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Affiliated With
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PRIOR MEETING INFO
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Bi-Monthly Membership Meetings
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PG Skills Building Series |
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November 16, 2012 The Widow, Her CPA and the C-Corporation
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Investment Considerations for Planned Gifts By Sharon Heth & Bill Harris of Allen Trust Comapny |
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July 20, 2012 Use of Retirement Benefits in Charitable Planning By William Finestone
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June 1, 2012 Using Charitable Gift Annuities to Generate Retirement Income By Bryan K. Clontz
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Series III - Session #4 Close Relationships with Donors By Mary Anne Rees |
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March 16, 2012 Conversations about Money By Kevin T. Crilly, JD
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Series III - Session #3 Creating an Informed Donor - Opportunity & Responsibility By Stephen Brier |
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January 20, 2012 Selected Gift Planning & Other Topics Important to Oregon Nonprofits By Jeffrey C. Thede
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Series III - Session #2 Gift Substantiation, Appraisals & The Receipting Process By Al Zimmerman |
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November 18, 2011 Gift Horse Alert: Red Flags and Pitfalls of Gift Planning By Aviva Shiff Boedecker
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Series III - Session #1 Dealing with Gifts of Stock and other Securities By Al Zimmerman |
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July 15, 2011 By Kathryn W. Miree, JD |
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May 20, 2011 Philanthropy and Business Succession: Opportunities and Pitfalls By Jill S. Dodd, Partner
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Series II - Session #4 Effective Stewardship for Planned Gift Donors By Drew Hunsinger, JD, CSPGPresentation Materials |
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March 11, 2011 The State of Economy and Philanthropy By Kevin Johnson, CFRE, CSPG, Retriever Development Counsel, LLC |
Series II - Session #3 Survey of Taxes and Charitable Planning By Rebecca Bibleheimer, JD, LLMPresentation Materials |
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January 21, 2011 I Will Follow You Forever More, That’s What Friends Are For By Nicci Noble, CFRE
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Series II - Session #2 Bequests – Ultimate Gifts from Grateful Donors By Al Zimmerman, CFRE, CSPG |
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November 12, 2010 Visiting With Donors – A 17 Year Retrospective. By, Roger Ellison
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Series II - Session #1 Identifying Planned Gift Donors By Al Zimmerman, CFRE, CSPG Presentation Materials |
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July 16, 2010 Is It Legal? Is It Ethical? By, Jeff Thede, Thede Culpepper LLC Pete Sommerfeld, Director of Gift Planning, OHSU Foundation
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May 14, 2010 LIABILITY: Random Thought on How to Not Get Burned By, Erik Dryburgh, JD, Adler & Colvin
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March 12, 2010 Market Challenges Create Estate Planning Opportunities By Mary Lago, CFTA
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Session #4 - Building Blocks for a Successful Planned Giving Program By Al Zimmerman, CFRE, CSPG Presentation Materials |
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January 8, 2010 The Perfect Audit & Fundraising By Jim Normandin, President, Memorial Medical Center Foundation Rachelle Quinn, CPA & Senior Audit Manager, KPMG LLP Lori Mueller, VP Finance and Administration, OHSU Foundation Presentation Materials |
Session #3 - Steps to Starting a Planned Giving Program or Staying on Track with a Planned Giving Program By Al Zimmerman, CFRE, CSPG Presentation Materials |