Membership Meeting Archives

January 17, 2020
Mary Lago, CFP, CTFA and Jeff Thede, JD “Uniform Prudent Management of Institutional Funds Act

November 15, 2019
Katie Parker, Editorial Director, The Stelter Company, “Understanding the Major Trends that Impact Donors Today

May 17, 2019
Jeff Comfort “IRAs: The Queen on our chessboard…”   powerpoint and handout

March 15, 2019
Pete Sommerfeld “You Want Us to Raise How Much? The Role of Planned and Deferred Gifts in a Campaign” powerpoint

January 19, 2018
New Tax Legislation and Implications for Estate Planning

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