2023 Engage in Meaningful & Impactful Conversations & Discussions about Planned Giving
June 22, 2023 All About the Planned Giving Ask
May 25, 2023 The Role of Professional Advisors in Charitable Giving
April 24, 2023 Beneficiary Designations: A Priority for Planned Giving Success
March 29, 2023 Lunch and Learn
February 22, 2023 Public Policy for Planned Giving
January 25, 2023 What’s Next? Certification for Planned Giving Professionals
December 13, 2022 A Family Story, Cultural Competency, and Planned Giving
November 16, 2022 Stretch CRUT – An Alternative to a SECURE Act Payout
October 31, 2022 Premium Financed Life Insurance & Planned Giving
September 21, 2022 Disrupting Aging & Donor Philanthropic Personalization
August 31, 2022 10 Principles for Gift Planning Program Success
July 20, 2022 Planned Giving: Small Steps Can Transform Your Organization
May 18, 2022 Lunch & Learn: The Legacy Challenge
March 16, 2022 Lunch(Time) & Learn: Perspectives on Philanthropy
January 19, 2022 Lunch(Time) & Learn: Donor Stories in Planned Giving Marketing

Request to Present

If you would like to be considered as a presenter, please complete and submit required information.

Event sponsor

CPGC offers sponsorship opportunities, per event. The sponsorship fee includes: One complimentary registration; Listing as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium.

To Register: Go directly to the event you want to sponsor.

Questions? Email us or call 410-527-0780.

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Event registration implies consent that any picture(s) or video(s) taken during an event can be used for event coverage and/or promotional purposes. CPGC is able to use your likeness without remuneration.

Chesapeake Planned Giving Council © 2015 - 2024
PO Box 1646 | Cockeysville, MD 21030
   P: 410.527.0780
| E: info@ChesapeakePlannedGiving.org

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