Membership Meeting Archives

November 7, 2023
Navigating Complex Funding Assets: Strategies for Effective Evaluation

Steve Slotemaker, TIAA Kaspick
October 10, 2023
Working with Professional Advisors: Your Seat at the Table

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
July 21, 2022
Managing and Marketing Potential Gifts of Real Estate
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
November 18. 2021
After the Gift is Made – What Should Gift Planners Know About Tax Reporting?

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
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

Rebecca Bibleheimer, Senior Complex Gifts Officer, Oregon Community Foundation
March 13, 2020
Your Legacy as a Fundraiser: An Interactive Exploration
Fundraiser’s Creed Why-Bo-Do-Worksheet
Penny Cossden, MPA, CFRE, FAHP
January 17, 2020
Uniform Prudent Management of Institutional Funds Act

Mary Lago, CFP, CTFA
Jeff Thede, JD
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
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
May 13, 2016
RSVP’ing Philanthropy & the Cannabis Industry: Is Your Organization Ready?  materials Lori Slaughter
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
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
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
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
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
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