2024
| June 18, 2024 | |
|---|---|
| Starting, Restarting, or Fine-tuning a Planned Giving Program Presentation | J. William (Bill) Zook, Evergreen Planned Giving, LLC |
2023
| November 7, 2023 | |
|---|---|
| Navigating Complex Funding Assets: Strategies for Effective Evaluation Presentation | Steve Slotemaker, TIAA Kaspick |
| October 10, 2023 | |
|---|---|
| Working with Professional Advisors: Your Seat at the Table Presentation | Heather Guthrie, JD, Partner, Dunn Carney LLP Eden Rose Brown, JD, Law Office of Eden Rose Brown, LLC Mary Lago, CFP, CTFA, Ferguson Wellman Capital Management |
| July 26, 2023 | |
|---|---|
| Legacy Societies & Bequest Campaigns: Creating an Ecosystem for Success | Kathy Saitas, JD, Advancement Counsel and Senior Director of Gift Planning, Reed College Rochelle Makela-Goodman, Assistant Vice President of Gift Planning, OHSU Foundation |
2022
| July 21, 2022 | |
|---|---|
| Managing and Marketing Potential Gifts of Real Estate Presentation Legislative Updates | Wes Milligan, Director of Planned Giving, Oregon, The Nature Conservancy Rebecca Bibleheimer, Senior Complex Gifts Officer, Oregon Community Foundation Rochelle Makela-Goodman, Assistant Vice President of Gift Planning, OHSU Foundation Jennifer Milburn, Senior Director, Gift Planning, OSU Foundation |
2021
| November 18. 2021 | |
|---|---|
| After the Gift is Made – What Should Gift Planners Know About Tax Reporting? Presentation | Bill Dolan, Senior Philanthropic Advisor, U.S. Bank Private Wealth Management |
| September 9, 2021 | |
|---|---|
| You Want Me to Ask for What?! – 5 Bold Strategies to Improve Donor Conversations, Legacy & Impact | Lani Starkey, Fifty Rock Consulting LLC |
| July 15, 2021 | |
|---|---|
| Before You Say No – Considerations for Accepting Gifts of Illiquid Assets Presentation Reed College Gift Acceptance Policy Controversial Donor’s Guide |
Kathy Saitas, JD, Director of Gift Planning, Reed College Zach Hull, Founder and President, X Gallery Art Storage Jennifer Viviano, Artist and Managing Director, X Gallery Art Storage |
| June 17, 2021 | |
|---|---|
| Thinking Beyond Retirement Income for CRTs and CGAs in the Current State of Tax Law Influx Presentation | Rebecca Bibleheimer, Senior Complex Gifts Officer, Oregon Community Foundation |
2020
| March 13, 2020 | |
|---|---|
| Your Legacy as a Fundraiser: An Interactive Exploration Presentation Fundraiser’s Creed Why-Bo-Do-Worksheet |
Penny Cossden, MPA, CFRE, FAHP |
| January 17, 2020 | |
|---|---|
| Uniform Prudent Management of Institutional Funds Act Presentation | Mary Lago, CFP, CTFA Jeff Thede, JD |
2019
| November 15, 2019 | |
|---|---|
| Understanding the Major Trends that Impact Donors Today materials | Katie Parker, Editorial Director, The Stelter Company |
| May 17, 2019 | |
| IRAs: The Queen on the chessboard… powerpoint and handout | Jeff Comfort |
| March 15, 2019 | |
| You Want Us to Raise How Much? The Role of Planned and Deferred Gifts in a Campaign powerpoint | Pete Sommerfeld |
2018
| January 19, 2018 | |
|---|---|
| New Tax Legislation and Implications for Estate Planning Tax Reform Powerpoint Presentation Tax Cuts and Jobs Act Handout |
Eric Hormel, CPA, Tax Shareholder, Perkins & Co Kim Spaulding, CPA, Tax Senior Manager, Perkins & Co |
2016
| May 13, 2016 | |
|---|---|
| RSVP’ing Philanthropy & the Cannabis Industry: Is Your Organization Ready? materials | Lori Slaughter |
2015
| November 13, 2015 | |
|---|---|
| RSVP’ing The Unknown (It’s Coming Anyway): The Role of Investment Policy Statements in Creating Better Long-Term Outcomes |
Chris Magaña, MBA, JD |
| Financial Elder Abuse | Tiffany R. Couch, CPA/CFF, CFE |
| July 17, 2015 | |
| Overcoming Stumbling Blocks materials | Alison O’Carroll |
| Exiting the Underproductive CRT Part I materials Part II materials |
Russell Willis |
| March 20, 2015 | |
| Charitable Gift Annuities: Overview and Considerations materials | Rebecca Bibleheimer, JD |
| US Trust Executive Summary on Philanthropic Trends materials | Joe Bui |
| January 16, 2015 | |
| Motivations for Charitable Giving—Simple Estate Tax Planning materials | Steven Bennett, JD |
2014
| November 14, 2014 | |
|---|---|
| Personal Property Donations materials | Shirley Sanders John Henley |
| Charitable Remainder Trust Overview materials | Kathryn Holland, JD |
| March 14, 2014 | |
| Building Your Brand with LinkedIn materials | Melissa Barker |
| January 17, 2014 | |
| The Case for Bequests materials | Steven Slotemaker |
2013
| November 15, 2013 | |
|---|---|
| Drafting CRT With an Eye to the Future materials | Bill Knox, JD |
| Skills Building—Legacy Building materials | Julie Feely, OPB |
| July 19, 2013 | |
| Bequests—Stewardship & Administration materials | Allison O’Carroll |
| May 17, 2013 | |
| Mineral Administration materials | Frank Erisman |
| Your Mission Statement to Planned Gifts materials | Stacey Graham |
| March 13, 2013 | |
| Charitable Lead Trusts materials | Jill Dodd |
2012
| November 16, 2012 | |
|---|---|
| The Widow, Her CPA and the C-Corporation | Pete Sommerfeld |
| Investment Considerations for Planned Gifts | Sharon Heth & Bill Harris of Allen Trust Company |
| July 20, 2012 | |
| Use of Retirement Benefits in Charitable Planning materials | William Finestone |
| June 1, 2012 | |
| Using Charitable Gift Annuities to Generate Retirement Income materials | Bryan K. Clontz |
| Series III—Session #4 Close Relationships with Donors |
Mary Anne Rees |
| March 16, 2012 | |
| Conversations about Money | Kevin T. Crilly, JD |
| Series III—Session #3 Creating an Informed Donor—Opportunity & Responsibility |
Stephen Brier |
| January 20, 2012 | |
| Selected Gift Planning and Other Topics Important to Oregon Nonprofits materials | Jeffrey C. Thede |
| Series III—Session #2 Gift Substantiation, Appraisals, & The Receipting Process |
Al Zimmerman |
2011
| November 18, 2011 | |
|---|---|
| Gift Horse Alert: Red Flags and Pitfalls of Gift Planning | Aviva Shiff Boedecker |
| Series III—Session #1 Dealing with Gifts of Stock and other Securities |
Al Zimmerman |
| July 15, 2011 | |
| Endowments in Crisis | Kathryn W. Miree, JD |
| May 20, 2011 | |
| Philanthropy and Business Succession: Opportunities and Pitfalls materials | Jill S. Dodd, Partner |
| Series II—Session #4 Effective Stewardship for Planned Gift Donors materials |
Drew Hunsinger, JD, CSPG |
| March 11, 2011 | |
| The State of Economy and Philanthropy | Kevin Johnson, CFRE, CSPG, Retriever Development Counsel, LLC |
| Series II—Session #3 Survey of Taxes and Charitable Planning materials |
Rebecca Bibleheimer, JD, LLM |
| January 21, 2011 | |
| I Will Follow You Forever More, That’s What Friends Are For materials | Nicci Noble, CFRE |
| Series II—Session #2 Bequests—Ultimate Gifts from Grateful donors materials |
Al Zimmerman, CFRE, CSPG |
2010
| November 12, 2010 | |
|---|---|
| Visiting With Donors—a 17 Year Retrospective materials | Roger Ellison |
| Series II—Session #1 Identifying Planned Gift Donors materials |
Al Zimmerman, CFRE, CSPG |
| July 16, 2010 | |
| Is It Legal? Is it Ethical? | Jeff Thede, Thede Culpepper LLC |
| May 14, 2010 | |
| LIABILITY: Random Thoughts on How to Not Get Burned materials | Erik Dryburgh, JD, Adier & Colvin |
| March 12, 2010 | |
| Market Challenges Create Estate Planning Opportunities | Mary Lago, CFTA |
| Session #4 Building Blocks for a Successful Planned Giving Program materials |
Al Zimmerman, CFRE, CSPG |
| January 8, 2010 | |
| The Perfect Audit & Fundraising materials | Jim Normandin, President, Memorial Medical Center Foundation Rachelle Quinn, CPA & Senior Audit Manager, KPMG LLP Lori Mueller, VP Finance and Administration, OHSU Foundation |
| Session #3 Steps to Starting a Planned Giving Program or Staying on Track with a Planned Giving Program materials |
Al Zimmerman, CFRE, CSPG |