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APRIL, 2009 In this issue... |
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President Susan Shain’s Report
I am thrilled to be the “leader of the band” for the next two years and among my goals for the council are to encourage and expand membership, create more volunteer opportunities for all members, and to be creative in our programming and collaboration with our fellow fund-raising and estate planning organizations. We are in the midst of a sea-change in the field of planned giving (or is it gift planning?) We are not only challenged by the current economic realities, but also the new and evolving structure and face of what was once referred to as gift planning. Our national organization, formerly the National Committee on Planned Giving, has changed its name and direction, now the Partnership for Philanthropic Planning (PPP). We all recognize that what was once the sole purview of the planned giving department is now on all development professionals’ “radar screen”. And what was the more limited focus of planned giving professionals now embraces much more. Developing a giving plan is closer to what many people in and out of gift planning are doing. It may include a donor advised fund, a major gift, help with a capital campaign as well as work with professional advisors and estate attorneys. Our council, our programming, our outreach, and hopefully our membership will embrace this change. I encourage all of you to think about how you can help us embrace this wider audience as well as our broader “job description.” We have volunteer opportunities galore! We welcome new members to all of our committees, which I have listed below. I look for new ideas for our programs including topics for lunch presentations, as well as new marketing ideas to help expand our reach to our fellow fundraising and estate planning professionals. Finally, I look to you for constructive feedback as to the job we are doing and the direction we are taking. As Hillary Clinton said, “It takes a village,” and you all are our village council. I also want to thank Jill Dodd, our esteemed past president for leading the organization through so many positive changes and look forward to her continued input and support. In addition I want to thank our most recent outgoing members of the board who, to a person, have been dedicated and have done an outstanding job of moving the organization forward! Special thanks to Earl Blauner, Lisa Gurwitch, Ira Hillyer, Tom Horton, Geralyne Mahoney, and Bill Sheehan. (In alphabetical order!) I now want to personally thank our new board members for joining us with the most positive and enthusiastic outlook. I know that with their vibrant dedication, joined by the board members who are continuing their tenure, we will accomplish much! Thanks to Michael Cartmell, Carolyn Doelling, Karen Marek, Richard Pon and Stephen Steiner for joining our “merry band”. Finally, I want to give a special thanks to Greg Lassonde and the entire Annual Conference Committee who have once again planned and organized what will be a fantastic day of learning. We hope you will join us at the Palace Hotel on May 18th. I look forward to seeing and talking to you all at our upcoming events. Happy Spring! Susan Shain
Planned
Giving Conference Report Don’t Miss the 17th Annual Planned Giving Conference on May 18th. Register by May 4 and save $25! Go to www.ncpgcouncil.org. Our all-day conference will be held once again at The Palace Hotel in San Francisco. Larry Stelter starts the day as our plenary speaker, addressing the topic, “Discovering the Secret Giver,” based on groundbreaking research on the behavior of American bequest donors. Twenty-four workshops will be presented, including a new “Intermediate Track.” Well-known fundraising consultant Kim Klein will be our luncheon keynote speaker. Kim always takes an educational, no-nonsense, no-holds-barred approach, delivered with a healthy dose of humor and irreverence. Be sure to stay for the end-of-day reception for post-conference conversation, good food, and great door prizes. We wish to thank the following Conference sponsors:
And thank you to the following members of the conference committee for making this event happen: Tony Adessa, Mitch Ashley, Dave Bonfilio, Rita Cummings, Denise Howell, Judith Katz, Dick Kellogg, Dick Lamport, Greg Lassonde, Amanto Marcotulli, Karen Marek, Michelle Pakulak, David Russo, Sam Salkin, Robert A. Sonnenberg, Art Stine, Carol Widmer, Audrey L. Yee. Ethics
Committee Report I am the new chair of the Ethics Committee of NCPGC. Do you want to join this committee? We will gather issues or concerns our members experience in the planned giving field. We hope to include a new column, The Ethics Corner, in each e-newsletter to alert members to these issues or concerns arising from time to time and to raise consciousness in this area of gift planning. We hope to have educational programs on ethics. Please contact me at bbeery@mail.cho.org or 510-428-3885 x5233 if you wish to join our committee, or contribute ethical questions that arise, or alert members to issues or scams that you think should be brought to the attention of NCPGC. Please include the word “ethics” in the subject line. Membership
Committee Report The goal of the membership committee is to increase the number of NCPGC members and ensure that the members are benefiting from our programs and services. We are pleased to report a total of 296 members at this time. As many of you know, being a member of NCPGC provides you with access to reduced rates and frequent networking opportunities at our luncheon programs and the upcoming annual conference. There are two options to join: (i) as a local-only member of NCPGC or (ii) as a member of both the national organization, Partnership for Philanthropic Planning, and our local NCPGC chapter. Please consider renewing your membership or if you are not a member, please visit our website (www.ncpgcouncil.org) to join soon so you don't miss out on your membership benefits. The Membership Committee is comprised of the following members below. I highly encourage you to reach out to us should you have any questions or if you have ideas on how to increase the value of being a NCPGC member. Gary Ogburn, Chair – California Pacific Medical
Center Foundation The Committee met via conference call for the first time on February 25, 2009, and “brainstormed” ideas on membership. The Committee set the following agenda for 2009:
Several tactics for increasing membership were discussed by the members with most incurring very little expense to the organization. A full report will be made to the Board at the June 11th meeting. Communications
Committee Report We are pleased to share with you our latest newsletter and to provide several new updates from the Communications Committee. Our Communications Committee is growing, and we are excited to have Tiffany Abuan of KQED share the pleasure of bringing you the latest news of NCPGC's work. Tiffany is looking forward to working with the Communications Committee and will be a valuable contributor, having come out of the Communication Studies program at University of San Francisco. Michelle Pakulak, NCPGC's administrator, has been working diligently to revamp our website. In the next few weeks, please be on the lookout for an announcement of our launch. Several new features include a job board, announcements of partner programs, and most important, advance access for NCPGC Conference attendees to the conference materials. Finally, we wish to thank Tom Horton of Guide Dogs for the Blind for all his work as former Co-chair of the Communications Committee. Philanthropist of the Year: Leonard Ely
In 1989 Mr. Ely gave the initial and largest portion of the pooled income fund at Silicon Valley Community Foundation, encouraging his colleagues to incorporate their philanthropic goals with their estate planning. In order to ensure Silicon Valley’s positive future, Mr. Ely has designed his philanthropy to last for many years to come. In 1980 Mr. Ely was dubbed “The Million Dollar Man” for his assistance in fundraising one million dollars for the endowment at Silicon Valley Community Foundation. As the endowment and legacy donation champion of the Palo Alto Community Fund, he remains its most generous donor and most active fundraising volunteer. Some of his planned giving beneficiaries include Stanford University, The Peninsula Stroke Association and the Silicon Valley Community Foundation. Those who are close to Mr. Ely will tell you that he is an ardent advocate of planned giving as an effective and fulfilling expression of generosity and community support.
Palace
Hotel, San Francisco At a time when even the most successful financial professionals need an edge to survive and thrive, invest in yourself and attend the 2009 FPA NorCal Conference—undoubtedly the most cost effective conference of the year for NorCal residents. We are bringing 40 national caliber speakers right to you. You don’t need to get on an airplane or stay at an expensive resort. Year after year, the FPA NorCal Conference earns its reputation as one of the best conferences across the country by providing:
Featuring keynote presentations by:
For detailed information about the program, please visit www.FPANorCal.org.
May 18 May
20 June
11 11:30
am-1:30 pm July 15 September (TBD) September 10 11:30 am-1:30 pm September
16 November
12 11:30
am-1:30 pm November
18 For the latest event information, please visit our Calendar of Events at: http://www.ncpgcouncil.org/ncpgc/event-calendar.html
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