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 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

    • September 25, 2019
    • 12:00 PM - 1:30 PM
    • PSA Financial, 11311 McCormick Road, 5th Floor, Hunt Valley, MD 21031
    • 35
    Register

    Throw Away Your Credit Cards & Checkbooks

    Join our experts from various sectors of the charitable giving field as they discuss the 21st century's leading trend in philanthropy-- donor advised funds.  What does their impact mean for traditional planned giving? How can you maximize their potential for your organization? Register now for this dynamic discussion!

    Agenda

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

    About the Speakers

    Rosemary Calderalo
    Director of Gift Planning
    Baltimore Community Foundation

    Rosemary has over 25 years of experience in the nonprofit sector in fundraising, donor support, programs and executive leadership. In her current role Rosemary engages advisors, their clients and Foundation donors in philanthropic planning on topics ranging from tax strategies to multi-generational conversations and planned giving. Rosemary has found that regardless of scope of wealth, people often do not believe their lives have made or can make a difference; she enjoys helping her clients see that they can do just that, and that their dreams for the world can come true through the power of their charitable giving. Prior to her work at BCF, Rosemary served in leadership positions with organizations such as Habitat for Humanity of the Chesapeake, United Way’s 2-1-1 in the Hudson Valley and the American Red Cross in New York and Connecticut, serving as a national trainer with that organization. Rosemary holds a doctorate in Adult Education and Women’s Studies from Syracuse University. 

    Michael Friedman, J.D., CAP
    Senior Vice President, Philanthropic Planning and Services
    The Associated Jewish Charities

    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.

    Glen Garbutt
    Vice Pre
    sident, Charitable Planning Consultant 
    Fidelit
    y Charitable
    Mr. Garbutt assumed his current role at Fidelity Charitable ® in 2010.  Fidelity Charitable is an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991. Their mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.

    In his role, Mr. Garbutt is a premier resource on charitable planning for advisors and their clients in the DC Metro area. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.

    Prior to joining Fidelity Charitable, Mr. Garbutt held various sales roles at leading organizations such as Deutsche Bank, Fidelity Investments, and MFS Investment Management.

    Moderator

    Rock Schuler, Director of Stewardship
    Holy Trinity Church & School

    Thank You to our Chapter Gold Sponsors

    Thank You to our Special Communications Sponsor

    Sponsorship Opportunities

    Event Sponsorship includes one complimentary registration, listing 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 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
    Register

    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 Speakers

    Jon Mendelsohn
    Co-Founder, CEO
    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.

    Capt. Brett M. Sause, LUTCF®, LTCP®, CLTC®, FSCP®
    Principal & CEO
    Atlantic Financial Group

    Brett started in the financial services profession in 1999. The Atlantic Financial Group, LLC was formed shortly thereafter. The firm's philosophy in working with its clients is to guide them through a process that Starts With a Plan™. This process is aimed at helping the clients crystallize their financial goals and objectives.

    At an industry level, year after year, Brett has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. Brett has been featured in numerous financial publications, such as Life Insurance Selling Magazine and Advisor Magazine and has been the keynote speaker at many insurance and financial practices around the east coast.

    Brett is a member of the two largest lobbying associations within the life insurance and financial services industry; AALU (Association for Advanced Life Underwriting) and NAIFA (National Association of Insurance and Financial Advisors). From 2009-2011 Brett served as the President of NAIFA-Anne Arundel, a local chapter of NAIFA. Brett was awarded "Agent of the Year" from NAIFA-Anne Arundel in 2009 and 2010. Every year from 2009 through 2018 Brett was awarded "Agent of the Year" representing the Baltimore/Annapolis General Office of the New York Life Insurance Company.


    Thank You to our Chapter Gold Sponsors



    Thank you to our Special Communications Sponsor


    Sponsorship Opportunities

    Event Sponsorship includes one complimentary registration, listing 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 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.


Privacy Policy  |  Terms & Conditions  |  Chesapeake Planned Giving Council © 2015 - 2019

Powered by Wild Apricot Membership Software