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.

Friday, April 24, 2020

Web Program, via Zoom

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

1:00 - 2:00 pm
Web program via Zoom.

This presentation will summarize and address the unprecedented combination of challenges now facing the philanthropic sector. Robert will share a number of lessons learned from decades of experience helping nonprofits effectively cope with difficult periods.

There are many individuals who wish now more than ever to make charitable gifts, but may understandably be reluctant to do so. Robert will address a number of ways charities and advisors can help donors make gifts they may not have thought possible through greater attention to what to give, when to give, and the most effective ways to make gifts in today’s environment.

This program is free to members of the Planned Giving Council of the Mid-South. Guests are $25. Registration is required.

Robert F. Sharpe, Jr.

Robert SharpeRobert F. Sharpe, Jr. is a nationally recognized leader and authority in the field of philanthropy. During more than three decades of service to thousands of America’s nonprofits, he has consulted with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. He has mentored many of the nation’s leading nonprofit executives whose efforts have raised tens of billions of dollars that have helped fuel the transformation of the American experience.

An honors graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.

Robert has been a pioneer in the area of “blended gifts” beginning in 1995 when he coined the term as part of a presentation at the national conference of the National Association of Charitable Gift Planners (CGA).

Robert is chair of the philanthropy editorial board of Trusts & Estates magazine and co-author of the CGP Model Standards of Gift Valuation. He has served on the board of Giving USA and on a number of strategic task forces for the CGP. He currently serves as an Advisory Council member for the Alliance for Charitable Reform in its efforts to preserve and expand favorable tax treatment for charitable gifts.

Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy, Trusts & Estates and Kiplinger’s.

He is a sought-after speaker at local and national gatherings of fundraising executives, financial officers and others. He was co-creator with David Dunlop of the CASE Conference “Inspiring the Largest Gifts of a Lifetime,” and has served on its faculty for over 20 years.
He is a recipient of the CASE Crystal Apple award for excellence in teaching and has received the Lifetime Achievement Award from the Philanthropic Planning Group of Greater New York, the David M. Donaldson Distinguished Service award from the Planned Giving Group of New England and has been inducted to the CGA Gift Planning Hall of Fame.

 


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

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