The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.
Thursday June 20, 2019
Time: Registration 7:45-8:30 a.m. | Presentation 8:30-10:30 a.m.
Location: Community Foundation of Greater Memphis | 1900 Union Avenue
LEGACY PLANNING REIMAGINED AFTER TAX REFORM
featuring Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®
The Sallie B. and William B. Wallace Chair in Philanthropy at The American College
Sponsored by: Community Foundation of Greater Memphis & Planned Giving Council of the Mid-South
$10 for members of the Planned Giving Council of the Mid-South; $20 for non-members.REGISTER
Email Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 for more information or to check availability.
April 4, 2019
"Identifying and Requesting Non-Cash Gifts"
Michelle Castro and Roberta Kramer, Heritage Auctions, Trusts & Estates Division
March 27, 2019
A Brown-Bag Q&A on Planned Giving
Hosted by the Planned Giving Council of the Mid-South
February 21, 2019
"Preparing Your Umbrella to Weather the Storm: Your First Steps to Build a Rainy Day Fund"
Terri Lee Freeman, President, National Civil Rights Museum
September 27, 2018
Understanding And Advancing The Philanthropic Goals Of Your Clients and Donors
Laura Hansen Dean, J.D.
August 22, September 5, and September 20, 2018
End of Summer Plunge Into Planned Giving
3 full sessions for nonprofit development staff and organizational leadership covering multiple facets of Planned Giving
May 4, 2018
The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts
Johni Hays, J.D., Senior Vice President, Thompson & Associates
February 22, 2018
The Evolution of the Philanthropic Industry: Exponential Change Creates & Destroys Opportunity
Will you be ready?
Avery Tucker Fontaine - BNY Mellon Wealth Management
December 6, 2017
October 26, 2017
Family Philanthropy: How Families Pass On Their Philanthropic Values To Successive Generations
Laura Linder, President and CEO of Jewish Community Partners
Fredrika Felt, Memphis Philanthropist
Ilene Markell, Memphis Philanthropist
Larry Bray, estate planning attorney at Wiseman Bray
September 19, 2017
The Five Types of Blended Gifts – The What, Why and How of Closing Blended Gifts
Lani Starkey, JD, LLM, CPA
May 16, 2017
Values Based Estate Planning, A Continuing Education Seminar for Professional Advisors
R. Edward Thompson, Ed.D., FCEP
September 29, 2016
Best Experiences and Biggest Challenges: panel discussion
Laura Linder, President and CEO of Jewish Community Partners, David Cremerius, Cremerius Wealth Management, and Roberta (Sue) Matthews, Gift Planning, Le Bonheur Children's Hospital.
May 13, 2016
Top 10 Charitable Trends Every Advisor Should Know in 2016
Bryan Clontz, CFP®, CLU, ChFC, CAP®, AEP, President - Charitable Solutions, LLC
February 18, 2016
From Data to Design: How to Apply Exciting New Research to Your Planned Giving Marketing Materials
Cheryl Sturm, Director of Marketing, The Stelter Company