Team Approach to Planned Giving & Fundraising

  • September 20, 2018
  • 12:00 PM - 1:30 PM
  • PSA Financial - 11311 McCormick Rd, 5th Floor, Hunt Valley, MD 21031
  • 34

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.

Registration is closed

When is it Time to Call in the Experts?

Join this interactive panel discussion as we discuss the team approach to planned giving and fundraising. We may not know the technical details on how to structure the request, but we need to know when to call in those who do.

Panelists

Frank Campbell
Holden & Campbell

Frank provides charitable giving advice to a number of charities in Anne Arundel County. He serves as the chairman of the Anne Arundel Medical Center Charitable Gift Planning Advisory Committee and he serves on the Board of the Anne Arundel Community College Foundation. Frank was admitted to practice law before the Bars of New York, Maryland, and Virginia. He focuses his entire practice in the areas of Estate Planning and Administration, including charitable planning. He has served as a lecturer to the Maryland State Bar Association and the Anne Arundel County Bar Association.


Christina H. Snyder, CFP
Wealth Advisory Strategist
AspireWealth Planners

Christina Hester Snyder is a CERTIFIED FINANCIAL PLANNER™ and Wealth Adviser. Prior to joining AspireWealth Planners, Christina worked for 15 years as a relationship strategist and senior trust advisor with PNC Wealth Management, assisting high-net worth clients with complex estate, tax and financial planning needs. Christina has more than 20 years of experience in the financial services industry, specializing in trust administration, retirement options, estate conservation, insurance and business planning.

Thomas J. Sullivan, CFRE, MS
Chief Philanthropy Officer and Vice President
University of Maryland, Baltimore

Tom is a senior fundraising executive with particular expertise in advancement initiatives in health care and education. He led or had an integral role in philanthropy programs that together have yielded nearly $1 billion in charitable investment. He was most recently senior vice president for philanthropy at the Rehabilitation Institute of Chicago (RIC) and president of the RIC Foundation, where he led a $300 million campaign to build a state-of-the-art hospital in downtown Chicago for Northwestern University’s top-ranked center in rehabilitative medicine and science.

Logan Helman Winn, JD, LL.M.
Senior Wealth Advisor
Northern Trust

Logan delivers holistic goals-based wealth planning to ultra high net worth families and individuals through sophisticated estate, transfer, financial and tax planning advice. Prior to joining Northern Trust, Logan was a Director in Abbot Downing's Mid-Atlantic region, where she worked with ultra high net worth families. Before crossing into the financial industry, Logan was a partner at the law firm Jackson & Campbell, P.C., and an associate attorney with Holland & Knight, LLP. As a trusts and estates lawyer, she counseled high net worth individuals on matters related to estate planning, wealth transfer planning, business succession planning, trust and estate administration, charitable giving, asset protection planning, and related issues with respect to preserving and transmitting wealth within families.

Moderator

Ashley Mancinelli, JD
Director of Individual Giving and Major Gifts
The Walters Art Museum

Ashley oversees all aspects of Individual Giving for the Walters Art Museum, including membership, the annual fund, major gifts and planned giving. She is actively involved with the stewardship of gifts of art to the museum and has facilitated over $7 million in realized bequests. Ashley also recently played an integral role in the completion of $10.4 million fundraising project for the refurbishment of 1 West Mount Vernon Place. She has over six years of experience in nonprofit fundraising and seven years of legal experience in both the nonprofit and private sector.  Ashley currently serves as the President of the Chesapeake Planned Giving Council.

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


Sponsorship Opportunities

201 - Event Sponsor
  • 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.

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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