Fitting Planned Giving into the Donor’s Overall Estate Plan
Presented by: Beverly J. Greenley, JD, LL.M., McCarter & Greenley, LLC
People pass away every day without taking advantage of tax savings and the personal satisfaction that comes from leaving money to their beloved nonprofit(s). Beverly J. Greenley will explore how planned giving fits into an overall estate plan. Learn what is in a typical estate plan, as well as the wills, trusts and powers of attorneys that implement them. Beverly Greenley also will discuss protective trusts for married couples; how to avoid probate; and the importance of correct beneficiary designations for life insurance and IRAs.
Beverly Greenley is great at making law understandable. She accomplishes this in a variety of ways, including her artistic talents – she loves to draw cartoons, and is actually quite good!
She concentrates her law practice in the following fields: income taxation, estate and gift taxation, generation-skipping taxation, probate and trust administration, and business law, including corporate, partnership and limited liability company law.
Previously, she was a partner and member of the estate planning and tax departments at Husch & Eppenberger (now Husch Blackwell) and a partner in the St. Louis office of Gage & Tucker (now Lathrop & Gage).
Earlier, she was a professor of Law and Chairman of the Tax Department of Stetson University College of Law. She taught courses concerning income taxation of estates, trusts, corporations, partnerships and individuals, as well as estate and gift taxation and estate planning. In addition, Greenley has handled audits and appeals before the Internal Revenue Service and practices before the U.S. Tax Court.
Greenley is co-author of a multi-volume work entitled The Missouri Lawyer’s Guide. She has written articles on irrevocable life insurance trusts and co-authored an article on the evaluation of business enterprises. Greenley has been a speaker at numerous educational seminars.
Greenley received her Juris Doctorate degree from the University of Missouri, Columbia, and a Master of Laws degree in Taxation from Washington University in St. Louis. She is a member and former officer of the St. Louis Estate Planning Council Board. The St. Louis Estate Planning Council is an active educational organization of approximately 350 estate planners from the greater metropolitan St. Louis area who meet monthly to hear nationally known speakers discuss the latest in estate planning. Greenley is also a biographee in Who’s Who in American Law, Who’s Who in America and Who’s Who in the World. She also has been awarded the AV Preeminent™ Rating by Martindale-Hubbell®, a Legal Directory providing peer ratings for attorneys for over a century. Such rating is the highest possible qualification that Martindale-Hubbell® can bestow upon an attorney.
Is Your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross?
Presented by: Christopher L. Kelly, Vice President/Planned Giving Specialist, PNC Institutional Asset Management
While gift planning and planned giving infrastructures have evolved to meet the growing expectations of the American donor, the advanced planned giving tools seem to fail to meet the overall objectives. One vehicle that always suffers a questionable destiny is the charitable gift annuity (CGA). Is the vehicle at fault, or could there be another issue that plagues this philanthropy planning tool? In this session, Christopher Kelly will discuss the options and opportunities with an inactive CGA program.
Christopher Kelly brings more than 28 years of experience in trust, estate and philanthropic planning to his role of Vice President and Planned Giving Product Specialist with PNC Institutional Asset Management. Prior to joining his colleagues at PNC, Mr. Kelly served with the Comerica Charitable Services Group as Vice President and Senior Philanthropic Advisor, Chair of the Grant Committee and President of the Comerica Charitable Trust and Comerica Legacy Foundation, with a combined value of $120 million+. He served in a similar role with Merrill Lynch Trust Company Center for Philanthropy as Senior Philanthropic Consultant and Manager of the Merrill Lynch Community Foundation Alliance, a program he grew to over 225 community foundations across the United States and approximately $1.3 billion+ of assets.
He is a frequent guest speaker at conferences, educational programs and donor seminars across the country. He is a member of the Planned Giving Roundtable of Southeast Michigan, the Past President of the Council Board, Leave-A-Legacy Chair and is now Chair of the Mentoring Program. He served as a National Board Member of the National Association of Charitable Gift Planners, and was the Chair of the 2013 National Conference in Minneapolis. Mr. Kelly was a professional opera singer, debuting with the Michigan Opera Theatre in Detroit, Michigan and has performed with various opera companies and orchestras throughout the United States and in Europe.
Unlocking the Secrets of Inspirational Nonprofit Storytelling
Presented by: Jeremy B. Koch, Chief Empowerment Officer, Empower Nonprofits
Telling great stories is one of the most effective ways to convince an audience to support your cause, but very few people feel confident in their storytelling skills. Jeremy Koch will help you uncover the secrets of inspirational storytelling, without complicating the process. He’ll explore the structure, techniques, and tips that will make your stories more effective and give you the tools needed to inspire your next legacy gift.
The Untapped Potential of Nonprofit Email Marketing
Presented by: Jeremy B. Koch, Chief Empowerment Officer, Empower Nonprofits
Email marketing software is much more sophisticated today than when nonprofits first started emailing their monthly newsletters. Jeremy Koch will review what can be done with today’s email marketing software. You’ll learn how to use this powerful communications tool to increase engagement, sustain relationships, and improve your planned giving program.
Jeremy Koch is a nonprofit marketing and fundraising coach and an international nonprofit consultant. As the founder of Empower Nonprofits, he serves as a resource for nonprofit organizations looking to improve the effectiveness of their communications, marketing, and fundraising. He specializes in helping nonprofit fundraising professionals tell powerful stories that inspire their audience to take action.
Jeremy has 15 years of experience working for international nonprofit organizations including Save the Children, World Learning, Plan International, and World Education. He has served as a Chief of Party, Project Director, and Country Director for programs funded by USAID, DFID, CIDA, and UNICEF.
He graduated with a double major from St. Ambrose University in Davenport, IA with B.A. degrees in history and education. The day he graduated, he began his international career by applying to the Peace Corps. As a Peace Corps volunteer, Jeremy lived on the fringe of the Kalahari Desert in eastern Namibia. For two years he worked with local schools providing training and support to improve the quality of education they were able to provide their students. His time as a volunteer laid the foundation for his future career in international development.
After Peace Corps, Jeremy moved to Washington, D.C. to continue working with international nonprofit organizations. While there he completed a Master’s in Public Administration from George Mason University. Jeremy has lived abroad with his wife since they moved to Ethiopia in 2009. While in Ethiopia, Jeremy was the project director for a national-wide, in-service teacher training program that helped the Ethiopian Ministry of Education train over 72,000 teachers in English language teaching methodologies. Following the close of that program he then moved to World Learning to be the Country Director for their Ethiopia office.
Jeremy and his wife currently reside in Bangkok, Thailand, where Jeremy serves as an online nonprofit marketing and fundraising coach and international nonprofit consultant. His Empower Nonprofits website provides resources that teach you everything you need to know about nonprofit email marketing and effective nonprofit storytelling. He also runs the LinkedIn group, Professional Nonprofit Fundraising, a community of nonprofit fundraising professional that share experiences, ask questions, and share encouragement.
Having worked in Zambia, Namibia, Ghana, Malawi, Kenya, Ethiopia, Egypt, Myanmar, Thailand, and Indonesia, he has first-hand experience with some of the most devastating poverty in the world. But no matter where he finds himself he is continuously awe-struck by the heart, selflessness, and dedication of the nonprofit sector and the people who work in it. He believes every nonprofit has great stories that deserve to be heard and he looks forward to sharing his knowledge and experience with you.
Charitable Remainder Trusts
Presented by: Lisa D. McLauglin, JD, Managing Member, Reilly McLaughlin
Charitable remainder trusts are a great source of revenue. Lisa will demystify charitable remainder trusts and discuss the opportunities that exist for your organization. She has more than 35 years of experience in complex estate and trust planning for multi-generational families, wealth planning, probate and trust administration, fiduciary litigation, and related areas of law. She devotes much of her practice to charitable, nonprofit, and tax-exempt entity law.
Lisa McLaughlin has more than 35 years of experience in complex estate and trust planning for multi-generational families, wealth planning, probate and trust administration, fiduciary litigation, and related tax and closely held business areas of law. She also devotes much of her practice to charitable, nonprofit, and tax-exempt entity law.
The depth and breadth of Lisa’s expertise allows her to serve the needs of individual clients with a full range of sophisticated estate planning techniques. Lisa works with both individual clients and tax-exempt organizations to create, administer, and provide advice regarding governance for charitable trusts, nonprofit corporations, private foundations, endowments, and planned giving programs.
Having earned a reputation within the Missouri legal community as a “lawyer’s lawyer,” Lisa not only understands the tax and technical complexities of the estate planning and charitable planning fields, but she can effectively guide less experienced or more general legal practitioners. Lisa frequently speaks to both professional and nonprofessional audiences on estate planning and charitable planning.
An active volunteer leader in charitable and civic services for many years, Lisa currently serves as a trustee of the Missouri Historical Society, a director of Central Institute for the Deaf, a director of YouthBridge Community Foundation, and a trustee of the Missouri United Methodist Foundation.
Acceptance of Unique Assets & Best Gift Acceptance Policies
Presented by: Harold A. Melser, MA, FAHP, Retired & Consultant, HMConsulting
Drawing from his real-life experiences, Harold Melser will discuss the value of sound acceptance policies with unique assets as gifts (e.g., items from a personal collection including Asian art and Nazi items from World War II). Harold will also explore the impact of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) requirements on investment policies of nonprofit organizations.
Harold A. Melser, retired Director of the Advancement Division for Lutheran Hour Ministries, considers his special achievements while managing the organization’s fundraising efforts to include:
- Leading a campaign at Deaconess Health System and surpassing a $6 million goal
- Creating a special real estate gift acceptance policy/program
Since his 2014 retirement, Harold now works as a consultant and is campaign consultant to Green Park Lutheran School. Before joining Lutheran Hour Ministries, Harold’s career spanning more than three decades has included leadership positions with the Saint Louis Science Center, Southern Illinois University Edwardsville, Lutheran Church-Missouri Synod Foundation and Deaconess Health System Foundation.
Over the years, Harold has been active in leadership roles with the Association of Lutheran Development Executives, the Association of Fundraising Professionals, Partnership for Philanthropic Planning and the Association of Healthcare Professionals, serving on both the local and national levels. He has been recognized with the AFP Outstanding Fundraising Executive Award and the SLPGC Founders Award; holds the accreditation of Fellow in the Association for Healthcare Philanthropy; and is a recognized AFP Master Teacher for his teaching and speaking on fund development.
His volunteer activities include Lutheran Senior Services, Lutheran Church-Missouri Synod’s Missouri District, Faith Lutheran Church in Columbia, IL, Explore St. Louis and Christian Friends of New Americans. He serves on the board of directors for Family Shield Ministries and Lutheran in Medical Missions.
Harold holds a BS in education from Ball State University and a master’s degree in speech communications from the University of Nebraska-Lincoln.
Planned Giving Primer
Presented by: Matthew G. Perlow, JD, Partner, Husch Blackwell
This session will cover a potpourri of basic and intermediate planned giving subjects, including outright and deferred gifts, charitable remainder trusts, gift annuities, and gifts of remainder interests in personal residences and farms. The purpose of this session is to set forth the basics for those getting introduced to the subjects.
Specializing in estate and gift tax planning, Matt Perlow practices within the Financial Services & Capital Markets industry team. He assists clients in the formation, compliance and administration of tax-exempt organizations. His strategic advice guides the following: estate and succession planning for family businesses; probate and trust administration; charitable planning; and income taxation of trusts and estates.
Mas has significant experience in advising public entities, including the Saint Louis Art Museum and several public school districts, regarding supporting foundations and related charitable activities. He also regularly represents and provides advice to charitable organizations on planned charitable giving activities.
Matt serves on the firm’s Diversity Council.
The Changing Face of Philanthropy
Presented by: Brian M. Sagrestano, JD, CFRE, President & CEO, Gift Planning Development, LLC
For the last 40 years, nonprofits have focused their individual gifts fundraising on unrestricted gifts from the “Traditionalist” generation (born pre-1946). With the rise of the “New Philanthropists” (born 1946-present), this significant generational shift in the donor base now requires a fundamentally different philanthropic approach. Using research from his award-winning book with co-author Robert Wahlers, The Philanthropic Planning Companion (Wiley 2012), Brian Sagrestano will explain the change and how nonprofit gift planners can adapt to this new fundraising reality.
Brian M. Sagrestano, JD, CFRE, is an author, public speaker and thought leader in the gift planning world. As the President of Gift Planning Development, Brian provides gift planning services to a wide range of charitable clients from national organizations focused on high end gift plans to local charities seeking to start new gift planning programs. Brian is also a principal of Constellation Advancement, LLC, a full-service development consulting firm. Prior to starting GPD, he spent twelve years as a charitable gift planner, directing the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations.
Brian has co-authored three books with Robert E. Wahlers, CFRE, including the award-winning Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning (Wiley 2012), Getting Started in Charitable Gift Planning and the accompanying Resource Book (Charity Channel Press 2016). All three books will be available to conference attendees at a special discount. He has been a contributor to Planned Giving Today, Planned Giving Mentor, Advancing Philanthropy and Planned Giving Tomorrow.
Brian has presented multiple times at the AFP International Conference on Fundraising, NCPP, ACGA, and PPGC, among others. He is a past board member of the National Association of Charitable Gift Planners (CGP/formerly PPP), the Gift Planning Council of New Jersey and Planned Giving Council of Greater Philadelphia, as well as a past editorial board member of the Journal of Gift Planning.
An honors graduate of Cornell University and Notre Dame Law School, Brian lives with his wife and four children in New Hartford, New York, the scenic gateway to the Adirondack Mountains.