The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.

Programs are FREE to those who are members.
If you would like to become a member, click here for more information! Or contact us to find out how to join.

PLANNED GIVING COUNCIL OF THE MID-SOUTH
2024 SPEAKER SERIES:

Join us in-person for a simulcast of webinars presented by the National Association of Charitable Gift Planners.

Lunch will be provided for registered attendees.
Registration is free for members of the Planned Giving Council of the Mid-South.
If not a member, each program is $25.
Questions? Email pgcmidsouth@gmail.com

 

JULY 23, 2024 at 12:00pm [Register by July 19.] Reynolds Bone & Griesbeck PLC
5100 Wheelis Dr Ste 300, Memphis, TN 38117

Not Your Parents' IRA: The Rise of Complex Assets/ Impact for Charity

This presentation will trace the IRA from its humble 70s roots through the Secure Act 2.0; outline how the SDIRA industry has exploded as investment options have proliferated; and highlight a cascade of considerations for charity, the IRA and the IRA account owner too.

PRESENTER: GRANT WHITNEY
Grant Whitney is Managing Director for Mass General Hospital. He previously served Harvard University's Faculty of Arts & Sciences for almost 21 years and applies a background in alternative dispute resolution to philanthropic planning. He led Harvard’s John Harvard Society, the University’s largest planned gift recognition effort. In the University's $9.2 billion campaign (2018), he managed initiatives that led to more than 1,000 alumni and friends becoming new John Harvard Society members.


OCTOBER 22, 2024 at 12:00pm [Register by October 18.] Memphis Jewish Community Center
6560 Poplar Ave., Germantown, TN 38138

Donor Advised Funds – The Swiss Army Knife of Philanthropy

Donor Advised Funds (DAFs) have fast become a philanthropic tool for both high net worth and affluent givers. The flexibility coupled with tax benefits make DAFs a popular choice today for many who want to be more intentional and/or achieve impact with their philanthropic giving. This session will cover a broad spectrum including DAF basics, recent court cases, recent criticism and seven strategies where donors have utilized DAFs to carry out their philanthropy in a meaningful and effective way.

PRESENTERS: STEPHANIE BUCKLEY AND MARIE RUZEK
Stephanie Buckley has worked in philanthropy for more than 22 years. She currently serves as the Head of Trust Philanthropic Services within the Wealth & Investment Management division at Wells Fargo. Prior to joining Wells Fargo, Stephanie worked at Pepperdine University as an associate vice chancellor. She also raised major gifts, managed the law school’s board of visitors, and taught as an adjunct faculty member. Stephanie holds a BA in Economics from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law, and an LLM in taxation from Loyola Law School in Los Angeles.

Marie Ruzek is a Senior Philanthropic Trust Advisory Specialist and Senior Vice President with Wells Fargo Wealth & Investment Management, serving Minnesota, North Dakota, South Dakota, Nebraska and the Upper Peninsula of Michigan. Prior to joining Wells Fargo, Marie worked in the nonprofit sector for 22 years, most recently at Greater Twin Cities United Way, where she was the Director of Planned Giving and Endowment. Marie earned a BA in Business Administration from Concordia College and a JD from Mitchell Hamline School of Law.


With programs like this, isn’t this the year for you to finally join the Planned Giving Council of the Mid-South? Contact Joey Maurizi for more information (joey.maurizi@mlh.org or 901-478-0694)  or visit our membership page.

Past Events

March 26, 2024
Weaving Planned Giving Into Your Donor Conversations
Melanie J. Norton,Founder/CEO of Norton Philanthropic Counsel (NPC)

October 24th, 2023
Planned Giving Council of the Mid-South Fall Event 2023 Co-sponsored by Jewish Foundation of Memphis
A panel discussion about the value of having a will and creating a legacy
Our Professional Panel:
Jason Salomon, JD (our moderator)
Chasity Grice, JD, LLM;
Garrett Bizzell, CPA
Lawson Arney, CFP

September 6, 2023
SOCRATIC FUNDRAISING - Using Questions to Advance the Donor's Journey
Dr. Russell James,Texas Tech Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director

March 2, 2023
A Wholistic Approach to Planned Giving ( Various Aspects of Planning, Marketing, Managing & Evaluating Your Program
Barlow T. Mann, JD, Sharpe Group

September 22, 2022
Planned Giving Council of the MID-SOUTH Social Hour

September 8, 2022
Understanding Major Trends That Are Impacting Donors Today...and Tomorrow!
How Shifts in Donor Behavior Are Impacting Nonprofit Outreach
Nathan Stelter, President, The Stelter Company

August 25, 2022
Gifts of Appreciated Assets in Inflationary Environments
Winton Smith, Attorney

September 30, 2021
PATHWAYS to PLANNED GIVING
Pamela Jones Davidson, J.D., Davidson Gift Design

February 3, 2021
Retirement Account Assets: What You Need to Know

September 30, 2020
A to Z: The Life of a Planned Gift
Panel of local advisors and development professionals

September 16, 2020
Planned Giving 101 – Back to Basics
Local nonprofit professionals and estate planning attorneys

April 24, 2020
"Planned Giving During and After the Pandemic"
Presented by Robert F. Sharpe, Jr.