2018 Course Descriptions

{ Download the 2018 PDF Schedule } { Download the 2018 PDF Conference Booklet }

7:30 – 8:30am: Registration/Breakfast/Exhibits
8:30 – 8:45am: Welcome

Sarah Gambill

Eric Maher

8:45 – 9:45am: Keynote Address

Women: An Undervalued Asset in Philanthropy

Debra J. Mesch, PhD
Professor of Philanthropic Studies and the Eileen Lamb O’Gara Chair in Women’s Philanthropy,
Lilly Family School of Philanthropy at Indiana University

Women are driving philanthropy in unprecedented ways, given their $5.15 trillion in assets, and the equal or higher amount they are inheriting due to the intergenerational transfer of wealth. In most houses they make or influence philanthropic decisions. Consumer companies market products to women – they recognize that women control the majority of wealth in this country and are the household’s chief financial officers.

Dr. Debra Mesch will explore the changing philanthropic landscape, what the research says about gender and philanthropy, and ways that planned giving fundraisers and professionals can help grow charitable giving.

9:45 – 10:00am: Morning break and exhibits
10:00 – 11:00am: Breakout Session I

Breakout Session I: Track One

Planned Giving 101: Introduction to Gift Planning

Rebecca Bibleheimer, JD, LLM
Senior Philanthropic Advisor, Vice President,
U.S. Bank Charitable Services Group

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.

Breakout Session I: Track Two

How Women and Men Give Around Retirement

Debra J. Mesch, PhD
Professor of Philanthropic Studies and the Eileen Lamb O’Gara Chair in Women’s Philanthropy,
Lilly Family School of Philanthropy at Indiana University

With 10,000 Baby Boomers turning 65 every day through 2030 and representing about 15% of the population, understanding charitable giving patterns at this phase of life takes on greater urgency. In general, household consumption declines at and after retirement. Does this pattern hold true for charitable giving and does giving change in different ways around retirement according to gender and marital status? In this session, Dr. Debra Mesch, Eileen Lamb O’Gara Chair in Women’s Philanthropy at the Indiana University Lilly Family School of Philanthropy, will share highlights of Women’s Philanthropy Institute’s report on retirement, gender, and charitable giving and engage in discussion about the implications and practical application for planned giving fundraisers and professionals.

Breakout Session I: Track Three

Capacity and Giving – Making Sure Donor Incapacity or Undue Influence Does Not Come Back to Haunt You!

Michael D. Levelle, JD
Special Counsel,
Sussman Shank LLP

If asked “What’s a person’s capacity for giving?” most professionals involved with charitable gift planning will think first of the person’s financial capacity to make gifts. However, with the aging of America’s population and the medical advances in physical health care, the professional must also think about a person’s mental or legal capacity to gift when counseling them about various charitable gift planning strategies. This presentation will focus on the issues, legal standards, preliminary assessments of capacity and strategies to maximize a person’s ability to make charitable gifts.

11:20am – 12:20pm: Breakout Session II

Breakout Session II: Track One

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

Rebecca Bibleheimer, JD, LLM
Senior Philanthropic Advisor, Vice President,
U.S. Bank Charitable Services Group

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.

Breakout Session II: Track Two

Engaging Multiple Generations in Philanthropy

Deborah Goldstein
Principal of Enlightened Philanthropy 

How well do you know the four generations over the age of 21 who are now engaging in philanthropy? You may be more familiar with the Traditionalists and Baby Boomers, but with an impending wealth transfer, members of Gen X and the Millennials are equally important to get to know. In this session, we’ll explore each of these generations, what influences them, and how they give.

When each of these generations is represented in a family, how do they engage in philanthropy together? We’ll talk with a local philanthropic family to learn more about how they’ve engaged younger generations in giving, how they work together as a family to give, what motivates them to give individually and as a family, and how they’ve overcome challenges that arise as a result of multiple generations working together. In the process, you’ll also learn the role a philanthropic advisor can play in engaging multiple generations in philanthropy.

Breakout Session II: Track Three

The Tax Cuts and Jobs Act: Selected Issues for Individuals

Christopher Cline, JD
President and Chief Executive Officer,
Riverview Trust Company

Samantha Pahlow, CPA, CTFA
Senior Vice President,
Riverview Trust Company

In December of last year, President Trump signed into law one of the most sweeping changes to the Internal Revenue Code since 1986. Although the biggest change was the lowering of corporate rates, the law also has made significant changes to the ways individuals are taxed as well. This presentation will provide an introduction and overview to what we feel are the most important changes affecting individuals.

12:30 – 1:40pm: Lunch and Distinguished Service Award presentation
1:40 – 2:40pm: Breakout Session III

Breakout Session III: Track One

Getting Professional Advisors on Board with Philanthropy

Arlene Cogen, CFP
Philanthropic Leadership Consultant,
Arlene Cogen Consulting

Getting professional advisors onboard with philanthropy is about connecting with advisors through numbers. You are all familiar, when a donor commits to making that significant gift and says, “I am going to check with my advisor.” And they should. Connect with advisors where it counts, in the numbers. In this session:

* Learn how to engage with advisors, with the numbers and facts that add value to their practice.

* Learn the importance of philanthropy from their perspective.

* Learn which gift planning techniques can help them solve difficult family issues and leave a legacy in the community.

Breakout Session III: Track Two

Cautionary Tales and Useful Tips from the Attorney General’s Office

Elizabeth Grant, JD
Oregon Department of Justice, Charitable Activities Section

Susan Bower, JD
Assistant Attorney General,
Oregon Department of Justice, Charitable Activities Section

Most gifts are made and most organizations are formed with the best of intentions. But surprisingly often, plans go awry. Charitable Activities Section representatives from the Oregon Department of Justice will highlight the importance of educating founders on the work required to make a nonprofit a viable, ongoing enterprise and what to expect if the Section initiates an investigation.

Breakout Session III: Track Three

Charities as Beneficiaries of Estate Plans

June Wiyrick Flores, JD
Miller Nash Graham & Dunn LLP

This session will provide guidance to charities on what to do once they have been notified that the charity has been named as a beneficiary in an estate or a trust. We will discuss the monitoring that a charity should undertake as a beneficiary and what they can do to protect their interest.

2:40 – 3:00pm: Dessert break and exhibits
3:00 – 4:00pm: Breakout Session IV

Breakout Session IV: Track One

Stewardship for Planned Gifts: Moving Beyond Thank You—A Panel Discussion

Brenda Ray Scott, CFRE
Adept Diva Consulting Fundraising and Public Relations

Michael Davis, MBA CTFA
Associate Vice President for Major Gifts and Planning,
Lewis & Clark College

Kathryn Karr
Donor Relations Manager, Major Gifts,
Oregon Humane Society

Lisa James, CFRE
Executive Director,
Lan Su Chinese Garden

You know from your own work how essential stewardship (at all levels) is to retaining and growing your donor’s support of an organization. How does that look for your organization once the donor has made a planned gift? How do you continue building the relationship to help the donor know they are valued yet in a way that is sustainable from a time and budget standpoint and unique to your organization? This session offers a panel discussion, moderated by Brenda Ray Scott, CFRE, with Lan Su Chinese Garden Executive Director Lisa James, Lewis & Clark College Associate Vice President for Major and Planning Michael Davis, and Oregon Humane Society Donor Relations Manager, Legacy Gifts Kathryn Karr. The session will offer an opportunity for interaction with panelists and attendees.

Breakout Session IV: Track Two

When Planned Giving Gets Social

Jeri Kasal
Associate Director of Philanthropy, Planned Giving
Oregon Public Broadcasting

Paul Loofburrow
Vice President of Marketing,
Oregon Public Broadcasting

Learn how to leverage digital advertising to drive traffic to your website and convert website visitors to leads.

Breakout Session IV: Track Three

How NOT to Run a Foundation: Lessons from the Trump Foundation Lawsuit

Janet Knauss Larsen, JD
Lane Powell

Karen E. Hobson, JD LLM
Counsel to the Firm,
Lane Powell

A.Jeffery Bird, JD
Lane Powell

In June, the New York state attorney general’s office filed lawsuit against the Donald J. Trump Foundation for alleged misuse of funds or personal benefit. This session will be discussion of what the Trumps should have known about basic corporate formalities, lack of internal controls, fiduciary obligations, self-dealing, related party transactions, and waste of charitable assets and the role of a state’s attorney general in ensuring charitable intent.

 4:00pm: Reception