May Membership Meeting
Friday, March 14, 2010
Presented by: Erik Dryburgh, JD, Adler & Colvin
Title: LIABILITY: Random Thought on How to Not Get Burned
Presentation Materials (PDF Document)
March Membership Meeting
Friday, March 12, 2010
Presented by: Mary Lago, CFTA, Vice President & Senior Wealth Advisor, Union Bank of California
Planned Giving Skills Building #4 Handout (PDF document)
January Membership Meeting
January 8, 2010
Presented by: Jim Normandin, President, Memorial Medical Center Foundation
Rachelle Quinn, CPA & Senior Audit Manager, KPMG LLP
Lori Mueller, VP Finance and Administration, OHSU Foundation
Title: The Perfect Audit & Fundraising
Planned Giving Skills Building #3 Handout (PDF document)
Presentation; The Annual Audit Presentation (PDF document)
November Membership Meeting
November 13, 2009
Working With the Estate of a Donor by Shannon Scott, Scott Estate Services
Handout; Working with the Estate of a Donor
Planned Giving Skills Building by Al Zimmerman
Handout; Planned Gifts in a Development Program, Identity and Role
July Membership Meeting
July 10, 2009
Presented by:Carl V. Burnham III, CLU, ChFC, Partners Wealth Management &
Peter M. Mazonas, Life Settlement Financial, LLC
Title: The Life Settlement Marketplace – Current perspectives and why you should care
Meeting Information (PDF document)
May Membership Meeting
May 8, 2009
Presented by: Kevin Johnson, Retriever Development Counsel Wes Milligan, The Nature Conservancy James Phelps, Oregon ACLU
Title: Innovations in Planned Giving Marketing
Handout; NonProfit Fundraising Trends (PDF document)
Handout; Legacy Challenge Brochure (PDF document)
Handout; SOR-BizHub (PDF document)
March Membership Meeting
March 13, 2009
Presented by: Larry Stelter, The Stelter Company
Title: Discovering the Secret Giver
Presentation; Discovering the Secret Giver (PDF document)
January Membership Meeting
January 23, 2009
Presented by: Joe Hancock, Baptist Foundation of Texas
Title: Creative Planned Giving Strategies for Business Owners
Meeting Outline; Minding the Shop (PDF document)
Presentation; Minding the Shop (PDF document)
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