Donor Advised Funds & 21st Century Giving

  • September 25, 2019
  • 12:00 PM - 1:30 PM
  • PSA Financial, 11311 McCormick Road, 5th Floor, Hunt Valley, MD 21031
  • 25

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.
  • In partnership with CPGC, Maryland Non-Profit Association Members receive $10 off the standard rate. Discount code required.
  • In partnership with CPGC, Maryland Non-Profit Association Members receive $10 off the standard rate. Discount code required.

Registration is closed

Throw Away Your Credit Cards & Checkbooks

Join our experts from various sectors of the charitable giving field as they discuss the 21st century's leading trend in philanthropy-- donor advised funds.  What does their impact mean for traditional planned giving? How can you maximize their potential for your organization? Register now for this dynamic discussion!

Agenda

12:00 pm   Registration, Networking & Lunch
12:20 pm   Welcome & Announcements
12:30 pm   Presentation
1:30 pm    Program Adjourns

About the Speakers

Rosemary Calderalo
Director of Gift Planning
Baltimore Community Foundation

Rosemary has over 25 years of experience in the nonprofit sector in fundraising, donor support, programs and executive leadership. In her current role Rosemary engages advisors, their clients and Foundation donors in philanthropic planning on topics ranging from tax strategies to multi-generational conversations and planned giving. Rosemary has found that regardless of scope of wealth, people often do not believe their lives have made or can make a difference; she enjoys helping her clients see that they can do just that, and that their dreams for the world can come true through the power of their charitable giving. Prior to her work at BCF, Rosemary served in leadership positions with organizations such as Habitat for Humanity of the Chesapeake, United Way’s 2-1-1 in the Hudson Valley and the American Red Cross in New York and Connecticut, serving as a national trainer with that organization. Rosemary holds a doctorate in Adult Education and Women’s Studies from Syracuse University. 

Michael Friedman, J.D., CAP
Senior Vice President, Philanthropic Planning and Services
The Associated Jewish Charities

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.

Glen Garbutt
Vice Pre
sident, Charitable Planning Consultant 
Fidelit
y Charitable
Mr. Garbutt assumed his current role at Fidelity Charitable ® in 2010.  Fidelity Charitable is an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991. Their mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.

In his role, Mr. Garbutt is a premier resource on charitable planning for advisors and their clients in the DC Metro area. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.

Prior to joining Fidelity Charitable, Mr. Garbutt held various sales roles at leading organizations such as Deutsche Bank, Fidelity Investments, and MFS Investment Management.

Moderator

Rock Schuler, Director of Stewardship
Holy Trinity Church & School

Thank You to our Chapter Gold Sponsors

Thank You to our Special Communications Sponsor

Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing 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 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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