Membership Meeting Archives

2020
March 13, 2020
Your Legacy as a Fundraiser: An Interactive Exploration
powerpoint presentation Fundraiser’s Creed Why-Be-Do-Worksheet
Penny Cowden, MPA, CFRE, FAHP
January 17, 2020
Uniform Prudent Management of Institutional Funds Act powerpoint 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