The Planned Giving Council of Northeast Florida Presents
20/20 Vision – The Future of Planned Giving
10th Anniversary Planned Giving Symposium
Thursday, February 13, 2020, 8:30 am - 2:30 pm
San Jose Country Club, 7529 San Jose Blvd, Jacksonville
8:30 a.m. - Registration and Continental Breakfast
8:50 a.m. - Welcome, Michelle Adams, President – Planned Giving Council of Northeast Florida
9:00 a.m. Keynote Speaker
William C. Keller CFA Will explore “2020 – A Market Outlook”
Regional Chief Investment Officer, Mid-Atlantic Wells Fargo Private Bank
2020 will prove to be another interesting year when reviewing our economy’s fluid environment. William will help us navigate these ever changing waters. William will present an interesting and informative economic overview and outlook with a deep dive on our unique Florida trends and forecasts.
10:15 a.m. Breakout Session #1
Track 1 – Introduction to Planned Giving
Building your Planning Giving Program – Session I
Bryan Clontz, Ph.D., CFP®, CAP
President, Charitable Solutions, LLC
Bryan is a long time friend of our PGC and he will be conducting two breakout sessions for us detailing how to build your Planned Giving program. This session is for smaller shops or those wishing to start a Planned Giving program. Bryan will concentrate on administration structure to simple and moderate planned gifts to marketing your new program for success. Bryan will explain planned giving in simple terms, describe what really motivates donors to give, how to prospect and have the conversation while literally providing a step – by – step action plan for when you get back to the office.
Track 2 – Intermediate Planned Giving
Women’s estate planning with charitable gift – case studies
Beth Bolton, Beth Bolton, FPQP ™
Vice President | Wealth Advisor
VP/Wealth Advisor at BB&T Wealth
Women are the fastest growing segment in the planned giving market. Our communications and stewardship efforts must be amended to address a women’s propensity and passion in order to be successful with this market. Beth will educate us on Women’s estate planning and how we may incorporate initiatives which appeal to women into our planned giving program.
Track 3 – Advanced Planned Giving
Donating Do’s and Don’ts: Putting Generosity to the Test
Thomas J. Pauloski
National Managing Director—Wealth Strategies
Tom has been working and advising in the Wealth Strategies field for decades. He will share case samples indicating the most successful pathways for a donor’s philanthropic investment and a few you will not wish to avoid. These guideposts articulate an advanced planning process for high wealth donors and planned giving.
11:30 a.m. Breakout Session # 2
Track 1 – Introduction to Planned Giving Session – 2
Building your Planning Giving Program – Session II
Bryan Clontz, Ph.D., CFP®, CAP
President, Charitable Solutions, LLC
Bryan will continue his training on how to build a successful Planned Giving Program. This segment will detail specific types of planned gifts and conclude the action plans you may use to build your own Planned Giving Program
Track 2 – Intermediate Planned Giving
Determining the best PG prospects
Todd Simpson, CFRE
Vice President for University Advancement and Executive Director
Missouri Western State University Foundation
Year after year we are asked to cultivate – solicit – steward a growing number of donors and with this model we often default to the major gift ask because it is immediate. If we had a system to identify our best planned giving prospects, we would be able to manage our strategies better and build long term success for our organizations. Todd will show us how to isolate our best prospects by propensity and capacity and in the end – increase our planned gifts.
Track 3 – Advanced Planned Giving
iCLAT’s, don’t wait for your charitable tax deduction
Brad B. Gornto, Esq., LL.M
Effectual Giving, LLC iCLAT Solutions, LLC & Gornto Law, PLLC
What would you say if asked, “How has Planned Giving changed in the past 10 years?” You would certainly say a lot. There are so many ways our donors may take advantage of the Code to make a planned gift that suits their particular situation. An iCLAT is one of those tools you need in your toolbox. Brad will show us how to identify potential scenarios for this very unique planned gift by defining the tool and use case samples to show us how to implement the iCLAT.
12:45 p.m. Luncheon and Plenary Speaker
Making the Case for PG to your Board
Todd Simpson, CFRE
Vice President for University Advancement and Executive Director
Missouri Western State University Foundation
One of the top 5 concerns voiced by attendees at the National Charitable Gift Planners Conference is Board frustration/lack of Board understanding of the planned giving process. We have all had that one Board Member tell us; “Go talk to blank, she/he has tons of money.” Todd will help us build the case with our Boards about how beneficial a Planned Giving Program is for our organization by creating a structure of synergy between PG and our Boards resulting in an increase in prospects and successful solicitations.
Please Join Us at the 20/20 Vision – The Future of Planned Giving, the10th Anniversary Planned Giving Symposium! Register today!
