Program Materials
Feel free to peruse these materials, presented at our luncheons and provided by the speakers to our members.
2024 Programs
January 8: Tax Update with Clark Nuber’s Jennifer Harris Becker and Frances Olson: Jennifer Becker Harris - Tax Shareholder, Clark Nuber PS
March 11: Benefits of Blended Gifts: Heather Millar, Matthew Hammat J.D.
2023 Programs
January 9: Tax and Estate Planning 2023 Outlook: Ashley Velategui, CFA – Director, Wealth Strategies, Bernstein PWM Jason Okrent, CFA - Vice President, Foundations and Institutions, Bernstein PWM
February 13: Answers to Questions Commonly Asked About Charitable Gift Annuities (CGAs): Bill Zook, Principal Evergreen Planned Giving, LLC
March 13: When Your Charitable Organization is Named as a Beneficiary – Best Practices to Minimize Frustration and Delay Lauren Gersch, JD, Fred Hutchinson Cancer Research Center
June 5: Leave 10 Update and Brain Trust Session Scott Claeys, CAP, CFRE, FCEP, Salvation Army and Heather E. Williams, University of Washington
July 10: Donor Advised Funds: Working with Donors & Their Advisors to Unlock Gifts for Your Organization: Renee Kurdzos, Executive Director, Planned Giving; Fred Hutchinson Cancer Center and Mike Milojevich, CFP ®, Lead Advisor & VP of Client Service, Highland Private Wealth Management
August 9: Donor Conversations: Selecting the Right Charitable Strategy: Ryan J. Szczepanik, Senior Wealth Strategist, BNY Mellon Wealth Management
November 13, 2023: Questions to Start Gift Planning Conversations: Greg Sharkey, J.D., Senior Philanthropy Advisory, The Nature Conservancy
2022 Programs
January 18: Taxes What’s in Effect? What’s In Limbo? And What Might be on the Horizon?: Kristi Mathisen, Managing Director, Tax & Financial Planning Laird Norton Wealth Management
February 14: Documenting Gift Agreements: Getting Everybody on the Same Page: Lauren M. Gersch, JD | Fred Hutchinson Cancer Research Center
March 14: Getting Started: Simple Tools & Resources to Grow Your Legacy Program: Marcie Hinthorne, JD | The Nature Conservancy
April 11: Stories from the Trenches Elder Law & Finances: Ethics and Senior Capacity in Philanthropy: Chad Proctor, JD, LLM, CTFA BNY Mellon Wealth Management, Jonete Waters Rehmke, JD Attorney
May 9: Best Practices for Estate Administration of Charitable Gifts: RoseMary Reed, JD Stokes Lawrence, P.S., Elizabeth Hikida Garner, Manager of Estates, Planned Giving, University of Washington
June 13: Planned Giving 101: Achieving Multiple Goals with Charitable Gift Annuities and Charitable Remainder Trusts: Marcie Hinthorne, Regional Gift Strategist, The Nature Conservancy
September 12: Apply Your Planned Giving Knowledge to Real Donor Cases from the Road: Marcie A. Hinthorne, The Nature Conservancy Janell Johnson, Phila Engaged Giving Andrea King, The Swedish Foundation
December 12: Building A Planned Giving Program: Anne S. Knapp, MA, CFP
2021 Programs
February 8: Tax Update and Giving Opportunities: Jennifer Becker Harris, CPA, MST I Shareholder, Clark Number PS; Bryan Digel, CFP, CDFA, Managing Director, Pathstone
March 8: Expanding Legacy Giving in Your Organization: Sarah Freeman, KUOW Planned Giving Officer; Melissa Laird, KUOW Philanthropy Officer
April 12: Planning for Planned Gifts: What Staff and Board Should Know About Offering Split-Interest Gifts: Bill Dolan, Senior Philanthropic Advisor/US Bank - Charitable Services Group; Tiffany L Koenig, CWS, Senior VP I Senior Private Wealth Advisor I U.S. Bank Private Wealthy Management
May 10: Estate Planning & Planned Giving with a Racial Justice Framework: Elena Pullen-Venema, MBA, CAP® Director of Gift Planning Community Foundation of Snohomish County
June 14: Intergenerational Wealth Transfer: Is Your Organization Ready for Its Impact?: Chris Heldman, President & CEO Legacy Leaders
August 9: 2021 Tax Reform: The Most Sweeping and Far-Reaching Tax Changes in Generations: Jonathan Gudema, Planned Giving Advisors, LLC
September 13: U.S. Trust Study of High Net Worth Philanthropy: Matthew Laufman, Senior Vice President, Philanthropic Strategist Bank of America Private Bank
December 13: Preparing for 2022: Four Tax-Savvy Strategies to Inspire Donors (and Clients) to Step Up Charitable Giving Plans: Lisa Peters, CFP®, CDFA®, CAP® Private Ocean Wealth Management
2020 Programs
June 15: Charitable Giving and Tax Updates in the Midst of COVID-19: Jennifer Becker Harris, CPA MST. Presentation Slides
April 13: Blended Gifts - From Buzzword to Best Practice: Renee Kurdzos, Executive Director Planned Giving, Fred Hutchinson Cancer Research Center. Presentation Slides | Presentation Recording
2019 Luncheons
May 13: Planned Giving Made Simple: Emma Conway, Philanthropy Advisor, Boys & Girls Clubs of South Puget Sound.
February 25: Charitable Giving in the Post TCJA Era: Jane Searing, Clark Nuber
Presentation Slides | Presentation Handout 1 | Presentation Handout 2 | Presentation Handout 3
January 14: The Similarities and Differences Between Being an Amazon Executive and Founding/Leading an NGO: Ellenore Angelidis, Founder and Board President, Open Hearts Big Dreams Fund.
2018 Luncheons
December 10: Engaging the Next Generation of Philanthropy Presented by: Doug Webb, Next Generation Legacy Advisor, Seattle Children's Hospital.
February 12: Tax Reform and the Potential Impact on Charitable Giving Presented by: Jennifer Becker Harris, Clark Nuber PS and John Creahan, Cairn Law, PLLC.
January 8: Start 2018 Right with 12 Planned Giving Resolutions Presented by: Lorraine del Prado and Kristi Mathisen. \
2017 Luncheons
December 11, 2017: It's Showtime - How to Create and Deliver Presentations that Generate Leads and Inspire Gifts Presented by: Lani Starkey, JD, LLM, CPA.
November 13, 2017: Debunking 4 Common Myths Surrounding Planned Giving.
Presentation Part 1 | Presentation Part 2
September 11, 2017: Life Insurance as a Tool for Philanthropic Planning Presented by: Bart Danie, David Fain and Alan Pratt.
2016 Luncheons
February 8, 2016: Attract Millennial Donors using Social Media Presented by: Corinne Cavanaugh. Presentation Handout
March 14, 2016: The Art of Donor Conversations Presented by: James Plourde, CFRE.
Presentation Handout
April 11, 2016: Building Your Family's Legacy: Donor Advised Funds and Planned Giving - Presented by: Allison Parker, CFRE.
June 13, 2016: Integrating Charitable and Family Legacies Presented by: Lorraine del Prado. Presentation Handout
November 14, 2016: Big Results with Bequest Challenges Presented by: Aggie Sweeney, CFRE. Presentation Handout