February 7, 2019 9th Annual Planned Giving Symposium

  • 02/07/2019
  • 8:30 AM - 2:30 PM
  • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217


Registration is closed

The Planned Giving Council of Northeast Florida Presents

Planned Gifts = Lasting Impact 
9th Annual Planned Giving Symposium

Thursday, February 7, 2019, 8:30 am - 2:30 pm
San Jose Country Club, 7529 San Jose Blvd, Jacksonville

Keynote Address > Aligning Investment Decisions with Organizational Mission and Values

 Jane Marie Petty, ChFC®
Director of Consulting Social Impact Investing

Benjamin Streed, CFA
Investment Strategy Specialist,Southeast Region,Wells Fargo Private Bank

Plenary Session > Know Your Role in the Planned Giving Ask: A Case Study Perspective

Paul J. Strawhecker, MPA, ACFRE
President, Paul J. Strawhecker, Inc.

The afternoon Plenary Session will keep you awake and on your toes. This session will involve a number of case studies allowing you to play the role of the Donor, Development Officer, or Financial Advisor/Estate Planning Attorney. Specific case studies will also be provided describing the dynamics of the Donor, Development Officer and outside advisors. Personal visit experiences will also be discussed.

Other Lasting Impact Sessions >

10:15 a.m. Breakout Session #1

  • When You Have done Everything Else, Try Planned Giving - Paul Strawhecker, MPA, ACFRE, President, Paul J. Strawhecker, Inc.
    Learn how to integrate a planned giving program with your development program and feel comfortable doing it without being a legal expert or planned giving guru.

  • (Almost) 2020 Vision: The Modern Prospect Researcher - Chelsea Santoro, Jacksonville University

  • Unlocking the Form 990: What the Form 990 can tell financial advisors about an organization and what the 990 says about your organization - Laura A. Collins, Director, Development and Exempt Organizations, KPMG LLP
    The Form 990 is chocked full of information about charitable organizations. The Form can be used by donors to determine whether an organization is worthy of their charitable contributions. Organizations also need to consider the dearth of information that is publicly available and what their Form 990 says about them. Donors want to support organizations that demonstrate strong governance and success in their charitable endeavors. The “why” behind questions are asked on the Form 990 will be the focus of the conversation rather than how to fill out the Form. This will be an interactive session for individuals of all levels with an inviting atmosphere for questions and answers.

11:30 a.m. Breakout Sessions #2

  • Determine your organizational readiness for Planned Giving! - Jim Moody, Rollins College
    Instituting a sustainable planned giving program involves a significant commitment by many individuals with your organization. This session will challenge you to thoughtfully gauge your readiness to begin such a program and if so, the initial steps that will provide lasting benefits. Please join Jim Moody as he shares his experience in starting / growing planned giving programs while engaging participants in a collaborative discussion!

  • Ways to Blend – Anna Maria Eades, Senior Director of Gift Planning, University of Florida
    This session will cover blended gift strategies and success stories.

  • Financial Planning Case Studies, Balancing Personal and Family Needs with Philanthropic Goals - Reid Hartsfield of BB&T
    This session will cover five actual clients that have been helped with some form of charitable giving or planned gift over the past few years.

Member Rate: $55

AFP, Non-Profit Center, and Estate Planning Council Member Rate: $65

Non-Member Rate: $75

Includes Breakfast, Lunch & Free Parking

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.