Ultimate Stewardship
We approach our donors with the understanding that, ultimately, their legacy to their families and to charity is often imbued with deep religious values. Planning for the end-of-life includes a medical directive, funeral plans, and a will/estate plan. We make special efforts to inform and educate our donors that, without a Will, the State will effectively choose their heirs through intestacy laws – reflecting neither their wishes nor their values. Our donors’ Last Will and Testament can be a reflection of what they have been thankful for in their life, such as, children, grandchildren, church, synagogue, college, and other community organizations. Learn from several religious-based or connected charities how they inspire and steward donors seeking to put their religious values into action through legacies to charity.
Agenda
12:00 pm Registration, Networking & Lunch
12:20 pm Welcome & Announcements
12:30 pm Presentation
1:30 pm Program Adjourns
Thank you to our Chapter Gold Sponsors
About the Speakers
Fr. Charles Cloughen
Episcopal Diocese of Maryland
The Rev. Charles Cloughen is Planned Giving Officer for the Episcopal Diocese of Maryland. He can advise congregations about how to implement a planned giving program through creating a Legacy Society. He can help parishioners understand the options they have in planning for the end of life with his sermon: Don’t Leave a Mess. His book, One Minute Stewardship: Creative Ways to Talk about Money in Church, published by Church Publishing, Inc., in June 2018, includes a section on Ultimate Stewardship (Planned Giving).
Yvonne Jones Lembo
United Lutheran Seminary & Evangelical Lutheran Church in America Foundation
Yvonne Jones Lembo partners with United Lutheran Seminary as a Major Gifts Officer and serves with the ELCA Foundation as a Regional Gift Planner. With more than 15 years of experience in non-profit development, Yvonne’s gift planning expertise has helped families, congregations and ELCA organizations in Eastern Pennsylvania, New Jersey, New York and New England reach their stewardship, mission and legacy goals. Yvonne regards her work as an expression of God’s ministry call for her life and an outgrowth of more than 35 years of ministry and professional experience in the United States and abroad. She earned Bachelor’s and Master’s degrees from Harvard University (1985) and received the Master of Divinity with honors from the Lutheran Theological Seminary at Philadelphia (LTSP) in 2013.
Michael I. Friedman, J.D., CAP
The Associated
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
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.
