Retirement Plans - A Large Element of a Donor's Portfolio

  • March 20, 2019
  • 12:00 PM - 1:30 PM
  • PSA Financial - 11311 McCormick Rd, 5th Floor, Hunt Valley, MD 21031
  • 74

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
What Non-Profits Need to Know

Qualified Retirement Plans (401(k), 403(b), SEP, IRA, etc) are the fastest growing asset category in the United States and increasingly comprise the largest or one of the largest elements of many donors' portfolios.   Knowing how to navigate the complex world of qualified retirement plans, how to talk with donors about using retirement plan assets to make charitable gifts, both currently and through their estates, can unlock significant funds for charitable purposes.  This session will look at the range of retirement plans, the rules about transfers to charity, the impact of inheriting a qualified plan, and the ways in which non-profits representatives can work with donors to make significant gifts and navigate the waters of the tax code.

agenda

12:00 PM  Registration, Lunch and Networking
12:20 PM  Welcome
12:30 PM  Presentation
1:30 PM Event Adjourns

Thank you to our chapter gold SponsorS



About the Speaker
Dr. Bruce Bigelow
Charitable Development Consulting

A founding partner of Charitable Development Consulting, Dr. Bigelow served as Senior Vice President at Hood College in Frederick, Maryland, from 1989-2003.  Prior to that appointment, he was the Associate Vice President for Development and, earlier, the Director of Planned and Major Gifts at Gettysburg College. 

During his three years on the Board of Directors of the National Committee on Planned Giving, Dr, Bigelow chaired the national task force on planned giving research for NCPG and wrote and directed the first and, to date, only two national surveys of donors motivations and behaviors across the broad planned giving spectrum. 

Dr. Bigelow has a BA from the College of Wooster in mathematics and history and both an MA and PhD from the University of Chicago.

Carol Kolmerten
Charitable Development Consulting


Dr. Kolmerten, a founding partner of Charitable Development Consulting, is a tenured full professor of English at Hood College, where she has taught for 38 years. She has also served as Assistant to the Dean of Academic Affairs, Director of the Honors Program, Academic Grants Writer, and  Director of Major Gifts and Planned Giving.

As the Director of Major Gifts and Planned Giving at Hood from 1999-2002, Dr. Kolmerten designed the structure for all major gifts activities. One of her most important responsibilities was to work with major donors to increase their giving by helping them design innovative gifts.  Dr. Kolmerten also has directed a number of campaigns including campaigns to match federal grants (NEH, NSF) and campaigns to renovate historic buildings.

Bruce L Palmieri, CFP, ChFC, CLU
Wealth Management Advisor
Northwestern Mutual


Bruce became a client of Northwestern Mutual early in his career and was intrigued by the quality of the company and its people. In 1990, he began his career as a financial services professional with Northwestern Mutual. Today, Bruce enjoys sharing his experience and knowledge of the financial services industry with his individual, family, and business clients.  Bruce continues to earn many company and industry awards for growth and for the quality of his work. He has been quoted/featured in the Baltimore Business Journal and the Baltimore Sun. 

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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