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.

The cost for this program is $25 for non-members of the Planned Giving Council of the Mid-South. The programs is FREE to those who are members. If you would like to become a member, your fees will be refunded. Click here for more information on becoming a member today! Or email anyone on the board to find out how to join.

Wednesday, February 3, 2021

Web Program, via Zoom

Retirement Account Assets: What You Need to Know

11:30am - 1:00 pm

Have you talked to your donors about giving through their retirement accounts?

In many cases, retirement plan assets may be the best asset to give during life and in your estate plan. Qualified Charitable Distributions (sometimes called IRA Charitable Rollovers) are such an untapped resource for our donors over 70 ½ and upon death retirement assets may be subject to both estate and income taxes which means a big portion of these assets will likely go to the IRS. Making the donor’s favorite nonprofit (YOU!) the beneficiary of an IRA or other retirement account(s) removes the assets from the donor’s estate and lowers the taxes payable on the donor’s death.

In this program we will talk about what you NEED to know about retirement account assets and how to talk to your donors about them.


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 ( or 901-478-0694)  or visit our membership page.

Past Events

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.

December 4, 2019
Allied Professionals Planning Conference
Current Estate and Charitable Planning Issues and Strategies, Including Upstream Planning and Planning to Maximize Income Tax Basis
Turney P. Berry, Chair of Wyatt Tarrant & Combs LLP's, Trust, Estate & Personal Planning Service Team in Louisville, KY

September 19, 2019
"Planned Giving 101 For Nonprofits"
Phil Purcell, JD, MPA from Indiana University

June 20, 2019
Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®

April 4, 2019
"Identifying and Requesting Non-Cash Gifts"
Michelle Castro and Roberta Kramer, Heritage Auctions, Trusts & Estates Division

March 27, 2019
A Brown-Bag Q&A on Planned Giving
Hosted by the Planned Giving Council of the Mid-South

February 21, 2019
"Preparing Your Umbrella to Weather the Storm: Your First Steps to Build a Rainy Day Fund"
Terri Lee Freeman, President, National Civil Rights Museum

September 27, 2018
Understanding And Advancing The Philanthropic Goals Of Your Clients and Donors
Laura Hansen Dean, J.D.

August 22, September 5, and September 20, 2018
End of Summer Plunge Into Planned Giving
3 full sessions for nonprofit development staff and organizational leadership covering multiple facets of Planned Giving

May 4, 2018
The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts
Johni Hays, J.D., Senior Vice President, Thompson & Associates

February 22, 2018
The Evolution of the Philanthropic Industry: Exponential Change Creates & Destroys Opportunity
Will you be ready?
Avery Tucker Fontaine - BNY Mellon Wealth Management