Programs 2011

Wednesday, April 18, 2012
7:30 a.m. Networking & Registration
7:50 a.m. Breakfast & Program

Breakfast Proudly Sponsored By



Topic
Maximize Your Message with Multichannel Marketing
Eliminating the Silos in Your Marketing Programs

Speaker
Jeff Johnson
Marketing Consultant, The Stelter Company

Wednesday, March 21, 2012
7:30 a.m. Networking & Registration
7:50 a.m. Breakfast & Program

Breakfast Proudly Sponsored By



Topic
"The Intersection of Politics and Economics for 2012 and Beyond"

Speaker
Robert Stein, CFA, J.D.
Senior Economist, First Trust Advisors, L.P.

Robert Stein, CFA, J.D. is senior economist at First Trust Advisors L.P. a financial services firm based in Chicago that is a leading asset manager in America.  Mr. Stein will discuss, in detail, historical moments in the economy and what the recent state of the economy is.  He will also offer insight on what his forecast of the 2012 economy as well as his post election projections.

Wednesday, February 15, 2012

Breakfast proudly sponsored by

Topic
"Creating a Legacy with Art and Tangible Treasurers for Charitable Giving"

A Panel Discussion With
Robert W. Koo
Koo Consulting Group, Inc.

William A. Snyder, J.D., LL.M.
Snyder & Snyder, P.A.

Richard Zenker
Overbrook Management Corporation

Wednesday, January 18, 2012

Breakfast proudly sponsored by



Topic
"Engaging Your Board in Planned Giving"

Presented by
James Mueller
James Mueller & Associates, LLC

December 8 - Annual Joint Meeting with AFP

Annual Joint Meeting of the Planned Giving Council of Broward and the Association of Fund Raising Professionals (AFP)

Special Guest Speaker
Penelope Burk

Donor-Centered Fundraising
and Donor-Centered Leadership
In this new seminar, Penelope Burk tackles one of the not-for-profit industry’s most frustrating and costly problems -- the high turnover rate of fundraisers.

November 16

Planned Giving Council of Broward
Presents our next breakfast meeting

"What Have You Done for Me Lately?
Let’s Talk About How We Can “Hook Up”
To Help Build Each Other’s Businesses"

Moderators
John Fisher, Fisher Philanthropic
Nancy Thies, United Way of Broward County

John and Nancy will lead the group in lively roundtable discussions centered around ways we can help each other grow clients and realize more planned gifts.

October 19 - Breakfast proudly sponsored by



"Charitable Planning Opportunities Under New Transfer Tax Law"
Presented by Michael G. Kirkman, CPA
Cherry Bekaert & Holland

May 18 - Annual Symposium sponsored by Northern Trust
The “Perfect” Gift: Asset or Liability
Gift Acceptance Policies Discussed

Mark Walters, Planned Giving Council President, giving a plague to Ray Leightman, CEO of Northern Trust.



Jeff Saster and David Paikin, co-chairs of the event
Cindy Beamish(keynote speaker), Executive Director,
Estate and Gift Planning, University of of Miami
Linda Carter, President and CEO, Community Foundation of Broward
Linda Snelling, Estate Attorney, Sachs Sax Caplan
Nikki Packer(speaking), SVP, Jewish Community Foundation of Broward County

April 27

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March 16

February 16 - Sponsored by Classical South Florida 89.7

January 19

Programs 2010

December 15

Sponsored by:



PROMOTING PHILANTHROPY: THE ATTORNEY’S ROLE IN INTRODUCING,
DEVELOPING AND IMPLEMENTING A CHARITABLE COMPONENT OF A CLIENT’S ESTATE PLAN

Lou Nostro, Florida Bar Board Certified in Wills, Trusts & Estates, and Taxation
Shutts & Bowen LLP
Jennifer W. Jones
Attorney at Law, LL.M., CFP®, Admitted in Florida, Shutts & Bowen LLP

November 17, 2010

When Marriage is a Moving Target: Issues in Planning for Same-Sex Couples
Jerry Simon Chasen, Chasen & Associates

October 20, 2010

Leave A Legacy: Why? Who? How?
How a simple slogan can impact your for-profit and non-profit business

Maria Pierson, Pierson & Grant Public Relations
Barbara Witte, Community Foundation of Broward

September 15, 2010

Good to Great – From Selling to Serving

Transform your existing contacts into individual givers. What is it that prevents our contacts from giving more money?

Presented by Peter Weitz, CRPC©
Partner, Fusion Analytics Investment Partners, LLC

May 19

APRIL 21- Annual Symposium
Sponsored by: Northern Trust

March 17
New Decade Donors
Kristen Schultz, JD, LLM
sponsored by Holy Cross Hosptital

February 17
"Getting Back to Basics: The Essentials for Effective Planned Giving"
Moderator: FELICIA G. BELL, Esq., Director of Planned Giving, Memorial Foundation, Joe DiMaggio Children's Hospital Foundation
Panel:
MARILYN BRUMMITT, Director of Development Miami Rescue Mission/Broward Outreach Centers
PEGGY CALHOUN, ACFRE, Principal Miller, Calhoun & Company
DAVID PAIKIN, Regional Director, Diabetes Research Institute Foundation

January 20, 2010
"A Professional Advisor's Bird's Eye Perspective on Creating a Gift Plan for Your Client"
Seth A. Marmor, Attorney Shapiro, Blasi, Wasserman & Gora, P.A., Boca Raton
Sponsored by: Raymond James Trust N.A.

Programs 2009

December 16, 2009
Sponsored by: Miller, Calhoun & Company

November 18, 2009
"To Roth or Not to Roth; That is the Question...IRA Roth Conversions"
Sponsored by:Broward Partnership for the Homeless, Inc.

October 21
"TOP TEN TIPS FOR INVIGORATING PLANNED GIVING RIGHT NOW"
Gail S. Meltzer, CFRE, CoreStrategies for Nonprofits, Inc.

September 16
"AVOIDING THE GRINCH – DRAFTING AND ENFORCING CHARITABLE PLEDGES"
William T. Hennessy, Gunster Attorneys at Law

May 20

April 15
Update on Legislative Action on the Estate Tax and A Primer on Life Insurance in Charitable Planning
Wayne Cooper, LLM., CLU, ChFC, CFP®, AXA Advisors

March 18
Women and Philanthropy - The Factors Behind Female Giving
Dr. Lisa A. Miller, Lynn University

February 18
17th Annual Planned Giving Symposium - Navigating the Choppy Waters of Planned Giving in the New American Society
Jeff Baskies, Katz Baskies LLC and Jerry Simon Chasen, Chasen & Associates, P.A.

January 21
"Is There Hope for Planned Giving?"
Tanya Howe Johnson, President and CEO Partnership for Philanthropic Planning, (formerly National Committee on Planned Giving)

Programs 2008

In honor of National Philanthropy Day

"How to Give Money Away While Laughing All The Way to the Charity"
Panel Discussion Moderated by David Paikin, Diabetes Research Institute Foundation and Felicia G. Bell, Esq., Memorial/Joe DiMaggio Children's Hospital Foundations

"Planting the Planned Giving Seed"

Leave A Legacy: How to Plant the Seed of Planned Giving
Paul Weigel, U.S. Trust Bank of America Private Wealth Management
Barbara Witte, Community Foundation of Broward

The Board Walk: Roles & Responsibilities of Nonprofit Boards
Mark W. Glickman, CFRE, Director of Planned Giving & Endowments, Simon Wiesenthal Center

Maximizing Your Donors' Art, Antiques and Other Valuable "Stuff" for the Benefit of Themselves, Their Heirs and the Charities They Support
Michael Mendelsohn, Briddge Art Strategies

Demystifying Endowment Fund Investments
Suzy Peterfriend Ross, CEO FamilyLegacy, Inc.

The Nuts and Bolts of Prospect Research
David Paikin, JD, Leonard M. Miller School of Medicine, University of Miami
Marci Philbin, University of Miamis Leonard M. Miller School of Medicine

Making Your Voice Heard in Tallahassee and a Review of the Past Florida Legislative Session
State Senator Steven A. Geller

 15th Annual Symposium of the Planned Giving Council of Broward County

BACK TO SCHOOL: ETHICAL CONSIDERATIONS IN PLANNED GIVING
William T. Marks, Esq., Senior Vice President, Northern Trust N.A.

Ethical Accounting for Tax Exempt Organizations
Gregory R. Tait, Berenfeld, Spritzer, Schechter & Sheer

Ethical Considerations when Charities Deal with Professional Advisors
Presented by C. Scott Rassler, JD, CLU

A Charities Permissible Role in the Political Process:
An Ethical Look at What Charities Can and Cannot do During Elections
Presented by Adam Scott Goldberg, JD, LL.M.

  PROGRAMS 2007