Religious Approaches in Planned Giving

  • May 08, 2019
  • 12:00 PM - 1:30 PM
  • Medstar Harbor Hospital, 3001 S. Hanover St., Baltimore, MD, 21225
  • 75

Registration

  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.

Register
Ultimate Stewardship

agenda
12:00 pm   Registration, Networking & Lunch
12:20 pm   Welcome & Announcements
12:30 pm   Presentation 
1:30 pm     Program Adjourns
Thank you to our chapter gold SponsorS


About the Speakers
Fr. Charles Cloughen
Episcopal Diocese of Maryland

The Rev. Charles Cloughen is Planned Giving Officer for the Episcopal Diocese of Maryland. He can advise congregations about how to implement a planned giving program through creating a Legacy Society. He can help parishioners understand the options they have in planning for the end of life with his sermon: Don’t Leave a Mess. His book, One Minute Stewardship: Creative Ways to Talk about Money in Church,  published by Church Publishing, Inc., in June 2018, includes a section on Ultimate Stewardship (Planned Giving).

Yvonne Jones Lembo
United Lutheran Seminary & Evangelical Lutheran Church in America Foundation

Yvonne Jones Lembo partners with United Lutheran Seminary as a Major Gifts Officer and serves with the ELCA Foundation as a Regional Gift Planner. With more than 15 years of experience in non-profit development, Yvonne’s gift planning expertise has helped families, congregations and ELCA organizations in Eastern Pennsylvania, New Jersey, New York and New England reach their stewardship, mission and legacy goals. Yvonne regards her work as an expression of God’s ministry call for her life and an outgrowth of more than 35 years of ministry and professional experience in the United States and abroad. She earned Bachelor’s and Master’s degrees from Harvard University (1985) and received the Master of Divinity with honors from the Lutheran Theological Seminary at Philadelphia (LTSP) in 2013. 

Michael I. Friedman, J.D., CAP
The Associated

Michael has been with The Associated since 1994, and has served as the Vice President and Senior Vice President for Planned Giving and Endowment since 1999. With a background in law and charitable gift planning, Michael oversees the Legacy and Endowment Department work in charitable gift planning and development of endowments, capital gifts, charitable remainder trusts, gift annuities, philanthropic funds and supporting foundations. He works with donors and their advisors to develop tax-wise gift plans that reflect the donor’s financial, estate and charitable planning goals, and, where appropriate, foster intergenerational succession

Sponsorship Opportunities

Event sponsorship includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits. Click here to register as an event sponsor!
SUBSTITUTION POLICY
A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].
Cancellation Policy
A request for refund of an event registration fee must be sent in writing, email permissible, to Info@ChesapeakePlannedGiving.org. The registration fee for an event cancellation received within seven [7] days of the event or a no-show is nonrefundable.


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