2018 Tax Plan Briefing for Donors and Nonprofit Leaders

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

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2. Review and Proceed

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

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.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer

AW

Aaron White

Planned Giving Officer and Legal Counsel, Pepperdine University

AW

Alison Woods

VP and Chief Development Officer, Community Foundation of Eastern CT

AC

Anita Calabro

Vice President and Trust Officer, Cypress Trust Company

AP

Aubrey Patterson

President & CEO, Hutchinson Community Foundation

BJ

Becky Jeppesen

Executive Director, Emporia Community Foundation

BR

Beth Rose

VP Philanthropy and External Relations, The Alaska Community Foundation

CG

Claudia Grillo

COO, United Way of Miami-Dade

CC

Colleen Coyle

Director of Development, Henry Vilas Zoo

DR

Deborah Ryan

Director, Strategic Partnerships and Philanthropy, YMCA of the USA

DH

Dee Holleran

Public Relations Specialist, Dominican Sisters of Peace

DG

Derek Groves

Chief Operating Officer, The University of Toledo Foundation

DC

Donna Cessna

Development Coordinator, Active Aging Foundation

DV

Donna Vroom

Grants and Partnership Administrator, Dominican Sisters of Peace

ED

Elizabeth Drolet

Major gifts, Winsor school

EK

Elizabeth Klos

Director Annual giving and donor services, College for Creative Studies

EC

Emily Chau

Development Manager, Helen Keller International

GK

Gretchen Koch

Director, Planned Giving, Catholic Diocese of Arlington

JM

Jared Matthews

Client Services Manager, BBS & Associates

JH

Jasmine Hardesty

Director of Planned Giving, EMU

JC

Jennifer Collins

executive director, Madison Public Library Foundation

JC

Jennifer Cummings

Associate Director of Development, CCHC Foundation

JY

Jennifer Young

National Director, Planned Giving, American Friends of Tel Aviv University

JM

Jessica Milnes

Development Director, The Leukemia & Lymphoma Society

JK

Jill Kohler

Development Director, Interfaith Outreach & Community Partners

JZ

Jon Zeidman

VP, Development, Ovarian Cancer Research Fund Alliance

JB

Judy Brasher

Major gifts, Winsor school

JG

Juliet Greco

Director of Planned Giving, Catholic Foundation of North Georgia

KB

Kaitlyn Bartling

Director of Development & Alumni Affairs, Ellsworth College Foundation

KH

Kate Hillas

Director of Planned Giving, Navy-Marine Corps Relief Society

KR

Krista Richert

Administrative Assistant, MB Foundation

LC

Lauren Creany

Director of Annual Giving, Pacific Northwest College of Art

LM

Lauren Mossman

Director of Advancement, Sandy Spring Friends School

LM

Lawrence MacCurtain

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

LC

Lea Carnevali

Research, Cultivation and Stewardship Officer, Helen Keller International

LD

Lee Davis

Director of Legacy Giving, Agnes Scott College

LR

Lee Ann Reaser

Director of Major Gifts, University of Mary Washington

LM

Leigh Manzi

Executive Director of Development, Medical University of South Carolina

LO

Linda Oertel

Administrative Assistant, Monmouth University

LY

Lindsey Yates-Grimley

Executive Director, Gift Planning, URI Foundation

LC

Lisette Clem

Director of Advancement Services, Bryant University

LY

Lynne Yontz

Chief Charitable Giving Officer, Community Foundation of Greater Des Moines

MV

Maegan Vallejo

Fundraising, Community Foundation Boulder County

MW

Mark Waters

Associate Director of Development, Pacific Crest Trail Association

MC

Mary Cavanaugh

Director Development Promotions, American Cancer Society

MS

Mary Carole Starke

Associate Vice President for Operations, Vassar College

MD

Megan DeGraeve

Director, Family Office Philanthropy, Marin Community Foundation

MM

Melissa Mencotti

Director of Gift Planning, Allegheny College

MG

Michael Governor

Director of Planned Giving, Stevens Institute of Technology

MY

Mimi Youmans

Director of Stewardship, Sandy Spring Friends School

NA

Noel Appel

VP Development, New School

PQ

Patrick Quinn

Director, Planned Giving, Houston Symphony

PB

Peter Boyer

Planned Giving and Major Gifts Officer, Princeton Day School

RE

Rebecca Elzey

Senior Philanthropy Advisor, Delaware Community Foundation

TA

Tara Arras

Chief Development Officer, Catholic Charities DC

TM

Ted MacMahon

Senior Gift Planning Officer, New England Historic Genealogical Society

TG

Trisha Grace

Director of Development, Arc of Cumberland & Perry Counties

WI

Wendy Irving

Associate VP for Individual and Planned Giving, University at Buffalo

WJ

William Jenkins

Asst. Head for Institutional Advancement, The Wardlaw-Hartridge School

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