The Alabama Planned Giving Council
The Alabama Planned Giving Council exists to promote charitable gift planning to enhance the quality of life in our communities.
Who are we?
APGC is an organization for professionals in Alabama whose work involves charitable gift planning. Its membership is comprised of individuals from many professional disciplines -- attorneys, trust officers, charitable fundraisers, accountants, financial planners, insurance counselors, brokers and executives of nonprofit organizations. Six times a year, APGC holds general membership meetings featuring national and local speakers.
Partnership for Philanthropic Planning Webinars
SAVE THE DATES!
Looking for great program ideas for your 2009 Council Education Calendar? Try a Virtual Seminar from the Partnership for Philanthropic Planning. The program includes the top rated speakers from the 2008 National Conference on Planned Giving and other presentations featuring nationally known charitable gift planners. It’s a perfect opportunity to present high-quality, national seminars at local seminar prices! More information will be on our web site soon.
Sessions marked with an asterisk (*) are highly recommended for financial and legal advisors. We have applied for CFP credits for all seminars. Seminar participants may also submit these programs to their state associations for CLE credit.
July 15 @ 1-2:30 pm ET
Minding the Shop: Creative Planned Giving Strategies for Business Owners*
Joseph Hancock, Trust Counsel, Baptist Foundation of Texas, Dallas, TX
While all donors are unique, business owners often approach the gift planning process with distinctive funding assets, business continuation or succession issues, and extended family considerations. This presentation will use a case study format to illustrate unique issues and planning opportunities for business owners. It will provide nonprofit and for-profit gift planners with knowledge to assess the unique objectives and challenges that philanthropic business owners face, and will suggest creative solutions and effective strategies to successfully structure and complete planned gifts for these donors. Specific topics include: avoiding self dealing and step transactions, dealing with buy-sell and partnership agreements, and valuation of closely-held interests.
By the end of this session, attendees will…
· Identify giving opportunities that fulfill both the objectives and wishes of the business owner and the needs of the charity.
· Effectively counsel business owners about philanthropic opportunities.
· Implement creative strategies involving closely-held business assets.
Meet Our Presenter
Joseph E. Hancock is trust counsel for the Baptist Foundation of Texas in Dallas, Texas. He has practiced exclusively in the area of charitable planned giving for the past 11 years, focusing on technical issues related to the research, drafting and implementation of all types of charitable gifts. Mr. Hancock received his JD and MBA from the University of Arkansas. He has served on the board of the North Texas Chapter of NCPG.
September 16 @ 1-2:30 pm ET
Multiple-Entity Donors: How to Work Effectively with Today’s Sophisticated Philanthropist*
Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles, CA
Multiple-entity donors are a new reality for charities working with sophisticated philanthropists. The Pension Protection Act is forcing even more donors to create multiple charitable entities to achieve their goals. This session will review the entities—including donor funds, supporting organizations, private foundations and various planned gift vehicles—and focus on how a charity can help the donor select the best entity for a gift. In addition, certain types of gifts must not be made from certain entities, and this presentation will describe the gifts that charities and donors must avoid.
By the end of this session, attendees will…
· Know why sophisticated donors are creating multiple entities.
· Know how to select the best entity to fund a gift.
· Know which types of gifts will be problematic for certain entities.
Meet Our Presenter
Reynolds T. Cafferata is a partner in the Los Angeles, CA, law firm of Rodriguez, Horii, Choi & Cafferata LLP. His practice is concentrated in the area of charitable tax, trust and corporate law. He has experience advising charitable organizations and individuals regarding:
· Planning complex charitable gifts and charitable trusts.
· Creating and operating donor advised funds, private foundations and support organizations.
· Creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes.
· Endowment management and state law compliance.
Mr. Cafferata also provides corporate fiduciaries guidance in the management of charitable trusts, and represents charities and fiduciaries in contested probates and judicial reformation of trusts. He holds a J.D. from the University of Southern California. He is a past board member of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and past chair of the National Conference on Planned Giving. He is also a Fellow of the American College of Trust and Estate Counsel and an adjunct professor at the University of Southern California School of Law.
Coming in October
From October 14 through 17 more than 1,000 gift planners will gather in the Washington, DC, metro area for the National Conference on Philanthropic Planning (formerly the National Conference on Planned Giving). You can join them by participating in a virtual seminar broadcast LIVE from the conference. The date and speaker for this program will be announced in June. The conference takes place from October 14-17.
November 18 @ 1-2:30 pm ET
Determining Your Client’s Capacity to Make a Planned Gift
Kathy Busey, WTTW 11/98.7 WFMT, Chicago, IL & Neil Boyer, Lions Club International Foundation, Oak Brook, IL
Advisors and gift planners meet with donors or clients that may have competency issues. These issues can create liability problems for advisors and gift planners. This session provides development officers and professional advisors with the knowledge, skills and tools needed to better advise and assist individuals who are or are becoming incapacitated as a result of Alzheimer’s disease, age related dementia, or other related disorders. It will provide basic information on the various dementias and demonstrate how they can impact your donor or client’s capacity to make sound decisions regarding their gifts.
By the end of the session, attendees will…
· Be better able to recognize dementia.
· Understand dementia's impact on decision making abilities.
· Know what to do if your donor/client's decision making abilities are impaired.
Meet Our Presenters
Neil J. Boyer, J.D., S.M., is chief development manager for Lions Clubs International Foundation in Oak Brook, IL. Previously, he was national director - planned giving at the Alzheimer's Association in Chicago, IL and before that, development manager at the Rotary Foundation in Evanston, IL. His publications include Long Term Care Insurance: Investing in Your Peace of Mind, The Basics of Estate Planning and The Probate Handbook (Practical Legal Publications). Boyer has been licensed as attorney by the State of Illinois and the State of Connecticut and holds licenses in insurance, real estate and securities (NASD). His memberships have included the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), the Chicago Council on Planned Giving, Suburban Chicago Planned Giving Council; Association of Fundraising Professionals; American Bar Association; and National Association of Elder Law Attorneys.
Kathy Busey is director of planned and major giving for WTTW11/98.7WFMT in Chicago, Illinois. She has a decade of experience in planned and major giving, specializing in marketing and building planned giving programs. She was previously associate director at the Alzheimer’s Association, where she worked with 14 chapters in the Great Lakes region to build, market and grow their planned giving programs and to form planned giving advisory committees. Busey also helped create a CD for professional advisors that would educate them on Alzheimer’s disease and its impact on their clients’ decision-making abilities. She has a B.S. in public relations from Illinois State University and is a member of the Partnership for Philanthropic Planning and the Chicago Council on Planned Giving.
What does it cost?
For one fee you can include as many participants in the presentation as you like; so invite your staff, colleagues, or marketing manager to join you! This is a great way to share and discuss information.
Discounted membership price: $199 per site, per seminar for individual Partnership members and Partnership-affiliated councils
Regular price: $299 (per site, per seminar for non-members)
What your registration includes:
Your registration fee includes one telephone connection, one Internet connection, one set of the materials to copy for those attending the session, and one CD-ROM of the presentation (includes the audio and visuals from the program) which can be viewed repeatedly.
Watch the website
Registration links will be set up on our web site soon. For more information now, please contact byeager@pppnet.org or call (317) 269-6274 ext. 12.
How can you help?
Be a part of the Leave A Legacy® program. We can show you how!
Visit the website of Leave A Legacy Alabama for more information.
To find out more about our relationship with the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving) or to join either or both organizations online by credit card, click on the link below.:
http://ncpg.org