Ethics in Gift Planning

  • January 15, 2020
  • 12:00 PM - 1:30 PM
  • Goucher College, Alumni House, Buchner Hall, 1021 Dulaney Valley Rd, Baltimore, MD 21204
  • 9

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
Join Jonathan Ackerman, Esq. for a discussion on ethics in planned giving! John will share knowledge from his extensive experience working with donors, tax-exempt organizations, and charitable gift planning.

Agenda

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

About the Speaker

Jonathan Ackerman, Esq.
The Law Office of Jonathan Ackerman


For the past 35 years, Jonathan has developed considerable experience in the areas of tax-exempt organizations, charitable gift planning, estate planning and estate administration, federal and state taxation, IRS practice and procedure, real estate and business formations and transactions.

Jonathan represents donors and tax-exempt organizations in Maryland and the District of Columbia, but he also represents individuals, families, and charitable organizations on a national basis for federal tax matters. His advice is often sought by families (and their advisors) who desire to integrate philanthropy into their estate planning, and by charitable organizations with respect to contributions and other funding opportunities, such as assisting charities in accepting gifts of sophisticated assets or through sophisticated gift planning vehicles.

Jonathan was the 2002 President of the National Committee on Planned Giving now known as the National Association of Charitable Gift Planners (NCGP) and was a member of the NCPG Board of Directors. He recently served on the  Board of Directors and, at that time, was a Co-Government Relations Advisor to the Board. Locally, he was a President and Director of the Chesapeake Planned Giving Council and served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations. He has worked extensively on a pro bono and volunteer basis with various charities.


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.

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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