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February, 2005In this issue…
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From President Heidi
Strassburger’s Desk
Please join me in thanking recently retired board members for their
service in leading our organization. Hal Abrams has picked up his
family and moved to Oregon where he now serves as Director of
Planned Giving at the University of Oregon. Congratulations, Hal!
Susan Collins made the long trek from some rural place outside of
Davis for many years to ably fulfill her commitment. Suzanne Cross
retired from State Street Bank and the board only to find herself
torn between consulting work and charitable deeds in Africa. We have
finally released Jeff Shields after serving his term as “past
president” (the position that Ann Barden now occupies). The
Legislative Committee has reputedly attempted to keep him involved
anyway.
As folks move on, we are looking to fill their shoes with great
people like YOU! Please let me know if you are interested in helping
us with any of our programs and activities.
Welcome to new board members Susan Shain and Kara Wertheimer. Look
for their profiles in future newsletters.
Of the news items that follow, I ask for your particular thought and
attention to the Phil Hoffmire Award. A democratic selection process
is critical to make this award meaningful.
All the best for the New Year,
Heidi
March 3, 2005 Primer Program &
Luncheon Meeting
Primer Program - 9:30 a.m. to 11:30 a.m. -
Featuring John Calaway on “Bequest Marketing”
Mr. Calaway will present the basic information on marketing your planned
giving program, especially Bequest Marketing. The Sierra Club has a very
successful marketing program with examples that should be helpful to all
participants in this session.
- He will present some tested and
proven methods for informing prospective donors about the benefits
and importance of planned gifts.
- The most cost effective methods
for marketing.
- How to establish a plan for
marketing over the fund raising year.
Mr. Calaway, a member of the NCPGC, is
the Director of Gift Planning for the Sierra Club.
Luncheon Program - 11:30 a.m. to 1:30 p.m.
Featuring Steven L. Meyers, Ph.D and William D. Samers, Esq. on
“Fundraising Measuring & Reporting”
Be sure to invite your CFO/Controller and CEO/ExecutiveDirector/COO to
this special presentation on reporting and measuring fundraising
dollars. The speakers have developed an alternative approach for
measuring fundraising achievements in today’s more complicated
environment. The tools suggested will complement (and reconcile with),
but not replace, traditional fundraising reports. The approach grows out
of the concept of Total
Financial Resource Development – the idea that a fundraising campaign is
a complex system, consisting of many types of gifts, which fit, together
in a big picture. The speaker’s goal is to provide better tools for gift
officers and executives to visualize and to talk about the campaign’s
big picture results to management, board members and key stakeholders.
They suggest a series of specific structured reports and talking points.
These offer a more realistic picture of fundraising achievement than
traditional contribution reports, disclose strengths and weaknesses for
planning future planning and demonstrate ways to can unlock more
potential value in your campaigns by integrating major and planned gifts
strategies.
Steven L. Meyers, Ph.D., has been Vice President for Planned Giving at
the Weizmann Institute’s American Committee for nine years and is a
member of the management team. He has been involved in charitable gift
planning and program design for 15 years. William D. Samers, Esq., is
the Director of Gift Planning and the Diplomat Program and a member of
the Management Team for the American Committee for the Weizmann
Institute of Science (ACWIS). Bill is the Vice President of the Planned
Giving Group of Greater New York (PGGGNY) and a member of the faculty of
New York University Center for Philanthropy and Fundraising.
Click here for more information
Save the Date – Masters Program – April 18, 2005
Jonathan Tidd is a nationally recognized estate and charitable
gift-planning attorney. He will be speaking to a limited crowd of Master
ESOC members on Monday, April 18 at the World Trade Club, 9 a.m. to 11:30
a.m. Mr. Tidd practices in Hartford, Connecticut and is a member of the
Connecticut, Illinois, Indiana and New York Bar Associations. He
frequently speaks to regional and national organizations. He is the
author of A Guide to Charitable Gift Substantiation and Gifts of
Non-Cash Property. Watch for additional information to be posted soon on ncpgcouncil.org website. Cost will be $40 and attendance will be limited
to the first 40 members to register.
Trustee Registration Requirements Update from Erik Dryburgh
As we noted in our previous Newsletter, Probate Code Section 2850 now
requires that trustees register with the California Department of
Justice. The registration requirement does not apply to a trust
companies or banks, trustees who administer trusts for the benefit of
not more than three people or families, or trustees who are subject to
the oversight of the state or federal government. While initial
indications were that charities did not qualify under the last
exception, a representative of the California Attorney General’s Office
has stated that its position is that charities do qualify. Further, the
exception covers not only charities, which are registered with the
Attorney General’s Office, but also charities, which are not required to
register (such as hospitals, educational institutions, and religious
organizations) because they are still subject to the general supervision
of the Attorney General.
Annual Conference Registration
The 13th Annual Northern California Planned Giving Conference brochure
is now posted on our website: ncpgcouncil.org. You can register now so
sign up early. Please also note a new CFO Section has been added to the
program.
Click here
to obtain the registration brochure.
NCPG Virtual Seminars in the East Bay (for FREE!)
An NCPG Virtual Seminar is similar to a large conference call with
online visuals. These 90-minute seminars will take place at the East Bay
Community Foundation, starting at 10:00 AM on the dates listed below.
The Mechanics Bank is underwriting the cost of the seminars, so the $179
attendance fee will be waived. The dates and topics for the virtual
seminars are listed below. Please visit the “Education and Training”
section at www.ncpg.org for more information about the content of the
seminars.
- March 16, 2005: Gushing With Gifts! A Well of Marketing Strategies That
Work
- May 18, 2005: How to Survive the Dis-Integration of Planned Giving
Programs
- July 13, 2005: Funding Charitable Split-Interest Trusts With Difficult
Assets
- September 14, 2005: Strategically Building Relationships With
Communities of Color
- November 16, 2005: Communicating Investment Results
The East Bay Community Foundation is located at 200 Frank Ogawa Plaza in
downtown Oakland, approximately one block from the 12th Street BART
station. Please visit www.eastbaycf.org for directions and parking
information.
Want to register for one of the seminars? Questions? Please email
cnicholson@eastbaycf.org
Basics Course – A Six-Part Course for Beginners; A Refresher for
Intermediates
Tuesdays, March 15 to April 19, 2005
The Northern California Planned Giving Council is pleased to present an
introductory course in planned giving. The course offers 18 hours of
instruction from top-notch planned giving practitioners in the Bay Area.
The curriculum will include: What Is Planned Giving?; Estate Planning
Issues; Establishing a Bequest Program; Life Income Vehicles;
Case-Centered Marketing; and Putting It All Together.
Click here
for more information.
Welcome New Members
Wende Micco, East Bay Community Foundation
Maryann Osmond, Sisters of Notre Dame de Namur
Jacqueline Wells, ING Life Design
David Whitridge, Union Bank of California
Robert Woods, The Trust for Public Land
Call for Nominations - Phil Hoffmire Service Award
The Northern California Planned Giving Council Phil Hoffmire Service
Award honors an individual whose professional accomplishments have made
a significant and lasting impact on the field of planned giving in
Northern California, and whose life and character have earned the
respect and admiration of their professional colleagues. Nominees must
have served the profession over an extended period of time. The awardee
will be honored for both service to the profession and performance.
Recipients may or may not be NCPGC members currently, but must have been
members during former years. Recipients of the award will be honored at
the NCPGC Annual Conference and presented with an appropriate tangible
award. They will also be recognized on the NCPGC website. The Nomination
Form must be submitted on or before April 15, 2005.
Click here to obtain the Nomination Form. |
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