Request to Present

To be considered as a speaker for one of our programs, please complete our Request to Present Form and return it to info@chesapeakeplannedgiving.org

Event Policy

A request to cancel a registration and/or request a refund must be made in writing to Info@ChesapeakePlannedGiving.org. An administrative fee may apply for a cancellation received within one week of the event. We regret that a refund will not be issued to an individual who does not attend the event.

Event registration implies consent that any pictures or video taken during the event can be used for event coverage and promotional purposes. CPGC is able to use your likeness without remuneration.

Upcoming events

    • February 09, 2017
    • February 09, 2018
    • Chesapeake Planned Giving Council
    Register

    Career posting

    Post your job opening on our website for thirty [30] days!
    Chesapeake Planned Giving members can post a career notice free of charge. The fee to nonmembers is $99 per notice. Send your career notices via email to Info@ChesapeakePlannedGiving.org. The career notice should be in an original format [IE: Microsoft Word]. A notice will remain online for 30-days, but can be renewed for an additional 30-days at the same rate. Payment needs to be received in full before the career posting is uploaded to the web site.
    • January 24, 2018
    • 12:00 PM - 1:30 PM
    • Goucher College - Buchner Hall 1021 Dulaney Valley Road Baltimore, MD 21204
    • 21
    Register

    transfer of assets

    Thank you to our Special Gold Sponsor

    Over the next few decades, the world will experience the largest intergenerational wealth transfer. Marc Broderick and Uday Shah from U.S. Trust will host an interactive discussion on how Not for Profits and specifically Planned Giving Officers can position themselves to benefit from this event.

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


    About the Speaker

    Marc Broderick
    Senior Vice President, Private Client Advisor
    U.S. Trust


    Marc Broderick is a Senior Vice President, Institutional Client Advisor and Private Client Advisor in the McLean, Virginia office of U.S. Trust, Bank of America Private Wealth Management. Marc provides wealth and investment strategies to high net worth individuals and nonprofit institutions. Working in concert with a team of U.S. Trust specialists, Marc serves clients who require sophisticated analysis, tailored strategy, and intensive service. As a former not-for-profit executive, Marc also leads a team of institutional specialists to create customized solutions to complex challenges that are attuned to clients’ goals, values and aspirations.  He works closely with individuals and Not for Profits to identify and anticipate opportunities to deploy their wealth more efficiently.


    Uday Shah
    Senior Vice President, Private Client Manager
    U.S. Trust

    Uday Shah is a Senior Vice President and Private Client Manager at U.S. Trust Bank of America Private Wealth Management. Uday specializes in the financial management of high net worth families and individuals.

    Uday has been with Bank of America for over 13 years and has been providing a wide variety of wealth management services for the past decade, including an emphasis in fiduciary planning and administration. Prior to joining the Private Bank, he worked as a licensed Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach Track and Field/Cross-Country at the Olympic and collegiate level.

    parking
    Please park in the Dorsey Parking Lot.  Click here to view the Goucher College Campus Map.


    Click here to view the Goucher College parking rules.


    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.


    • March 21, 2018
    • 12:00 PM - 1:30 PM
    • PSA Financial - 11311 McCormick Rd, 6th Floor, Hunt Valley, MD 21031
    • 44
    Register

    The Who, What, and When of Planned Gifts

    Thank you to our Special Gold Sponsor


    Topics to include:
    • Professionals working together to achieve donor goals
    • Specific language for gift agreements
    • When is a gift mature?

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


    Moderator
    Aquanetta Betts
    Principal
    Law Office of Aquanetta J. Betts;

    Board member, Chesapeake Planned Giving Council



    Panelists

    Eric Brotman, CFP
    President & Mana
    gement Principal
    Brotman Financial Group, Inc.


    Eric D. Brotman, CFP, AEP, CPWA is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution.  Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.  Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.

    Elizabeth E. Green, Esq.

    Pessin Katz Law, P.A.

    Elizabeth Green is a Member in PK Law’s Wealth Preservation Department. Ms. Green advises individuals and families on basic to sophisticated estate planning.  She works closely with her clients in preparing the necessary documents including wills, powers of attorney, healthcare directives and various forms of trusts to ensure her clients’ estate planning needs and wishes are achieved. Her depth of knowledge in estate planning, tax and charitable planning combined with the compassion she extends is greatly appreciated by her clients who are often in crisis and in desperate need of guidance.  Ms. Green has assisted many clients in addressing the unique issues surrounding disabled and elderly family members; the difficult process of handling the affairs of a deceased family member or close friend; and business owners with succession planning, mergers and acquisitions, financing and day-to-day business concerns.


    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.


    • May 16, 2018
    • 8:00 AM - 9:30 AM
    • MedStar Harbor Hospital - Auditorium - 3001 South Hanover St. Baltimore, MD 21225
    • 75
    Register

    Debunking 4 Common Myths Surrounding Planned Giving

    Thank you to our Special Gold Sponsor


    This presentation uses data from the 2016 Natural Marketing Institute’s Healthy Aging Database® study to provide a new look at common misconceptions regarding planned giving.

    We’ll take a sector-specific look at how mistaken beliefs regarding age, ethnicity, geography, and net worth may be causing your organization significant gift opportunity.

    We’ll also provide some practical examples on how any organization can change their planned giving program from “luck to logic” by implementing some tried and true creative best practices. Applying these tips to print and digital marketing communications materials increases chances of resonating with donors of any age or capacity to give.

    Learning Objectives:

    1. Participants will gain an understanding of donor importance and prevalence of common estate planning documents.
    2. Participants will gain a better understanding of why a segmented communication strategy is critical to the success of any nonprofit organization.
    3. Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

    AGENDA

    8:00 AM  Registration, Breakfast and Networking
    8:20 AM  Welcome
    8:30 AM  Presentation
    9:30 AM Event Adjourns

    About the Speaker

    Nathan Stelter

    Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,500 organizations nationally with a staff of over 100 individuals.

    While Nathan wears many hats at Stelter, his primary concentration is on overseeing Stelter's consulting and marketing teams and using his expertise and experience to strategize with all of Stelter's account executives and key accounts to develop distinct marketing solutions that meet each nonprofit's unique planned giving needs.


    Parking & Directions
    Click here for directions to Harbor Hospital.
    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.
    • July 10, 2018
    • 12:00 PM - 1:30 PM
    • St. John Neumman Church, Seelos Hall - 620 North Bestgate Rd., Annapolis, MD
    • 75
    Register

    Charitable Giving with Real Estate

    Thank you to our Special Gold Sponsor


    Charitable giving with real estate can provide opportunities to support the causes one care about, obtain charitable deductions from taxes, and also maintain the opportunity for the donor to continue to benefit from the property before the final distribution to charity.  We will discuss how each of the techniques listed below can be designed to accomplish charitable and other goals of the donor.  We will explain how the charitable deduction from income and estate taxes are calculated for each technique.  Finally, we will discuss circumstances that may make some of the techniques more favorable than others.

    We will discuss the following giving techniques and strategies:

    • Outright gifts of Real Estate
    • Bargain Sales of Real Estate
    • Gift Annuities funded with Real Estate
    • Partial Gifts of Real Estate
    • Gifts of Remainder Interest in Personal Residence (Life Estates and Charitable Trusts)
    • Determining the Charitable Deduction (and other tax issues) arising from Gifts of Real Estate

    AGENDA

    12:00 PM  Registration, Lunch and Networking
    12:20 PM  Welcome
    12:30 PM  Presentation
    1:30 PM Event Adjourns

    About the Speaker

    Frank Campbell
    Holden & Campbell

    Frank is admitted to practice law before the Bars of New York, Maryland, and Virginia. In addition to his law degree, Frank has earned Master of Laws in Taxation (LLM). 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. Mr. Campbell began his legal career as a Judge Advocate in the United States Marine Corps. Immediately, prior to associating with Holden & Campbell, Mr. Campbell served as the General Counsel for the Special Inspector General for Iraq Reconstruction, an agency designated to oversee and report to Congress on the reconstruction of Iraq. Frank provides charitable giving advice 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.

    Parking & Directions
    Parking is available in the lot on the left side of the building.  This will allow you to use the side door entrance to Seelos Hall. Click the link below for directions.
    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.
    • September 20, 2018
    • 12:00 PM - 1:30 PM
    • PSA Financial - 11311 McCormick Rd, 6th Floor, Hunt Valley, MD 21031
    • 50

    Save the Date

    Thank you to our Special Gold Sponsor


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


    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.


    • November 07, 2018
    • 12:00 PM - 1:30 PM
    • Baltimore Community Foundation - 2 E. Read St, Baltimore, MD 21202
    • 50
    Register

    Save the date

    Thank you to our Special Gold Sponsor


    About the Speaker
    Dr. Jeffrey Kahn

    Jeffrey Kahn, PhD, MPH, is the Andreas C. Dracopoulos Director of the Johns Hopkins Berman Institute of Bioethics, a position he assumed in July 2016. From 2011, he has been the inaugural Robert Henry Levi and Ryda Hecht Levi Professor of Bioethics and Public Policy.  He is also Professor in the Dept. of Health Policy and Management of the Johns Hopkins Bloomberg School of Public Health.  He works in a variety of areas of bioethics, exploring the intersection of ethics and health/science policy, including human and animal research ethics, public health, and ethical issues in emerging biomedical technologies.

    Parking

    On-street metered parking is available but limited to two hours and strictly enforced. Surface lots at Charles and Read and other lots and garages within two blocks are available for longer visits.

    Click here for more information on parking and directions.

    Sponsorship Opportunities
    Silver Sponsor $500
    • Exhibit Table and one complimentary registration to the specific event sponsored.
    • Recognition as a Silver Sponsor form the podium.
    • Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
    • Post-event attendee list.

    Event Sponsor (TWO AVAILABLE) $300

    • Exhibit Table and one complimentary registration.
    • Recognition form the podium as an event sponsor.
    • Listed as an Event Sponsor with logo and hyperlink in event promotion.



Privacy Policy  |  Terms & Conditions  |  Chesapeake Planned Giving Council © 2015 - 2017

Powered by Wild Apricot Membership Software