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• Charitable Giving with Real Estate

  • When
    July 10, 2018
  •  
    12:00 PM - 1:30 PM
  • Location
    St. John Neumann Church, Seelos Hall - 620 North Bestgate Rd., Annapolis, MD
  • Spaces left
    69
  • Registered
    6 registrants

  Register

  Provide an Opportunity for someone to Support a Cause

  
  

  Charitable giving with real estate can provide opportunities to support the causes one cares about, obtain charitable deductions from taxes, and also maintains the opportunity for the donor to continue to benefit from the property before the final distribution to charity. 
  

  
  

  Join this interactive discussion which will include: How each technique listed below can be designed to accomplish charitable and other goals of the donor; How the charitable deduction from income and estate taxes are calculated for each technique; and Circumstances that may make some of the techniques more favorable than others.
  
  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

  Thank you to our CHAPTER GOLD SponsorS

  
  

  

  
  

  

  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.
  

  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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• The 2018 U.S. Trust Study of High Net Worth Philanthropy

  • When
    September 20, 2018
  •  
    12:00 PM - 1:30 PM
  • Location
    PSA Financial - 11311 McCormick Rd, 6th Floor, Hunt Valley, MD 21031
  • Spaces left
    50
  • Registered
    Nobody

  Register

  CHARITABLE PRACTICES AND PREFERENCES OF WEALTHY HOUSEHOLDS

  The U.S. Trust Study of High Net Worth Philanthropy is a collaborative effort between U.S. Trust and the Indiana University Lilly Family School of Philanthropy. This study is a continuation of the 2006, 2008, 2010, 2012, 2014 Bank of America Study of High Net Worth Philanthropy and 2016 U.S. Trust® Study of High Net Worth Philanthropy research series.
  

  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

  

  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.

  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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• Ethics in Fundraising

  • When
    November 07, 2018
  •  
    12:00 PM - 1:30 PM
  • Location
    Baltimore Community Foundation - 2 E. Read St, Baltimore, MD 21202
  • Spaces left
    50
  • Registered
    Nobody

  Register

  the foundation for maintaining public trust

  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
  

  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.
  

  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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• Utilizing Life Insurance for Philanthropic Planning

  • When
    January 23, 2019
  •  
    12:00 PM - 1:30 PM
  • Location
    Goucher College - Buchner Hall 1021 Dulaney Valley Road Baltimore, MD 21204
  • Spaces left
    50
  • Registered
    Nobody

  Register

  A Unique Leverage for Charitable Clients to achieve their dreams
  

  agenda

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

  About the Speaker
  

  Max Reamer
  The Quantum Group
  
  Max Reamer provides comprehensive insurance solutions for business owners, professionals, and families utilizing wealth creation, wealth preservation and tax mitigation strategies. Prior to joining The Quantum Group Max spent 5 years at Northwestern Mutual. Max holds a Maryland Life and Health producer license along with Series 6 and Series 63 securities licenses.
  
  Max was born and raised in Baltimore and is a graduate of St. Mary’s College of Maryland where he played four years of varsity lacrosse. Max currently resides in downtown Baltimore. He is an active member in the community and is a committee member of the Cystic Fibrosis Foundation where he was named a “Maryland Finest” in 2015.

  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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• Retirement Plans - A Large Element of a Donor's Portfolio

  • When
    March 20, 2019
  •  
    12:00 PM - 1:30 PM
  • Location
    PSA Financial - 11311 McCormick Rd, 6th Floor, Hunt Valley, MD 21031
  • Spaces left
    75
  • Registered
    Nobody

  Register

  What Non-Profits Need to Know
  

  Qualified Retirement Plans (401(k), 403(b), SEP, IRA, etc) are the fastest growing asset category in the United States and increasingly comprise the largest or one of the largest elements of many donors' portfolios.   Knowing how to navigate the complex world of qualified retirement plans, how to talk with donors about using retirement plan assets to make charitable gifts, both currently and through their estates, can unlock significant funds for charitable purposes.  This session will look at the range of retirement plans, the rules about transfers to charity, the impact of inheriting a qualified plan, and the ways in which non-profits representatives can work with donors to make significant gifts and navigate the waters of the tax code.
  
  

  agenda

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

  About the Speaker
  

  Dr. Bruce Bigelow
  Charitable Development Consulting
  
  A founding partner of Charitable Development Consulting, Dr. Bigelow served as Senior Vice President at Hood College in Frederick, Maryland, from 1989-2003.  Prior to that appointment, he was the Associate Vice President for Development and, earlier, the Director of Planned and Major Gifts at Gettysburg College. 
  
  During his three years on the Board of Directors of the National Committee on Planned Giving, Dr, Bigelow chaired the national task force on planned giving research for NCPG and wrote and directed the first and, to date, only two national surveys of donors motivations and behaviors across the broad planned giving spectrum. 
  
  Dr. Bigelow has a BA from the College of Wooster in mathematics and history and both an MA and PhD from the University of Chicago.
  

  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.

  Show details
• Religious Approaches in Planned Giving

  • When
    May 08, 2019
  •  
    12:00 PM - 1:30 PM
  • Location
    TBD
  • Spaces left
    75
  • Registered
    Nobody

  Register

  OnE-Minute Stewardship
  

  
  agenda

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

  About the Speaker
  

  Fr. Charles Cloughen
  Episcopal Diocese of Maryland
  
  

  Father Charles Cloughen is the Director of Planned Giving, Stewardship and Development for the Episcopal Diocese of Maryland. He is staff advisor to congregations in the areas of: Planned Giving, Year-Round Stewardship and Development. He is also serves as Staff Administrator for the Bishops' Annual Appeal and Diocesan Development.

  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.

  Show details