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• January 10, 2019 "Still Goin"

  • When
    01/10/2019
  •  
    11:45 AM - 1:15 PM
  • Location
    San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217
  • Registered
    16 registrants

  Register

  "Still GoinG"

  Presented by: Brian Wodar,   Bernstein & CO.

  Bernstein’s Brian Wodar, will discuss the factors that contributed to recent market performance, return expectations, and what could go wrong. He will also explore:
  

  • what you have to assume for the market to fall 20% and where stocks are vulnerable;
    
  • Bernstein’s fundamental outlook for the next several years; and
    
  • Bernstein’s advice for the uncertain environment, especially as it relates to not-for-profit organizations and their donors.
    

  About Our Speaker

  Brian D. Wodar is a Senior Vice President and Financial Advisor with Bernstein Private Wealth Management in Jacksonville. He provides customized advice to individuals, families, trusts and not-for-profit organizations. His areas of expertise include investment strategy, retirement planning, wealth transfer, concentrated stock and option exposure, sales of privately held businesses and philanthropic giving. Previously, Brian was Bernstein’s National Director of Philanthropy and Director of the Wealth Strategies Group. 

  Brian has been published extensively in industry publications, he’s been a featured speaker at industry events and has been quoted frequently in the national media. He led Bernstein’s largest private-client research effort to date—the creation of the Wealth Forecasting System. 

  Prior to joining Bernstein in 1997, Brian taught Writing, Literature and Mathematics at NYU and other New York colleges and universities. Brian earned a BA in English from SUNY Albany, an MA in Literature from NYU and an MBA in Finance from NYU. 

  He is a member of the board of directors at the West Palm Beach Public Library Foundation, a member of the board of directors at the Palm Beach County Planned Giving Council, and an active participant in the American Cancer Society’s Real Men Wear Pink campaign. Brian, his wife and two daughters are active in tennis and equestrian sports, and in raising their dogs, cats and birds.

  
  

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• February 7, 2019 9th Annual Planned Giving Symposium

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

  Register

  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

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

  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.
    
    
  • Prospect Research - 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

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• March 14, 2019

  • When
    03/14/2019
  •  
    11:45 AM - 1:15 PM
  • Location
    San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217
  • Registered
    Nobody

  "TBD"

  Presented by: Claudine Donikian, JD, MBA

  About Our Speaker

  Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

  Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

  Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.

  
  

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• April 11, 2019 "Review of Donor Advised Funds"

  • When
    04/11/2019
  •  
    11:45 AM - 1:15 PM
  • Location
    San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217
  • Registered
    Nobody

  "Donor Advised Funds – Everything you wanted to know but were afraid to ask!"

  Presented by: John Zell, The Community Foundation

  About Our Speaker

  John is currently employed as Vice President of Development for The Community Foundation for Northeast Florida. He works with donors to maximize the return on their philanthropic giving.

  John joined the staff of the Foundation in 1997. For the first eight years he served in the grantmaking department, seeing that donors’ philanthropic intent was carried out by making grants in the communities the Foundation serves.

  In 2005, he transitioned to Donor Services/Development department. Using his prior grantmaking experience, he crafts giving plans that fulfill donors’ philanthropic interests. He also provides staff support for the Foundation’s four professional advisory councils.

  John was an inaugural member of the Southeast Council of Foundations, Hull Leadership Program and was President of the Planned Giving Council of Northeast Florida. He is also a member of the Estate Planning Council of Northeast Florida.

  He and his wife, Karen are active in their church where they sing in the choir and he serves on its property and finance committees. He enjoys cycling, snorkeling, pipe organ tinkering and old house restoration.

  
  

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• May 9, 2019

  • When
    05/09/2019
  •  
    11:45 AM - 1:15 PM
  • Location
    San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217
  • Registered
    Nobody

  "TBD"

  Presented by: Iris Ivana Simmons,  Genisi Group

  
  

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