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Joint SCPGC/AFP Central Carolina Chapter Meeting
Date: Thursday, March 18
Time: Registration – 11:30 a.m. / Program – 12:00 noon to 1:00 PM
Place: Brookland Banquet & Conference Center, 1066 Sunset Blvd/Highway 378, West Columbia
Topic: Planned Giving 101 Best Practices
Cost: $18.00 (includes lunch)
RSVP: By Monday, March 15 – 803-705-4809 or halls@benedict.edu
JOIN US!!
The SC Planned Giving Council is sponsoring the March 18th monthly luncheon for the AFP Central Carolina Chapter. Our SCPGC Board Member, Rocky Menge with Wells Fargo Advisors, will be speaking on Planned Giving 101 Best Practices. Come show support for our local SCPGC Board Member and meet the local professional fund raisers in the Midlands area!
2010 Kanuga Conference (May 4 & 5, 2010)
2009 Fall Forum
for estate planning and planned giving professionals
Date: Friday, September 25, 2009
Registration: 8:30am
Conference: 9:00 am - 12:45 pm
Lunch: boxed lunch provided at close of conference
Presented By:
W. Steven Johnson, JD (Todd & Johnson, LLP)
Daniel K. Hicks, JD (Nexsen Pruet)
Location: SC Baptist Convention, Columbia, SC [Directions]
Cost: $40.00/SCPGC Members; $50.00/Non-Members
Seminar Brochure
Sponsored by: Baptist Foundation of South Carolina in conjunction with the SC Planned Giving Council and the Columbia Estate Planning Council
Topics Covered:
Probate Avoidance, Planning with Revocable Trusts, and Administration of Credit-Shelter Trusts
- Expenses associated with Probate
- Appropriate beneficiary designations
- Funding of Revocable Trusts before and after death
- Post-death elections available to trustees
- South Carolina Trust Code requirements of trustees
- Discretionary distributions of principal to trust beneficiaries
- Post-death modification of a credit-shelter trust
Show Us the Money: Dealing with the Challenges Facing the Drafting Attorney and Planned Giving Officer
- Gift/Tax Planning with Charitable Remainder/Lead Trusts
- Gift Planning with Gift Annuities
- Recent Developments in Planned Giving
- Coordination of the Plan Between the Drafting Attorney, Donor, and Planned Giving Officer
- Planned Giving Mistakes to Avoid
CE Credits eligible from: SC State Supreme Court; CFRE International; CFP Board; Institute of Certified Bankers; SC Board of Accountancy
The 2009 KANUGA Conference
Tuesday, May 5th, 2009 |
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9:30 – 12:30 |
Registration |
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10:30 – 11:30 |
Pre-Conference Session – “Basics of Planned Giving” – Tom Lawson |
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12:30 – 1:00 |
Lunch |
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1:15 – 2:30 |
"Donor-Centered Legacy Giving in the 21st Century" - Keynote Speaker, Brian M. Sagrestano |
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2:30 – 3:45 |
Break-out Session (Basic A & Advanced A) |
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4:00 – 5:15 |
Break-out Session (Basic B & Advanced B) |
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Basic Sessions:
A. “Bequests as Part of a Planned Giving Program” – Randy Boone (this session sponsored by NBSC/Synovus Trust)
B. “Planned Giving for the One Person Shop” – Jean Craig Long
Advanced Sessions:
A. “Real Estate – Good Dirt or Poor Dirt (Outright Gifts & Retained Life Estate & Funding Life Income Arrangements with Real Estate)” - Linda Friedland
B. “Creative Charitable Giving with Non-Cash Assets: From Acceptance to Disposition” – Bryan K. Clontz (this session sponsored by The Community Foundation of Western North Carolina) |
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5:30 - 6:30 |
Reception (Sponsored by Wachovia Nonprofit and Philanthropic Services) |
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6:30 – 7:30 |
Dinner |
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7:30 – 8:30 |
Networking / Social Hour |
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Wednesday, May 6th, 2009 |
8:00 – 8:45 |
Breakfast |
9:00 – 10:30 |
"New or Pending Changes in Estate and Tax Laws Since the November 2008 Election" - Plenary Speaker, Andrew A. Strauss |
11:00 – 12:30 |
“Legacy Giving Building Blocks – Creating the Infrastructure for a Successful Legacy Giving Program” - Keynote Speaker, Brian M. Sagrestano |
12:30 – 1:00 |
Lunch |
1:00 |
Adjourn |
SC Planned Giving Council Winter Meeting (Local Virtual Seminars)
Date: Wednesday, March 18, 2009
Time: 1:00 PM – 2:30 PM
Location: Bring a bagged lunch and enjoy fellowship and learning in one of the following locations:
CHARLESTON Area: College of Charleston / Wilson-Sottile House – The Wilson-Sottile House (large, yellow, three-story Victorian house) is located on College Way (pedestrian traffic only), but near the intersection of Calhoun and Coming Street. Parking is available in either of two parking decks, one being just north of Calhoun Street on St. Phillip Street (behind the Francis Marion Hotel) or one being just north of Calhoun Street on King Street (beside the Francis Marion Hotel). Host: David Masich (843-953-1835)
COLUMBIA Area: NBSC Building (corner of Lady and Main Streets, Columbia) - Third Floor / Board Room. Signs at the elevator will direct you to the board room. Parking is either on the street or in the City Parking Garage with the entrance on Lady Street. Host: Brenda Wheeler (803-929-2211)
UPSTATE Area: Wofford College, Spartanburg – The meeting will be held in the Papadopoulos Building (adjacent to Admissions Office/Black Hall). Directions - Off of North Church Street (Asheville Highway), turn into the main entrance to the college. Turn left into the first parking lot adjacent to the Papadopoulos Building. Host: Smith Patterson (864-597-4196)
Topic: Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy* - What impact does family philanthropy have on estate and charitable planning, and what do you offer the donor/client who is interested in creating an institutional form for generational philanthropy after the Pension Protection Act of 2006? This session helps advisors and fundraisers analyze donor/client goals and sort through the options of a private foundation, supporting organization, donor advised fund, charitable lead trust, and the easiest of all-the kitchen table. (This is an encore presentation from the University of Miami's 2009 Heckerling Institute on Estate Planning.)
Speaker: Kathryn W. Miree, Kathryn W. Miree and Associates, Birmingham, AL - Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates, Inc., in Birmingham, Alabama. She provides planned giving, endowment, and foundation management services to help charities build financial stability through planned gifts and endowment. Ms. Miree holds a J.D. from the University of Alabama School of Law. Her career includes 15 years in various positions in the trust division of a large southeastern bank, including tenure as senior vice president and manager of the personal trust department. She also served as president and CEO of the trust company for a regional brokerage firm. In these positions she worked extensively with nonprofit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments.
Ms. Miree is a past president of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning), past president of the Alabama Planned Giving council, past president of the Estate Planning Council of Birmingham, and past president of the Alabama Bankers Association Trust Division. She is a member of the Alabama Bar Association and Birmingham Bar Association. Ms. Miree's publications include the Family Foundation Handbook, 2006 Edition (CCH 2007) and the Professional Advisors' Guide to Planned Giving (CCH 2005).
Cost:
$15.00 - Members of the South Carolina Planned Giving Council
$25.00 - Nonmembers
Click here to register (Available until Friday, March 13, 2009 at 5:00 PM.)
This program has been approved for 1.5 hours CFP continuing education credit. Application is being made for CFRE credit.
2008 Fall Forum
Planned Gifts for Every Estate… gifts your clients will love
Date: Friday, November 21, 2008
Registration: 8:30am
Conference: 9:00 am - 12:00 noon
Lunch: 12:00 noon (boxed lunch provided)
Presented By: Kristen Schultz, JD, ePMT (Senior Vice President, Crescendo Interactive, Inc.)
Location: SC Baptist Convention, Columbia, SC [Directions]
Cost: $40.00/SCPGC Members; $50.00/Non-Members
Seminar Brochure
Sponsored by: Baptist Foundation of South Carolina in conjunction with the SC Planned Giving Council and the Columbia Estate Planning Council
Topics Covered:
Charitable Remainder Trusts
Understanding Gift Options
Trustee Options
Taxation
Insurance Trusts
Retirement Options
Gifts to Children & Charity
Leaving a Legacy / Leading by Example
Education
Testamentary Trusts
Insurance Options
Gifts of Real Estate
Helping Your Clients Understand the Benefits
Problem Properties
FLIP Unitrust
Life Estate
The 2008 KANUGA Conference
Date: Tuesday, May 6 to Wednesday, May 7, 2008
Location: Kanuga Conference Center Hendersonville, North Carolina (Lake Kanuga)
Keynote Speaker: Pamela J. Davidson, JD
Sponsor(s):
| Tuesday, May 6th, 2008 |
| 11:30 – 12:30 |
Registration |
| 12:30 – 1:00 |
Lunch |
| 1:15 – 2:30 |
Keynote Speaker – Pam Davidson - "I Don’t Know Anything About You, But"
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| 2:30 – 3:45 |
Break-out Session (Basic A & Advanced A) |
| 4:00 – 5:15 |
Break-out Session (Basic B & Advanced B) |
Basic Sessions:
A. JoVanna King (Clemson University) “Donor Demographics”
B. Bill Overby (The North Carolina Baptist Foundation, Inc.) “Making Planned Giving Easier and More Enjoyable for Donors”
Advanced Sessions:
A. Viken Mikaelian (Virtual Giving) “Dead Wrong Marketing: The 13 Sins (and Salvations!)”
B. Timothy J. Prosser JD (TIAA-CREF Trust Company, FSB) “Charitable Gifts of Retirement Plan Assets"
|
| 5:30 - 6:30 |
Reception |
| 6:30 – 7:00 |
Dinner |
| 7:15 – 8:30 |
Dessert and Networking / Social Hour |
| Wednesday, May 7th, 2008 |
| 8:00 – 8:45 |
Breakfast |
| 9:00 – 10:30 |
Keynote Speaker - Pamela J. Davidson, JD “Top Ten Steps to Take Now / What Motivates Planned Gifts / Simpler Gift Plans All Can Suggest to Just About Everyone” |
| 11:00 – 12:30 |
June J. Bradham, CFRE (Corporate DevelopMint) “Donor Centered Planned Giving: A New Paradigm”
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| 12:30 – 1:00 |
Lunch |
| 1:00 |
Adjourn |
SC Planned Giving Council Winter Meeting
Date: Tuesday, February 26, 2008
Time: 9:30am - 1:30pm
Location: SC Baptist Convention, Columbia, South Carolina - Directions
| Sponsored By: |
 |
Speaker: Gary M. Pforzheimer
President, PG Calc Incorporated
Title: RECOGNIZING PLANNED GIVING POTENTIAL IN DONORS
All planned giving donors are philanthropically motivated but many cannot or choose not to make major gifts. By learning about the donor’s financial and psychological situation, you can often find a planned giving vehicle that will appeal to the donor who otherwise is not willing to make an outright gift. The options are many, ranging from a small revocable bequest commitment to a large irrevocable planned giving arrangement. In the course of this discussion we will review all the planned giving options typically available to the development officer and use Case Studies to reinforce the concepts!
Meeting Schedule:
| 9:30am – 10:00am |
Registration |
| 10:00am – 10:15am |
Business Session and Welcome |
| 10:15am – 11:45am |
Session I |
| LUNCH |
| 12:30pm - 1:30pm |
Session II |
Cost:
$25.00 - Members of the South Carolina Planned Giving Council
$35.00 - Nonmembers
Click here to register (Available until Thursday, February 21, 2008 at 5:00 pm.)
Application will be made for Continuing Legal Education (CLE) Credit with the South Carolina Bar.
2007 Fall Forum – Charitable Estate Planning
featuring Andre R. Donikian JD, President, Pentera, Inc.
Date: Friday, November 30, 2007
Registration: 8:30am
Conference: 9:00 am - 12:00 noon
Lunch: 12:00 noon (boxed lunch provided / sharing session with speaker during lunch hour)
Location: SC Baptist Convention, Columbia, SC [Directions]
Cost: $35.00/Members; $50.00/Non-Members
SCPGC Board Meeting following lunch
Click Here to Register
Sponsored by:
Baptist Foundation of South Carolina in conjunction with the SC Planned Giving Council and the Columbia Estate Planning Council
Schedule
| 8:30am – 9:00am |
Registration and Welcome |
| 9:00am – 10:30pm |
“Charitable Estate Planning”
- Planned Giving Instruments and Their Effective Use
- Gifts of Income Interest in a CRT
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| BREAK |
| 10:45 pm - 12:00 noon |
- AMT Considerations
- Gifts of Closely Held Stock
- Giving Bonds to Capture Gain, Eliminate Risk
- Eight and Eight Leverage Plan / Other Case Studies
Speaker: Andre R. Donikian, JD (Bio) |
| Lunch Hour |
- Boxed lunches provided
- Mr. Donikian will be available for sharing / questions during this time
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The 2007 KANUGA Conference
Date:Tuesday, May 1 to Wednesday, May 2, 2007
(SCPGC Board Meeting: 6:30 pm, Monday, April 30, 2007)
Location: Kanuga Conference Center Hendersonville, North Carolina (Lake Kanuga) [Directions]
Keynote Speaker: Debra Ashton, author of The Complete Guide to Planned Giving,
Sponsor(s):
| Tuesday, May 1st, 2007 |
| 11:30 – 12:30 |
Sign-in |
| 12:30 – 1:00 |
Lunch |
| 1:15 – 2:15 |
Keynote Speaker – Debra Ashton (Author, The Complete Guide to Planned Giving) - "The 15 Hideous Reasons You’re Not Getting Gifts"
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| 2:30 – 3:30 |
Break-out Session (Basic A & Advanced A) |
| 3:45 – 4:45 |
Break-out Session (Basic B & Advanced B) |
Basic Sessions:
A. Alan Tewkesbury, Esq. (Butler, Means, Evins & Browne, PA) “Basic Estate Planning for Planned Giving Professionals”
B. R. Rothrock (Rocky) Menge (Senior Vice-President, Certified Portfolio Manager, Wachovia Securities) “Easy, Simple & Profitable": Marketing Gift Annuities and Bequests"
Advanced Sessions:
A. Elizabeth B. Mayo (Novit & Scarminach PA) “A Look at 2006 Rulings, Decisions and Legislation in the Non-Profit World” - a survey of IRS rulings, Court decisions and legislation affecting donors and non-profit organizations.
B. Roger Redding “The Care and Feeding of Endowments to Attract Planned Gifts”
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| 5:30 - 6:30 |
Reception |
| 6:30 – 7:00 |
Dinner |
| 7:15 – 8:15 |
Evening Session – Debra Ashton - "CASE STUDIES FROM THE TRENCHES THAT WILL CURL YOUR TOES: Seemingly Harmless Fact Patterns that are Horribly Wrong" |
| Wednesday, May 2nd, 2007
|
| 8:00 – 8:45 |
Breakfast |
| 9:30 – 10:45 |
Martin Novom CFRE (Principal, Alexis de Tocqueville Institute)
"Your Capital Campaign: Helping or Hurting Your Planned Giving Program?" - A capital campaign can be a big boost to your organization and to your planned giving efforts. It can also tie up more than its fair share of resources and attention. Is there a capital campaign in your future? Are you, and your organization, prepared so that you can make it a win-win situation for both your campaign and your ongoing planned giving efforts? Or, are you just expecting to hunker down until it passes? Martin Novom, a nationally recognized expert in capital campaign planning, will present a lively and interactive session for nonprofit professionals. Whether you've had capital campaign experience or not, you don't want to miss this session. |
| 10:45 |
Adjourn
|
Application will be made for 5.25 hours of Continuing Legal Education (CLE) Credit with the South Carolina Bar.
*Click here* for more Information on the 2008 Kanuga Conference.
Charleston Meeting, Trident Technical College
Date: Friday, February 23, 2007
Time: 9:30am - 2:00pm
Location: The Culinary Institute of Charleston at Trident Technical College, Charleston, South Carolina
Main Campus Map
| 9:30am – 10:15am |
Registration and Welcome |
| 10:15am – 11:45pm |
“A Look
at 2006 Rulings, Decisions and Legislation in the Non-Profit World” - a
survey of IRS rulings, Court decisions and legislation affecting donors
and non-profit organizations.
Speaker: Elizabeth B. Mayo |
LUNCH |
| 1:00pm - 2:00pm |
“What Does It Mean to
be a Trustee?”- When donors make gifts in the form of a charitable trust one very important decision is who can or should be the trustee. What makes a trustee successful? What are the challenges? This presentation addresses these questions and illustrates how to measure success. Speaker: Sandra Shell
Speaker: Sandra Shell |
Cost:
$35.00 - Members of the South Carolina Planned Giving Council
$55.00 - Nonmembers
Click here to register (Available until Thursday, February 22, 2007 at 5:00 pm.)
Application will be made for 2.5 hours of Continuing Legal Education (CLE) Credit with the South Carolina Bar.
Planning Concepts and New Developments in Charitable Planning
Date: Friday, October 27, 2006
Time: 8:30am - 12:30pm
Location: SC Baptist Convention, Columbia, SC [Directions]
Cost: $50.00
Boxed Lunch provided at the end of the session
SCPGC Board Meeting
follows the seminar
Click Here to Register
Sponsored by:
Baptist Foundation of South Carolina in conjunction with the SC Planned Giving Council and the Columbia Estate Planning Council |
Schedule
| 8:30am – 9:00am |
Registration and Welcome |
| 9:00am – 10:15pm |
“Advanced Charitable Planning: Giving It All Away Without Costing All You've Got”
- Gifts of Business Interests
- Charitable Lead Trusts
- CRTs to CGAs
- Miscellaneous Charitable Trust Issues
Speaker: Terry
L. Simmons (Bio) |
|
BREAK |
| 10:30pm - 12:30pm |
“Current Developments from the Congress, IRS, Treasury and the Courts”
- Recent Court Decisions, IRS Rulings and Pronouncements, and Treasury Actions
- Current Developments in Congress
- Wrap Up
Speaker: Terry
L. Simmons (Bio) |
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The KANUGA Conference |
| Date: |
Tuesday, May 2 to Wednesday, May 3, 2006
(SCPGC Board Meeting: 6:30 pm, Monday, May 1, 2006) |
| Location: |
Kanuga Conference Center
Hendersonville, North Carolina (Lake Kanuga) [Directions] |
| Sponsor(s): |
 |
*Click here* for more Information on the Kanuga Conference.
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Charleston Meeting, Trident Technical College
Date: Friday, March 10, 2006
Time: 9:30am - 2:00pm
Location: The Culinary Institute of Charleston at Trident Technical College, Charleston, South Carolina
*Main Campus Map: PDF map showing parking and meeting area (Please Print)
Sponsored by:
Merrill Lynch |
Program
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To sponsor a meeting, contact Eleanor Swarat, Sponsorship Committee Chair at info@scpgc.com |
Schedule
| 9:30am – 9:45pm |
Registration and Welcome |
| 10:00am – 12:00pm |
“Putting It All Together: The Intersection of the Annual, Major, and Planned Giving Strategies”
Speaker: H. King McGlaughon (Bio) |
|
LUNCH |
| *TWO AFTERNOON TRACKS: PLEASE SELECT A SESSION WHEN YOU REGISTER |
| 1:00pm - 2:00pm |
Session A:
“The Art of Persuasion: Catching Big Fish Takes Big Bait”
- This presentation will center on the best techniques for first attracting and then motivating Major Donors to provide large planned gifts.
June Bradham
(Bio), CFRE
Chairman and Founder
Corporate Develop
Mint Charleston, South Carolina |
| 1:00pm - 2:00pm |
Session B:
"The Fundamentals of Estate Planning for the Planned Giving Officer”
Timothy S. Phillips
(Bio)
Vice President/Trust and Estate Specialist
Merrill Lynch
Private Banking and Investment Grp.
Greensboro, North Carolina |
Cost:
$35.00 - Members of the South Carolina Planned Giving Council
$55.00 - Nonmembers
Click here to register (Available until Friday, March 3, 2006 at 5:00 pm - Registration for the afternoon session will require the registrant to select one of two tracks.)
Application will be made for 3 hours of Continuing Legal Education (CLE) Credit with the South Carolina Bar.
Education
National and local speakers present programs on topics, such as tax law changes, the nuts and bolts of planned giving, marketing strategies, and advanced planned giving techniques. Non-members are welcome to attend. Members receive reduced rate to all programs.
Networking
SCPGC provides opportunities to meet the local community of gift planners: attorneys, development officers, trust officers, insurance professionals, and accountants. Members include both novice and veteran gift planners.
Sponsored by:
Bank of America in conjunction with the South Carolina Planned Giving Council and South Carolina Baptist Foundation |
Program - (Program Concluded)
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To sponsor a meeting, contact Eleanor Swarat, Sponsorship Committee Chair at info@scpgc.com |
Date: Thursday, October 6, 2005 (concluded)
Time: 8:30am - 3:00pm
Location: SC Baptist Convention Center (directions)
Schedule
Cost:
$35.00.
Click here to register.
Application will be made for 3.0 hours continuing legal education (ethics/LEPR) and 2.0 hours of continuing legal education (general/MCLE) for attorney licensed in South Carolina
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