2020 Course Descriptions

{2020 Speaker Biographies}


Wednesday, September 16
8:45 – 9:00am: Welcome & Introductions
9:00 – 10:00am: Session I

Planned Giving 101: Introduction to Gift Planning

Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank

Designed for attendees who are new to planned giving or in need of a refresher of the basics, this seminar will provide a broad overview of types of planned gifts. We will cover bequests, beneficiary designations, charitable remainder trusts, charitable gift annuities, and IRA gifts with an explanation of what each of these tools are and how they can benefit your donors. We will also take a moment to look at the big picture of planned giving, what it is and how it fits into development.

10:00 – 10:15am: Break
10:15 – 11:15am: Session II

Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It

Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank

Now that we know what the types of planned gift are, let’s look closer at how they intersect with your donor’s estate planning and how to identify opportunities to discuss these vehicles with your donors. We will discuss when these tools may be appropriate for your donors and what the next steps are when you identify a prospective planned gift. Part of this discussion will also focus on marketing of planned gifts as well as a discussion on legacy giving in general and the motivations involved and how to work with your donors to help ensure that their intent and wishes are fulfilled by their planning.

11:15 –11:30am: Break
11:30am – 12:30pm: Office Hours with PG Professionals

Starting a Planned Giving Program

Ann Barden
Director of Gift Planning
Oregon Health & Science University Foundation

Donor Advised Funds

Rebecca Bibleheimer, JD, LLM
Senior Philanthropic Advisor
Oregon Community Foundation

Collaborating with the Annual Fund

Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank

Gifts of Real Estate

Pete Sommerfeld, CSPG
Senior Philanthropic Advisor
Oregon Health & Science University Foundation

Estate Administration 

Kathy Saitas, JD
Advancement Counsel and Senior Director of Gift Planning
Reed College

The Mentor-Mentee Relationship

Mike Macnab

Gift Planning in a Low Interest Rate Environment

Lon P. Dufek, CPA, CFP
Senior Director, Office of Gift Planning
Providence Health & Services Foundations


Thursday, September 17
8:45 – 9:00am: Welcome & Introductions
9:00 – 10:00am: Session I

Session I: Track A

Words Matter: How to Inspire Your Donors (and Colleagues) to Consider Planned Gifts

Jennifer Milburn
Senior Director of Development, Gift Planning
Oregon State University Foundation

Planned gifts are the result of thoughtful planning and careful consideration, as donors elect to support missions they are passionate about, elevating their favorite charities to the level of family. These are not transactional gifts. In this presentation, Jennifer will discuss how word choice and approach will help encourage donors to talk about charitable estate planning, make a planned gift, and participate in your organization’s campaign. Jennifer will also provide best practices for training major gift teams and annual fund colleagues to have effective planned giving conversations.

Session I: Track B

Gifts of Retirement Assets

Rebecca Bibleheimer, JD, LLM
Senior Philanthropic Advisor
Oregon Community Foundation

Americans hold almost $10 trillion in individual retirement accounts as of March 2020. These accounts, referred to as IRAs, make up a significant component of many nonprofit donors’ assets and estates. Withdrawal and gift from IRAs are subject to special rules and tax consequences. In this session we will start with a high level view of these rules and how these accounts are taxed and then go through what to know about making gifts of these assets during a donor’s life, as well as at their death. We will also cover the changes made due to recent legislation and how this will affect these gifts going forward.

10:00 – 10:15am: 1st Break

Session II: Track A

Leading Through Fear and Uncertainty

Rena Whittaker
Executive Director
Emanuel Medical Center Foundation & Good Samaritan Foundation

In this presentation, Rena explores essential truths that have the power to transform our teams and the way we work. She believes that everything is possible, and this presentation will inspire you to expand your possibilities. No matter what position you hold in your company, you’ll learn specific steps to bring your team together as a strong, cohesive, and productive force. Her methods are grounded in her philosophy of “BeingTribal”: that a trusted support structure within a small group of positive people can change your life and change the world.

Visit her website to learn more about Rena and her work: https://beingtribal.com/

Session II: Track B

Making Something Out of Nothing: Managing Challenging Charitable Gifts from Estates and Trusts

Steven G. Bell, JD
Associate
Stoel Rives LLP

Gifts from estates and trusts can come with unique challenges, and the discussion for this session will include practical planned giving techniques for uncertain times, cleanup strategies of problematic gifts and how to deal with uncertain benefit and unworkable restrictions. This session will help you anticipate issues, mitigate risk and support your institution’s vision, mission and strategic plan.

11:15 – 11:30am: 2nd Break
11:30am – 12:30pm: Session III

Session III: Track A

Lessons Learned from a Career in Planned Giving

Pete Sommerfeld, CSPG
Senior Philanthropic Advisor
Oregon Health & Science University Foundation

This session will center on principles of gift planning that have proven successful through years of personal experience.

Session III: Track B

The Benevolent Bitcoin: Considerations when Gifting Virtual Currency

Jon Feldhammer, JD
Katie McEvilly, JD
Richard Ramirez, JD

This comprehensive presentation will include an overview of blockchain and virtual currency to familiarize you with terminology and provide a general understanding of bitcoin. You will learn about tax considerations, recent IRS developments, and benefits and potential issues around gifting and accepting virtual currency including planned giving techniques.

12:30 – 1:30pm: Lunch Hour Social