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 ($35 for guests).
If you would like to become a member, click here for more information! Or contact us to find out how to join.
Thursday, March 2, 2023
A Wholistic Approach to Planned Giving ( Various Aspects of Planning, Marketing, Managing & Evaluating Your Program)
Featuring Barlow T. Mann, JD, Sharpe Group
11:30 am – 1:00 pm at The Butcher Shop (lunch will be provided)
Registration is free for members and $35 for non-members
Meet Our Speaker
Barlow T. Mann, JD
Sharpe Group General Counsel
Barlow T. Mann, JD, has more than four decades of experience in charitable gift planning and serves as general counsel for Sharpe Group. Before joining Sharpe Group, he was director of development at the University of Tennessee Health Science Center where he was responsible for current, deferred and capital giving for the colleges of medicine, pharmacy, dentistry, nursing and allied health.
He also has served as director of planned giving for the University of Memphis. He coordinated resource development projects with the University of Tennessee Bowld Hospital.
Barlow has been a member of the American and Tennessee Bar Associations and has authored articles on planned giving for Planned Giving Today, Trusts & Estates Magazine, The Journal of Gift Planning and Fundraising Management, and his commentaries have been featured in The Chronicle of Philanthropy and The NonProfit Times. Barlow has been a frequent speaker for numerous local and national fundraising groups for more than 40 years, including the AHP Madison Institute, National Planned Giving Institute, Association of Fundraising Professionals, the National Association of Charitable Gift Planners, the American Council on Gift Annuities, the National Catholic Development Conference and others. He is a graduate of Tulane University and the University of Memphis School of Law. In his tenure at Sharpe Group, he has been involved with the company’s seminars, marketing and consulting divisions and has worked with hundreds of charitable clients to enhance their efforts to attract planned gifts. He has special expertise in estate planning, blended gift structuring and tax law.
His speaking topics list includes taxes and giving; A, B, Cs of Planned Giving; Discovering America’s Most Generous Givers; and Trends in Giving. He possesses a combination of legal, technical and creative skills that can be applied to meet the specific needs of each client.
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 (firstname.lastname@example.org or 901-478-0694) or visit our membership page.
Thursday, September 22, 2022
Planned Giving Council of the MID-SOUTH Social Hour
Thursday, 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
Thursday, 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.