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 program is FREE to those who are members. If you would like to become a member, click here for more information! Or email anyone on the board to find out how to join.

Thursday, August 25th

GIFTS OF APPRECIATED ASSETS IN INFLATIONARY ENVIRONMENTS

11:30 am – 1:30 pm at the Jewish Community Center – Lunch Included

Major gifts are often gifts of appreciated stock or real estate. These gifts are more attractive in an inflationary environment: current gifts, gifts that provide income and gifts that provide an increased inheritance for children, grandchildren, and a larger gift for your organization.

  • FREE for Planned Giving Council of the Mid-South members and Jewish Foundation of Memphis partner organizations.
  • Members can email Joey Maurizi at joey.maurizi@mlh.org to register for one or multiple programs.
Cost for guests is $30 for each program OR $50 for the August and September program.
Join the Planned Giving Council of the Mid-South
Guest Registration and Payment

Meet Our Speaker Winton Smith

Winton is a practicing attorney who specializes in estate tax strategies, tax planning, financial development and planned giving for charitable organizations. His background includes more than 20 years of practical experience in structuring and marketing major gifts. He represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable giving.

Winton’s ability to present the many complex subjects involved in charitable giving in an easy-to-understand matter sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country each year, and is the only CASE presenter to consistently receive top ratings for his delivery of the course, “Introduction to Planned Giving”.

Winton has been a frequent speaker at programs sponsored by the National Association of Charitable Gift Planners (NACGP), the National Society of Fund-Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). He regularly presents charitable tax strategy seminars and workshops for bar associations, estate planning councils, colleges, universities, law schools and hospitals. Winton’s programs on charitable gift planning have been approved for continuing education credit by state bar associations and state accountancy boards.

 

Thursday, September 8th

UNDERSTANDING MAJOR TRENDS THAT ARE IMPACTING DONORS TODAY…AND TOMORROW!
HOW SHIFTS IN DONOR BEHAVIOR ARE IMPACTING NONPROFIT OUTREACH

11:30 am – 1:30 pm at the Jewish Community Center – Lunch Included

It’s no surprise that the growth of the planned giving industry has largely been on the backs of the silent generation donor. However, today’s planned giving donor looks a lot different than the ones that many of us have come to know over the years.

This presentation will explore the socioeconomic changes that are impacting how donor’s approach their planned gift decisions and what that means for your marketing. We’ll look into how advancements in technology and broader access to information is blowing up our traditional donor pyramid. We’ll also review research that’s showing us a shift in the societal view of nonprofits and how it’s impacting the donor decision making process.

  • FREE for Planned Giving Council of the Mid-South members and Jewish Foundation of Memphis partner organizations.
  • Members can email Joey Maurizi at joey.maurizi@mlh.org to register for one or multiple programs.
Cost for guests is $30 for each program OR $50 for the August and September program.
Join the Planned Giving Council of the Mid-South
Guest Registration and Payment

Meet Our Speaker Nathan Stelter

Nathan StelterNathan is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,400 organizations nationally with a staff of 85 passionate individuals. Nathan and his amazing leadership team continue to forge the way with new research, new innovations and smarter ways for charities to raise planned gifts. His primary focus is on product development, strategic partnerships and sharing insights on industry trends…along with overseeing Stelter’s consulting, client strategy and marketing teams.

Over Nathan’s 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council in Washington, DC, is a current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners where he’s working with a small task force to create the first ever National Standards for Gift Planning Success.

Thursday, September 22nd

PLANNED GIVING COUNCIL OF THE MID-SOUTH SOCIAL HOUR

5:00 pm at Loflin Yard

Drop in for a cocktail after work to network and visit with your peers from local non-profits, law firms, fiduciaries, and accounting practices!

  • FREE for Planned Giving Council of the Mid-South members and Jewish Foundation of Memphis partner organizations.
  • Members can email Joey Maurizi at joey.maurizi@mlh.org to register for one or multiple programs.

 


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

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.

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
"LEGACY PLANNING REIMAGINED AFTER TAX REFORM"
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