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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

    • January 23, 2019
    • 12:00 PM - 1:30 PM
    • Goucher College - Buchner Hall 1021 Dulaney Valley Road Baltimore, MD 21204
    • 35
    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.

    Lee Christian Parker
    Vice President, Philanthropic Client Manager
    U.S.Trust

    Lee serves as the primary liaison and service provider for philanthropic foundations and non-profit institutions. Lee leads a team of U.S. Trust® specialists customized to help meet the
    philanthropic priorities of each client by leveraging the intellectual capital of the
    bank. Cultivating strong relationships, maintaining a personal touch, being readily
    accessible and keeping clients informed are distinctive elements of her reputation.
     
    Prior to joining U.S. Trust®, Lee served as the Senior Director, Philanthropic Advisory
    Services for the Greater Washington Community Foundation, one of the largest
    community foundations in the nation. Lee spent 17 years working for local and
    regional foundations in the greater Washington region, where she held several
    senior-level positions overseeing multi-million dollar community investment
    portfolios. Lee earned her Bachelor of Arts degree from the University of Maryland
    University College with a concentration in Communications.

    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.

    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.


    • March 20, 2019
    • 12:00 PM - 1:30 PM
    • PSA Financial - 11311 McCormick Rd, 5th Floor, Hunt Valley, MD 21031
    • 74
    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

    Thank you to our chapter gold SponsorS



    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.

    Carol Kolmerten
    Charitable Development Consulting


    Dr. Kolmerten, a founding partner of Charitable Development Consulting, is a tenured full professor of English at Hood College, where she has taught for 38 years. She has also served as Assistant to the Dean of Academic Affairs, Director of the Honors Program, Academic Grants Writer, and  Director of Major Gifts and Planned Giving.

    As the Director of Major Gifts and Planned Giving at Hood from 1999-2002, Dr. Kolmerten designed the structure for all major gifts activities. One of her most important responsibilities was to work with major donors to increase their giving by helping them design innovative gifts.  Dr. Kolmerten also has directed a number of campaigns including campaigns to match federal grants (NEH, NSF) and campaigns to renovate historic buildings.

    Bruce L Palmieri, CFP, ChFC, CLU
    Wealth Management Advisor
    Northwestern Mutual


    Bruce became a client of Northwestern Mutual early in his career and was intrigued by the quality of the company and its people. In 1990, he began his career as a financial services professional with Northwestern Mutual. Today, Bruce enjoys sharing his experience and knowledge of the financial services industry with his individual, family, and business clients.  Bruce continues to earn many company and industry awards for growth and for the quality of his work. He has been quoted/featured in the Baltimore Business Journal and the Baltimore Sun. 

    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.
    • May 08, 2019
    • 12:00 PM - 1:30 PM
    • Medstar Harbor Hospital, 3001 S. Hanover St., Baltimore, MD, 21225
    • 75
    Register
    Ultimate Stewardship

    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.
    • 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

    Thank you to our chapter gold SponsorS



    About the Speakers
    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. Independent services include policy valuations, life settlements, and longevity services.  
     
    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. Over the past decade, he has developed unique and proprietary processes that save advisors valuable time and manage client expectations in a responsible manner. 
     
    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, the Customer Advisory Board for 21st Services Underwriting, and a proud supporter of the company cause, The Crohn’s and Colitis Foundation of America. He and his family reside in Orlando, Florida.

    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.

    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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