Membership Meeting Archives

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