Meetings
September 16, 2008
Program
Advanced Gift Planning & Case Studies
Jeffrey Lydenberg, Attorney and Vice President with PG Calc Incorporated
Program Description:
How should we work with younger donors, over 40 but under 70? Which gift vehicles work best for the donor and charity? Learn how unusual applications of traditional gift and other planning vehicles can serve your donor. This is a special advance look at one of this year’s NCPG National Conference sessions.
Jeff, in his personal, signature style, will also provide an interactive gift planning case study session. Cases will include strategies that satisfy a donor’s charitable objective while preserving wealth for heirs, and retirement planning using life income gifts.
11:30 – 12:00 a.m. Registration
12:00 – 1:00 p.m. Networking Luncheon
1:00 p.m. Welcome
1:00 – 4:00 p.m. Part I - Planned Giving for Younger Donors
Part II - Advanced Gift Planning & Case Studies
About the Speaker:
Jeffrey Lydenberg, a renowned national speaker and recognized expert of planned giving techniques, is the Vice President for Client Services at PG Calc Incorporated. His planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years. He also worked in a similar capacity at the Cleveland Foundation.
Jeff counsels several non-profits and speaks frequently around the country on gift annuities, bequests programs, estate planning for gift planners, creative uses of planned gifts and a wide variety of other estate planning and gift planning topics. He has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. Jeff is the former programming chair for the Planned Giving Group of New England. He is currently a member of the Greater Cincinnati Planned Giving Council
Brochure
Location
M-TEC at Kalamazoo Community College
December 10, 2008
Program
Making the Ask
Marcy Heim
Principal Heim Consulting, Retired Senior Director of Development University of Wisconsin Foundation
Location
Date and venue to be determined
January 10, 2009
Program
How Various Charitable Giving Strategies Can Benefit Clients
Christopher Hoyt, Professor of Law at the University of Missouri Kansas City) School of Law.
How Various Charitable Giving Strategies
Can Benefit Clients
Professor Hoyt currently co-chairs the American Bar Association's Committee on Lifetime and Testamentary Charitable Gift Planning, and he frequently lectures nationally on estate planning strategies and issues in federal income taxation.
Location
Grand Rapids - date and venue to be determined