JOIN CPGC TO HEAR FROM INDUSTRY LEADERS AS THEY DISCUSS WORKING WITH PROFESSIONAL ADVISORS, AND HOW THEY APPROACH THE VARIOUS SETUPS AT THEIR ORGANIZATIONS.
This presentation will shed light on many of the questions that come up when considering what’s the best fit for your organization:
Who should be on a planned giving advisory board – professional advisors, leaders from your organization, and others?
Will you recruit volunteers from the fields of law, financial planning, banking, insurance, and real estate who have particular expertise and interest in charitable tax law and planned giving?
What are the expectations for your organization, and what is expected of a professional advisor?
What are some of the pitfalls to look out for when working with an advisory council?
What are the different options to consider – A Planned Giving Advisory Board, a Recognition Society, or a Focus Group?
Rozlyn Anderson Flood, Assistant Vice President, Planned Giving for the Thomas Jefferson University and Jefferson Health, and CGP Board Member
Rozlyn Anderson Flood has served as Assistant Vice President, Planned Giving for Thomas Jefferson University and Jefferson Health since April, 2022. As such, she is responsible for structuring planned gifts for the alumni of the University, including Sidney Kimmel Medical College.
From 2013 to 2022, Rozlyn Anderson Flood served as a Philanthropic Advisor for Princeton’s Office of Gift Planning. In such capacity, she cultivated planned gifts and arranged donations of complex assets. She worked with donors outside the U.S. on cross border giving and the creation of a Hong Kong Foundation. She also developed programs for the Planned Giving Advisory Board and planned seminars and webinars, staffed by members of the Advisory Board.
Early in her career, Roz practiced trusts and estates law in New York and New Jersey for major law firms. She also served as an executive for wealth management firms for over 20 years, managing financial planning, insurance and tax experts. In such capacity, she created and governed global attorney advisory boards. Throughout her career, Roz lectured frequently for New York and New Jersey bar and bankers’ associations and the NYU Federal Tax Institute.
Nicola Lawrence, AVP, Philanthropic Advising Phoenix Children's, and CGP Board Member
Nicola Lawrence, CFRE® currently serves as the AVP, Philanthropic Advising Phoenix Children’s. Born and raised in Northern England, Nicola attended Wigan College, the University of Leicester, York St Johns and Dundee University, specializing in business and finance and nonprofit leadership. She has made Texas home since the 1990s. Over the last two decades, Nicola has led sustainability and legacy-based giving at a variety of nonprofits, both in the US and internationally, that include community-based health care, higher education and social service organizations. Bringing digital and print mediums together, Nicola is an award-winning multi-channel planned giving marketer while never forgetting that this kind of philanthropy requires careful personal attention to each donor’s current financial well being while assisting them in building their charitable legacy.
Brad Gornto, Attorney Gornto Law, PLLC, President and Founder of Effectual Giving, LLC and iCLAT Solutions, LLC, and CGP Board Member
For more than 21 years, Brad Gornto has practiced law throughout Florida in the areas of complex estate & charitable planning, business law, probate and trust administration, and income tax planning. In addition to his law practice, Brad is the President and Founder of Effectual Giving, LLC, which is a consulting firm that assists charitable organizations (primarily in higher-education and faith-based philanthropic sectors), philanthropic families, and allied professionals across the country in the actual implementation of effective charitable giving strategies. Finally, Brad is also the President and Founder of iCLAT Solutions, LLC, which specializes in design, drafting and consulting services of “reversionary” charitable lead trusts for individuals, entities and recipient public charities, churches, ministries, private foundations, and donor advised fund sponsors.
John Gilpin, Director of Gift Planning for the Baltimore Community Foundation, Chesapeake Planned Giving Council Board Member
Following a post retirement gap year, John joined the Baltimore Community Foundation as Director of Gift Planning where his experience working with high-net-worth families and their philanthropies could best serve to build a better Baltimore.
John retired in September 2019 as a Senior Vice President and Senior Trust Officer at U.S. Trust, Bank of America Private Wealth Management (now Bank of America Private Bank). He has over 40 years of experience in trust administration, estate planning, philanthropic planning, and investment management.
John is a member of the Maryland State Bar Association, the Baltimore Estate Planning Council (past President), and the Estate & Gift Tax Study Group (past Chair) of the Maryland State Bar Association. He is also a member of the Board of Trustees of the Chesapeake Planned Giving Council. John serves on the Board of Trustees of the Baltimore Museum of Art where he is a member of the Investment Committee and the Finance Committee. He also serves on the Board of Trustees of the Mount Vernon Place Conservancy.