13th Annual
COMPREHENSIVE PLANNED GIVING SEMINAR

Thursday, September 11, 2014

Italian Conference Center, Milwaukee

CFP and CLE credits applied for

Join the Planned Giving Council of Eastern Wisconsin for the 13th Annual Comprehensive Planned Giving Seminar featuring a great line-up of presentations.

Anne T. Melvin, Director of Training and Education, Harvard University
Anne is currently the Director of Training and Education at Harvard’s central fundraising office. She has worked as both a volunteer and a professional in the field of development for the past two decades, specializing in planned giving for 14 years. She directed the planned giving marketing program for the Faculty of Arts and Science at Harvard, tripling its lead generation and revamping entirely the marketing approach. Currently Anne specializes in training Harvard front-line fundraising staff in effective fundraising techniques and communicating Harvard’s mission. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

Christopher McGurn, Senior Vice President, PNC Bank, Planned Giving Group
Mr. McGurn is currently a Senior Vice President with PNC’s Institutional Investment Group in Baltimore, Maryland.  He is responsible for the management and marketing of PNC’s Planned Giving Services Department.  In addition, he also serves as the primary relationship officer for local and national planned giving programs.  McGurn currently serves on the board of the Chesapeake Planned Giving Council  (CPGC) where he holds the office of Treasurer.  From 2006 to 2012 he served as a board member for the National Capital Gift Planning Council (NCGPC) in DC, also serving as Treasurer.  Prior to his service to NCGPC, he served on the CPGC board where he held the office of Program Chairman, Treasurer and President (2001).  Prior to rejoining Mercantile Bank & Trust in 2003, (Mercantile Planned Giving Services from 1992 to 2000), he served as the Director of Gift Planning at Catholic Charities of Baltimore for three years.  While at Catholic Charities, McGurn was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society.Since 2004 McGurn has presented to organizations such as ACGA, the Chesapeake Planned Giving Council, the Delmarva Planned Giving Council, the National Capital Gift Planning Council AHP Mid-Atlantic regional conference and the Emerging Philanthropy  Conference.    
 

Christopher Hoyt, Professor of Law, University of Missouri (Kansas City) School of Law

Christopher Hoyt is a Professor of Law at the University of Missouri Kansas City) School of Law where he teaches courses in the area of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin. 

 

Schedule of Events
8:00am – 8:30am    REGISTRATION AND CONTINENTAL BREAKFAST

8:30am – 9:15 am   PANEL
Post Recession Philanthropy: What’s Working in 2014 and What’s Ahead in 2015
Join us for this riveting discussion moderated by Brad Kalscheur, President of the Planned Giving Council of Eastern Wisconsin.  Panelists Include: 
Julie Gorens-Winston, Attorney, Michael Best & Friedrich, LLP
Tim Larson, Vice President Philanthropic Services, Greater Milwaukee Foundation
Ray Odom, Senior Vice President, Director of Wealth Transfer Services, Northern Trust

9:30am – 10:30 am  BREAK-OUT SESSIONS 

Option 1: Charitable Tax Planning in 2014, Especially with Higher Tax Rates and The Temporary Expiration of "Charitable IRA Rollover", Chis Hoyt (Approved for 1.0 CFP® CE credit)
The House of Representatives recently approved H.R. 4719, a bill that includes an important tax reform measure introduced that included the Permanent IRA Charitable Contributions Act of 2014 (H.R. 4619). Will the Senate pass the bill and if not, what do you need to know? Attend this break out session to learn about this and other relevant issues.

Option 2: Blueprint for an Effective Charitable Gift Annuity Program, Christopher McGurn
Have you been tasked with establishing or revitalizing a charitable gift annuity program?  Could you use a CGA refresher?  Then this session is for you!  Beginning with ‘charitable gift annuities 101’, this session will answer the who, what, when, where and why of CGAs. We'll examine a sample charitable gift annuity illustration and contract.  Then, with a solid foundation established, we’ll look at program essentials and discuss best practices and how their application will equip you to start or revitalize your CGA program.

10:45 - 11:45 am  BREAK-OUT SESSIONS

Option 1:  Charitable Bequests of Retirement Assets: How to Do It Right, Chris Hoyt (Approved for 1.0 CFP® CE credit)
It is possible that within five years, individuals will no longer be able to pass IRA’s on to their heirs as they currently are able to.  Chris will touch on that possibility and provide other advice on drafting plans using retirement assets. 

Option 2: How to Get in the Door and Get What You Came For, Anne T. Melvin
From getting the visit to getting the gift, this step-by-step talk will outline what you need to do to make effective use of your time on donor visits, and eventually get the gift you came for. Learn proven strategies, guiding principles, and tips to help you help your organization. These principles are pulled from the latest research in social psychology and human dynamics. The strategies and tips I cover are road-tested and pulled from 'what works' in hundreds of real-life prospect visits. This session will give you the language and the confidence so you too can 'have them at hello.' 

11:45 - 12:30 LUNCH BUFFET & NETWORKING

12:30 - 1:30  KEYNOTE ADDRESS
Seven Secrets of Solicitation, Anne T. Melvin
If you want a gift, you have to ask for it. That’s easier said than done: people consistently rate asking for money at the top of the list of things they fear most. Whether you’re an experienced solicitor looking for some new strategies, or new to the game and seeking help, this session will explore the art of asking for a gift. We’ll review seven separate step-by-step strategies for building the strongest possible outright and planned gift solicitations. We’ll delve into what makes some solicitations stronger than others. Once you learn the principles behind effective asking, you can start to craft stronger and better solicitations, bringing in more gifts. Throughout this talk, you will hear examples of more than thirty specifically worded solicitations to help you understand exactly how these principles work, allowing you to choose which ones fit your style best. As the great Wayne Gretsky said “You miss 100% of shots on goal you never take” Come learn how to take some new shots in your next ask! 

Register by September 4 for the best rates!  

• Member rate is $75 and $65 per additional registrant from the same organization. 
• Non Member rate is $85 and $65 per additional registration from the same organization.  
• *New this year:  Attendees can attend the lunch and Keynote Address only for $45.  
  All rates increase $10 after September 4. 

Register Now!