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PRESIDENT’S REPORT
For some of us, it really will be back-to-school with our semi-annual Planned Giving Basics Course. The Basics Course was where I started my formal gift planning education, and it gave me an excellent introduction and overview of the field. It’s also where I met people like Aviva Boedecker and Bob Lew, who have taught and mentored so many of us. The Basics Course is how many of us make our first friends in the gift planning world and form relationships that in time create a mutually beneficial network that serves the charitable planning community. The educational highlight of the NCPGC year is our annual conference, next scheduled for May 21, 2012, and the Conference Committee is already beginning to plan. If your organization or company would like to sponsor next year’s Conference, or if you would like to speak at the Conference, or recommend a speaker or a topic, please contact our new Conference chair, Linda Jaffe (profiled in this issue). The NCPGC Board wants to know how the Council can best serve its members. What would make our luncheon and primer programs more valuable to you? If you haven’t attended one of our programs in a while, what would bring you? What issues have come up in your work that you would like addressed at a primer or luncheon talk? The Council Board members want to know. Please contact the committee chairs (listed below) or me with your feedback. And consider making this an even more effective Council by serving on one of our committees. (Contact information for Board members and committee chairs can be found at www.ncpgcouncil.org/ncpgc/council-leadership.) In the fundraising world, the end of the calendar year is often the beginning of our most active and exciting fundraising efforts. This can be a good time to think about what we want for our organizations and ourselves in the coming year, and how we can make that happen. One way may be to renew our commitment to our gift planning community by joining or renewing membership in the NCPGC, attending more NCPGC primers and luncheons, and — if we are starting to build a planned giving program or have added planned giving to our fundraising work — by signing up for the Basics Course in San Francisco in October, or in the North Bay in January. Although it is barely September, I’ve been seeing commercial signs of Halloween since August, which means Thanksgiving is really just around the corner. So in the spirit of Thanksgiving, thank you to all of you who submitted nominations for the 2012 NCPGC Board. We will vote on the slate at our annual meeting, November 3. And many thanks to all who responded to the NCPGC Wage/Salary Membership Survey that went out in July. We expect to share the results with you in the near future. And finally, thank you for your support of our Council and philanthropic planning in our community. I wish you all many gifts and donors to be thankful for. Karen Marek President Northern California Planned Giving Council kmarek@kqed.org 415.553.2434 Our next round of programming hits on Thursday, September 15th. In the morning, Wendy Chou from the Silicon Valley Community Foundation will present a Primer on Life Income Gift Fundamentals. Whether you are in the shallow end of the gift planning pool or are in the deep end but looking for a (discrete) pair of water wings, this is an ideal opportunity to either learn more or brush up! At lunch, you will be treated to 2011 Phil Hoffmire Award Honoree Jill S. Dodd of Manatt Phelps & Phillips will examine the opportunities and pitfalls that arise from the sale of a closely held business in “Business Exit Strategies: Adding Philanthropy To The Mix.” To learn more, check out the website! Sacramento Insider — Legislative Update AB 997, a bill that would create an exception to the California Professional Fiduciary Act for charities that serve as trustees of charitable remainder trusts and pooled income funds, has passed both houses of the California legislature and is awaiting action by Governor Jerry Brown. NCPGC strongly supports the bill, and is urging our members to write Governor Brown asking him to sign AB 997 into law. Letters should be sent to Governor Brown as soon as possible keep this crucial legislation on track. More information on AB 997, including contact information for letters of support, can be found at: www.ncpgcouncil.org/ncpgc/LegislativeUpdates/2011-08-31_AB_997_Update_Flyer.pdf Dispatch From the Front — PPP Update Greetings from your representative on the PPP Board of Directors! Here is some of what is happening at PPP: National Conference Next Month! Virtual Annual Assembly and Council Conversations my.pppnet.org Basics Course – Coming This Fall and Winter! The NCPGC Basics Course is back by popular demand! We are offering two 6-session courses to help you obtain the tools needed to start or revamp your planned giving program! 2011 San Francisco Course 2012 Santa Rosa Course Don’t miss this wonderful opportunity! Please visit www.ncpgcouncil.org/ncpgc/planned-giving-basics.html for more information or to register.
We ask everybody this, so I’ll ask you too — how did you get into gift planning? What does membership in the Northern California Planned Giving Council mean to you? You’re kindly helping us — and all of our members! — out by chairing our Annual Conference next May. First, let me thank you for that, and second, I wondered if you had any thoughts about the Conference that you’d like to share? If you don’t mind, how about some insight into your personal life outside of gift planning — favorite book, movie and/or music? Ethics Corner Stepping in for our Ethics Committee Chair, Ellen Lussier, I want to remind everyone of a helpful resource for those who are interested in the many ethics issues that arise in our chosen field of gift planning: The Ethics Corner on the website of the National Capital Gift Planning Council at www.ncgpc.org (careful — if you go to ncpgc.org you get the North Carolina Planned Giving Council; while they are undoubtedly highly ethical they have no Ethics Corner on their site). This month’s issue has to with disclosure of gift annuity rates in the course of marketing — the link is below: NCPGC Membership: The Best Deal in Town! If you aren’t already a member of NCPGC, you’re missing out on a bargain at $85! If you attend all of our programs (lunches, primers, the Annual Conference, etc.) you save $185, which is more than twice what you pay for local membership and nearly equal to what you pay if you choose to join PPP as well! Member Savings each Year Lunch Program discount = $50 ($10 per lunch) Join online right now at www.pppnet.org or click HERE to download an application. New NCPGC Members Since Last Newsletter Here are some of the savvy bargain hunters that have joined NCPGC since spring 2011:
LAST BUT NOT LEAST — MARK YOUR CALENDAR! Don’t miss our final primer & lunch programs of 2011 on Thursday, November 3rd (information coming soon to our website). Monday, May 21, 2012 |
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I have friends who say the fall is their favorite season. Mine is the summer. Even though school let out for me long ago, I still get that school’s-out feeling. But in the fall, I get a kind of fall-fever, an excitement carried over from looking forward to the first days of a new school year and that feeling that any wonderful and unexpected thing could happen. So, even as I get ready to say good-bye to the (admittedly illusory) freedom of summer, I am looking forward to a new “school” year with NCPGC
