2018 Tax Plan Briefing for Donors and Nonprofit Leaders

Wednesday, February 28 2018, 12:00 PM - 1:00 PM [EST]

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1. Select Seats

2. Review and Proceed

REGISTRATION

First Participant Fee REQUIRED Partial Approval -$75.00

Available Tickets - 146 Sales end on -02/28/2018

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Event Information

Wednesday, February 28 2018, 12:00 PM - 1:00 PM [EST]

About the Events

THIS SESSION WAS HELD ON 1.22.18 - IF YOU REGISTER YOU WILL RECEIVE A LINK TO VIEW THE RECORDING AND DOWNLOAD THE POWERPOINT.

Once again, in response to many requests, we are offering a second presentation on the new tax law.  This time, the presentation will be crafted as a "donor presentation."  

In other words, our PowerPoint will be specifically designed to be presented to donor audiences, with simple examples of how the tax law may impact them and basic ideas for addressing some of the challenges presented by the new law with particular emphasis on charitable opportunities.

Everyone registered will receive the actual PowerPoint AND draft language to create your own pamphlet!!

The goal of this call is to provide nonprofits with a presentation they can bring to their supportors as well as language to create a pamphlet on the new law.

Feel free to invite leadership donors to join the program.  We will also be offering webinars and in person presentations to individual institutions which you can arrange by emailing me at jonathan@plannedgivingadvisors.com.

About the Organizer

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER

WHO IS ATTENDING

Noel Appel

VP Development
New School


Kaitlyn Bartling

Director of Development & Alumni Affairs
Ellsworth College Foundation


Melissa Mencotti

Director of Gift Planning
Allegheny College


Donna Cessna

Development Coordinator
Active Aging Foundation


Kate Hillas

Director of Planned Giving
Navy-Marine Corps Relief Society


Michael Governor

Director of Planned Giving
Stevens Institute of Technology


Mary carole Starke

Associate Vice President for Operations
Vassar College


Lisette Clem

Director of Advancement Services
Bryant University


Rebecca Elzey

Senior Philanthropy Advisor
Delaware Community Foundation


Ted Macmahon

Senior Gift Planning Officer
New England Historic Genealogical Society


Jill Kohler

Development Director
Interfaith Outreach & Community Partners


Gretchen Koch

Director, Planned Giving
Catholic Diocese of Arlington


Maegan Vallejo

Fundraising
Community Foundation Boulder County


Lee Davis

Director of Legacy Giving
Agnes Scott College


Jennifer Collins

executive director
Madison Public Library Foundation


Anita Calabro

Vice President and Trust Officer
Cypress Trust Company


Wendy Irving

Associate VP for Individual and Planned Giving
University at Buffalo


Claudia Grillo

COO
United Way of Miami-Dade


Patrick Quinn

Director, Planned Giving
Houston Symphony


Lauren Creany

Director of Annual Giving
Pacific Northwest College of Art


Krista Richert

Administrative Assistant
MB Foundation


William Jenkins

Asst. Head for Institutional Advancement
The Wardlaw-Hartridge School


Beth Rose

VP Philanthropy and External Relations
The Alaska Community Foundation


Alison Woods

VP and Chief Development Officer
Community Foundation of Eastern CT


Mark Waters

Associate Director of Development
Pacific Crest Trail Association


Jasmine Hardesty

Director of Planned Giving
EMU


Tara Arras

Chief Development Officer
Catholic Charities DC


Linda Oertel

Administrative Assistant
Monmouth University


Donna Vroom

Grants and Partnership Administrator
Dominican Sisters of Peace


Dee Holleran

Public Relations Specialist
Dominican Sisters of Peace


Lynne Yontz

Chief Charitable Giving Officer
Community Foundation of Greater Des Moines


Deborah Ryan

Director, Strategic Partnerships and Philanthropy
YMCA of the USA


Lindsey Yates-grimley

Executive Director, Gift Planning
URI Foundation


Jennifer Young

National Director, Planned Giving
American Friends of Tel Aviv University


Mary Cavanaugh

Director Development Promotions
American Cancer Society


Juliet Greco

Director of Planned Giving
Catholic Foundation of North Georgia


Lea Carnevali

Research, Cultivation and Stewardship Officer
Helen Keller International


Emily Chau

Development Manager
Helen Keller International


Leigh Manzi

Executive Director of Development
Medical University of South Carolina


Lauren Mossman

Director of Advancement
Sandy Spring Friends School


Mimi Youmans

Director of Stewardship
Sandy Spring Friends School


Elizabeth Klos

Director Annual giving and donor services
College for Creative Studies


Derek Groves

Chief Operating Officer
The University of Toledo Foundation


Lawrence Maccurtain

Development Officer of Major Gifts & Planned Giving
St. Mary's College of Maryland


Jennifer Cummings

Associate Director of Development
CCHC Foundation


Jared Matthews

Client Services Manager
BBS & Associates


Peter Boyer

Planned Giving and Major Gifts Officer
Princeton Day School


Judy Brasher

Major gifts
Winsor school


Elizabeth Drolet

Major gifts
Winsor school


Jon Zeidman

VP, Development
Ovarian Cancer Research Fund Alliance


Trisha Grace

Director of Development
Arc of Cumberland & Perry Counties


Jessica Milnes

Development Director
The Leukemia & Lymphoma Society


Lee ann Reaser

Director of Major Gifts
University of Mary Washington


Colleen Coyle

Director of Development
Henry Vilas Zoo


Becky Jeppesen

Executive Director
Emporia Community Foundation


Megan Degraeve

Director, Family Office Philanthropy
Marin Community Foundation


Aubrey Patterson

President & CEO
Hutchinson Community Foundation


Aaron White

Planned Giving Officer and Legal Counsel
Pepperdine University