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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
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Upcoming events

    • July 09, 2019
    • 12:00 PM - 1:30 PM
    • Baltimore Community Foundation, 2 E. Read St, Baltimore, MD 21202
    • 23
    Register

    How to Promote the Joy of Philanthropy


    As a Development Professional, your fundraising goal is your most tangible objective. However, building deep relationships with your donors is even more important.  The most crucial question is:  “How do I better understand my donors and ensure that their goals and dreams meld with my organization's mission and vision?”


    In our meeting we will discuss:

    • How to identify and engage qualified donors.
    • How to uncover what lies behind donors' charitable intent.
    • How to help your donors experience the joy of giving.
    • How to encourage donors to take action and continue their support in the future.
    • How to ask committed donors to share the valued work you do with like-minded friends.


    When you demonstrate your commitment to helping your donors align their values with your organization’s mission, dynamic change occurs, and the sky is truly the limit!


    About the Speaker

    Pamela Monetti, CLU®, ChFC®
    Founder & President
    Life Plan Financial


    Pamela believes money is neither good nor bad; However, what we do with our money says a lot about our values. She coaches her clients on building their wealth while focusing on accomplishing their goals.  Just like everything else, it is easy to get sidetracked with everyday life and give little thought to how we allocate our money.

    The Life Plan team offers comprehensive guidance emphasizing their commitment to assisting clients in developing a giving plan that best directs their money, time, and talents toward their philanthropic interests. 

    Pamela strives to provide her clients with positive experiences such as the joy of giving. Pamela wants them to look back over their lives and feel that they have made an impact on the world with their time, talents, and treasures.

    Pamela has enjoyed being in her profession for 35 years. She possesses a number of designations, including Certified Life Underwriter® and Chartered Financial Consultant®; she holds FINRA Series 6, 7, and 65 securities registrations. As an Investment Adviser Representative and Registered Representative, Pamela is proud to be affiliated with Commonwealth Financial Network®, a nationally recognized Registered Investment Adviser–broker/dealer.

    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


    Thank You to our Special Communication Sponsor



    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.
    • September 25, 2019
    • 12:00 PM - 1:30 PM
    • PSA Financial, 11311 McCormick Road, 5th Floor, Hunt Valley, MD 21031
    • 75
    Topic To be Determined

    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 Speaker

    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.
    • November 13, 2019
    • 12:00 PM - 1:30 PM
    • Baltimore Community Foundation - 2 E. Read St, Baltimore, MD 21202
    • 50
    AN INNOVATIVE APPROACH TO GENERATE CASH GIFTS

    Charitable organizations are using an innovative approach to generate cash gifts from senior clients who currently own life insurance, including term insurance, they no longer want or need. Life insurance has present value above and beyond cash surrender value and can be appraised and valued, like any other asset, for fair market value. The policy can be sold to a licensed institutional buyer for cash and the policy owner can then use the funds in any way they wish – including donation of all or a portion of the cash proceeds to charity.

    Learning Objectives:
    • Discover how the 2017 Tax Cuts and Jobs Act is driving substantial gifts of cash from affluent senior life policy owners.
    • Learn how to leverage business term insurance, which is generally lapsed without ever being appraised for fair market value, thereby leaving six to seven figures on the table that could have been donated to charity.
    • Identify a solution that allows you to generate cash from previously donated life insurance policies that have become too expensive to maintain. 
    agenda

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

    About the Speaker
    Jon Mendelsohn
    Ashar Group

    Jon B. Mendelsohn is co-founder and Chief Executive Officer of the Ashar Group and Ashar SMV. Ashar serves insurance professionals and fiduciaries as an independent advanced planning resource in the secondary market for life insurance.

    Since launching Ashar Group in 2003, Jon has been an influential member of the industry, serving as an advocate for best practices and transparency. He has worked tirelessly to collaborate with members of the insurance and financial services, legal, and trust communities. Jon obtained years of hands-on experience in all facets of the Secondary Market and valuation process by working closely with estate and business planning firms.

    Mr. Mendelsohn earned two bachelors and a master’s degree from the University
    of Florida. He participated in the Strategic Coach program for 6 years to continue to develop both professionally and personally. He is proud to serve as a member of Forum 400, a past board member of the Life Insurance Settlement Association and the Customer Advisory Board for 21st Services Underwriting.

    Thank you to our chapter gold SponsorS


    Thank you to our Special Communications Sponsor

     
    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 become 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.


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